- Administration
Project Admin Review Admin Database Admin Organization Admin
- Uploads
- Search
- Document Review
- Doc Analytics
Search term reports Data visualizer Predictive coding Clustering- Production
- Storybuilder
- Legal Holds
- Everlaw AI Assistant
Getting started in Everlaw
General Information
- Edit Your Everlaw Account Settings
- Smart Recommendations
- General FAQ
- Accessibility
- Everlaw for Good Program Category Definitions
- Everlaw Professional Services
Navigating the Homepage
Document review
Viewing and navigation in review window
Coding documents
Batch modifications
Media and spreadsheet review
Review tools
- Understand Metadata Field Types
- Work with Time Zone Information on Everlaw
- Difference Viewer
- Notes and Highlights
- Redaction
- Using Hit Highlighting to Search Within Documents
Search
Search Fundamentals & Core Concepts
Reviewing Search Results
Search Terms & Examples
- Building Logical Queries
- Search the Content of Documents with the Contents Term
- Search by Bates Number, Control Number, or Document ID
- Searching Metadata
- Search Emails
- Searching Categories, Codes, and Annotations (notes, highlights, redactions)
Advanced Search Settings
Advanced Searches
Project administration
User and security settings
Review settings and preparing for review
- Redaction sets
- Best Practices for Privilege Review and Privilege Log Workflows
- Non-English Language Translation: An Overview
- Project Management General Settings
- Enable Everlaw Translation
- Administer Codes for Review
Database administration
Database administration
- Delete Projects and Databases
- Everlaw Archive
- Database and Project Permissions: Overview
- Database Administration and Permissions
- Projects
- Early Case Assessment Databases
Legal holds
- Legal Holds Settings
- Introduction to Legal Holds
- Manage Legal Holds in a Matter
- Create a Legal Hold Matter
- Track and Modify a Legal Hold
- Workday Integration for Legal Holds
Uploads
Uploading Documents
- Restore an Exported Everlaw Database
- Introduction to Uploading on Everlaw
- Locating Uploaded Documents on Everlaw
- Distinguish between Native and Processed Data
- Reprocessing Everlaw and Non-Everlaw Processed Documents
- Advanced Settings for Uploads
Uploading Native Data
- Upload Native Data to Everlaw
- Supported Native Data Types
- Preparing Native Data for Upload
- Manage Native Uploads
- How to Handle Uploads With Multiple Custodians
- Identifying and Troubleshooting Native Upload Errors
Uploading Processed Data
- Upload Processed Data with a Load File
- Upload Produced PDFs without a Load File
- Overlaying Data
- Processed Data Errors
- Transfer Files to Everlaw Support for Upload
- Standard Format for Processed Data
Standard Metadata Fields
Review administration
Assignments
- Introduction to Assignments
- Receiving an assignment
- Create Assignment Groups
- Modify and Manage an Assignment Group
- Linking Assignments Together
- Sample Assignment Workflow - Substance Review
Collaboration
Project and user analytics
Project and User Analytics
Everlaw AI Assistant
Getting started and FAQs
Everlaw AI Assistant Features
- Get started using Claude to search your Everlaw projects
- Everlaw MCP Server
- Work with Extractions in the Document Review Window
- Everlaw AI Case Description
- Document summaries, topic analysis, custom extractions, and Q&A
- Everlaw AI Coding Suggestions
Everlaw AI Deep Dive
Document analytics
Search Term Reports
Data Visualizer
Predictive Coding
- A Beginner's Guide to Predictive Coding
- Predictive Coding FAQs
- Predictive Coding Terms and Definitions
- Create and Edit a Predictive Coding Model
- Kicking off your Predictive Coding Model
- Leveraging Predictive Coding for Prioritization and Quality Control
Clustering
Storybuilder
Story
- Introduction to Storybuilder
- Configure your Story
- Storybuilder People Profiles
- Story Dashboard
- Administer Storybuilder Permissions
- Storybuilder Fact Timelines
Depositions
- Exhibits in Depositions and Drafts
- Upload and Administer Deposition Transcripts
- Introduction to Depositions on Everlaw
- Deep Dive for Transcripts
- Deposition Preparation
- Conducting a Deposition
Drafts
Productions
Producing Documents
- Overview: Create a Production on Everlaw
- Create a Production Protocol
- Perform Pre-Production QC on Everlaw
- Initiate and Monitor Productions
- Pre-Production QC Checks
- Pre-Production Workflow Guide and Best Practices
Exports
Exports
Exports
Organization administration
Organization administration
- Organization Security Settings
- Propagate Parent Organization Single Sign-On (SSO) Settings to Sub-Organizations
- Organization Admin Page Overview
- Organization Admin: Organization and Project Administration
- Organization Admin: Databases and Projects
- Organization Admin: Create a New Database
Cloud Management Administrator
Billing and account management
Billing and account management
Corporate Essentials
Corporate Essentials Workflows
Product updates
Coming soon
Release notes
- ★ May 13, 2026: Mark Legal Holds Matters as Inactive, New Handwriting Metadata Field, and More!
- April 15, 2026: New Global Object Access Permission, Upload Compressed Folders for Processed Uploads, and More!
- March 11, 2026: Redact Portions of Spreadsheet Cells, ECA Promotion Notes, and more!
- February 11, 2026: Overlay Metadata Using a Custom Unique Identifier, a New OCR Option That is Optimized for Handwriting, and More!
- January 14, 2026: Everlaw Archive, deduplicate against processed data in native uploads, coding filters in category columns, and more!
- December 3, 2025: Deep Dive General Release, Fact Management, Deep Dive for Transcripts, and Much More!
Frequently asked questions
FAQ
Workflows
See What's New
- May 13, 2026: Mark Legal Holds Matters as Inactive, New Handwriting Metadata Field, and More!
Read all about our updates
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- Do you have feedback about an Everlaw feature? Email us