Introduction to Everlaw
Who might be interested:
Users who are brand-new to Everlaw and want to understand what features are available.
What you will learn:
The lifecycle of a case in Everlaw. How to navigate to different features. High level overview of search, document review, uploads, productions, and collaboration. Other possible training sessions of interest.
Introduction to Everlaw is offered every other Tuesday at 10 AM Pacific (6PM GMT/BST).
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.
Post Training Resource
This resource is shared in the live training session, and is also available for download below:
Introduction to Everlaw: A handy summary of the tools featured in the Introduction to Everlaw training, with links to further explore the highlighted tools and attend future trainings.
Learn more about the Homepage and Collaboration
The first page you see when you login to Everlaw is the homepage. Here's a bit more about what you can do with this page.
The homepage is a customizable dashboard where you can see and access relevant items and workflows. 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. 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. 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. Read the receiving an assignment help article.
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
Everlaw Homepage Map
The homepage is a customizable dashboard where you can see and access relevant items and workflows. Download the map to better acquaint yourself with the homepage.
Learn more about the Results table
Learn how to sort, group, export, or apply review work to multiple documents in Everlaw.
The results table is our standard way of displaying sets of documents, whether associated with a search, binder, or assignment. Learn how to customize the information shown in the table and sort the documents. Read the search results table help article.
Save time by reviewing documents automatically. From the results table, apply review product to multiple documents with one click. Read the batch actions help article.
Grouping lets you see related documents in the table. You can group by duplicates, attachment families, email threads, and versions. Read the viewing document groups in results table help article.
The export tool can create reports of document sets and is a simple way to get files off of Everlaw. Read the exporting help article or download this quick guide.
Other tools allow you to use documents in workflows like assignments and productions, include/exclude duplicates, etc. Read the results table toolbar help article.
Training Activities Checklist
After you've watched videos and have a basic understanding of the results table, practice your skills and try performing the following actions:
Add documents to a binder from the results table
Add or remove columns to your results table
Save your results table view
Apply a sort to your results table
Apply a multiple sort
Resize and rearrange your columns
Create an export