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Who might be interested: 

Users who are interested in Everlaw's legal holds tool. Please note this tool is only accessible to users with Legal holds permissions at the Database level.

What you will learn:

How to create and send hold notifications, schedule automatic renotification and escalation notices, track custodian acknowledgement, and connect holds and custodians to documents uploaded to the platform.

How you can learn:

There are several resources available depending on your learning style: comprehensive training videos, shorter topic-specific videos and helpful written guides.

Training Options

Watch Legal Holds Deep Dive

Learn the ins and outs of Legal Holds in this 12 minute Deep Dive.

Watch Legal Holds Deep Dive

Schedule custom 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.

Schedule custom training

Training Activities Checklist

After you’ve watched the videos and have a basic understanding of how the legal holds tool works, practice your skills and try performing the following actions:

🗹 Add a custodian and fill out information about them.

🗹 Create a draft hold notice and use merge fields.

🗹 Send a test email to yourself to see what your hold notice looks like.

For any feedback about this site or any questions about the trainings offered, please reach out to 

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