Detection profiles: which one fits your documents
A detection profile tunes Lex Cloak for a kind of document, such as Healthcare, Legal, FOIA, Forensic Psychiatry, General, or Education. The template chip in the toolbar always shows which document type is active, so you can see at a glance which profile Lex Cloak is using. Pick a profile when you first run, and switch any time from the chip or in Settings. The chip also shows how well the current profile fits the document. If the new profile would redact the open document differently, Lex Cloak re-scans it right away, so what you see on screen belongs to the profile that is active. The Legal profile adds one more choice: a working copy that fully redacts, or a public federal court filing that keeps only the fragments a federal filing allows, such as the last four digits of an account number or the year of a birth date. You can change that choice any time from the chip or in Settings.
What a profile changes
Every profile uses the same local detection engine. The profile tells that engine which kinds of sensitive information to weight most heavily for the document in front of you, so a record full of clinical detail and a public-records release get the attention each one needs. You can still turn any category on or off after the scan, whatever profile is active.
Legal & court: working copy or federal filing
The Legal & court profile is the one profile that asks a follow-up question when you pick it: how will you use the redacted copy? Both paths detect the same identifiers; they differ only in how much of each one they remove.
A legal working copy — for discovery, client sharing, contracts, and correspondence — fully redacts every selected identifier. A public federal court filing is guided by the FRCP 5.2 conventions for a U.S. federal civil filing: it keeps the last four digits of a Social Security number, tax ID, or financial-account number, and the year of a date of birth, while names (including minors’), phone numbers, email addresses, and street addresses stay fully redacted. The removed characters are gone from the file, not just covered.
This is a federal baseline, not a guarantee of compliance, and every identifier is redacted this way unless you review and change a match. Verify the court’s local rules and any case order before you file. You can switch between the two at any time from the template chip in the toolbar, which lists exactly what each path keeps and redacts.
How to pick and switch a profile
You choose a profile the first time you run Lex Cloak. After that, the active profile lives on the template chip in the toolbar, at the top of the window. The chip always shows the name of the active document type, so you can see at a glance which profile is in use, along with a fit signal for how well it matches the open document.
To change it, click the template chip in the toolbar and choose another profile. Switching re-scans the document with the new profile, so the matches you review reflect the profile you picked. If the fit signal suggests another profile suits the document better, the chip is where you make the change.
Profiles, categories, and confidence
A profile sets the starting point; the category chips and the confidence controls let you fine-tune from there. Muting a category removes those matches from review and from the saved file regardless of profile, and the confidence controls change how many uncertain matches you see rather than what counts as sensitive. For the full picture of how matches are found and scored, see how detection works.
No profile catches everything, which is why the review step matters. You always have the final say over what is covered before you save.
See which profile fits your work
Scanning is free, so you can open a document and see what each profile surfaces before you decide. New to Lex Cloak? Start with how it works.
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