Case Configuration

Who might be interested: Users responsible for setting up a case and the review environment. Users who will be adding other users and managing case settings, codes, user groups, and document permissions.

What you will learn: An overview of database and project level admin permissions. A general introduction to the various project settings available to Project Administrators and how to navigate the administrative tools. How to set up user access and permissions, including how to add users, setup group based permissions, and setup document access permissions. How to create coding categories and conditional/auto-code rules, set up persistent highlights, and manage metadata settings.

Live Training Sessions

Case Configuration is offered every other Wednesday during US hours and every other Tuesday during UK hours.

Click the link below to register for a session:

Tuesday 10 AM GMT/BST (UK Session)

Wednesday 10 AM Pacific (6 PM GMT/BST)

Pre-recorded training session

Can't attend a live training? Fill out this form to receive a link to a pre-recorded training session.

Custom Training

If you would prefer a private training session with a member of Everlaw’s Customer Success 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. Please visit our scheduling page to find an available time.