Release Notes

New Doc Viewer

Lexbe has released it's new and improved Doc Viewer! The old Doc Viewer remains the default, but users can switch to the new Doc Viewer to try it out. The release schedule for the Doc Viewer is below.

Location: To access the new Document Viewer, click on a document in the Lexbe eDiscovery Platform (LEP) from the Browse/Search page. Click  the *Try New Doc Viewer* option in the upper left corner. To return to the old Doc Viewer, click on the gear icon in the upper right corner, click Switch back to old Doc Viewer.

New Doc Viewer Release Schedule

• [4/7/2024]  Button to access New Doc Viewer is released. Old Doc Viewer remains the default.

• [5/5/2024]  New Doc Viewer becomes the default. 

• [6/2/2024]  Old Doc Viewer is deprecated.

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.

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.

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.

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.

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

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.

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.

Automatic Processing of Additional File Types

Lexbe now supports the automatic processing of PDF Portfolios and Google Mbox files. No preprocessing needed!

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.

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.

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.

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. 

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.

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.

1. 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.

2. 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.

3. 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 

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 

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.

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!   

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!