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  • Login Page
  • Main Case Display
  • Contacts
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  • Upload Dialog Box
  • Download Briefcase
  • Case Assessment
  • Custodians
  • Facts & Issues
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  • Search
  • Browse
  • Production Job
  • Production Validation
  • Document Viewer
  • HTML View
  • Hits View
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  • Redaction
  • Annotation Tab
  • Document Tab
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  • Notes Tab
  • Facts Tab
  • Metadata
  • Manage Folders
  • Creating Custom Document Sections and Fields
  • PDF Split/Remove
  • User Profile
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  • Manage Users
  • Manage Cases
  • Custom Case Fields
  • Review Sets (Create Sets)
  • Review Tracking
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  • Audit Doc Access
  • Limited Users
  • Recent Additions & Enhancements
  • Shared Features (Browse & Search)
  • Related Tab

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  • Browser Versions
  • Built-in Doc Fields
  • Case Deletion
  • Clear Cache
  • Control Numbers
  • Dual Monitors
  • Doc Viewer Troubleshooting
  • Excel 101
  • Excel and Word Export
  • Folders vs. Document Fields/Tags
  • Keyboard Shortcuts
  • Manual Redaction
  • Printing
  • Repository
  • Self-Upload a Native Production
  • Searches in Excel
  • Support For Mac
  • Videos and Audios
  • View Original Files In Mac
  • Automated ESI Processing
  • Batch Edit Date Fields
  • Consistency Check (Near-Duplicates)
  • Corrupt PDF Files
  • ESI Culling
  • Deduplication
  • DeNIST files
  • Document Troubleshooting
  • Doing Document Reviews
  • Email Attachments
  • Email Time Zone Offset
  • Email Threading
  • Load Files
  • Master Date and Metadata Fields
  • Merge and Print PDFs By Date Order
  • Native Load File Spec
  • Near Duplication
  • OCR
  • Outlook Email Conversion
  • Partially Privileged Emails
  • PDF Merge
  • Placeholder Files
  • Pre-Production Checklist
  • Privilege Log (Custom)
  • Production of MSG and Container Files
  • Production Load File
  • QC of Self-Uploaded Natives
  • QC of Self-Uploaded PDF Productions in LEP
  • QC TIFF Productions Self-Uploaded
  • Creating Redaction Logs
  • Reviewing Documents Offline
  • Specific Bates-Numbered Production
  • Splitting, Merging and Unitization
  • Supported File Types
  • Standard Metadata Processing and Load File Fields
  • Tagging Multiple Fields
  • Tracking Files By Custodian
  • Transcript and Exhibit Management
  • TIFF Image (DAT) Load File Specifications
  • Unusual and Large Files
  • Working with Cursive/Handwritten Files
  • ZIP/RAR Files
  • Two-Part Improved Translation Workflow
  • Remote ESI Collection
  • Account Hibernation
  • Account Types
  • Payment Terms
  • Data Right, Ownership and Confidentiality
  • Service Level Guarantee
  • Sharing Documents with Expert Witnesses and Others
  • Sharing Files
  • Archive Cases
  • Account Billing Policies Based on Storage
  • Certified Deletion of Customer ESI
  • Share Download Briefcase
  • Sharing Productions
  • Auto-Translation+
  • Nightly Maintenance Window
  • QC'ing Files with Little or No Text
  • Coding in Excel and Upload Metadata
  • Uber Index
  • Auto-Language Detection+
  • How-To Videos by Case Stage
  • Lexbe eDiscovery Platform - Feature Summary
Technical Notes Available‎ > ‎

How-To Videos by Case Stage

For video instruction on using featured tools in the Lexbe eDiscovery Platform ("LEP"), select from the links listed below:


  1. Planning & Collection

    1. Create Custom Tags and Fields

    2. Create Folder


  1. Early Case Assessment & Culling

    1. Perform Searches

    2. Create Search Quicklinks

    3. Filter Search Results

    4. Create Field, Filter Quicklinks

    5. MDU Search Results Tagging


  1. Processing

    1. Perform File Upload

    2. Perform Drag/Drop Upload

    3. Create Briefcase

    4. Split Documents


  1. Review

    1. Create Review Sets

    2. Create Notes and Reports Using Notes

    3. Create Reports using Analysis Feature

    4. Perform Annotation

    5. Perform Redaction

    6. Tag Responsiveness on Certain Documents

    7. Adding Email Family Members to Search or Filter Results

  1. Production

    1. Create Production

    2. Validate Production

    3. Run Production

    4. Privilege Log


  1. Depositions, Motions, Trial & Appeal

    1. Create Facts & Issues and Reports Using F&I



     Table of Contents of all of our Help Pages and Technical Notes

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