Location: Analysis >> Custodians
Displays the Custodians involved in the current case. Custodians are the litigants, deponents, witnesses and other individuals and organizations in the case that provide factual information. The Lexbe eDiscovery Platform (LEP) allows the user to record each custodian's name, relation to other custodians and a description of the role the custodian plays in the case.
Creating New Custodians
Click the + button in the upper left corner
Select Person or Organization from the dropdown, and add the custodian's name
When adding a person, use the Last Name, First Name format (e.g. Smith, Ralph) for more efficient sorting
Click OK to save the custodian to the list
The user may import custodians using Excel, as noted below. See Tracking Files By Custodian for additional insights on custodians.
Users may import a list of custodians created using Microsoft Excel (.xls, .xlsx). Prepare the spreadsheet with the same headings that are on the Custodians page, as follows:
The column headings should all be present (the information can be left blank)
Fill in the desired information, and save the file to your desktop
Click on the kebab (the vertical ellipses) in the upper right corner
Click Import Custodians and select your Excel sheet
Refresh the page to see the imported custodians
From the list on the left, click on the custodian whose details you wish to edit
The custodian's card will open, so the desired changes can be made
Click Update to save your changes, or click Undo to remove your changes
Please note, the Custodian field will be changed to Unassigned for any documents where the custodian has been deleted from the case.
Using the list on the left, identify the custodian you want to delete
Click the X to the right of their name
A dialogue box will appear, click OK or Cancel as desired
Exporting Custodians To Excel
Follow these steps to export a list of the custodians in the case along with all of their corresponding details.
Click on the kebab (the vertical elipses) in the upper right corner
Select Export to Excel
Type a custodian's name into the search bar to quickly locate an entry.
Assigning and Filtering on Custodians
From the Add Case Documents Page
From Browse and Search Pages
To filter on Custodians from the Browse or Search pages, go to Filter > Select Filters > Add Custodian Field > Select Custodian(s)
From the Facts & Issues Page