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How to create a case and extraction code

Step-by-step guide on how to create a case and extraction code.

Updated over 2 weeks ago

This article explains how to create a case in Hearsay, set extraction code options, and share the case with a custodian if needed. Once created, you’ll be able to generate an extraction code for use in the Hearsay Extractor application.


Step 1: Click New Case.

In the top right corner of your screen, click New Case.

Step 2: Enter case details

Fill out the case information, then click Create.

  • Case name

  • Visibility (assign to team members, if needed)

  • Sharing mode (see details below)

  • Custodian name and email (required if extraction will be remote)


Sharing mode options:

Require client to search and select relevant conversations

The custodian will manually search, select, and share conversations once the extraction completes.

Specify conversation search results to share automatically

Pre-program the extraction code with search queries. Conversations matching those queries will automatically be shared once the extraction completes, with no action needed from the custodian.

Step 3: Create the case and extraction code

Click Create. Be sure to enter the custodian’s name and email if they will be completing the extraction remotely.

After creating the case

You’ll be redirected to the Extraction Codes tab within the case.


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