Homepage and Collaboration

Videos

The homepage is a customizable dashboard where you can see and access relevant items and workflows.

Sharing and messaging are at the heart of collaboration on Everlaw. Learn more about how to use the sharing options and the in-platform messaging center.

Folders can be used as a way to organize your data and easily share multiple objects - like searches, binders, and assignments - with your colleagues.

Learn how to easily distribute documents for review through the assignments tool. Determine how many documents to allocate, specify the review criteria, and track reviewers' progress.

Interactive Training

Live Training

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

Topics include a high-level overview of:

  • Homepage navigation

  • Uploads

  • Search

  • Document Review

  • Collaboration

  • Productions

  • Storybuilder

Training Activities Checklist

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

  • Create a binder

  • Rename a search

  • Open up an assignment

  • View the review criteria from an assignment

  • Add cards to a folder

  • Share a binder or folder with a colleague

  • Add a card to your favorites list

Next: Learn about Document Review