Assignments and Predictive Coding

Who might be interested:

Users who will be managing a document review workflow and review teams using assignments. Users who are interested in creating and leveraging predictive coding models to locate documents and improve the efficiency of document review.

What you will learn:

How to set up assignment groups and batch out 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 Options

Assignments and Predictive Coding 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 Assignments

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. Read the introduction to assignments help article.

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

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. Read the linking assignments together help article.

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

  • Update self-assign permissions

Learn more about Predictive Coding

Predictive coding uses machine learning to predict which documents in a case might be relevant. It's most often used to prioritize review or identify documents that can be ignored. Learn how to get started by creating your model. Read the predictive coding help article and beginners guide.

After you’ve created your predictive coding model, it’s time to interpret your results! You can access your predictive coding models from the Document Analytics menu. The predictive coding model page is separated into three sections: action items, results, and training. Read the interpreting your predictive coding model help article.

There are multiple ways to improve the accuracy of your predictive coding models. Read the improving your predictive coding model help article.

Training Activities Checklist

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

  • Create a new predictive coding model

  • Use the coverage graph to select documents for review to improve your model

  • Create a weighted term

  • Create a training set from a randomized set of documents