PDFLean

Insurance & Claims

Move claims through faster: enhance and OCR scans, split and merge claim packets, extract amounts into Excel, redact ID data, number and archive to validated PDF/A.

Best for: Claims, underwriting, customer operations

The usual order: OCR the claims, split or merge the packets, number the pages, redact the identifiers, then validate and archive.

How to use

  1. 1Scan and enhance claim documents, then OCR them into searchable text
  2. 2Split or merge into per-case claim packets
  3. 3Extract amount fields into an Excel ledger
  4. 4Redact ID data, number and archive to PDF/A

Related tools

Local Processing (Offline Capable)
OCR a PDF
Make scanned claims and policy files searchable and copyable — OCR runs in the browser, free, with no upload.
Local Processing (Offline Capable)
Enhance a scanned document
Enhance scanned documents and smartphone photos — remove uneven shadows, flatten yellowed backgrounds, preserve red stamps and sharpen text. Runs locally.
Local Processing (Offline Capable)
Split a PDF
Split PDF by page range, or split every N pages, per page, or into N parts — all locally in your browser.
Local Processing (Offline Capable)
Merge PDF files
Merge PDF files in the order you choose — combine multiple documents into one, right in your browser with no upload (combined size up to 10MB); larger totals can use the Pro cloud large-file merge on the page (sign-in required).
Local Processing (Offline Capable)
Compress a PDF
Compress PDF files in your browser — light lossless, recommended, and extreme tiers, plus a target-size mode with real-time stats on size and savings (local and free, no upload for files up to 10MB); larger files can use the Pro cloud path (sign-in required).
Local Processing (Offline Capable)
Convert invoices to Excel
Invoice to Excel converter for VAT invoices, digital receipts and commercial billing PDFs — extracted into structured .xlsx ledgers locally, zero privacy risk.
Local Processing (Offline Capable)
Convert PDF to Excel
Convert PDF to Excel (xlsx) — tables rebuilt with row clustering and gap-based columns, one sheet per page, fully in your browser.
Local Processing (Offline Capable)
Redact PII from a PDF
Automatically redact PII from PDF files — ID numbers, phone numbers, credit cards, emails and custom keywords are detected locally, then permanently removed.
Cloud Processing (Encrypted)
Redact a PDF
Redact PDF text at the byte level — matched text is deleted from the content stream with metadata purge, while unmatched text stays vector and searchable. Processing runs on PDFLean's encrypted cloud servers and uses your cloud quota.
Local Processing (Offline Capable)
Remove metadata from a PDF
Remove metadata from PDF files — title, author, subject, keywords and XMP are cleared before sharing; for scripts and attachments use Sanitize.
Local Processing (Offline Capable)
Convert a PDF to PDF/A
Convert PDF to PDF/A locally with an embedded sRGB ICC or CMYK named condition; device color space stats and validation limits are reported honestly.
Cloud Processing (Encrypted)
Validate PDF/A compliance
Validate archive copies of policies against PDF/A — server-side validation over an encrypted channel (account required, free tier: 1 cloud task / 24h, deleted within 24 hours).
Local Processing (Offline Capable)
Add page numbers to a PDF
Add page numbers to PDF pages with six margin positions, 1,2,3 or 1/10 formats and a custom starting number — runs in your browser.
Local Processing (Offline Capable)
Add Bates numbering to a PDF
Stamp Bates numbers across claim bundles for chain of custody — numbering runs in your browser, free, nothing uploaded.
Local Processing (Offline Capable)
Fill a PDF form
Fill PDF form online — AcroForm text fields, checkboxes and radio buttons are auto-detected, filled, then exported flattened (default) or with the fields still editable, all in your browser.
Local Processing (Offline Capable)
Sign a PDF
Sign PDF pages with a typed or hand-drawn signature stamp — basic self-signing that runs fully locally.

Ready when you are

Runs in your browser whenever possible — no signup needed to start.

Open OCR PDF — Make PDF Searchable

PDFLean is a productivity tool and does not provide legal, medical, regulatory, or compliance advice. Review outputs before relying on them for regulated or high-stakes decisions.