- Administration
Project admin Database admin Org admin- Uploads
- Search
- Document Review
- Review Admin
Assignments Collaboration- Doc Analytics
Project administration
User and security settings
- Adding and Removing Users
- User Groups and Project Permissions
- Document Access Management
- Location Whitelisting
- Creating an Everlaw Account and Getting Started
- Multifactor Authentication (MFA)
Review settings and preparing for review
- General Settings
- Administering Codes for Review
- Using Coding Rules to Structure Review
- Document Metadata, Aliases, and Editable Metadata and Other Settings
- Production Tools and Custom Redaction Stamps
- Setting up Persistent Highlights
Database administration
Legal holds
Database administration
Homepage
Homepage Articles
Uploads
Uploading Documents
- Introduction to Uploading on Everlaw
- Locating Uploaded Documents on Everlaw
- Reprocessing Everlaw and Non-Everlaw Processed Documents
- Advanced Settings for Uploads
- Uploads FAQ
- Migration Workflow Guide and Best Practices
Uploading Native Data
- Uploading Documents from Slack
- Uploading Documents from Microsoft Office 365
- Uploading Native Data to Everlaw
- Preparing Native Data for Upload
- Supported Native Data Types
- How to Handle Uploads With Multiple Custodians
Uploading Processed Data
- Uploading Processed Data with a Load File
- Uploading Produced PDFs without a Load File
- Transfer Files to Everlaw Support for Upload
- Standard Format for Processed Data
- Sending Physical Media to Everlaw
- Non-Standard Data
Standard Metadata Fields
Search
Building Searches and Managing Results
- A Downloadable Guide to Everlaw Search
- Search Overview and Examples
- Building Logical Queries
- Advanced Content Searches (Wildcard, Proximity, Fuzzy, Regular Expression)
- Deduplicate, Sample, Group, and Remove Search Hits Via "More Options"
- Search Deduplication Options and Definition of "Duplicate"
Query Builder Search Terms
- List of Search Terms and Their Definitions
- Searching Through the Content of Documents
- Searching by Bates Number, Control Number, and Doc IDs
- Searching Metadata
- Searching Emails
- Searching Categories, Codes, and Annotations (notes, highlights, redactions)
Document review
Viewing and navigation in review window
Coding documents
Batch modifications
Review tools
- Notes and Highlights
- Redaction
- Using Hit Highlighting to Search Within Documents
- Metadata
- Unitization Tool
- Translating Foreign Language Documents
Media and spreadsheet review
Review administration
Assignments
- Introduction to Assignments
- Receiving an assignment
- Creating Assignment Groups
- Modifying and Managing Assignments
- Linking Assignments Together
- Sample Assignment Workflow - Substance Review
Collaboration
Project and user analytics
Project and User Analytics
Document analytics
Search Term Reports
Data Visualizer
Predictive Coding
- A Beginner's Guide to Predictive Coding
- Creating a Predictive Coding Model
- Interpreting Your Predictive Coding Model
- Improving Your Predictive Coding Model
- Basic and Rigorous Performance Statistics
- Predictive Coding Terms and Definitions
Clustering
Storybuilder
Story
Depositions
Drafts
Storybuilder by Everlaw
Productions
Producing Documents
- Excluding attachments when producing native emails
- Overview: Creating Productions on Everlaw
- Pre-Production Workflow Guide and Best Practices
- Productions 1 of 3: Creating a Production Protocol
- Productions 2 of 3: Performing Pre-Production QA on Everlaw
- Productions 3 of 3: Initiating and Monitoring Productions
Exports
Organization administrator
Organization administrator
- Organization Admin: Organization and Project Administration
- Organization Admin: Dashboard Tabs
- Organization Admin: Databases and Projects
- Organization Admin: Creating New Databases
- Organization Admin: Single Sign-On
- Organization Admin: Assign Bates
Billing and account management
Billing and account management
Product updates
Release notes
- October 8, 2021 Release: Legal Holds, results table filtering, and more!
- September 10, 2021 Release: Slack uploads, custom review window layouts, and more!
- August 13, 2021 Release: Ability to remove Other Bates values, Organization-based Single Sign-On (SSO), and more!
- July 16, 2021 Release: Automatically extract email header metadata, Primary Date and Family Date, and more!
- June 18, 2021 Release: Hit highlights in spreadsheets, PDF exports of document groups, and more!
- May 21, 2021 Release: Improvements to viewing and editing object permissions, production download notifications, and more!
Frequently asked questions
FAQ
Workflows
More questions? Submit a request
See What's New- October 8, 2021 Release: Legal Holds, results table filtering, and more! Read all about our updates
See What's New