Release Notes
Future Additions
We regularly add new functionality to the Lexbe eDiscovery Platform (LEP). One of the advantages of the software-as-a-service (SaaS) model is that we can make ongoing improvements without requiring users to download and re-install software. Improvements are prioritized based on user feedback. Please let us know what you would like to see by contacting professionalservices@lexbe.com or your eDiscovery Solutions Director.
December 3, 2023
Lexbe CoPilot
CoPilot is Lexbe's AI Assistant and is located in the Document Viewer under the Smart tab. It has been implemented to provide users with a tool that can significantly improve the efficiency and ease of the review process. This includes assistance with creating search terms, identifying PII, summarizing documents, and determining responsiveness.
Visit the Smart Tab/CoPilot help page to learn more.
Third Party Applications
This page is located under the Management menu. From this page, users can manage their access to integrations available in Lexbe. Current integrations include OpenAI and Clio.
Visit the Third Party Applications help page to learn more.
Upload Documents From Clio
Users can now upload documents directly from their Clio account. To use this feature, users will link their Clio account to Lexbe, select the "Third-Party Upload" option when adding case documents, select the desired folders in Clio, and then click Upload.
Visit the Clio help page to learn more.
August 13, 2023
Documents Displayed on Browse Now Listed in Doc Viewer
Summary
Documents displayed on the Browse page are also now available in a collapsible panel in the Doc Viewer.
What's Changed:
The documents displayed on Browse will be displayed in the list available in the Doc Viewer. When the list of docs on Browse changes, the list automatically updates in the Doc Viewer.
Users can click on any document in the list to open it in the Doc Viewer.
The panel that displays the document list in the Doc Viewer is collapsible.
What Hasn't Changed:
All functionality on Browse remains the same. We just added the ability to search as well!
July 15, 2023
Pre-Production Validation Flags
Summary
Identify and address potential production validation issues early during review. Lexbe now provides warnings in a user's review history for issues that will trigger a validation warning when validating a production job. Warning flags include:
Inconsistent responsiveness coding across a family
Inconsistent privilege coding across a family
Missing redactions on a partially privileged document
Documents coded as Not Specified or Needs Further Review
What's Changed:
If one or more of the above issues is encountered during review, an icon will appear next to the relevant document(s). Click on the icon to view the warnings. These are just warnings, they will not prevent users from continuing their review.
What Hasn't Changed:
Everything else!
Check out the Review Sets help pages to learn more.
Partially Privileged Documents
Summary
Documents produced with privilege related redactions are now automatically added to the Privilege Log using Lexbe's built-in coding fields. Users can code documents with the applicable privilege coding as well as Privileged: Needs Redaction, and the redacted document will be produced and automatically added to the Privilege Log.
What's Changed:
The built-in coding panel now includes a Privileged: Needs Redaction button just below the Attorney-Client and Work Product Privilege buttons.
Users must select the type of privilege (Attorney-Client and/or Work Product) for the Privileged: Needs Redaction button to become active.
If a document with the Privileged: Needs Redaction button checked is added to a production job, it will result in the redacted version of the document being produced and added to the privilege log.
What Hasn't Changed:
Everything else!
Check out the Production Job and Document Viewer help pages to learn more.
Combined Browse and Search Pages
Summary
Identify and review relevant documents more efficiently by searching directly on the Browse page. All search functionality is now available on Browse allowing users to search without having to switch between the two pages.
What's Changed:
All functionality and menu items that previously existed on the Search page have now been added to Browse.
Clicking on Search in Lexbe will redirect you to the Browse page where the search functionality is now located.
What Hasn't Changed:
All functionality on Browse remains the same. We just added the ability to search as well!
Check out the Browse/Search help page to learn more.
June 18, 2023
Update to Coding Options
Summary
A Same as Last option has been added to the coding panel. This option allows users to apply the coding changes from the last reviewed document to the current document, and is located under the Auto Advance and Propagate Coding checkboxes.
What's Changed:
This feature is available in the Doc Viewer via Review Sets as well as Browse.
This feature applies to built-in and custom coding options.
What Hasn't Changed:
All other coding functionality remains the same.
Check out the Review Sets help page to learn more.
May 21, 2023
Updates to Keyboard Shortcuts
Summary
Additional navigational and coding keyboard shortcuts have been added to ease review.
What's Changed:
Users can do the following using keyboard shortcuts:
Code documents Responsive or Non-Responsive
Save coding
Navigate between documents
What Hasn't Changed:
All other functionality remains the same.
Check out the Review Sets help page to learn more.
February 26, 2023
Improvements to Review Sets
Document Review History
A list of documents will now populate in a new column on the left as they're reviewed in the Doc Viewer when accessed via the Review Sets page. Each document is hyperlinked and can be revisited while in the Doc.
What's Changed:
Users can now move backwards to view and edit documents they've already reviewed.
The Reviewed Documents panel is collapsible.
A users Reviewed Documents list will appear and continue to populate even if they exit the review and then return to that review set at a later time.
Currently, the Reviewed Documents list will display the last 30 documents (more if it includes an email family).
