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How to share specific conversations

This article explains how to share conversations after completing the extraction.

Updated over 2 weeks ago

This step-by-step guide walks users through the process of searching, selecting, and sharing specific message threads from the extraction to your legal team or the account holder. You can search for conversations by contact name, phone number, or keyword. Messages from selected conversations cannot be reviewed in the Hearsay Extractor application. They are only viewable in your legal team’s (or account holder’s) web portal once shared.


Step 1: Search

Use the search bar to find conversations by contact name, phone number, or keyword.


Contact Name

When searching by contact name, it must match how the contact is saved on the phone. The Hearsay Extractor uses fuzzy matching, so you may see similar names appear as you type.

Phone Number

Phone number search is an exact match.

Keywords

Keyword search identifies conversations that include the word. When you select a conversation using keyword search, the entire conversation thread will be shared, not just the specific message with the keyword.

You can enter multiple keywords. After typing a keyword, press Enter, then continue adding more. Keywords are linked by “or,” not “and,” so any conversation containing any of the keywords will appear. The date range filter only affects when the keyword was used. It does not limit the date range of the conversation once it’s selected and shared.


Step 2: Select

To select messages to share, you can:

  • Click individual messages manually

  • Or click the Select All button in the bottom left corner of your screen

After selecting a conversation, you can clear your search term and continue searching for more conversations to include. Clearing the search does not remove any conversations you've already selected. All selected threads will be shared together in the next step.

Step 3: Share

Click the Share button to upload the selected conversations to your legal team’s online portal for review and export.

Only the conversations you select will be shared. No other data is uploaded.

Keep the application open

Do not close the Hearsay Extractor until you see the Sharing Complete screen.

Upload time depends on your internet connection and the number of conversations being shared.


Next steps

  • If your attorney sent you the extraction code:
    You're done. They’ll receive an email once the upload is complete.

    • You can let them know you’ve finished.

    • Wait for their feedback before deleting the extraction backup (unless you want to keep a copy).

    • When you're ready to delete the extraction backup, follow this guide.

  • If you're the account holder:
    Want to review the messages that were shared to your account? Click here to learn how to review and export messages.


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