# Redact a brief without guessing the rules

> Pick the document role, the province, and the categories to apply. Get instructions, a checklist, and a log template.

Source: https://imecore.com/tools/redaction-checklist-generator

This tool runs entirely in the browser. Nothing is uploaded and no account is needed.

## How to use it

1. **Pick the document role.** Claimant records, examiner report, instructing letter, or billing.
2. **Pick the province and the categories.** Identifiers, privilege, irrelevant history, third-party information, and minors.
3. **Read the instructions.** Each category gets a paragraph and an ordered list of steps.
4. **Download the log.** Use the CSV columns as you redact. Do not paste identifiers into the log.

## The brief that still has a spouse's health number

Someone will send the whole family-physician chart. It will include a child's visit, a spouse's medication, and a lawyer's email with a settlement number in the thread. If that bundle goes to the examiner, you have a privacy problem and a privilege problem on the same afternoon. Redaction is not decoration. It is the last chance to stop the wrong page leaving the office.

## Privilege is not the same as embarrassment

Solicitor-client material is advice and strategy. It comes off the examiner copy, even when it sits next to a useful fact. Irrelevant clinical history is different. It comes off because the questions do not make it relevant, not because it is awkward. Third-party information comes off because it is not the examinee's. Write the reason in the log. A later challenge will ask for that reason, not for your memory of the day.

## The log is the work product you keep

A black box on a PDF without a log is hard to defend. Record the date, the document, the page, the category, the reason, and who reviewed it. Describe the class of information. Do not paste the original words. If you paste the health number into the log, you have copied the thing you were trying to remove. This tool gives you the columns. You fill them as you go.

## Questions people ask

### Does this redact my PDFs?

No. It writes the instructions, the checklist, and an empty log. You redact in your document software.

### What goes in the log?

Date, document, page or Bates, category, reason, method, operator, and reviewer. Describe the class of information only.

### Why does the document role matter?

An instructing letter is where privilege hides. A billing file is where account numbers hide. The steps change.

### What about Quebec?

The identifier instructions mention Law 25. Confirm against counsel's rules for that file.