Smart Recommendations

Smart recommendations are customizable, permissions-based recommendations that aim to guide users through Everlaw by pointing them to specific features, workflows, and best practices to meet their goals. This article will show you how to enable recommendations and tailor them to your particular needs and use cases.

Enable or disable smart recommendations

Smart recommendations are currently enabled by default for new users only, but all users can turn on recommendations from the help menu icon on the homepage. Recommendation preferences are saved across all your projects.

To enable, disable, or customize smart recommendations:

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. To enable or disable recommendations entirely, switch on/off the Display recommendations in platform toggle.
4. [Optional] If recommendations are switched on, you can also select a subset of pages for which you want to see recommendations. This selection will be applied to all your projects, and you can change it at any time.

 

5. When you’re ready, select Done.

Recommendation types

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 walking users through a short tutorial flow. 

An example of this is our recommendation to use 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. 

View and trigger recommendations

To see all smart recommendations that have already been triggered by your actions:

1. Select the help button. Then select View all recommendations.
   This opens the Recommendations dialog.
2. [Optional] To trigger a recommendation flow from this dialog, select a recommendation from the table. Then select Go to page.

Recommended articles and videos

Recommended video and article resources related to the page you’re currently on can be found in the help menu’s RESOURCES section.

To search and discover additional resources from this menu, select View all help resources. 

This opens Everlaw’s help menu dialog.

Smart recommendation project settings

By default, smart recommendations are enabled for all projects. Project Admins can choose to disable this setting; however, individual users may choose to override this default from their own help menus.

To learn more, visit Project Management General Settings - Smart Recommendations.

List of smart recommendations

All smart recommendations that can appear are listed here by workflow. They will only appear in your recommendation list in the help menu if you’ve already met the criteria for them to be triggered. 

• Welcome to Everlaw
  • Welcome recommendation 
• Manage Review
  • Create a predictive coding model
  • Create default review layouts
  • Assign out documents for review
  • Monitor reviewer analytics
• Storybuilder
  • View Depositions
  • Create Deposition testimony
  • Case Timeline
• Case Setup
  • Configure categories and codes
  • Configure auto-code rules
  • Configure conditional coding rules
  • Configure persistent highlights
  • Create redaction stamps
  • Create a production protocol
  • Create user groups
• Efficient Review
  • Create coding presets
  • Add a document note
  • Unitize document
  • Batch modify documents
  • Keyboard shortcuts
  • Customize review window layouts
  • Review assignment
  • Add documents to your Story
  • Deduplicate searches
  • Self-Assign
• Search
  • Group results
  • Customize results table views
  • Use the Parties search term
• Data Exploration
  • Create a Search Term Report
  • Cluster document set
  • Visualize your search results
• Productions
  • Modify productions
• Collaboration
  • Create homepage folders
  • Share homepage folders
  • Manage deposition tasks in Storybuilder
• Everlaw AI
  • Your project’s Predictive Coding model for Rating