Description

Introduction: This advanced training focuses on teaching participants how to leverage Everlaw’s powerful search features to perform precise and efficient e-Discovery tasks. Everlaw’s search capabilities are highly customizable, allowing users to conduct complex queries that can significantly speed up document review and case management. This course will cover advanced search functionalities, including Boolean logic, metadata search, and creating saved searches, as well as tips and tricks for improving search efficiency and accuracy.

Learning Outcomes:

1. Master Boolean and advanced search operators in Everlaw.
2. Utilize metadata, keyword, and content searches.
3. Learn how to create and save advanced searches.
4. Apply filtering techniques to refine search results.

Prerequisites: 

1. Basic understanding of Everlaw’s interface and document review features.
2. Familiarity with basic search operations in Everlaw.

Table of Contents 

Session 1: Introduction to Advanced Search in Everlaw

1. Overview of Everlaw’s Search Capabilities
   1. Recap of basic search functionalities in Everlaw.
   2. Introduction to advanced search features and their importance in e-Discovery.
2. Boolean Search Fundamentals
   1. Introduction to Boolean logic (AND, OR, NOT).
   2. Applying Boolean operators for more specific search results.
3. Hands-On Activity: Performing Basic Boolean Searches
   1. Practical exercise using Boolean logic in different search queries.

Session 2: Advanced Search Operators

1. Using Proximity Search
   1. Understanding proximity operators for finding terms close to each other.
   2. Example queries using proximity operators (e.g., w/n).
2. Fuzzy Search and Wildcards
   1. How to use fuzzy search to handle misspellings and variations in document text.
   2. Applying wildcard characters in search to expand results.
3. Hands-On Activity: Building Complex Queries with Operators
   1. Crafting queries that combine Boolean, proximity, fuzzy, and wildcard searches.

Session 3: Metadata Search and Custom Fields

1. Understanding Metadata in Everlaw
   1. Overview of metadata types (document dates, author, file type, etc.).
   2. Using metadata filters to refine document searches.
2. Searching Using Custom Fields
   1. Creating and searching with custom fields in a document.
   2. How custom metadata fields can improve search precision.
3. Hands-On Activity: Conducting Metadata and Custom Field Searches
   1. Applying metadata searches to target specific documents within a dataset.

Session 4: Search Refinement with Filters

1. Applying Filters to Narrow Search Results
   1. Overview of search filters and their application.
   2. Using date ranges, file types, authors, and other filters to refine searches.
2. Combining Search Filters
   1. How to layer filters and searches for granular results.
   2. Examples of combining metadata, filters, and Boolean logic for precision.
3. Hands-On Activity: Layering Filters for Refined Results
   1. Creating a step-by-step filtered search based on case-specific parameters.

Session 5: Creating and Saving Complex Searches

1. Creating Multi-Criteria Search Queries
   1. Combining multiple search criteria for complex queries.
   2. Overview of long-tail queries that include metadata, keywords, and filters.
2. Saving and Reusing Searches
   1. How to save and organize searches for future use.
   2. Managing saved searches and sharing with team members.
3. Hands-On Activity: Building and Saving a Complex Search
   1. Building a complex search query and saving it for continued use.

Session 6: Search Efficiency and Performance Optimization

1. Improving Search Speed and Accuracy
   1. Best practices for improving search efficiency in large datasets.
   2. How to structure queries to avoid redundant results.
2. Search Performance Optimization
   1. Understanding Everlaw’s indexing and how it affects search speed.
   2. Tips for optimizing search performance on larger cases.
3. Hands-On Activity: Optimizing a Search Query
   1. Reviewing and modifying queries for faster performance and better accuracy.

Session 7: Advanced Search Use Cases

1. Common e-Discovery Search Scenarios
   1. Review of common e-Discovery scenarios requiring advanced searches.
   2. Case studies demonstrating the application of advanced search techniques.
2. Best Practices for Large-Scale Document Reviews
   1. How to manage and organize searches in large document reviews.
   2. Best practices for ensuring thoroughness while using advanced search techniques.
3. Hands-On Activity: Solving Use Cases with Advanced Searches
   1. Applying learned search techniques to solve case-based scenarios.

Session 8: Final Review and Mastery of Advanced Searches

1. Reviewing Key Concepts
   1. Recap of Boolean, proximity, metadata, and filter-based searches.
   2. Review of search performance and optimization techniques.
2. Real-World Applications of Advanced Search Techniques
   1. How to apply advanced search techniques in real-world legal cases.
   2. Review of tips for improving efficiency and accuracy.
3. Q&A and Course Wrap-Up
   1. Final Q&A session for addressing outstanding questions.
   2. Overview of additional resources for continued learning in Everlaw.

By the end of this training, participants will have mastered advanced search techniques in Everlaw, enabling them to handle large datasets more effectively, perform complex queries with precision, and optimize their search workflows.