February 2, 2024 Release: Explore and export cluster terms, autofill all custodians, search improvements, and more!

Expected AU release: January 30, 2024

Expected release for all other: February 2, 2024

With this release, you can now explore and export cluster terms, autofill all custodians, and more — read on for more information about the features coming out this month! If you would like to learn more about the features in this release, join us for a live training session.

User-facing features in this release:


EverlawAI Assistant Beta update

We’re approaching the 6 month mark since launching EverlawAI in beta! Since that time, dozens of customers have enrolled over 100 databases in the beta, putting our features to the test in real world matters and workflows. We’ve been keeping our ears close to the ground, learning as much as we can from user feedback and usage to help improve our offerings and approach. Since our initial launch, we’ve delivered a number of improvements, ranging from small quality-of-life updates to large new features. Read on or check out this support article to learn more about our current beta feature set.

Our beta is still open for enrollment. If you are interested to learn more or enroll in our beta, please reach out to your Everlaw account executive. We have some great updates in store over the next few months, including improved review features, batch coding suggestions, and an overhaul of Writing Assistant, so stay tuned!


Of note, last release we launched:

  • Batch summarizations: users can easily generate document summaries and shorter document “descriptions” across large sets of documents. The descriptions are viewable and exportable from the results table, review window, and Storybuilder Timeline, while the summaries are viewable in the review window for deeper analysis. This feature makes it much easier to understand what’s inside a document set at scale faster, reducing work that could take days to just hours or minutes. 


  • Coding suggestions: users can annotate their coding sheet and receive AI-generated coding suggestions with rationale and relevant document snippets. We hope that this feature can help teams analyze and categorize their documents faster and more effectively. 


Explore and export cluster terms in Clustering

The “select clusters by term” dropdown has been updated to a dialog box where you can more easily explore the entire set of cluster terms. You can also export the full set of cluster terms to csv. You can access the new dialog through the “Explore cluster terms” button on the toolbar.



In addition, you can now open a Search or Search Term Report of the top ten terms on the right hand panel alongside any terms you have already selected from the "Explore cluster terms" table. 


Learn more about Clustering in our Clustering article.


Native data uploading improvements

Autofill all custodians in native upload

You can now autofill custodian values based on visible folder and filenames in the custodian step of the Native Upload wizard by clicking the “Autofill all visible custodians” button. The custodian value for non-visible files (ie. files that are hidden because the parent folders are collapsed) is assigned based on the closest visible parent.

autofill all custodians.gif

Clicking the autofill button will transfer these values to the custodians field for the respective files, in this case “Sample Upload 1.zip”, “Alice”, and “Bob.” Files collapsed under the “Alice” and “Bob” folders will inherit “Alice” or “Bob” as their custodian values. 

You can use the “Clear all” button to delete custodian values for all files, regardless of whether they are visible in the table. If there is a default custodian added, all custodian values will be changed to the default value. 


Groupings of native upload on upload card

With this release, local files uploaded together will now be grouped under a “Local upload” category in the upload details card.

You are also able to click on “Show custodian assignment” to view a list of custodians assigned to the upload. Learn more about uploading native data in our Upload Native Data to Everlaw article.


Search improvements

Add outer logical container to existing search in query builder

You are now able to apply a logical container to the entire search. That is, if you have already built a complex search and then need to join it with another term(s), you can add a logical container that encompasses the existing search. To do this, drag a logical term just under the existing query, which will add the operator around the entire search.


Add “and nothing else” to the Coded search term 

Additionally, you can now leverage “and nothing else” functionality when using the codes search term to search for codes applied exclusively to documents.


Learn more about building searches in our Search Overview article. 


Homepage speed improvements

As part of our efforts to improve page load times across the platform, we are introducing infinite scroll to the homepage. When you navigate to the homepage, we load only the cards that are in view. As you scroll down the homepage, we automatically load new cards as they come into view. This change should translate to faster homepage load times, especially for projects that have a large number of cards. 

Note that these changes do not affect the “Filter cards” functionality. Learn more about the homepage in our homepage article.


In-platform contact with Everlaw account team

You can now select “Open a new case” from the help menu to connect with your Everlaw representative and initiate a sales conversation. You will be prompted to fill in your name, email, and phone number, and can choose to add an optional message to the request. Please note that selecting this button will not create a new database automatically.


This button is also accessible on the Database Settings page for databases that are on case subscriptions. 

Learn more about in-platform resources for getting in touch with Everlaw in this section of our General FAQ article.


Visual updates: Batch actions

The results table batch dropdown has been updated to make finding the desired action easier.

Learn more about batch actions in our Batch Actions article. 

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