Once you share data, only what you selected goes to the account holder's secure portal, where your legal team reviews it. Here is what to expect afterwards.

The Extractor confirms your conversations were shared. Share more conversations takes you back to the list; Go to Dashboard finishes.

The Upload Portal shows what you completed. Everything goes to the same secure portal, where the account holder can review, search, and export what you shared. If your legal team set up a Pre-defined Search & Share collection for your email, the searching and selecting was done for you. Your legal team controls who can view the shared data.

Not from the Extractor or the Upload Portal. Once the data is in the account holder's portal, your legal team can highlight and annotate it.

They will either export a copy for you to mark up as a document or PDF, or add you to their account as a client user, in which case you get an email invitation and can view the shared threads and add tags or comments online. Check with your legal team if you are not sure which applies.

If you signed up on your own, or your firm asked you to, your data is visible only to you. Sign in at portal.usehearsay.com to view or export it, or add your legal team to the case so they can review it. See How to export data.