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
One guided wizard covers all data sources — phone, email, social media, files, and bank records.
3. Complete or Track a Collection
Complete an in-office collection or monitor the progress of a remote collection from the Collection Requests page.
How to complete a collection — the Upload Portal walkthrough for every data source
To check the status of your client’s remote collection, see How to manage collection requests.
4. Review Collected Data
5. Use Review and Annotation Tools
6. Export Message Evidence
How to export data — phone, email, social media, and files
Support
Message us through the chat at portal.usehearsay.com or in the Hearsay Extractor