- Administration
Project admin Database admin Org admin- Uploads
- Search
- Document Review
- Review Admin
Assignments Collaboration- Doc Analytics
Homepage
Homepage Articles
Document review
Viewing and navigation in review window
Coding documents
Batch modifications
Media and spreadsheet review
Review tools
- Notes and Highlights
- Redaction
- Using Hit Highlighting to Search Within Documents
- Metadata
- Unitization Tool
- Translating Foreign Language Documents
Search
Building Searches and Managing Results
- dtSearch® Translation
- A Downloadable Guide to Everlaw Search
- Search Overview and Examples
- Building Logical Queries
- Advanced Content Searches (Wildcard, Proximity, Fuzzy, Regular Expression)
- Deduplicate, Sample, Group, and Remove Search Hits Via "Search settings"
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)
Project administration
User and security settings
- Adding and Removing Users
- User Groups and Project Permissions
- Document Access Management
- Location Whitelisting
- Creating an Everlaw Account and Getting Started
- Multifactor Authentication (MFA)
Review settings and preparing for review
- General Settings
- Administering Codes for Review
- Using Coding Rules to Structure Review
- Document Metadata, Aliases, and Editable Metadata and Other Settings
- Production Tools and Custom Redaction Stamps
- Setting up Persistent Highlights
Database administration
Legal holds
Database administration
Uploads
Uploading Documents
- Introduction to Uploading on Everlaw
- Locating Uploaded Documents on Everlaw
- Reprocessing Everlaw and Non-Everlaw Processed Documents
- Advanced Settings for Uploads
- Native Uploads FAQ
- Migration Workflow Guide and Best Practices
Uploading Native Data
- Uploading Documents from Zoom (coming)
- Uploading Electronic Common Technical Documents (eCTD)
- Uploading Documents from Slack
- Uploading Documents from Microsoft 365 (also known as Office 365)
- Uploading Native Data to Everlaw
- Preparing Native Data for Upload
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
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
Document analytics
Search Term Reports
Data Visualizer
Predictive Coding
- A Beginner's Guide to Predictive Coding
- Predictive Coding FAQs
- Predictive Coding Terms and Definitions
- Creating a Predictive Coding Model
- Leveraging Predictive Coding for Prioritization and Quality Control
- Interpreting Your Predictive Coding Model
Clustering
Storybuilder
Story
Depositions
Drafts
Storybuilder by Everlaw
Productions
Producing Documents
- Production Protocol Templates
- Excluding attachments when producing native emails
- Overview: Creating Productions on Everlaw
- Pre-Production Workflow Guide and Best Practices
- Productions 1 of 3: Creating a Production Protocol
- Productions 2 of 3: Performing Pre-Production QA on Everlaw
Exports
Exports
Exports
Organization administration
Organization administrator
Cloud Management Administrator
Billing and account management
Billing and account management
Corporate Essentials
Corporate Essentials Workflows
Product updates
Release notes
- ★ January 6, 2023 Release: Default search grouping, updates to Slack cloud connector, and more!
- November 18, 2022 Release: Export production reports, endorse multiple metadata fields during production, and more!
- October 21, 2022 Release: Permanently rotate documents and include suspended projects in user reports!
- September 23, 2022 Release: Identify linked documents, view additional production details, and more!
- August 26, 2022 Release: Improved chat styling, search processed uploads by processing flags, and more!
- July 29, 2022 Release: Send automatic legal holds reminders, add attachments to legal hold notifications, and more!
Frequently asked questions
FAQ
Workflows
More questions? Submit a request
See What's New- January 6, 2023 Release: Default search grouping, updates to Slack cloud connector, and more! Read all about our updates
See What's New