Everlaw Professional Services

Any terms used in this article and not defined have the meanings given to them in Everlaw's Professional Services Addendum


Everlaw's Approach 

Everlaw strives to provide a robust and intuitive document review platform. To help you fully utilize the platform, our experienced Customer Experience, Data Operations, and User Education teams combine industry knowledge with product expertise to provide you with Included Services and optional Professional Services. Should you need more extensive Professional Services, we will happily connect you with our partners.


Included Services  

For our Included Services below, we’ll walk you through any feature via phone, email, or screen share to ensure you have all the information to complete your task. Our best-in-class support is included for every customer, free of charge.

  • Onboarding Assistance and Platform Migration. Everlaw wants to help you lay a solid foundation for a successful project, whether you’re migrating an ongoing matter to Everlaw or are starting fresh with a new one. We offer complimentary onboarding services including:
    • Data ingestion consultation before signing a contract
    • Kickoff call with our Customer Success team
    • Platform migration from another ediscovery solution
    • Initial database creation
    • Interactive live training sessions
    • Assistance in ESI protocol review
  • Onboarding Training and Support. Everlaw’s User Education team offers a variety of recurring free live training sessions designed to help you to learn, understand, and master the Everlaw platform. Attend a recurring, standing training session or schedule an on-demand session. Our interactive sessions make it simple to get answers to every question. Learn more about our training offerings here. Connect with our world-class support by phone at 1-800-EVERLAW; email at support@everlaw.com; or messaging Everlaw directly within the platform itself on app.everlaw.com. 
  • Other Complimentary Support Tasks. 
    • Data ingestion from physical media sent to our office (for more information, please see this article).


Professional Services 

Should you request that we perform any of the following Professional Services on your behalf, Everlaw will evaluate the scope of your request, and if acceptable, we will require that you enter into a Statement of Work and will charge you an hourly fee after the Statement of Work is agreed on and executed between you and Everlaw. Please note that any questions on how to use our features to complete a task fall under Included Services.

  • Customer Support Billable Task
    • Creation of a Search Term Report (“STR”)
  • Data Operations Billable Tasks
    • Everlaw-managed data export from the Everlaw platform, which includes all of the following by default, unless otherwise requested:
      • Metadata (includes CSV of work product, DAT, DII, LFP, LST, and OPT files)
      • Images
      • Natives
      • Text
      • The CSV of work product which allows one to import review work to documents on Everlaw in the future, if needed.
    • Physical Media & Shipping where applicable.
    • Load file creation, troubleshooting, and transformation
    • Custom script creation
    • Custom file renaming
    • Offline Image/PDF conversion
    • Preservation of Category & Codes for Incorrectly Loaded Data
    • Handling Non-Standard Processed Data formats


Work with Everlaw Partners 

Should you need more extensive Professional Services or other one-off tasks completed, we will happily connect you with our partners. They can assist with data collections, fully managed services or review, and more involved data manipulation tasks. Please contact support@everlaw.com to get started.



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