Table of Contents
- Productions in Everlaw
- Getting started
- Step 1 of 3: Creating a production protocol
- Step 2 of 3: Pre-production quality assurance (QA)
- Step 3 of 3: Initiating and monitoring productions
- Additional Resources
Productions in Everlaw
Everlaw has a production system which allows you to automatically generate productions at any time. You can create and save an unlimited number of production protocols in your project, perform pre-production QA, and produce documents under a particular protocol.
Your production will be packaged as a ZIP file that can be shared with opposing counsel through various mechanisms. Produced documents will also be uploaded into your project for your reference, and will be searchable and viewable.
The details and specifications for a production (e.g. what formats to produce? which metadata fields to include?) are often negotiated at the beginning of a case. If you have questions about negotiating a production protocol, we are happy to help; please reach out to your account representative or email@example.com.
This article will go through a broad overview of how to produce on Everlaw, as well as provide additional resources.
Before you begin, in order to create productions from the Productions page, you must have Admin permissions for Productions, which allows you to create, modify, download, and share productions from the Productions page. To learn more about permissions, you can read this article.
For other best tips for pre-production workflows, such as setting up production codes, check out our workflow guide.
Step 1 of 3: Creating a production protocol
The first step for producing on Everlaw is to create a production protocol. A production protocol specifies both the rules for a production, as well as its production criteria search, which is the full scope of documents that you aim to produce with the protocol. Everlaw strongly recommends that you create a protocol as soon as you know what the agreed upon settings are, as opposed to when you need to run your first production.
You can create or find protocols in the Productions page. You can also use an Everlaw-provided template to create a protocol. Finally, you can also store any number of protocols for future use, allowing you to reuse previously created protocols.
To learn more about creating a production protocol in Everlaw, please refer to the article Productions 1 of 3: Creating a Production Protocol. If you have questions about creating a protocol, adding custom fields, or non-standard production requests, please reach out to firstname.lastname@example.org.
Step 2 of 3: Pre-production quality assurance (QA)
Once you have created a production protocol, Everlaw automatically runs checks for common production errors for you based on the documents you aim to produce, as well as the protocol settings. Throughout your review, you can check in on this periodically to see whether Everlaw has detected any potential review errors that you can resolve ahead of your production date.
For more information about this step, you can read Productions 2 of 3: Performing Pre-Production QA on Everlaw.
Step 3 of 3: Initiating and monitoring productions
Once you have addressed or acknowledged review issues, you can start a production. Documents produced on Everlaw will be full first-class documents, with their own images, text, and metadata.
When the production has finished, you can view its production card on the Productions page. From there, you can view details of the production, modify your production configuration, download and share the production with external parties, or even clawback or unprivilege documents.
To learn more, you can refer to Productions 3 of 3: Initiating and Monitoring productions.
Here are other help articles that you may want to refer to while producing on Everlaw.
- Pre-production Workflows and Best Practices: tips when preparing documents for productions
- Production Modification tools: how to clawback or unprivilege produced documents on Everlaw
- Sharing Productions and Production Access Logs: how to share productions to the opposing counsel and track access activity
- Production Notifications: how to get notified when productions are completed
- Everlaw Australia Production Options: how to use Productions to achieve AU-specific workflows
- Production FAQ: for answers to common questions of our productions tool