Create an Everlaw Account and Get Started

Table of Contents 

• Account invite email
• I’m new to Everlaw
• I have an Everlaw account
• Edit account settings
• Change your email address
• Notification Preferences
• New Database Setup Request

Account invite email

To access a project, you must be invited to a project by an existing user or by Everlaw support. For instructions on how to add users to the platform, visit this help article. 

When someone invites you to a project, regardless of whether you are a new or existing user, you receive an email.  

New user: you will receive an email with the subject line: “[Everlaw] You have been granted access…” The email looks like this: 

To create a new Everlaw account, select Create account. If you are being invited to create a new account, but you'd like to log in with an existing one, select Join with existing account. 

Existing user: If you are an existing user being added to a project, the subject line will start with: “[Everlaw] You have been added to…” and you can select Log in.

Account invite emails are generated uniquely for your email address. If you forward this email to someone else, they will not be able to use it to create an account.

Return to table of contents 

I’m new to Everlaw

If you are new to Everlaw, you are taken to a landing page to set up your profile. Use your email address to log into your account. There are three steps. 

1. Fill out your personal information and create a password. Your title is optional and can be something like your job function or professional role. Your password must be at least 8 characters. Then, select Create Account.
2. Everlaw’s Terms of Use and Privacy Notice (“Terms”) appears. When presented with these Terms, please review them by scrolling through to the bottom, select I accept Everlaw's terms of Use and acknowledge Everlaw's Privacy Notice, and click Continue.
3. You’ll receive an eight digit authentication code to the email address associated with your account. Enter or paste that code from your email, and you’ve now created an Everlaw account.

You will be taken to the project you were initially invited to. You can go back to review and edit your profile by clicking your initials in the top right of the homepage. To log out, click Log Out in the dropdown menu. 

Return to table of contents 

I have an Everlaw account

If you have an Everlaw account, you will be taken to the login page, unless you are already logged in and your password is saved. If you need to log in, you may be required to enter a multifactor authentication token first.

Once you log in, you will be taken straight to the homepage of the project you were invited to.

Return to table of contents 

Edit account settings

To edit your account settings, log into Everlaw and select the button with your initials at the top right of the screen.

Note: if your profile uses single sign-on (SSO), you cannot edit your profile. 

Here, you can edit the following: 

• Name (first and last)
• Email address
• Primary organization
• Title (optional)
• Current password
• Notification preferences
• Security and authentication settings

Users who created accounts before September of 2020: Underneath User Information you can see your username. This username is not editable. 

If you have been added to multiple organizations, your primary organization is your designated organization across all projects you are added to. This is displayed to Project Admins in the project users list on the Project Settings page. You will receive messages sent to any organization you belong to.

 

Select Edit and then edit the fields that you wish to change. To save any changes, you must enter your current password first. If you're creating a new password, note that all passwords must be at least 8 characters long. Then select Save.

Change your email address

To change your email address:

1. Log in to your account.
2. Under Account Settings, fill in and confirm your new email address and enter your password, and then click Update to update your email.
   • If you don't remember your password, reset your password using your current email address before continuing to change your email.
3. You will receive an email at the new email address entered. Open that email and select Confirm email to finalize changing your email address.
4. If you are prompted to login, log in using your previous email address for the final time and authenticate via MFA if required. Your new email address should be reflected on the account settings page as shown. You will no longer be able to log in with your old email address and should use your updated email address to login in the future.
   • Note that if your organization has SSO enabled, you will also be required to access to your current email address for verification when signing in as well as the new email address.

Notification Preferences

Underneath Notification Preferences, toggle the alert settings on or off.

• Downtime: alert emails and notifications will warn you of upcoming scheduled downtime for platform updates and improvements.
  • This setting is turned off by default, but if you would like to receive email and banner notifications (dismissible) about scheduled downtime, we recommend you turn on this setting. These notifications are sent at least a week in advance of the scheduled downtime.
  • Notifications for emergency unscheduled downtime are also included when you toggle this setting on. We make an effort to send notifications at least an hour before, but we cannot guarantee advance notice for every instance of emergency downtime. 
• Email threading toast notifications: display pop-up warnings when you perform actions that may be affected by ongoing email rethreading in your database. Learn more about email rethreading in this article.
• Near duplicate grouping notifications: display pop-up toast notifications when you perform actions that may be affected by near duplicate grouping in your database. Learn more about ongoing near duplicate grouping in this article, and learn more about near duplicates in this article.

You can edit security and authentication settings here as well. For more information about user-level authentication settings, visit this article.

Return to table of contents 

New Database Setup Request

When you begin a new case subscription contract with Everlaw, you receive an email to set up your new project. The project creation link is associated with the email address it was sent to and cannot be used by another Everlaw account. If you do not already have an Everlaw account, you will be asked to create an account following the steps listed above. 

If you already have an account or have created your account, you will be taken to a brief form that gives Everlaw the information to set up your project. You name your new project and assign a default timezone to it. If you already have an Everlaw account and have Project Administrator and Database Administrator access to other databases, you will have the option to use any of those projects as a template.  

Once the project is created, you are automatically added as a Project Admin and Database Administrator, and you are prompted with some initial options to continue your project set up.

 

Return to table of contents