Turn Your Best Strategy into a Repeatable Standard with Everlaw Workflows
Transform your most effective strategy into a defensible framework you can run, adjust, and reuse on every matter.
One Visual Process for Your Most Complex Reviews
Lay out responsiveness review, quality check, privilege, and production as connected steps on one drag-and-drop canvas.
Your Best Protocol on Every Matter
Send a proven workflow into your next project instead of rebuilding it from scratch. Apply standardized processes consistently and automatically to every new review, ensuring consistent quality across internal teams and outside counsel.
Less Chasing, More Managing
Workflows routes documents down the right path, generates assignments as work becomes ready, and makes progress visible at every step. Review managers spend their time resolving bottlenecks instead of discovering them in a status meeting.
Defensible by Design
Explicit rules determine which documents enter the review and where each one goes next, while document history records how every file moved through the process. When a protocol is questioned, the answer sits in the record rather than in someone’s recollection.
Control Every Stage of Review
See Where Every Document Stands
See how many documents sit at each step and open them directly from the results table. Search for any document by its workflow, version, or step instead of reconstructing status across separate searches and spreadsheets.
Route and Gate Every Document
Send documents down different paths using search criteria and document properties, then hold them at a checkpoint until tasks are finished or a reviewer approves them. Quality check, privilege, and every other judgment call stay as explicit steps rather than assumptions.
More Resources
The Modern Ediscovery Guide: Navigating Rules, ESI, and the EDRM
A practical guide to the rules, data types, and process decisions that shape every discovery workflow.
How to Create a Privilege Log
What belongs in a privilege log, how to build one efficiently, and how to keep it defensible across rolling productions.
Frequently Asked Questions
What is Everlaw Workflows?
Everlaw Workflows is a visual builder for multi-stage document review. Teams connect searches, assignments, checkpoints, and productions into a single process, run it on live documents, and reuse it on the next matter.
How are Workflows different from project templates?
Project templates copy objects like searches, assignments, and codes into a new project. A workflow captures the process itself, including the sequence of stages, the routing rules between them, and the checkpoints where review pauses for a person.
How do documents move through a workflow, and how is that activity tracked?
Documents enter a workflow through explicit search criteria and move according to defined rules. Document history captures how each file moved through the review, and project analytics records the actions a workflow took.
Who can create and edit a Workflow?
To keep standardized processes consistent, only users with the Workflow Admin permission can create, edit, and publish workflows. Project Admins receive this permission by default, allowing them to manage workflows out of the box, while non-Project Admins must be granted access.