Project Settings

It's very simple to get started with case setup. The Project Settings page (in the top right corner under Project Management) will help you get started.

Configure Case Settings

Codes are used to note the relevance of documents. Documents are easily retrievable by review status or topic matter once they've been reviewed. Coding rules let admins enforce desired coding behavior. Together, codes and coding rules form the foundation of review.

Persistent highlights can be used to call out important or privileged words/phrases. Admins can create grouped and standalone highlights, and modify the color that highlights appear under in the review window.

You can modify metadata settings if you have non-standard data fields. You can also hide fields from searching and view, create user-editable fields (necessary for metadata redaction), and create grouped ("aliased") fields.

If you are conducting review with the intention of producing documents, the database will need to be in production mode. As part of production mode, you can add standard production codes to your coding sheet, and create redaction stamps.

Other case settings allow you to do things like require two-factor authentication, set the default assignment review criteria, turn on and configure the machine translation features, and add new Stories.

Add and Manage Users via Groups

Adding users to a database is easy. Once a user is added, you can control their permissions through user groups. If you are removing a user, you can choose to save their work product.

Granular permission settings give admins the confirmation that the proper permissions are distributed to users within that project. Permissions are determined by user groups.

Document Access Management allows project administrators to control which documents users can view or modify on Everlaw. This is useful if you would like to manage access to specific document sets and do not want to create a full break in terms of coding, messaging, and administration by creating a new project.

Monitor Case Progress and User Activity

Project analytics provide actionable insight into various aspects of review. You might want to perform reviewer-level tracking or develop the big picture view of what's happening. Whatever the need, our flexible analytics system can deliver.

Need to see real-time user activity or generate user audit logs? Check out the user activity section.

Interactive Training

Live Training

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

Topics covered include:

  • Setting up a new project

  • Uploading native data

  • Inviting users

  • Managing access and permissions

Training Activities Checklist

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

  • Add users

  • Create a coding category with several codes and view what it looks like in the review window

  • Create a conditional rule and try to violate it

  • Create an autocode rule and delete it if it is not needed

  • Create a new user group and customize the permissions

  • Create redaction stamps

  • Create a persistent highlight and in a document, view the hit highlights tab

Next: Learn about Assignments