Having a plan when beginning review – however incomplete or abstract – can save you time and money later down the line. Here are some articles you can read to get a sense of how Everlaw's features can be used to build workflows.

The assignment tool in Everlaw is structured around groups. It allows you to distribute documents to reviewers and monitor their progress.

Assignment groups contain documents that meet specified criteria. You can create assignment groups from the homepage or from any results table.

Everlaw’s assignment group inclusion criteria allows you to link one assignment to a second assignment. You can "daisy chain" assignments together to achieve a variety of workflows.

Interactive Training

Live Training

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

Topics covered include:

  • How to set up assignment groups and distribute documents for review

  • How to create a predictive coding model and use that model to find documents and organize a document population

  • How to use the predictive coding and assignment tools together on Everlaw to prioritize document review by incorporating the output of a predictive coding model in an assignment workflow

Training Activities Checklist

After you've watched videos and have a basic understanding of assignment groups, practice your skills and try performing the following actions:

  • Create a new assignment group from the homepage

  • Create an assignment group with a sort applied

  • Change the review criteria for an assignment group

  • Create an assignment group and allow self-assign permissions

Next: Learn about Predictive Coding