Documents where the Reviewed By Me box is checked will appear in light grey in the history. Documents where the Reviewed By Me box has not been checked (i.e. user clicks Save without having coded the document) will appear black in the history.
This feature is only available when the Doc Viewer has been accessed via the Review Sets page.
What Hasn't Changed:
All other functionality remains the same.
Check out the Review Sets help page to learn more.
January 7, 2023
Improvements to Productions
Customizing Production Load Files
Users can now customize production load files!
What's changed:
When a production job is created, a standard set of fields are selected to be included on the load file (the "Default Load File"). These fields are specified in the below chart, and are what Lexbe has always provided in its production load files.
Users can now customize the Default Load File by removing or adding the built-in or custom fields of their choice.
A Default Load File that's been changed becomes a Customized Load File. Once a production has been run, clicking the Customized Load File button will display the load file fields that were selected.
Some fields will always appear on a load file whether they were selected or not ("Required Fields"). Required Fields are specified in the below chart.
What hasn't changed:
All other production functionality.
November 6, 2022
Improvements to Review Sets
Review Sets and Family Expansion
Users can now choose whether a review set expands to include all family members.
What's changed:
When adding documents to a review set, users are now presented with the option to add only the selected documents to the review set, or expand the selection to include all family members.
When a review set is made available to reviewers, it will no longer expand automatically to include all family members.
What hasn't changed:
All other review set functionality remains the same.
Export Your Translated Documents
Exporting Translated Documents
Translated versions of documents are now included in briefcase exports.
What's changed:
If a document has a translated version, then that translation is now included anytime the document is exported to a briefcase.
Translations are exported as .pdf files.
Translated versions will appear in a "TRANSLATED" folder within the downloaded briefcase.
What hasn't changed:
All other aspects of the Briefcase feature remain unchanged.
October 23, 2022
Improvements to Split PDF Workflow
Split and/or Remove Pages From the Doc Viewer
Users can now split and/or remove pages from a document, and view the resulting documents directly from the Doc Viewer.
What's changed:
After entering split/removal instructions in the Doc Viewer, users will now click "Execute" which will immediately run the split/removal task.
Once a split or removal job has completed processing, links to the resulting documents are available under the Related tab in the section titled "Extracted Pages"
What hasn't changed:
All split/removal jobs in the case will continue to populate on the Split PDFs page.
Existing functionality on the Split PDFs page remains the same.
September 11, 2022
Improvements to the Search Term Report Feature
Auto-Tagging of Search Term Report Hits
Lexbe now automatically tags documents returned by Search Term Reports ("STR") so they can be filtered on in the Browse and Search screens. Here is what's changed:
Lexbe's filter now includes a field titled "Search Report Query"
Each time an STR is run, its terms are added to the Search Report Query field
To filter on the documents returned by a search term in a specific STR:
Open Lexbe's Filter
Add the Search Report Query field to the filter
Select the desired terms available in the Search Report Query field
Click OK
Viewing Unique Hits
Using Lexbe's filter, users can now view the Unique Hits for terms in an STR. Follow the above steps to filter on a specific term, then check the Unique Hits box before clicking OK.
Processing Notification Improvements
Lexbe now offers real time insight into the processing that's occurring in your case! Here's what you can expect:
The Processing wheel has been replaced with a Bell icon
A red dot will appear on the Bell icon to indicate processing in the case
Clicking on the Bell will display:
The type of processing
How many processing steps remain fir each type
Option to have Lexbe send you an email when processing completes
August 28, 2022
Privilege Logs have Moved!
The Privilege Log feature is now part of the Production Job page. Here is what's changed:
The Privilege Log page has been deprecated
All existing functionality for Privilege Logs remains unchanged
Learn more by visiting the Production Job Help page.
July 30, 2022
The Manage Folders Page has Moved!
Changes to this page are as follows:
The Manage Folders page has been deprecated
All folder functionality has moved to the Folders menu on the Browse and Search page
Learn more by visiting the Shared Features (Browse & Search) Help page.
July 24, 2022
Automatic Processing of Additional File Types
Lexbe now supports the automatic processing of PDF Portfolios and Google Mbox files. No preprocessing needed!
July 10, 2022
Improvements Made to Lexbe's Uploader
Changes to this page are as follows:
Users can now drag and drop folders without zipping them first
Optimizations preventing timeouts from occurring when uploading large files
Minor aesthetic changes
Learn more by visiting the Add Case Docs Help page.
June 17, 2022
Split PDFs Page Updated
Changes to this page are as follows:
Minor aesthetic changes
Overall functionality remains unchanged.
Learn more by visiting the Split PDFs Help page.
Manage Billing Page Improved
The Manage Billing page now gives Account Administrators the ability to see their current GB usage. Just click the toggle switch in the upper right corner to display the current usage for the selected account.
Learn more by visiting the Manage Billing Help page.
May 29, 2022
Add Case Documents Page Updated
Changes to this page include:
The Edit and Reports functionality are now displayed as icons.
Deduplication and Assignment of Control Numbers are now located in the vertical ellipses in the upper right corner of the page.
Learn more by visiting the Add Case Documents Help page.
