- Administration
Project admin Review admin Database admin Org admin
- Uploads
- Search
- Document Review
- Doc Analytics
Search term reports Data visualizer Predictive coding Clustering- Production
- Storybuilder
- Everlaw AI Assistant
Getting started in Everlaw
General Information
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
Building Searches and Managing Results
- Search Overview and Examples
- Building Logical Queries
- Advanced Content Searches (Wildcard, Proximity, Fuzzy, Regular Expression)
- dtSearch® Translation
- Deduplicate, Sample, Group, and Remove Search Hits Via "Search settings"
- Types of Duplicates and Deduplication Options
Query Builder Search Terms
- Search Terms and Their Definitions
- Search the Content of Documents with the Contents Term
- Searching by Bates Number, Control Number, and Doc IDs
- Searching Metadata
- Searching Emails
- Searching Categories, Codes, and Annotations (notes, highlights, redactions)
Sharing Searches
Project administration
User and security settings
Review settings and preparing for review
- Project Management General Settings
- Administer 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
Database administration
Legal holds
Database administration
Uploads
Uploading Documents
- 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
- Applying Custom Metadata Values and Work Product During Upload
Uploading Native Data
- Upload Native Data to Everlaw
- Preparing Native Data for Upload
- 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)
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
- Creating Assignment Groups
- Modifying and Managing Assignments
- 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
- Writing Assistant Prompt Examples
- Document summaries, topic analysis, custom extractions, and Q&A
- Coding Suggestions (Everlaw AI Assistant)
- Recommended Workflow to Leverage Coding Suggestions for Review
- Best Practices to Configure Coding Suggestions
- Storybuilder and Writing Assistant (Everlaw AI Assistant)
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
Depositions
Drafts
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
Exports
Exports
Exports
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
Cloud Management Administrator
Billing and account management
Billing and account management
Corporate Essentials
Corporate Essentials Workflows
Product updates
Release notes
- ★ November 22, 2024: Page-level Bates Auto-Linking in Storybuilder, Preserve Legal Holds Information After Database deletion, and More!
- October 25, 2024 Release: Legal Hold External Data Preservations and more!
- October 4, 2024 Release: General Release of Everlaw AI Assistant, Auto-Detect Color for TIFF Productions, and More!
- August 23, 2024 Release: Smart recommendations, Microsoft directory integration for legal holds, and more
- July 26, 2024 Release: Tables in Storybuilder Drafts and Depositions, Everlaw AI Assistant Deposition Analysis, and more!
- June 28, 2024 Release: Everlaw AI Assistant Beta updates and more!
Frequently asked questions
FAQ
Workflows
See What's New
- November 22, 2024: Page-level Bates Auto-Linking in Storybuilder, Preserve Legal Holds Information After Database deletion, and More! Read all about our updates
Share feedback
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- Do you have feedback about an Everlaw feature? Email us