This article explains how to navigate the Case Home dashboard in Hearsay. From here, you can access every part of a case, including uploaded data sources, extraction codes, exports, team members, and Hot Data. You can also search across all uploaded data, filter by tags or date, and use quick actions to create new codes or exports.
How to get to the Case Home Dashboard
Step 1: Log in
Go to usehearsay.com/login and log in to your account.
Step 2: Open your case
From your My Cases page, click the case name you want to view.
You’ll be redirected to the Case Home Dashboard, the main workspace for managing all case data, searches, and exports.
Understanding Case Home Tabs and Functions
From Case Home, you can access other key areas of the case:
Case Data: Review data collected from extractions
Case Exports: Export conversations or tagged sets of data
Case Members: Manage who has access to the case
Case Settings: Rename, tag, or delete a case
Recent Uploads
The Recent Uploads section shows the most recently added data sources for the case. Each upload includes the device name, upload date, and extraction code for reference.
Click the Data Source Name in listed in Recent Uploads to review the uploaded data.
Case Search
At the top of Case Home, you can search across all data in the case. The search bar supports both Basic and Advanced Search options, helping you quickly locate messages, media, or tagged items.
When reviewing a specific data source (for example, through Recent Uploads or Case Data), searches are limited to that source.
For cases with multiple devices or data types (ex. mobile phone(s), social media, and email), the Case Search tool returns results across all uploaded data in the case.
Use Case Search to quickly locate key messages, media, or tagged content without needing to open each data source individually.
For more details on how to search across multiple devices and data sources, see Using Case Search.
Hot Data
The Hot Data tab in Case Home highlights conversations or data sources marked as important during review.
When a conversation is marked as Hot Data, it appears here for quick access, allowing you to open that thread directly from the Case Home dashboard.
Hot Data helps teams quickly locate key conversations, exhibits, or message threads that may require further review or production.
For more details: See How to Add Hot Data to learn how to mark or unmark a conversation as Hot Data.
Next Steps
To continue working within your case: