About the Managed Accounts node

Last published : Apr 17, 2026
On the Investigations tab, the Managed Accounts node is available to those users with Administrator or Reviewer role privileges. The accounts to which you are assigned are listed when you select the Accounts sub-node. You can use the features available from the Managed Accounts node to conduct initial, probative, or ad hoc investigations, outside of the legal discovery workflow. When you are ready to conduct searches and reviews on a specific subject, you can create a case in the E-Discovery tab to track these searches.
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