Introduction to Assignments

What are assignment groups?

Everlaw's assignment tool is structured around assignment groups. 

Assignment groups contain documents that meet certain criteria.  Administrators can then allocate these documents to members of the case.  Assignment groups can contain unassigned documents, which reviewers can self-assign 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:

  • Five users have been added, each represented by the light blue cards
  • 0% of the assignment has been completed so far
  • The creator of the assignment group is “Mondee Demo”
  • The assignment group was created on Dec 16
  • 48,152 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.

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

For dynamic and static groups, 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 or 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 adminstrator permission from other administrators on the case
  • 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

0 Comments

Article is closed for comments.