Everlaw Workflows Turns Your Best Strategy into a Repeatable Standard

Complex matters are increasingly difficult to manage as a single, connected process. Whether handling multi-custodian litigation, a large-scale investigation, or a second request, teams coordinate the same sequence of stages as the volume of data inside each stage keeps climbing.

As matters grow, review managers must coordinate searches, assignments, quality checks, and reporting across multiple views. Once a review is live, understanding progress and identifying bottlenecks can require manual effort. When the next matter begins, teams may need to recreate that process instead of building on what already works.

Everlaw Workflows solves this problem with a visual builder that transforms multi-stage review into a single, cohesive process teams can execute, fine-tune, and replicate for future matters.

How Workflows Works 

Everlaw Workflows is a visual command center that transforms how litigation and investigation teams execute document review by allowing them to design, automate, monitor, and reuse complex workflows directly in Everlaw. 

By connecting searches, routing, assignments, QC and privilege checkpoints, and productions in a single flow, teams can run their best review strategy the same way on every matter. Everlaw AI’s suite of AI tools, such as Coding Suggestions, are planned for upcoming releases.

Workflows reduces coordination overhead and makes complex reviews easier to manage by replacing manual document routing and endless status chasing with auditable orchestration and visibility into where work is waiting. 

To keep standardized processes consistent, only users with the Workflow Admin permission can create, edit, and publish workflows. Admins can create, edit, and publish workflows, while non-Project Admins must be granted access manually. Unless granted admin permissions, reviewers only receive the assignments generated by a workflow.

Orchestrate on One Canvas

Manage matters at scale with a single visual command center that connects the stages of review, from routing and assignments to QC, privilege, and production.

Traditionally, setting up a multi-stage review meant configuring searches, assignments, quality checks, and productions in silos, then manually tracking how they connected. Workflows replaces that fragmented process with an end-to-end view where every step of a matter is visible at a glance.

Keep People in Control  

Workflow Admins determine which documents are added to a workflow and define explicit rules where each document goes next. Document history records how an individual file moved through the process, while Project Analytics captures workflow activity across the project.

A tasks gate holds documents at a checkpoint until required tasks are complete, while an approval gate accumulates documents until a Workflow Admin approves the current batch, moving it forward in the workflow.

Workflow search closes the loop, letting teams find any document currently or previously associated with a workflow, version, step, or finish point. If a protocol is questioned months later, the answer sits in the record rather than in someone's recollection.

Automated Acceleration  

Once a workflow is live, documents route themselves automatically and generate assignments as work becomes ready. Review managers can monitor document counts at each step and open a results table with the associated documents—turning status updates into a quick glance rather than a manual reconstruction.

The visual workflow dynamically routes documents based on search criteria and metadata. Integrated assignment steps automatically generate reviewer workloads, while modify steps apply codes, add notes, or populate binders and Storybuilder objects—allowing teams to configure every action within the flow of the process rather than as an isolated task.

Build Knowledge that Lasts 

Easily scale proven processes across your organization with one-click workflow sharing or by copying workflows from existing projects via Project Templating during new database setup. By transforming successful protocols into reusable assets, Everlaw eliminates tedious manual configuration and preserves institutional knowledge across all your matters.

Upcoming enhancements including a centralized, organization-wide template library will soon make workflow reuse even more seamless across your entire team.

Moving Beyond the Matter

The hardest part of starting a new matter isn't moving documents, it's carrying over the process.

Workflows makes your process fully transferable. Instead of rebuilding protocols for every project, you can launch your proven workflows instantly and edit running ones on the fly, backed by full version tracking.

The review process your team perfected in March becomes the standard for September.

By making review protocols visible, repeatable, and recorded, Workflows helps your team run complex matters the same way every time. And because the process runs in Everlaw, the evidence layer for legal AI, every routing decision and sign-off stays grounded in the evidence it touches.

Learn more about Everlaw Workflows and request a demo today.