Search Term Reports

Videos

A Search Term Report (STR) lets you run multiple searches simultaneously against a body of documents. The report will show the total number of documents that are returned by a particular search, as well as the number of documents that are returned only by a particular search and none of the others that you ran concurrently.

  • Watch the 9 minute video, or

  • Read the STR help article

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 Search Term Reports, practice your skills and try performing the following actions:

  • Create a new Search Term Report

  • Define the searchable set to narrow down your search population. Common ways to narrow down a set include searching for Type: Email, or for a specific Custodian.

  • Add some search terms to the report. Try including both contents search terms and metadata search terms.

  • Click "include family attachments" and notice how your results change.

  • Once you are happy with your results, try turning your search terms into persistent highlights using the "Create" button.

  • Download a copy of your report to share outside of Everlaw.

  • Click on the blue All Results number to see your documents.

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