Corporate Essentials Resources

Everlaw Corporate Essentials is an intuitive solution designed for the modern needs of in-house corporate legal team. It’s easy to get started with Everlaw – from handling legal holds and connecting data scalably and securely to investigations and complex litigation.

On this page you will find training resources relevant to users of the Corporate Essentials Everlaw product. Click a link in the Table of Contents below to jump to a section of the page that interests you.

Introduction to Everlaw

Learn about what Everlaw features are available.

Training Options

Introduction to Everlaw is offered every other Tuesday at 10 AM Pacific (6PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about the Homepage and Collaboration

Everlaw Homepage Tour

Legal Holds

Learn about issuing Legal Holds and tracking custodians' acknowledgments.

Training Options

Legal Holds is offered once a month on Mondays at 10 AM Pacific (6 PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about Legal Holds

Click here to navigate to a page with videos and other resources about Legal Holds in Everlaw.

Native Data Loading

Learn how to upload native data.

Training Options

Native Data Loading session is offered once a month on Fridays at 10 AM Pacific (6 PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about uploading Native Data

Click here to navigate to a page with videos and other resources about Native Data.

Early Case Assessment (ECA)

Learn about ECA databases -- how they work and how to promote / demote documents.


Training Options

Early Case Assessment is once a month on Mondays at 10 AM Pacific (6 PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about Early Case Assessment

Click here to navigate to a page with videos and other resources about Early Case Assessment.

Case Configuration

Learn how to set up your case: Add users, configure permissions, create codes, and more.

Training Options

Case Configuration is offered every other Tuesday during UK hours and every other Wednesday during US hours. Register for a live session:

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about Case Configuration

Click here to navigate to a page with videos and other resources about Case Configuration.

Searching

Learn how to search for documents in your Everlaw project.

Training Options

Search is offered every other Thursday at 10AM Pacific (6PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about Search

Click here to navigate to a page with videos and other resources about Search.

Visualizing Your Data

Learn about the Clustering and Data Visualization tools available to you in Everlaw.

Training Options

Visualizing Your Data is offered once a month on Fridays at 10 AM Pacific (6 PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Learn more about the Data Visualizer

Click here to navigate to a page with videos and other resources about the Data Visualizer.

Learn more about Clustering

Click here to navigate to a page with videos and other resources about Clustering.

Other Everlaw features

If you're curious about any other Everlaw features, feel free to explore the rest of our Training Center! From this page you can see all of the training sessions that we offer.