1: Introduction to Everlaw Certification and Exam Overview

1.1 Understanding the Everlaw Certification Process
1.1.1 Overview of the certification exam format and structure.
1.1.2 Importance of certification for career advancement in e-Discovery.
1.2 Key Topics Covered in the Certification Exam
1.2.1 Case management, document review, reporting, and analytics.
1.2.2 Technical skills and knowledge required.
1.3 Certification Resources and Study Materials
1.3.1 Overview of resources provided by Everlaw.
1.3.2 Tips for preparing effectively for the certification exam.

2: Case Setup and Management

2.1 Creating and Managing Cases in Everlaw
2.1.1 Step-by-step guide to creating cases in Everlaw.
2.1.2 Managing case settings, users, and permissions.
2.2 Best Practices for Case Organization
2.2.1 Structuring cases for efficient document review.
2.2.2 Organizing data imports and managing metadata.
2.3 Hands-On Activity: Setting Up a New Case
2.3.1 Participants will create and configure a new case in Everlaw.

3: Document Management and Review Workflow

3.1 Uploading and Managing Documents in Everlaw
3.1.1 Best practices for uploading, indexing, and organizing documents.
3.1.2 Managing document batches for review.
3.2 Document Review Tools and Features
3.2.1 Using Everlaw’s document viewer, annotations, and tags.
3.2.2 Advanced document management techniques.
3.3 Hands-On Activity: Uploading and Organizing Documents
3.3.1 Participants will upload and manage documents in a sample case.

4: Advanced Search and Filtering Techniques

4.1 Mastering Search in Everlaw
4.1.1 Using basic and advanced search features.
4.1.2 Searching by metadata, content, and tags.(Ref: Troubleshooting and Optimizing Everlaw Performance)
4.2 Applying Filters for Targeted Document Review
4.2.1 Narrowing down search results with filters.
4.2.2 Using search queries for more efficient document review.
4.3 Hands-On Activity: Conducting Advanced Searches
4.3.1 Participants will perform advanced searches and apply filters.

5: Analytics and Reporting in Everlaw

5.1 Creating and Customizing Reports
5.1.1 Generating case summary, document production, and activity reports.
5.1.2 Customizing reports based on specific case requirements.
5.2 Visualizing Data with Analytics Tools
5.2.1 Using Everlaw’s analytics tools to gain insights into case data.
5.2.2 Applying data visualizations to report findings.
5.3 Hands-On Activity: Creating Custom Reports and Visualizations
5.3.1 Participants will generate reports and add data visualizations.

6: Legal Hold and Data Preservation

6.1 Implementing Legal Holds in Everlaw
6.1.1 Understanding the importance of legal holds in e-Discovery.
6.1.2 Setting up and managing legal holds in Everlaw.
6.2 Monitoring Compliance with Legal Holds
6.2.1 Tracking and managing legal hold notices.
6.2.2 Ensuring data preservation for ongoing cases.
6.3 Hands-On Activity: Creating and Managing Legal Holds
6.3.1 Participants will set up and manage a legal hold in a sample case.

7: Security and Collaboration Features

7.1 Ensuring Security and Compliance in Everlaw
7.1.1 Understanding Everlaw’s security features and access controls.
7.1.2 Best practices for protecting sensitive case data.
7.2 Collaborating with Teams and External Stakeholders
7.2.1 Managing team collaboration within Everlaw.
7.2.2 Sharing documents and reports securely with external stakeholders.
7.3 Hands-On Activity: Configuring Security and Collaboration Settings
7.3.1 Participants will set up collaboration tools and manage security settings in a case.

8: Optimizing Performance and Troubleshooting in Everlaw

8.1 Best Practices for Optimizing Everlaw Performance
8.1.1 Techniques for optimizing system performance during large cases.
8.1.2 Troubleshooting common issues with case setup, search, and reporting.
8.2 Identifying and Resolving Workflow Bottlenecks
8.2.1 Addressing challenges in the document review process.
8.2.2 Using analytics and reporting to improve case efficiency.
8.3 Hands-On Activity: Troubleshooting Common Performance Issues
8.3.1 Participants will diagnose and resolve sample issues in a case.

9: Exam Preparation and Practice

9.1 Review of Key Skills for Certification
9.1.1 Recap of critical skills covered in the training.
9.1.2 Focusing on areas commonly tested in the certification exam.
9.2 Sample Exam Questions and Practice
9.2.1 Working through sample questions based on real exam scenarios.
9.2.2 Tips for managing time and answering questions effectively.
9.3 Hands-On Activity: Simulated Certification Exam
9.3.1 Participants will complete a simulated certification exam to assess readiness.

10: Final Review and Exam Strategy

10.1 Exam Day Preparation
10.1.1 Final tips and strategies for success on the exam day.
10.1.2 Managing exam stress and time effectively.
10.2 Q&A Session
10.2.1 Addressing final questions or areas of concern.
10.2.2 Clarifying complex topics or advanced skills.
10.3 Final Hands-On Review: Key Skills Refresher
10.3.1 Participants will revisit key areas they feel need additional practice.

Conclusion