Prerequisites
Audience
Administrators responsible for managing the full lifecycle of a case on Everlaw.
Knowledge Level
Beginner
Lessons in this Workflow
- Upload your documents
- Configure your project
- [OPTIONAL] Create an assignment group
- Organize with binders
- Prepare to produce
- Run your production
Upload your documents
Upload native data into Everlaw so your team can begin organizing and preparing documents for review and production.
Watch this video on uploading native data:
Configure your project
Set up codes and permissions to create the structure reviewers need and ensure the right users have access to the right tools.
Watch this video on case configuration:
[OPTIONAL] Create an assignment group
If your case has a lot of documents or reviewers, create assignments to divide review work efficiently and help your team move through documents in a clear, consistent way.
Watch this video on managing assignment groups.
Organize with binders
Use binders to organize key documents and keep important materials easy to find throughout the workflow.
Read this resource about working with binders:
Prepare to produce
Configure your production protocol to define what documents should be produced and how they should be stamped, formatted, and organized.
Watch this video on production protocols:
Run your production
Produce your documents to generate and deliver the final production set based on the settings and decisions you established earlier in the workflow.
Watch this video on how to QA and run your production.
