Packet assembly
Merge, split, delete, reorder, and number pages before final review.
Industry
PDF tools for legal teams
Assemble packets, annotate contracts, and prepare signature copies.
Legal document preparation needs stable page order, careful metadata handling, signature review, and clear separation between local workflows and future cloud or AI workflows.
ClearPDF can help assemble and review PDF packets, but legal templates and checklists are general workflow aids, not legal advice.
Confidential handling
Use local tools when possible and avoid AI or cloud processing unless policy permits it.
Review templates
Use checklist templates to catch workflow issues before sharing, signing, or filing.
Workflow checklist
- Confirm every document belongs in the packet.
- Remove unrelated or duplicate pages.
- Check signatures, dates, and page order.
- Remove metadata when policy requires it.
- Avoid visual-only redaction for sensitive content.
Privacy note
Use local processing for sensitive PDFs when the workflow can be completed in the browser. Move to cloud, OCR, or AI only when the page explains what is uploaded and retained.
Open the related guide, template, form, or tool.
Legal checklist templateOpen the related guide, template, form, or tool.
Remove metadataOpen the related guide, template, form, or tool.