Introduction to Assignments

What are assignment groups?

Everlaw's assignment tool is structured around assignment groups. 

Assignment groups contain documents that meet admin-specified inclusion criteria.  Administrators can then allocate these documents to members of the case.  Assignment groups can contain unassigned documents, which  admins can assign out whenever they please. Reviewers can also self-assign these documents if given the permission to do so.  Finally, assignment groups can be automatically updated to include any new document that fits the inclusion criteria of that assignment group.

Below is a view of the assignment admin dashboard (available to users with administrator access only).  Notice the following properties:

  • Three users have been added, each represented by the light blue cards
  • 50% of the assignment has been completed so far
  • The creator of the assignment group is “Darby Demo”
  • The assignment group was created on Oct 3
  • 74 documents are included in the assignment group


Introduction to dynamic and static assignment groups

There are two assignment group types in Everlaw: dynamic and static.  

Dynamic assignment groups allow you to specify an inclusion criteria.  As review progresses, all documents matching that criteria will be automatically added to the assignment group.  All unassigned documents no longer satisfying the criteria will be removed. After a dynamic assignment group has been created, you cannot add additional documents to it. 

Static assignment groups do not change over time to match specific inclusion criteria.  Documents only enter the group if they are manually added.  

Regardless of whether a document is dynamic or static, once a document has been assigned to a reviewer, it can no longer be removed from an assignment group.  For more detail on how to set up dynamic vs. static assignment groups, click here


Admin privileges vs. reviewer privileges

As an administrator on the case, you have the following permissions regarding the assignments feature:

  • Give reviewers administrator permission
  • View assignment dashboard
  • Create new assignment groups (from the results table, or from the homepage)
  • Edit assignment groups
    • Change group from dynamic to static and vice versa
    • Add or remove users
  • Determine batch size of documents that reviewers can self-assign
  • All the privileges of a reviewer

A full guide on assignments for administrators can be found here and here.

As a reviewer on the case, you have the following permissions:

  • Receive assignment cards in the message center
  • Check inclusion and review criteria to know what types of documents are in the assignment group
  • Favorite assignment cards
  • Share assignment cards with others on the case

A full guide on assignments for reviewers can be found here.

Have more questions? Submit a request


Article is closed for comments.