Working With Transcripts & Exhibits

This technical note describes some easy steps to access specific transcripts within Lexbe eDiscovery Suite Platform.

How To Log-in

To log-in to
Lexbe eDiscovery Suite Platform, you click the Log-in link in the upper-right corner of your main page ( From there, you will be taken to a log-in screen in which you will be prompted to enter your user name and password. The User Name should be your email address. Note: Lexbe eDiscovery Suite Platform works best with the two most recent versions of Internet Explorer or Firefox. If you use an older version not all functionality may be available. MORE

It will automatically take you to the Dashboard screen where you can see all the cases you have access to. Please select which one you will be working on and see how many documents or files you have in each case. MORE 

How To Find Specific Transcripts (Shared Function)

You can either open the Browse (displays all the files uploaded to a case) or Search (pull documents based on keyword terms) pages to start working the files. Both pages allows you to use the following features:

>Filter Quick Links (Shared Function)All the columns (Built-In and Custom Doc Fields) in Lexbe eDiscovery Suite Platform can be filtered from the Filters>Select Filters section. You can filter your results down to a specific division or document type by applying filters. For example filtering on documents by Document Type (Exhibit, Transcript, Transcript w/Linked Exhibits, etc.), to identify documents you wish to review and narrow down your search results, showing only a subset of relevant results. A list of all the filters are automatically saved in the database whenever you click on the ‘Apply’ button in the Filter. This feature also allows you to share or unshare your own filters with users in the current case by clicking on the 'Edit' button, and then when the Shared/Pinned Filters dialog box appears check or uncheck the 'shared' icon check-box. Please note that this option will share your filters with all current users that have access to the case.

How To Search Within Specific Transcripts & Exhibits (Shared Function)

The Search page helps you find specific documents based on the text or keywords in all your documents or helps you to find key documents with various options. You can also setup a filter before entering any keywords in the search box for further narrowing down the results (e.g., Filter Applied: 'Dynamic Coding Filtering'= 'Witness Name (Last, First) = Anthony, Cindy').  

A list of all the searches are automatically saved in the database whenever you enter a keyword and click on the ‘Search’ button in the Search text box. You can also pin and share the most used searches, delete existing records or "Cancel". To search within specific documents, follow the below steps:
>Go to the Search page
>Enter any specific term in the search box on the upper left
>Choose a type of search (All of the words, Any of the words, The exact phrase or Boolean)
>Click on the 'Search' button

This feature also allows you to pin and share the most used searches, delete existing records or 
"Cancel" under the 'Search Quick Links' section. Please note that this option will share your searches with all current users that have access to the case.

Export Log To Excel

From the Browse, Search and Facts & Issues pages, you can select documents and tags that can be exported to an Excel spreadsheet. The Excel log allows you to generate a report that can be filtered, sorted for further analysis in Excel. 

Lexbe eDiscovery Suite 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. MORE

How To Download Transcripts & Exhibits

The main table from the Browse and Search pages only displays the first 25 documents. However, documents can be selected in several ways as follows:
1-Each document in the table view of documents has a check mark to the left of the document. Documents on a page can be selected one at a time this way. NOTE: These check marks persist for the page only and are lost if you navigate to another page.
2-All documents displayed on a page can be selected all at once by selecting 'Select Docs: All' hyperlink at the top of the page.
The main table from the Browse only displays the first 25 documents per page, but the entire database is selected. If you want to download only 25 documents from the current case, click on the link "Page".  At that point a message and link will appear at the top of the page showing you that all documents in list have been selected. After selecting documents in any of the ways, multiple document operation scan be done: e.g., multi-doc edit, export, delete.
>Go to the Case>Download Briefcase page and select the Download Briefcase page
>Click on the "Download" hyperlink you wish to open, in some cases a browser version may automatically start the download process after waiting a few seconds.
>Next, the browser should prompt you on what to do with the file through a dialog box, asking you whether you would like to "Save", or "Open" the compressed (zipped) folder. It is best to save the file somewhere on your computer where you will remember it. If you need immediate access to the file select "Open", and we recommend that you open with utility.

Folders Structure Included In Your Briefcase

When you download a briefcase, it will include a folder entitled 'Briefcase' and the following sub-folders:

>Originals: Folder designated for all the native files (Word, Excel, JPG, PGN, etc.)
>PDF: The PDF version of the correspondent native file (Word, Excel, etc.), that are automatically create after an upload.
>Redacted: It will also include any redacted versions of the files. Please note that MSGs and container files will also be part of the Download Briefcase in the 'ORIGINALS' sub-folder. The Briefcases are not intended for productions and do not withhold Privileged or Work Product documents or natives that are associated with redacted documents.

Have Questions? Contact Us

If you have questions regarding case access, new user, setting up new cases and uploading documents, please contact the Account Admin User that has full control over the account and users, and is also responsible for managing the case you are working on. 

If you are experiencing other technical problems, please submit a support ticket to our customer service. Please also let us know if we can be of further assistance and also if you have any comments or suggestions, they would be greatly appreciated.