This step-by-step guide walks custodians through the entire email collection process, including authorizing the collection, searching for and selecting emails, and exporting it to their legal team or account holder. This process does not require a computer and can be completed on a phone.
Before starting your email collection
For custodians:
If your firm sent you a collection request by email, it will come from “Hearsay – Legal Data Collection Platform” ([email protected]). Copy the extraction code from the email, then click the link provided to launch the Hearsay Legal Data Collector web page, or go to usehearsay.com/data-collection.
For account holders:
If completing the collection in person, copy the extraction code from the Data Requests dashboard. Launch the Hearsay Legal Data Collector web page from your Hearsay account or by going to usehearsay.com/data-collection.
Step 1: Input extraction code
Enter your extraction code, then click Continue.
Step 2: Enter email address
Enter your extraction code, then click Continue.
Step 3: Choose or confirm account
Select the specific account that will be collected.
Step 4: Click Continue
Click Continue.
Step 5: Click Allow
Click Allow.
Step 6: Enter Search Terms
After completing authorization, you will be able to perform searches and exports.
Enter the search parameters, then click Apply Filters.
Step 7: Select Emails
Select emails individually by scrolling and viewing the messages, or by clicking Add all emails matching this search.
You can review the content of an email by clicking on it.
Step 8: Export Emails
After adding searches or selecting individual emails, click Export Emails.
Step 9: Log Out
Once the export is completed, the emails have been shared with the custodian’s legal team or the account holder.
Click I’m done, log me out to complete the process.
Next Steps: