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.
Learn More About Search
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.