Anonymizing Demo Site Data

Demo sites can contain real client data, whether entered by staff with access to the demo site, or if a demo site has been copied from a live site.

You can have some of the more sensitive data on a demo site anonymized:

  • To have this done as part of copying your live site to demo, add the required language below to that support request.
  • To have this done separately, file a support request from the demo site (Help menu > Support Request).

Required language for either option above:

"I authorize LegalServer to anonymize data on our demo site and to bill us $500.00."

After we received the support request, we will send an invoice. This typically takes place within a week of receiving payment.

Please do not contact us with arguments that obfuscation and anonymization are different things.

Fields that are Anonymized

  • First, Middle, and Last names on the person table are anonymized by replacing each with a random value from a list of fictional names.
  • The person table includes user names, so those are obfuscated. Login/usernames are not changed, so the login credentials for the demo site do not change. Jane Smith, who logs in using jsmith, will still log in using jsmith, but will appear as Vorik Thorfinnsson, or similar.
  • Email addresses. Excluded are the email addresses of users set to Login Active = Yes, to allow them to login if SSO or MFA is enabled on the site.
  • SSN, A Number, Visa Number, Address 1, Address 2, DOB, and phone number fields.
  • Note subjects and bodies, as are note draft subjects and bodies.
  • Activity record notes.
  • Timeslip Activity Details.
  • Document names that are not templates.
  • Callback notes.
  • The "To phone" and "From phone" in SMS logs are set to 555-555-1212. Error message and body text are anonymized.
  • Twilio (SMS) credentials are removed.
  • Text in custom text fields unless the contents are all numbers. (Effective 2023-05-11).
  • HUD Settings.
  • Case Bundle labels.
  • The cause_number field. Site administrators often change the Short Name of this field.

Notable Fields that are not Anonymized

  • Case Title.
  • Group client names.
  • SharePoint/Google/Dropbox File Links are preserved.
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