Who might be interested: Users responsible for running searches on Everlaw or users who need to incorporate searches into other workflows (such as creating Assignment Groups or generating Productions).
What you will learn:
An introduction to the basic Document, Review, and Metadata search terms available in Everlaw. How to combine search terms together using logical operators to construct complex searches. How to remove documents from a set of search results using deduplication and add documents to search results using the grouping options.
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:
Search: Interactive search examples to build your skills and some tips for effective searching shared in the Search training.
Learn more about Search
Build complex queries by combining logical containers and search terms through Everlaw's visual search interface. Read the search overview and logical queries help articles
Content searching is one of the most common ways to find documents. You can use parentheses, AND, OR, and NOT to build complex content searches. Wildcard, proximity, fuzzy, and regular expression searches are also supported. Read the content and advanced content search help articles
Review search terms are used to find documents based on review status or applied review product. Read the review terms search help article
Metadata search terms are used to find documents based on their metadata values in Everlaw. Read the searching metadata help article
Organize documents into contextually relevant groups directly from the search page and deduplicate and sample the search results. Read the deduplicating, sampling and grouping help article
Training Activities Checklist
After you've watched videos and have a basic understanding of how to use the visual query builder, practice your skills and try performing the following actions:
Create a search using the logical operators
Group documents by attachments and notice if the number of documents change
Rename your search
Use a smart search term
Find documents that have the word meeting within 10 words of the word Monday.
Search using a Bates range
Think of a word in your matter that comes up a lot, but in different forms: e.g. work, worked, worker, and working. Construct an advanced content search that finds any such occurrence of this word.
Optimizing your Everlaw Search Experience
Everlaw's search tool is a visual query builder that utilizes Lucene syntax. Download this guide for search tips, practice examples, and challenges.
Finding Stand Alone Documents
On Everlaw “Stand alone” documents are those that do not have any child attachments or are not themselves attachments to another document. Download this guide to learn how to build a search to find them.
Finding Only Documents in Families
This guide describes how to find documents on Everlaw that are part of a family group and are not “stand alone” documents. Select "Download Guide" to learn how.