This article is for account holders signed in at portal.usehearsay.com. This includes opposing counsel, who review the request in their own Hearsay account.
Send a collection request to the opposing attorney for review before it reaches the custodian. Opposing counsel approves or rejects it; once approved, they enter the custodian's contact details and the custodian receives the collection instructions.
Set up the request
On the Send To step of the New Case wizard, select Opposing Counsel and enter the attorney's name, email address, and firm name. All three are required. Require client payment is not available on this path. For the rest of the wizard, see How do I create a case and data collection request from the My Cases page?.
What opposing counsel receives
The invite explains what Hearsay is, that data stays private until they release it, and that your firm pays for the case. Accept invite and create my organization opens account creation; Book a call to learn more lets them schedule a call first.
Account creation
They enter a name and password (the email is prefilled and locked to the invited address) and click Accept Invitation. If their email already belongs to a Hearsay organization, they sign in with that account instead. The new organization is named after the firm name you entered.
How opposing counsel reviews the request
The steps in this section and the next two are done by opposing counsel in their own Hearsay account.
Manual Search & Share
After signing in, they see the shared case and the pending request. With Manual Search & Share, the custodian chooses what to share. Click Approve to approve the requested data sources.
Pre-defined Search & Share (Auto Share)
If you set up Pre-defined Search & Share (Auto Share), the search terms are shown. Click Approve to approve the requested data sources and the pre-defined search terms.
Send Custodian Instructions
Enter the custodian's contact details. Click Approve & send to release the collection code and trigger the collection invitation email.
To skip sending the collection invitation email through Hearsay, click Skip and Approve. The extraction code and Upload Portal link can then be copied from the request header on the Collection Requests page and sent to the custodian manually.
Once approved, the request shows as approved on their side and the custodian is emailed.
Reject Collection Request
Click Reject to decline the collection request. Add an optional message to the originating firm and click Reject request to confirm. Approve and Reject stay available afterwards, so the decision can be changed.
What your firm sees
The Opposing Counsel Review panel on your Collection Requests page shows the state:
Status | Badge |
Pending | PENDING OC REVIEW |
Approved | OC APPROVED |
Rejected | OC REJECTED |
Review and release collected data
After the custodian uploads data, it lands in opposing counsel's account first. Nothing is sent to the originating firm until released, and release is set per data source.
To release data, open Case Data, select a data source, tick the conversations to release, and click Share selected or Share all.
Click Share selected items to confirm. Sharing replaces anything already shared from that data source.
Shared items are marked with a SHARED badge.
To withdraw released items, click Revoke.
Click Revoke access to confirm. The originating firm immediately loses access to everything shared from that data source.
Previously shared messages are withdrawn and no longer marked as shared.
Billing
Your firm's card on file is charged when data is uploaded, the same as a My Client request. Opposing counsel is never asked for payment, and cannot purchase add-ons; equipment and managed collection you pre-approved are billed to your firm. Contact Support if opposing counsel needs additional services.