** as of Friday, March 26 2021, Clustering has been released in Beta on the Everlaw platform with additional customer availability on existing databases with less than 200K documents. Releasing in beta gives our team time to work through any issues and better understand user behavior while our engineering team works diligently to make clustering accessible to all projects on the Everlaw platform. Additionally, we welcome users who are interested in Clustering but who may have larger document counts or new databases to contact our Customer Success team to inquire about having Clustering in the beta phase enabled on their database. We are actively working towards the general release of Clustering within the next few months, ad we look forward to updating you with more information soon.

The clustering tool is designed to help you gain insight into your data without any user input or prior knowledge about your data required. Clustering visualizes your documents by grouping similar documents together. The clustering tool can be valuable in a number of different use cases such as ECA, organizing review, and performing quality control.

Interactive Training

Live Training

Everlaw offers free live and recorded training sessions on Visualizing Your Data, which you can sign up for here.

Topics covered include:

  • How to use Clustering

  • How to use Search Term Reports

  • How to use the Data Visualizer to understand large populations of data

  • How to leverage these tools to construct complex searches and gain insight into document contents before beginning linear review

Training Activities Checklist

After you've watched videos and have a basic understanding of how to use the Clustering tool, practice your skills and try performing the following actions:

  • Access the Clustering page and click on a cluster to view the Cluster defining terms

  • Using the multi-select option, select multiple clusters

  • Change the data visualization on the right hand panel

  • Select clusters by a term

  • Color documents by a coding category

  • Create a document filter using the search tool within Clustering

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