May 7, 2022
Review Sets Has Moved
This page lives under the Discovery menu, and includes the following:
Combines functionality from these prior pages which have been deprecated with this release:
Manage Review Sets
Review Batch
Review Tracking
Functionality remains unchanged
Learn more by visiting the Review Sets Help page.
Case Keywords Has Moved
This feature is now located in the Case Details section of the Main Case Display. The Case Keywords page has been deprecated with this release.
Functionality remains unchanged
Learn more by visiting the Case Details Help page.
March 27, 2022
User Survey
User Survey Now Available!
Help guide the development of Lexbe by taking our survey! This survey is located on the Case Dashboard once you log into Lexbe.
Take the survey as many times as you'd like, and answer only those questions that you want (but we hope you answer all of them!). The content of the survey will likely change over time, and we'll update our users when that occurs. In the meantime, we look forward to hearing from you!
Manage Custom Doc Fields Page Updated
Changes include:
Users can now import custom sections and fields via Excel
Minor aesthetic changes
Learn more by visiting the Manage Custom Doc Fields Help page.
Manage Custom Case Fields Page Updated
Changes include:
Minor aesthetic changes
All functionality remains unchanged
Learn more by visiting the Manage Custom Case Fields Help page.
Fixed! Issue Downloading Briefcases from Shared Links Under Certain Conditions
A bug that prevented the downloading of briefcases from a share link when a comma was present in the Briefcase Job Title has been fixed! Users can now have commas in their Briefcase Job Title without running into any download issues.
March 14, 2022
Separator Sheets now Included in Merged PDF Option for Briefcases
The Merge PDF option will now add a separator sheet between each document automatically. Learn more by visiting the Download Briefcase Help Page.
Link Documents to Facts Directly from the Facts & Issues Page
The ability to link documents to a Fact directly from the Facts & Issue page was included with this release. This can be done by searching the document Title within the Edit Fact window. Users may also associate a specific page from the linked document if desired. Learn more by visiting the Facts & Issues Help Page.
Fixed! Bug Preventing the Download of Productions from Shared Links Under Certain Conditions
A bug that prevented the downloading of productions from a share link when a comma was present in the Production Job Title has been fixed! As such, the presence of commas in a Production Job Title will no longer cause an issue when downloading from a share link.
February 27, 2022
Download Briefcase Page Updated
The Download Briefcase page was updated with this release. Please note, some existing functionality has been relocated within the page. These changes are detailed below, and can also be found by visiting the Download Briefcase Help Page.
Merge PDFs
The Merge PDFs option is now available when initially creating the briefcase. It must be chosen during the creation process as it will no longer be an available option post-processing.
Share Briefcase
The Share option can now be selected when initially creating the briefcase; however, this option can still be selected or deselected after the briefcase processes. To do so, click on the title of the briefcase to open the Edit Briefcase window.
Viewing Briefcase Documents
To view the documents in a particular briefcase from the Download Briefcase page, click on the title of the briefcase, and then click on the View Documents button.
Manage Cases Page Updated
The Manage Cases page was updated with this release. Please note, all details regarding monthly GB usage have been removed from this page. This information can now be found on the Manage Billing page. Visit our Help Pages to learn more: Manage Cases and Manage Billing
February 13, 2022
Addition of a Manage Billing Page
Account Administrators can now access GB usage figures for all of their accounts in one place. The Manage Billing page displays a summary of GB usage for the past four months, and users can also export a billing report from the page that contains a breakdown of usage on a per case basis for the account. Visit our Help Page to learn more: Manage Billing
Improved Facts & Issues Page
The Facts & Issues page has been retooled to provide a horizontal timeline of the case's facts. This is only the initial release of this page as Lexbe plans to release additional improvements and functionality during 2022. Visit our Help Page to learn more: Facts & Issues
Improvements to OpenSearch
For those utilizing the OpenSearch search engine, this release included an update for complex proximity searches. Visit our Help Page for additional information: Search - OpenSearch
November 7, 2021
Improved Production Validation
Users no longer need to manually click through validation step prior to running a production. All validation steps are now handled on the Production Job page, and run automatically once initiated. Once initiated, validation will only pause to notify users if it has identified an error that needs to be addressed.
Updated Manage Users Page
The Manage Users page has been switched over to Lexbe's new framework, and ease of use changes have been implemented.
September 12, 2021
Auto Redaction
Lexbe has added Auto Redaction! Located under the Analysis menu in Lexbe, this tool allows users to automatically redact content from large sets of documents in just a few clicks. Use any of Lexbe's built-in presets to automatically redact PII like Social Security Numbers, Dates of Birth, or Email Addresses (just to name a few), or, users can create their own customized plain-text or regular expression rules to fit their specific needs. The possibilities are endless, and it's a guaranteed time saver!
August 29, 2021
Production Jobs
Lexbe has updated its Production Job page! This is the first step towards integrating the Production Job and Production Validation pages and adding additional functionality. While this update is mostly aesthetic to end users, the option to automatically continue Bates numbering based on the last Bates number of the most recent production available in the case. Check it out for yourself!