Homepage and Collaboration
Videos
The homepage is a customizable dashboard where you can see and access relevant items and workflows.
Watch the 7 minute video, or
Read the homepage help articles
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.
Watch the 5 minute video, or
Read the collaboration help articles
Folders can be used as a way to organize your data and easily share multiple objects - like searches, binders, and assignments - with your colleagues.
Watch the 4 minute video, or
Read the views and folders help article
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.
Watch the 3 minute video, or
Read the receiving an assignment help article
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