Table of Contents 

• Account invite email
• I'm new to Everlaw
• I have an Everlaw account
• Edit user profile or security settings
• Changing your email address
• Notification Preferences
• New Database Setup Request

Account invite email

In order 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 has invited you to a project, regardless of whether you are a new or existing user, you will receive an email.  

If you are a new user, you will receive an email with the subject line: “[Everlaw] You have been granted access…” The email will look like this: 

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

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 click "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.

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I’m new to Everlaw

If you are new to Everlaw, you will be taken to a landing page to set up your profile. Your email will be used to log into your account. Your title is optional and can be something like your job function or professional role. Your password must be at least 8 characters. Then, click "Create Account." 

Next, Everlaw’s Terms of Use and Privacy Notice (“Terms”) will appear. When presented with these Terms, please review them by scrolling through to the bottom, select the checkbox to agree, and click "Continue."

Finally, you’ll receive an eight digit authentication code to the email address associated with your account. Enter or paste that code, 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. 

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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.

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Edit account settings

You can edit your account settings by logging into your account, then clicking the icon with your initials at the top right of the screen. 

Here, you can edit the following settings: 

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

If you have been added to multiple organizations, your primary organization will be your designated organization across all projects you are added to. This will be displayed in the project users list. You will receive messages sent to any organization of which you are a part.

Underneath User Information, you can view, but not edit, your username. 

Click the blue Edit button 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.

Please note that if your profile uses single sign-on (SSO), you will not be able to edit your profile. 

Changing your email address

To change your email address, you will first need to be able to login to your account. Then 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, you will need to reset your password using your current email address before continuing to change your email. 

You will receive an email at the new email address entered with a button to confirm updating your account's email address. Click "Confirm email" to finalize changing your email address. 

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 then 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 require 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.
• Turning email threading toast notifications on will 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.
• Turning near duplicate grouping notifications on will 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.

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New Database Setup Request

If you begin a new case subscription contract with Everlaw you will 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 will give Everlaw the crucial information to set up your project. You can choose a name for your new project and a default timezone for your project. If you already have an Everlaw account and have project and database administrator access to other databases, you will have the option to use any of those projects as a template.  

Once the project has been created, you will automatically be added as a project and database administrator and prompted with some initial options to continue your project set up.

 

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