Homepage

Homepage Articles

• General Homepage Overview
• Creating an Everlaw Account and Getting Started
• Homepage Views and Foldering
• Binders

Document review

Viewing and navigation in review window

• Navigating and Viewing Documents in the Review Window
• Customizing Full Screen Panel in Review Window
• Classic Review Window

Coding documents

• How to Code a Document in the Review Window and Use Coding Presets
• Reviewing Documents in Accordance with Coding Rules
• Context Panel: View and Batch Code Related Documents in Review Window

Batch modifications

• Batch Actions

Media and spreadsheet review

• Media Review
• Spreadsheet Review and Redactions

Review tools

• Notes and Highlights
• Redaction
• Using Hit Highlighting to Search Within Documents
• Metadata
• Unitization Tool
• Translating Non-English Language Documents

See all 7 articles

Search

Building Searches and Managing Results

• Search Overview and Examples
• Building Logical Queries
• Advanced Content Searches (Wildcard, Proximity, Fuzzy, Regular Expression)
• dtSearch® Translation
• A Downloadable Guide to Everlaw Search
• Deduplicate, Sample, Group, and Remove Search Hits Via "Search settings"

See all 13 articles

Query Builder Search Terms

• List of Search Terms and Their Definitions
• Searching Through the Content of Documents
• Searching by Bates Number, Control Number, and Doc IDs
• Searching Metadata
• Searching Emails
• Searching Categories, Codes, and Annotations (notes, highlights, redactions)

See all 9 articles

Project administration

User and security settings

• Adding and Removing Users
• User Groups and Project Permissions
• Document Access Management
• Approved Locations
• Multifactor Authentication (MFA)
• January 2019 Permissions Update

Review settings and preparing for review

• General Settings
• Administering Codes for Review
• Using Coding Rules to Structure Review
• Administrator Deduplication Settings
• Document Metadata, Aliases, and Editable Metadata and Other Settings
• Production Tools and Redaction Stamps

See all 10 articles

Database administration

Legal holds

• Introduction to Legal Holds
• Legal Holds Directories
• Legal Holds: Hold Notices
• Legal Holds: Data Preservations

Database administration

• Database and Project Permissions: Overview
• Database Administration and Permissions
• Deleting Documents
• Projects
• Early Case Assessment Databases
• Assigning Other Bates

Uploads

Uploading Documents

• Introduction to Uploading on Everlaw
• Locating Uploaded Documents on Everlaw
• Reprocessing Everlaw and Non-Everlaw Processed Documents
• Advanced Settings for Uploads
• Applying Custom Metadata Values and Work Product During Upload
• Upload Additional Options Settings and Behavior

See all 9 articles

Uploading Native Data

• Preparing Native Data for Upload
• Uploading Native Data to Everlaw
• Supported Native Data Types
• How to Handle Uploads With Multiple Custodians
• Identifying and Troubleshooting Native Upload Errors
• Uploading Documents from Microsoft 365 (also known as Office 365)

See all 16 articles

Uploading Processed Data

• Uploading Processed Data with a Load File
• Uploading Produced PDFs without a Load File
• Overlaying Data
• Processed Data Errors
• Transfer Files to Everlaw Support for Upload
• Standard Format for Processed Data

See all 8 articles

Standard Metadata Fields

• Standard Fields

Review administration

Assignments

• Introduction to Assignments
• Receiving an assignment
• Creating Assignment Groups
• Modifying and Managing Assignments
• Linking Assignments Together
• Sample Assignment Workflow - Substance Review

See all 7 articles

Collaboration

• Sharing and Object Permissions
• Message Center Overview

Project and user analytics

Project and User Analytics

• User Activity
• Evaluating Your Reviewers Using Project Analytics
• Evaluating Your Project Using Project Analytics

Document analytics

Search Term Reports

• Search Term Reports

Data Visualizer

• Data Visualizer
• Communication Visualizer

Predictive Coding

• Kicking off your Predictive Coding Model
• A Beginner's Guide to Predictive Coding
• Predictive Coding FAQs
• Predictive Coding Terms and Definitions
• Creating and Editing a Predictive Coding Model
• Leveraging Predictive Coding for Prioritization and Quality Control

See all 9 articles

Clustering

• Clustering
• Clustering FAQ

Storybuilder

Story

• Adding Documents to your Story
• Introduction to Storybuilder and Setting up a Story
• Story Timeline
• Storybuilder FAQ

Depositions

• Deposition 1 of 4: Preparation
• Deposition 2 of 4: During the Deposition
• Deposition 3 of 4: Summary, Transcript, and Testimony
• Deposition 4 of 4: Video Depositions

Drafts

• Storybuilder Drafts

Storybuilder by Everlaw

• Storybuilder by Everlaw

Productions

Producing Documents

• Pre-Production Workflow Guide and Best Practices
• Overview: Creating Productions on Everlaw
• Productions 1 of 3: Creating a Production Protocol
• Productions 2 of 3: Performing Pre-Production QA on Everlaw
• Productions 3 of 3: Initiating and Monitoring Productions
• Production Protocol Templates

See all 12 articles

Exports

• Download Exports or Productions using SFTP
• Exporting Documents
• Exporting to ZIP

Exports

Exports

• Requesting an Everlaw Managed Export
• LFP Export

Organization administration

Organization administrator

• Organization Admin: Parent Organization Reporting
• Organization Admin: Updating your organization's SAML single sign-on configuration
• Organization Admin: Database Fields
• Organization Admin: Organization and Project Administration
• Organization Admin: Dashboard Tabs
• Organization Admin: Databases and Projects

See all 9 articles

Cloud Management Administrator

• Cloud Management Administrator

Billing and account management

Billing and account management

• Exporting, Suspending, and Deleting Projects and Databases
• Billing and Pricing FAQ
• Suspension and Exporting Options
• Reviving a Closed Project

Corporate Essentials

Corporate Essentials Workflows

• Corporate Essentials Workflows

Product updates

Release notes

• ★ September 15, 2023 Release: Preservation-in-place for Microsoft 365, search improvements, and more!
• August 18, 2023 Release: Near duplicate document grouping, customizable exhibit linking in depositions, and more!
• July 28, 2023 Release: Communication visualizer, video depositions, and more!
• June 23, 2023 Release: Asana, Jira, and Zendesk connectors, improved email threading visualization, and more!
• May 26, 2023 Release: Generate clusters based on search criteria, improvements to the results table, and more!
• April 28, 2023 Release: Watermark documents in a production, Storybuilder tab in the full-screen review window panel, and more!

See all 121 articles

Everlaw AI Assistant (Beta)

Everlaw AI Assistant (Beta)

• Everlaw AI Assistant Features Guide (Beta)

Frequently asked questions

FAQ

• Everlaw Professional Services
• Accessibility FAQ
• Everlaw User Training
• General FAQ
• Email Threading and Reviewing Emails
• Keyboard Shortcuts

Workflows

• Suggested Whitelisted Domains
• Getting Started with DSAR Reviews on Everlaw