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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.

Training Options

Attend Live Training

Introduction to Everlaw is offered every other Tuesday at 10 AM Pacific (6PM GMT/BST).

Attend a Live Training

Watch Pre-Recorded Training

Can’t attend a live training? Watch this 45 minute recorded training.

Watch Pre-Recorded Training

Schedule Custom 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.

Schedule Custom Training

Take the homepage tour for a quick introduction:

product-illustration-homepage

Quick Start: Homepage

The first page you see when you login to Everlaw is the homepage. Watch this video for a bit more about what you can do with this page.

Learn More About the Homepage and Collaboration

[Homepage] Introduction to the Everlaw Homepage

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

[Homepage] Sharing, Messaging, and Collaboration

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.

[Homepage] Folders

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.

[Assignments] Receiving an Assignment

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

Intro to Everlaw Activities Solutions #1

Resources: 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.

Everlaw Homepage Map

Learn More About the Results Table

Quick Start: Results Table

Learn how to sort, group, export, or apply review work to multiple documents in Everlaw.

[Results Table] Overview, Customizing, Sorting

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.

[Results Table] Batch Modifications

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.

[Results Table] Grouping and Search Settings in the Results Table

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.

[Results Table] Exporting

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.

[Results Table] Misc Results Table Tools

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

Intro to Everlaw Activities Solutions #2