Storybuilder

Who might be interested:

Users who will be organizing and using documents to prepare for a variety of post-review activities. Users who need to organize key documents and better understand essential information. Users who need to prepare for Depositions and review Deposition transcripts.

What you will learn:

How to add documents to a Story and prepare documents to be included later. How to navigate the Dashboard and leverage the different Storybuilder tools to prepare for important upcoming events. How to build Stories that include Timelines and Drafts. How to use the Deposition tool to prepare for a Depositions and to upload and review a Deposition transcript.

Training Options

Storybuilder is offered every other Tuesday at 10 AM Pacific (6 PM GMT/BST), or for UK/EU clients, the first Friday of the month at 10 AM (GMT/BST). Register for a live session:

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.

Learn more about Storybuilder

Storybuilder, Everlaw’s narrative building toolkit, allows review teams to seamlessly move between their review and post-review workflows. In addition to the videos, you can also read the Storybuilder help articles.

All Storybuilder capabilities and tools can be used via a single object called a Story. Three tools comprise Storybuilder: Timeline, Drafts, and Depositions. Read the Storybuilder Introduction help article.

Each document entry in the Story can be dated, labeled, and annotated with a description in the Timeline. It also features a useful Events view, allowing review teams to see documents in relation to a timeline of events in the case. Read the Story Timeline help article .

Documents in the Story can be used to build outlines using the Drafts tool. Common use cases for Drafts include creating deposition, argument, or case strategy outlines. Read the Drafts help article.

Deposition objects are created to prepare for, conduct, and summarize a deposition or other interview process, as well as view and annotate the resulting transcript. Read the Deposition preparation help article.

Depositions can be used to reference drafted thoughts, curate an exhibit list, chat colleagues, and create tasks. Read the During the Deposition help article.

After a deposition is complete, you can write a summary and review the transcript of the deposition, which will automatically link transcript text to marked exhibits. You can also create testimony objects. Read the Summary and Transcript View help article.

Training Activities Checklist

After you've watched videos and have a basic understanding of how to use the Storybuilder suite of tools, practice your skills and try performing the following actions:

  • Add a document to your Story from the review window

  • Batch add documents to your Story from the results table

  • Change the date value for a document in your story

  • Create a Draft and add documents to it

  • Create a Deposition and add details (deponent, date, location)

  • From a deposition object, link an exhibit number to a document

  • Start the timer and use the time stamp when writing notes

  • Upload a transcript to a deposition object

  • From the transcript, create a testimony object