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Legal still ships the file. Personal data stays in the company.

For general counsel, legal ops, and the privacy partner sitting with the business.

In-house teams leak in Outlook, in a litigation exhibit, in a vendor proposal, and in a Copilot paste. Outbound Guard is the daily control. Fast Track plus binders plus the production portal is the workcell when a pack must leave. The RFP kit scrubs commercial files. Prompt Guard sits in front of the model.

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User stories

When this is already the job

Each When should make you nod. The ink cell is the module that sits in that moment. Then is the useful part: what it does, and what you stop doing in Word, Excel, Outlook, or a zip.

  1. When

    A dispute hits, and a few hundred exhibits have to go to the other side this month.

    Northdocs

    Fast Track

    Identity review, then fail-closed verify

    Then

    Accept people once across the exhibit set. Content-stream removal, then re-extract. You are not running Adobe on a shared drive the night before production.

  2. When

    The pack needs Bates numbers, a table of contents, and a cover that looks like a real production.

    Northdocs

    Legal binders

    Binder Studio on the verified PDFs

    Then

    Volumes, stamps, cover, and Bates stay in the case that already holds the redacted files. Lit support stops assembling the pack in Word after the redaction pass.

  3. When

    Outside counsel wants a download today, not another email with attachments.

    Northdocs

    Production portal

    Time-limited link, watermark, receipts

    Then

    Share completed redacted files through a portal. Withheld rows are metadata only. Downloads are receipted. Revoke the link when the window closes.

  4. When

    Procurement wants evaluators to see a vendor proposal without unit prices or contact sheets.

    Northdocs

    RFP kit

    Pricing, contacts, CVR, NDA terms

    Then

    One preset finds unit prices, totals, contacts, registration details, and NDA language. Evaluators get a clean copy. You keep the original. Verification blocks a dirty evaluation file.

  5. When

    Someone in Legal emails an employee CPR to an unclassified vendor, quoted from last week's thread.

    Northdocs

    Outbound Guard

    SoftBlock and wipe in Outlook compose

    Then

    Unmatched CPR stops at Send. Wipe the draft when it is dirty. PDF and Office attachments are inspected on Send. Permanent destruction of that file is still a Cases job.

  6. When

    The business dumps an employee DSAR on Legal with less than two weeks left on the clock.

    Northdocs

    Cases

    Identity-first production, 30-day clock

    Then

    Separate the employee from everyone else in the export. Pause and extend with a reason. Audit sits on the case so the DPO is not reconstructing the story from email.

  7. When

    Copilot is on every contract in Word, and counsel pastes a clause to rewrite it.

    Northdocs

    Prompt Guard

    Clipboard wipe, no new drafting tool

    Then

    Personal data leaves the clipboard before the model. Legal keeps Copilot. Employee and customer data do not become a prompt.

Activity map

What this team uses Northdocs for

Not a feature list. Grouped the way the work shows up.

Company Outlook

  • SoftBlock unmatched CPR

    Legal, HR, and finance mailboxes get a send gate without a 12-month Purview program.

    How the job works
  • Wipe in compose

    Clean the draft when someone pasted a CPR or a client email into the wrong thread.

    How the job works
  • Attachment inspect

    PDF and Office on Send. Permanent redaction of that file is still a Cases job.

    How the job works

Disputes and access

  • Litigation disclosure

    Fail-closed packs for the other side: Fast Track, content-stream removal, verify before download.

    How the job works
  • Privilege in the file

    Spot counsel language, withhold it, and keep a schedule next to the produced set.

    How the job works
  • Legal binders and production portal

    TOC, Bates, and stamps in Binder Studio. A time-limited portal so outside counsel downloads a receipted pack instead of a zip.

    How the job works
  • Employee and customer DSAR

    The same identity-first production privacy ops use, under legal ownership.

    How the job works
  • Chats and recordings

    Teams and meeting audio that showed up in the hold.

    How the job works

Procurement files

  • Proposal scrubbing

    Unit prices, totals, contacts, CVR or VAT, NDA terms, and trade-secret markers in one preset.

    How the job works
  • Readable people, gone commercials

    Pseudonymize names when evaluators need context. Redact pricing and registration details.

    How the job works
  • Verify before release

    The proposal owner still decides the audience. Verification blocks a dirty evaluation copy.

    How the job works

Staff AI and diligence

  • Prompt Guard

    Stop contracts and employee data reaching ChatGPT or Copilot from the clipboard.

    How the job works
  • EU diligence pack

    Trust Center, DPA, subprocessors, and architecture for vendor review the other way around.

    How the job works

Questions this team asks

Do we need a litigation workcell to start?
No. Outbound Guard and Prompt Guard land without Cases. Open a case when a file must be permanently redacted.
Can procurement use this on proposals?
Yes. The RFP kit is a workload with its own detection defaults. Your proposal owner still defines what evaluators may see.
How is this different from Microsoft Purview?
Purview is the broader DLP suite. Outbound Guard is send-time personal-data protection in Outlook: wipe in compose, recipient class, body-free evidence. It does not replace labels, encryption, Teams, or endpoint DLP.

Start with the pack you have to ship

Upload a real FOI, DSAR, or litigation file and download only after verification passes. Add Outbound Guard when mail is the next leak.