---
title: "Use Local Models for Private Documents"
type: guide
id: "local-models-private-documents"
description: "A practical recipe for using local or private AI models with sensitive documents, including retrieval, redaction, access control, and evaluation."
last_updated: "2026-04-24"
tags:
- "recipe"
- "local"
- "privacy"
- "documents"
- "retrieval"
---
# Use Local Models for Private Documents
Private document workflows are usually retrieval systems with model reasoning on top. The model is only one part of the privacy design.
## Minimal Stack
- Document store with access controls
- Parser and chunker
- Local embedding model or private embedding API
- Vector index or keyword search
- Local/private generation model
- Audit logs
- Evaluation set
## Workflow
1. Classify documents by sensitivity.
2. Decide whether embeddings can leave the environment.
3. Build retrieval with access checks.
4. Use a local/private model for answers.
5. Require citations to retrieved chunks.
6. Log prompts, retrieved documents, and outputs.
## Model Guidance
Use [Choose a Local Model](/guides/choose-a-local-model) for model selection. Prefer the smallest model that passes document QA evals.
## Guardrails
- Do not retrieve documents the user cannot access.
- Do not answer without retrieved evidence.
- Redact secrets before logs leave the environment.
- Keep evaluation documents separate from training or tuning.
## Failure Mode
The common mistake is focusing only on model weights. Private document systems fail when retrieval ignores permissions or logs leak sensitive content.
Use Local Models for Private Documents
Private document workflows are usually retrieval systems with model reasoning on top. The model is only one part of the privacy design.
Minimal Stack
- Document store with access controls
- Parser and chunker
- Local embedding model or private embedding API
- Vector index or keyword search
- Local/private generation model
- Audit logs
- Evaluation set
Workflow
- Classify documents by sensitivity.
- Decide whether embeddings can leave the environment.
- Build retrieval with access checks.
- Use a local/private model for answers.
- Require citations to retrieved chunks.
- Log prompts, retrieved documents, and outputs.
Model Guidance
Use Choose a Local Model for model selection. Prefer the smallest model that passes document QA evals.
Guardrails
- Do not retrieve documents the user cannot access.
- Do not answer without retrieved evidence.
- Redact secrets before logs leave the environment.
- Keep evaluation documents separate from training or tuning.
Failure Mode
The common mistake is focusing only on model weights. Private document systems fail when retrieval ignores permissions or logs leak sensitive content.