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Resources

On this page you can download quick reference guides and access post-training material.

Reference Guides

Everlaw’s User Education team offers a number of quick reference guides on various topics available for download:

Creating-Your-Account

Creating Your Account

Learn how to create your account once you have been invited to a new project (or case) in Everlaw. This same account will be used for all of cases on Everlaw.

Creating Your Account

Database vs. Project

Database vs. Project

A database is the central storage location for all documents in your matter. Each database automatically includes one complete project. Download this resource to learn more about the difference between a database and a project, and their associated permission levels.

Database vs Project

Native Data vs. Processed Data

Native Data vs. Processed Data

Everlaw has a self-service, cloud-based uploading system that supports both native and processed data. Download this guide to help identify the difference between the two types of data.

Native Data vs. Processed Data

Early Case Assessment Strategies

Early Case Assessment (ECA) Strategies

Learn how to effectively use Everlaw in the early stages of a case. This guide covers how to deal with duplicates, which tools are helpful in prioritizing your review, and culling best practices.

Early Case Assessment (ECA) Strategies

Understanding Duplicate Definitions-1

Understanding Duplicate Definitions

There are three types of duplicates that you might see on Everlaw. Learn more about them in this guide.

Understanding Duplicate Definitions

Everlaw Project Permissions Worksheet

Everlaw Project Permissions Worksheet

Download this template to view a breakdown of all the Everlaw project level permissions. Use this worksheet to help configure permissions for each user group.

Everlaw Project Permissions Worksheet

Creating an Assignment-1

Creating an Assignment

Assignment groups allow you to organize the review of documents across a team. Use this guide to get started distributing documents for an efficient review.

Creating an Assignment

DSAR Guide-1

DSAR Guide

Everlaw’s user friendly ingestion, review capabilities, and do-it-yourself production tools allows teams to get up and running on Data Subject Access Requests within hours.

DSAR Guide

Working-with-Binders

Working with Binders

Learn all about creating, sharing and deleting binders in Everlaw. This guide also covers how to add documents to a binder and the permissions that are available when sharing.

Working with Binders

Introductory Reviewer Packet

Introductory Reviewer Packet

This packet contains step-by-step instructions and a variety of resources for users who are completely new to Everlaw and need to learn how to create an account, navigate the platform, and review documents.

Introductory Reviewer Packet

Finding Stand-Alone Documents-1

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 Stand Alone Documents

Finding Only Documents in Families-1

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.

Finding Only Documents in Families

Exporting Documents to PDF

Exporting Documents to PDF

You can export documents from Everlaw in a variety of formats. This guide covers how to export multiple documents as PDFs from the Results Table and how to customize the information included in the export.

Exporting Documents to PDF

Exporting Tips Sheet

Exporting Tips Sheet

You can export documents from Everlaw in a variety of places. This guide covers how to export documents from the Results Table and best practices for exporting your project from Database Settings and the Organization Administrative page.

Exporting Tips Sheet

Sharing Productions-1

Sharing Productions

Sharing your productions from Everlaw is a simple process that can be completed in 3 different ways: email, shareable links, or completing a direct download of the production to share outside of Everlaw. Download this resource to see step-by-step how to share productions.

Sharing Productions

Production Sorting-1

Production Sorting

When creating a production in Everlaw, you can sort the documents in that production using a wide variety of available metadata fields. By default, productions generated in Everlaw are sorted using the file path metadata of the included documents.

Production Sorting

Production Modification Clawback

Production Modifications: Clawback

Modifying a production on Everlaw to “clawback” produced privileged documents can be done in 4 simple steps. Download the resource to see step-by-step how to perform a clawback.

Production Modifications: Clawback

Production Modification Non-Privileged Documents

Production Modifications: Unprivileging Documents

Modifying a production on Everlaw to produce a previously withheld privileged document that was produced with a privileged placeholder can be done in 4 simple steps. Download the resource to see step-by-step how to unprivilege documents.

Production Modifications: Unprivileging Documents

Production Modification Arbitrary Set-1

Production Modifications: Arbitrary Set

Modifying a production on Everlaw to change your produced documents can be done in 4 simple steps. Download the resource to see step-by-step how to modify an arbitrary set of documents.

Production Modifications: Arbitrary Set

Creating a Disclosure List (UK)

Creating a Disclosure List (UK)

This guide provides a step-by-step overview of how to create Disclosure Lists in Everlaw.

Creating a Disclosure List (UK)

Public Records Request Database Administrator Guide

Public Records Request - Database Administrator Guide

Learn how to get your Record Request started by uploading your documents into Everlaw.

Database Administrator Guide

Public Records Request Project Administrator Guide

Public Records Request - Project Administrator Guide

Learn how to add users, manage permissions, and delegate document review for a public records request

Public Records Request - Project Administrator Guide

Public Records Request Reviewer Guide

Public Records Request - Reviewer Guide

Learn how to review documents for your public records request. This guide covers tagging, and exemptions in Everlaw

Public Records Request - Reviewer Guide

Public Records Request Production Guide

Public Records Request - Production Guide

After review is complete, learn how to share the final results with the requestor

Public Records Request - Production Guide

Training-Pattern 2-Pine on Parchment

Metadata Overlay Guide

If you need to update the metadata for your documents, follow the steps in the this guide.

Metadata Overlay

Training-Pattern 12-Pine on Parchment (1)

Native, Image, and Text Overlay Guide

Follow these steps in this guide if you need to modify existing documents by replacing or adding files.

Native, Image, and Text Overlay

Post Training Resources

The below resources are shared in their respective training sessions, and are also available for download.

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.

Introduction to Everlaw

Document Review

A guide of workflow examples demonstrated in the Document Review training, featuring answers to frequently asked questions about finding and reviewing documents.

Document Review

Assignments and Predictive Coding

A brief summary of how to create a predictive coding model, and how to leverage that model by creating a dynamic assignment.

Assignments and Predictive Coding

Native Data Loading

A tip sheet and checklist that follows up on the Native Data Loading training, designed to walk you through uploading native data.

Native Data Loading

Processed Data Loading

A quick guide building on the Processed Data Loading training that covers uploading both structured processed data with a load file as well as PDFs without one.

Processed Data Loading

Productions

Resources for developing your own production protocol and modifying a completed production.

Productions

Search

Interactive search examples to build your skills and some tips for effective searching shared in the Search training.

Search

Case Configuration

A review guide on project administration and database administration.

Case Configuration

For any feedback about this site or any questions about the trainings offered, please reach out to training@everlaw.com 

For all other questions, please reach out to support@everlaw.com, 1-844-EVERLAW (US), or 0800-068-9249 (UK and EU)