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.

Training Options

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

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

Everlaw Homepage Tour

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

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.

Learn more about the Results table

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

Next: Learn about Document Review