Docketbriar / practical guide

Accessible PDFs: a practical review for law firms

For small U.S. law firms, a PDF can look polished on screen and still be difficult to use with a keyboard or screen reader. Use these steps to review intake forms, fee information, client guides, and other documents your firm publishes.

This guide is educational information, not legal advice, an accessibility audit, or a compliance determination. Following it does not guarantee compliance with the ADA, WCAG, or another requirement, and it does not promise legal protection. The Section 508 references below are federal resources; they do not decide what laws require of a particular private law firm. Ask qualified counsel or an accessibility professional about your circumstances.

A practical review

Five checks before you publish

  1. Check 1

    Start with a well-structured source document

    When you create a document, use your editor’s built-in heading and list styles before exporting it to PDF. A larger or bold line may look like a heading, but it needs to be marked as one in the document structure too.

    • Use a clear heading hierarchy and real list formatting for items such as intake instructions or a document checklist.
    • Keep the page layout simple where you can. Columns, sidebars, footnotes, tables, and text boxes can need extra review after export.

    Related sources: Create Accessible PDFs (opens in a new tab); Common PDF Tags and Their Usage (opens in a new tab)

  2. Check 2

    Check that the words and document properties are usable

    Select or search a few words in the finished PDF. If a page behaves like a picture, it may be a scan without searchable text. OCR can create text from a scan, but it can misread names, dates, dollar amounts, case citations, addresses, or instructions.

    • Compare OCR text against the source document, especially names, numbers, citations, and form instructions.
    • Give the PDF a descriptive document title, set its primary language, and check that the file’s security settings allow assistive technology to access its content.

    Related sources: Module 3: Remediating PDFs for Accessibility (opens in a new tab); PDF7: Performing OCR on a scanned PDF document to provide actual text (opens in a new tab)

  3. Check 3

    Review the tags, headings, lists, and images

    A tag tree tells assistive technology how the document is organized. Review the structure, not just the visual page. Automatic tagging can be a starting point, but tags may need correction.

    • Confirm headings follow the document outline, lists are tagged as lists, and meaningful images have useful alternative text.
    • For data tables, check that rows and header cells are identified as table structure. Mark decoration so it is not announced as meaningful content.

    Related sources: Module 3: Remediating PDFs for Accessibility (opens in a new tab); Common PDF Tags and Their Usage (opens in a new tab)

  4. Check 4

    Follow the reading order and keyboard path

    Read each page in a logical order that matches its meaning. This matters in multi-column documents and where a page includes links, form fields, footnotes, or sidebars.

    • Use a screen reader or read-aloud feature to listen to a representative page. Check that headings, paragraphs, lists, tables, and footnotes make sense in sequence.
    • Press Tab through every link and form field. Confirm focus follows a sensible order and each field has an understandable name or instruction.

    Related sources: Module 3: Remediating PDFs for Accessibility (opens in a new tab); PDF3: Ensuring correct tab and reading order in PDF documents (opens in a new tab)

  5. Check 5

    Run a checker, fix issues, then check the saved file again

    A PDF accessibility checker can surface issues to investigate, but a clean checker result does not tell you whether every heading, reading order, image description, or instruction makes sense to a person.

    • Use the checker in your PDF editor, then review each warning in the document rather than dismissing it automatically.
    • Save the corrected PDF, reopen that exact file, and repeat the text, tag, reading-order, keyboard, and form checks that apply.

    Related sources: Module 3: Remediating PDFs for Accessibility (opens in a new tab); PDF3: Ensuring correct tab and reading order in PDF documents (opens in a new tab); PDF7: Performing OCR on a scanned PDF document to provide actual text (opens in a new tab)

Further reading

Sources behind this guide