Case Assessment Reports


Create custom categories, combine statistics, view independently and easily filter table and view data.
This will avoid spoliation charges, protect Privilege documents and make sure that all the missing responsive documents will be included to the final production.

Please note that you must organize the files you have uploaded to the case before generating any reports from the Case Assessment page.

Understanding the Report Process and Research Methods

Create advanced visual reports to help you more accurately track the files during the review process and successfully manage eDiscovery.
Case Assessment tool simplifies the investigation of relevant documents by creating reports that will automatically extract, organize, and summarize the specific data selected to the documents uploaded to the current case. You will look across reports only showing items that meet the criteria you specify.

Creating Reports To Be Shared With Clients, Experts Or Witnesses

Within the Case Assessment page, Account Admin Users go to the Analysis>Case Assessment page and choose between Built-In or the Custom Reports, and then look the drop down menu for additional options choose from the various choices we have.

The Built-in options are:

The Custom report options are:


In addition to the values above-mentioned, reports will show you the results for the documents by:
>Year Only
>Year and Quarter
>Year and Months
>Doc Count

Filters & Filter Quick Links

Retrieve results based on specific data (Built-in Doc Fields and Custom Doc Fields), specially in cases with high volume of documents.

Report Samples

Built-In or the Custom Reports will tell you how many documents have or haven't been reviewed, how the files have been coded and overall progress of each file and user in the case. For example, you can create a report that shows all the responsive files that have also been assigned to Case Participants and reviewed during the current year. The results will display exactly which documents have been marked as Responsive under the 'Checked' column and also which ones were not tagged under the 'UnChecked' column. You can customize your reports even further by selecting under the Custom Reports more criteria such as, Doc Category, Doc Date, Folder, Case Participant, Review Status, Key Document, Notes, Bates, Date Uploaded, IsEMailAttachment, Placeholder and etc.

>Sample 01: Responsive documents assigned to Case Participants

>Sample 02: Document review status by selected 'DocSources' (applied filter)

Pivot &  Graph reports

Please note that for each code tracking there is a 'Report' 

and the 'Graph' version:

Copy a Graph From Case Assessment into a Word document

The graphic version of reports can be exported to a Word document so that you can work with them outside of our Lexbe eDiscovery Platform. Here is the main option:

>Paste as a picture
For graphic reports, pasting as a picture is good method. To paste your graphic report as a picture, follow these steps:

1-In the Case Assessment>Graph tab, right click on the graphic and save as image (e.g. PNG) to your local desktopCopy, or just 'Ctrl-C'. 

2-In Word, paste, or just 'Ctrl-V' the image: 

Export to Excel

After creating the report, you can export the Pivot Grid version to and Excel spreadsheet and share it with others. MORE

Excel Versions

Lexbe eDiscovery Platform supports the two most recent versions of Excel for Excel integration (2010 and 2013) and we recommend an upgrade from previous versions of Excel before you start exporting logs. Please note that if you are using previous versions (before 2010), you might lose some formatting, hyperlinks, scripts image files (HTML only), or lists of data in a single cell.