For Legal Professionals with Firm Accounts

This article outlines the main actions firm users take in Hearsay, from setting up a case and sending a data collection request to reviewing and exporting message evidence. Each step includes a link to a detailed article for easy reference.

Set up a case workspace to organize collections and uploads.

Complete an in-office collection or monitor the progress of a remote collection from the Case Data page.

To check the status of your client’s remote collection, see How to manage case data.

Highlight key messages, apply tags, and add notes.