July 11, 2025: Create and Customize Pre-Production QC Checks, Bulk Export Search Term Reports, and More!

Expected AU release: July 9, 2025 ACT

Expected release for all others: July 11, 2025 PT

Knowledge Base updates: July 11, 2025 PT

With this release, users can now create and customize pre-production QC checks, bulk export search term reports, and more - read on for more information about the features coming out this month! If you would like to learn more about the features in this release, join us for a live training session.

User-facing features in this release:

• Create and customize pre-production QC checks
• Bulk export search term reports
• Everlaw Translation for Everlaw GovCloud
• Select "and nothing else" when searching a combination of email domains and addresses/contacts
• Batch fetch document text from search API
• OCR improvements for inline images within emails, and additional document types
• Assign Other Bates to processed documents
• Filtering and search improvements to Legal Hold custodian tables
• Performance improvements
• Visual improvements

Create and customize pre-production QC checks

Users can now define and apply custom quality checks when running pre-production quality control (QC). This allows them to template, incorporate, and re-use checks that are unique to their project's needs, going beyond Everlaw's default list. These custom checks can also be carried over to new projects via project templating.

With this change, users can also switch off individual default Everlaw checks on any protocol.

These updates help ensure every production consistently meets your organization's standards, while allowing your production team to operate directly within the Everlaw production protocol interface, saving time and helping to maintain the integrity of your produced documents.

To get started, visit Pre-Production QC Checks.

Along with this new feature, we have renamed Production QA to Production QC.

Bulk export search term reports

Users can now export CSVs of all search term reports (STRs) at once from a given project. Previously, STRs had to be exported one-by-one.

Exporting all STRs in a single action, instead of individually, saves time, reduces manual effort and reduces risk of incomplete exports as a result of human error. All the exported STRs are organized in one folder named after the project.

To learn more, visit our Search Term Report article.

Everlaw Translation for Everlaw GovCloud

Everlaw GovCloud now supports batch translation and translation storage for non-English language text for organizations that have purchased Everlaw AI credits. This feature allows you to:

• Batch translate non-English documents
• Search documents based on their stored translated text
• Batch export stored translations as text files
• Avoid the need for repeated translations whenever you view a document

To learn how to enable and use stored translations, visit our documentation:

• Enable Everlaw Translation
• Batch Translate and Store Non-English Language Text

This feature does not replace the existing option to translate non-English language text ad hoc. The existing translation tools for single documents are still available at no additional cost. To compare your translation options, visit Non-English Language Translation: An Overview.

Select "and nothing else" when searching a combination of email domains and addresses/contacts

With this release, users can now select the and nothing else option when their search includes a combination of email domains and email addresses. The and nothing else option is useful when you want to limit your search to a subset of email values for that field, with no other values included in the search hits.

This newly enabled option applies to searches using the Parties, Recipients, To, CC, and Bcc terms. Previously, this option wasn't available when the selected values included both email domains and email addresses.

To learn more, visit Search Emails.

Batch fetch document text from search API

Organizations using Everlaw's Search API can now optionally request document text for the results of a search via the GetProjectDocument and GetProjectSearchResult endpoints. When document text is requested (via the `includeText` query parameter) Everlaw includes a temporary download link to the text of each document.

For instructions on how to use any external Everlaw API, please refer to the API documentation for your region. For more information, visit Organization Admin: Everlaw API.

OCR improvements for inline images within emails, and additional document types

There are several improvements to the document types that Everlaw automatically OCRs. These improvements are especially useful for capturing all the text in documents that contain inline images (such as screenshots) with text. With these improvements, the text from those inline images is automatically identified and captured via OCR for inclusion in the email's text file.

With this release:

• All natively uploaded emails that contain inlined images (such as screenshots pasted into the body of the email) are automatically OCRed upon upload
• All natively uploaded images, including JPGs and PNGs, are OCRed by default upon upload
• When reprocessing, the Force OCR option now OCRs all document types, including emails and DOCX documents. Previously, only PDFs and images were OCRed when this option was selected.

To learn more, visit Upload Native Data to Everlaw.

Assign Other Bates to processed documents

Users can now assign Other Bates valuesto documents uploaded as processed data and to documents produced on Everlaw. Previously, the Other Bates functionality was limited to natively uploaded documents. Applying Other Bates to documents uploaded as processed data is especially helpful if you are re-opening a project by importing the documents and want to assign documents the same Other Bates values they had in the original project.

To learn more, visit Assign Other Bates.

Filtering and search improvements to Legal Hold custodian tables

We've improved how users can search for and filter custodian lists in organization's Legal Holds pages, including retaining users' selection of custodians. These updates apply to:

• The custodian table when adding custodians to matters or databases
• The custodian table when adding custodians to Legal Holds (hold notices, data preservations, and external data preservations)
• The custodian table in both individual directory pages under Legal Holds > Directories and the (All directories) page

Performance improvements

We've made performance improvements in the following locations:

• Load time for large drafts reduced by up to 60%
• Load time for the uploads page reduced by up to 25%
• ECA promotion task performance improved by 70%

Visual improvements

• The Productions page's Notifications page has been renamed to Advanced Settings and now contains two tabs: Production Notifications and Custom quality checks. This change is a result of the new pre-production QC checks feature.

• Production QA has been rename to Production QC. As part of this, we relabeled the production protocol pages' Continue to QA button to Continue to QC.

• The organization Legal Hold > Directories pages have a new appearance at the top of the page above the custodian table. This is a result of this release's improvements to Legal Hold custodian tables.

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Do you have feedback about:

• this release document? Submit your feedback
• the features in this release? Email [email protected]