August 23, 2024 Release: Smart recommendations, Microsoft directory integration for legal holds, and more

Expected AU release: August 21, 2024 ACT

Expected release for all other: August 23, 2024 PT

Knowledge Base updates: August 23, 2024 PT

With this release, we’ve added smart recommendations, a Microsoft directory integration for legal holds, a Salesforce connector, 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:

• Introducing smart recommendations

• Microsoft Directory integration for legal holds

• Upload documents from Salesforce

• Allow packaging of productions with processing errors

• Chat processing update

• Visual improvements

Introducing smart recommendations

Smart recommendations are now available in Everlaw for all users! These customizable, permissions-based recommendations aim to guide users through Everlaw by pointing them to specific features, workflows, and best practices to meet their goals.

Smart recommendations are currently enabled by default for new users only. As an existing user, you’ll need to turn on recommendations from the help menu icon on the homepage. To do this:

1. Select the help button, located in the page navigation bar, to open the help menu
2. Select the settings button.
   
   This opens the Recommendation settings dialog.
3. Switch on the Display recommendations in platform toggle.
   
   A list of recommendations appears below.
4. [Optional] Select a subset of pages that you want to see recommendations on. This selection will be applied to all your projects, and you can change it at any time.
   

   Tip

   If you’re not sure which recommendations you’d like to see, you can select Default recommendations, which includes only a small number of highly valuable recommendations. This is the set of recommendations that will be enabled by default for new users.

   

5. When you’re ready, select Done.

Some recommendations appear as a single popup, pointing out a button or page setting that you may not have noticed. An example of this is our recommendation showing users how to access search grouping settings. The popup points to the Settings button on a results table and says: 

“Now that you’ve created a search, you may want to group your results to add further context. You can group documents by duplicates, attachment family, and more from Settings.”

Other recommendations are multi-step and walk users through a short tutorial flow. An example of this is our recommendation to use the Data Visualizer to explore search results. The popup points to Visualize from a results table and says:

“Select Visualize to explore the characteristics of search results at a glance and filter by particular attributes. The visualizer is particularly useful for early data exploration or iterative search building.”  

Selecting Next takes the user from a results table to the data visualizer page.

This release also adds recommended video and article resources related to the page you’re currently on. You can view these resources from the help menu’s RESOURCES section.

Smart recommendations are intended to be an evolving feature, designed to assist you in your Everlaw learning journey. As such, we strongly encourage and appreciate all user feedback. Your input will allow us to shape the future of in-platform learning for users like you. Submit your feedback

To learn more about smart recommendations, visit Smart recommendations.

Microsoft Directory integration for legal holds

Users can now create dynamic legal hold directories by connecting a Microsoft Entra ID Directory (previously known as Azure Active Directory) to their legal holds in Everlaw. These dynamic directories streamline the process of creating legal holds and keep the custodian information in existing legal holds up-to-date. 

Once connected to an Entra ID directory, Everlaw automatically pulls information about the people in your Microsoft organization to Everlaw. Updates from the directory then propagate automatically to your legal holds. This means that if you have a custodian on a hold notice whose email changes, the reminder will be sent to the updated email address the next time a hold reminder is sent to that custodian. No action is required on your part for these updates to occur.

To learn more about our Microsoft Directory integration, visit Legal Holds Directories.

Upload documents from Salesforce

Users can now upload data directly from Salesforce for processing and review in Everlaw. This saves your team time and better preserves data relationships compared to the process of exporting data from Salesforce and then uploading it to Everlaw.

To connect to your Salesforce organization, users with organization administration or cloud management access must link Everlaw to their Salesforce instance as a Connected App with OAuth 2.0 Web Server Flow for Web App Integration. This generates the customer key and customer secret that are required when delegating upload permissions to Everlaw users, from within Everlaw. 

After connecting to Salesforce, you can grant upload permission to other users. Users uploading from a Salesforce connection must then authenticate with a Salesforce account at upload time and will only be able to upload data accessible by their Salesforce account.

To learn more about our Salesforce connector, visit Uploading from Salesforce.

Allow packaging of productions with processing errors

Occasionally there are processing errors when producing documents. Previously, this prevented productions from completing and meant that users would have to reach out to Everlaw to stop the production and begin a new production without the offending documents.

With this release, Everlaw users can complete and package the production despite processing errors. When this happens, blank placeholders temporarily take the spot of any affected documents. Users can then modify and repackage the production to include those documents once errors are resolved. To repackage a production, select Package on the upload card. 

Chat processing update

When processing certain formats of natively uploaded chat data, Everlaw now limits the number of messages per document to 100. If a conversation has over 100 messages, it is spread out across multiple documents, which are linked together via chat conversation grouping/metadata fields.

 

Visual improvements

Native spreadsheet visual improvements

• Spreadsheet tabs have been redesigned and are now displayed at the bottom of the spreadsheet, rather than at the top.

 

• The cell formula bar has been redesigned and swapped positions with the spreadsheet layout checkbox options. 

 

• The column headers, row headers, and cell grids use different colors and fonts to improve readability.

 

• The number of rows indicator (e.g. 719/719 rows) has been updated in both the review window and quick review mode. It now displays only one instance of the total  number of rows, rather than displaying total/total (as was previously the case).

Help center menu / dialog

Previously, selecting the Everlaw help button opened the Help Resources dialog. Now, this button opens a menu containing links to smart recommendations and additional resources, including the existing dialog.

To open the original dialog, select the help button. Then select View all help resources.

This redesign was made alongside our new smart recommendations.

 

Walkthrough tutorial visual updates

Everlaw’s in platform walkthrough tutorials have a new look. This restyling decision was made to align the tutorials visually with our new smart recommendations.

 

Do you have feedback about:

• this release document? Submit your feedback
• the features in this release? Email feedback@everlaw.com