Getting Started in Everlaw

General Information

• Smart Recommendations
• General FAQ
• Accessibility FAQ
• Everlaw for Good Program Category Definitions
• Everlaw Professional Services

Navigating the Homepage

• Create an Everlaw Account and Get Started
• General Homepage Overview
• Homepage Views and Folders
• 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

• Work with time zone information on Everlaw
• Difference Viewer
• Notes and Highlights
• Redaction
• Using Hit Highlighting to Search Within Documents
• Metadata Tab of the Document Review Window

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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

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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)

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Sharing Searches

• Sharing and Collaborating on Searches

Project administration

User and security settings

• Add and Remove Users from Projects
• User Groups and Project Permissions
• Document Access Management
• Approved Locations
• Multifactor Authentication (MFA)

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

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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
• Assign Other Bates

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

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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)

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Uploading Processed Data

• Upload 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

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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

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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

Everlaw AI Assistant

Getting started and FAQs

• Manage and Track Everlaw AI Credit and Feature Use
• Getting started with Everlaw AI Assistant
• Leveraging Everlaw AI Assistant in common workflows
• Everlaw AI Assistant FAQs
• The Technology Behind Everlaw AI

Everlaw AI Assistant Features

• Recommended Workflow for Coding Suggestions
• Document summaries, topic analysis, custom extractions, and Q&A
• Coding Suggestions (Everlaw AI Assistant)
• Best Practices to Configure Coding Suggestions
• Storybuilder and Writing Assistant (Everlaw AI Assistant)

Document analytics

Search Term Reports

• Search Term Reports

Data Visualizer

• Data Visualizer
• Communication Visualizer

Predictive Coding

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

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Clustering

• Clustering
• Clustering FAQ

Storybuilder

Story

• Add Evidence 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

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Exports

• Download Exports or Productions using SFTP
• Export 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

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Cloud Management Administrator

• Cloud Management Administrator

Billing and account management

Billing and account management

• Delete, Suspend, and Export 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

• ★ 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!
• May 31, 2024 Release: Add document highlights to Storybuilder as evidence, exclude selections in Data Visualizer, and more!
• May 3, 2024 Release: Difference Viewer, collaborative searching, project templating improvements, and more!

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Frequently asked questions

FAQ

• Everlaw User Training
• Email Threading and Reviewing Emails
• Keyboard Shortcuts

Workflows

• Suggested Approved Location Domains
• Getting Started with DSAR Reviews on Everlaw