Skip to main content

For Legal Professionals with Firm Accounts

Key steps for creating and managing cases and collections in Hearsay as a legal professional with a firm account.

Updated this week

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.


1. Create a Case


2. Create a Data Collection Request


3. Complete or Track a Collection

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

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


4. Review Uploaded Messages


5. Use Review and Annotation Tools


6. Export Message Evidence


Next steps

Follow the linked articles above to complete each stage of your firm’s case and collection process.

Did this answer your question?