Introduction to Everlaw is offered every other Tuesday at 10 AM Pacific (6PM GMT/BST).
Can’t attend a live training? Watch this 45 minute recorded 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.
Take the homepage tour for a quick introduction:
The first page you see when you login to Everlaw is the homepage. Watch this video for a bit more about what you can do with this page.
Learn More About the Homepage and Collaboration
[Homepage] Introduction to the Everlaw Homepage
The homepage is a customizable dashboard where you can see and access relevant items and workflows. Read the homepage help articles.
[Homepage] Sharing, Messaging, and Collaboration
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.
[Assignments] Receiving an Assignment
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
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
[Results Table] Overview, Customizing, Sorting
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.
[Results Table] Batch Modifications
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.
[Results Table] Grouping and Search Settings in the Results Table
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.
[Results Table] Misc Results Table Tools
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: