August 6, 2025: Big Improvements to Data Visualizer, Use Quick Review in Storybuilder, and More!

Expected AU release: August 5, 2025 ACT

Expected release for all other: August 6, 2025 PT

Knowledge Base updates: August 6, 2025 PT

With this release, we've added a split screen view to Data Visualizer, Quick Review in Storybuilder, 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:

• Tree view for file path visualization
• View results table and act on documents from Data Visualizer
• Quick Review in Storybuilder
• Multi-production privilege logs
• Propagate parent organization single sign-on (SSO) SAML metadata and settings to sub-organizations
• Allow legal hold emails to be sent from custom org email address
• Custom Extraction improvements
• Sample by a specific number instead of a percentage in Search Settings
• Jump to a document by Bates/Control # in a results table
• New analytics events available in platform and via API
• Update document metadata in API
• Upload deNISTing is now optional
• Recommended updates to preparing Microsoft Purview exports
• Expandable Contents search term
• Dots in deposition transcripts are displayed as whitespace
• Smart recommendations enabled for all users on new projects
• Performance improvements
• Visual improvements

Tree view for file path visualization

We have improved the user interface for the File Path visualization in Data Visualizer. The new interface is a "tree" style, which lets you see the full folder structure of your documents as you explore nested folders.

This replaces the previous "breadcrumb" style interface.

Learn more in our Data Visualizer article.

View results table and act on documents from Data Visualizer

Data Visualizer now includes an expandable and collapsible results table view. This view, called Selections preview, lists the documents that you have filtered and/or selected within Data Visualizer. From the Selections preview, you can perform batch actions, configure the columns (information displayed) in the Selections Preview, and create exports of the documents.

Learn more in our Data Visualizer article.

Quick Review in Storybuilder

Storybuilder's document preview has been replaced by a Quick Review view, which opens in a new browser window. This allows users to view their work in Storybuilder side-by-side with relevant documents, whereas the old preview overlaid Storybuilder in the same window.

Learn more in our Storybuilderarticles.

Multi-production privilege logs

Users can now create multi-production privilege logs in their projects. This allows them to generate privilege logs spanning multiple productions from a single location and in a single action, rather than having to individually generate and compile them. This feature is particularly useful for rolling productions.

Learn more in our Multi-Production Privilege Logsarticle.

Propagate parent organization single sign-on (SSO) SAML metadata and settings to sub-organizations

Parent organizations can now enable their sub-organizations to use the same SSO SAML metadata and settings as the parent organization. This means that clients who leverage sub-organizations can manage all SSO through the parent organization SSO settings.

Learn more in our Propage Parent Organization Single Sign-On (SSO) Settings to Sub-Organizationsarticle.

Allow legal hold emails to be sent from custom org email address

With this release, admins can customize the email address that Everlaw legal hold notifications are sent from. This lets your organization send these notifications from an email address with your own organization's email domain. Previously, all legal hold notifications were sent from [email protected], without a way to customize it.

Learn more in our Configure a Custom Email Address for Legal Holds Notificationsarticle.

Custom Extraction improvements

We've made a handful of updates to Everlaw AI Assistant's custom extractions feature to support your team in defining, managing, and using custom extraction fields more broadly and uniformly throughout your project.

Custom extractions allow you to quickly (and in bulk) pull relevant information from different types of documents (e.g. diagnosis codes from medical records, notice periods from contracts, date fields from forms, etc.)

Learn more in our Custom Extractionsand Project-level Management of Custom Extraction Fieldsarticles.

Sample by a specific number instead of a percentage in Search Settings

The optional Sampling field in Search Settings now accepts a max Sample size (the maximum number of documents in the sample set) instead of the previous percentage (%) option.

Learn more in our Deduplicate, Sample, Group, and Remove Search Hits Via "Search settings"article.

Jump to a document by Bates/Control # in a results table

You can now jump to a specific Bates or Control number within a results table. When you know the Bates/Control # of a document, or a page within a document, it is much faster to jump to that specific number rather than scroll through a potentially long list of documents or build a separate search to look for a specific document.

Learn more in our Search Results Table article.

New analytics events available in platform and via API

We've added new user analytics events for:

• Individual document deletions from projects
• Individual document deletions from databases
• Database deletion requests (organization-level event)

This is helpful when auditing or addressing issues related to document or database deletion.

The API endpoints from which these events will be returned are:

• GetProjectEvents
• GetRecentProjectEvents
• GetProjectEventsAfter
• GetOrganizationEvents
• GetRecentOrganizationEvents
• GetORganizationEventsAfter

Update document metadata in API

Organizations using Everlaw's upload API can now use the API to update document metadata. This improvement to our API tools allows users to update metadata on one or multiple documents at once, with an outcome similar to performing an overlay.

Learn more in our Organization Admin: Everlaw API article.

Upload deNISTing is now optional

Users uploading native data to Everlaw can now opt out of deNISTing - the process in which system files and other non-user-generated data are removed from a collection of ESI.

Learn more in our Upload Native Data to Everlawarticle.

Recommended updates to preparing Microsoft Purview exports

We have some updated recommendations for how to prepare exports within Microsoft Purview. Exports created using these recommendations will improve how those exports process when uploaded to Everlaw. This applies to exports uploaded to Everlaw as native data from your local computer and through Everlaw's cloud connection with Microsoft Purview. These recommendations are to accommodate recent changes made to Microsoft Purview.

For exports that you create within Microsoft Purview, confirm the following settings are selected:

• Select Organize conversations into HTML
• Select Create PSTs
• Select Organize data from different locations into different files
• Select Include folder and path of source

Learn more in our Preparing Native Data for Upload article.

Expandable Contents search term

The Contents search term now expands vertically to accommodate the amount of text a user is searching. If there is more text than fits in the expanded entry field, you can scroll through it to read all the text.

Dots in deposition transcripts are displayed as whitespace

Everlaw now automatically removes extraneous "middle dots" (unicode number U+00B7) in uploaded PDF deposition transcripts. PDF deposition transcripts using the middle dot in place of spaces caused parsing issues upon upload which prevented text highlighting, exhibit linking and other critical features. Now, all of these "middle dots" are replaced with spaces to preserve formatting while resolving the unwanted dots.

Smart recommendations enabled for all users on new projects

Smart recommendations are now enabled by default on new projects. Smart recommendationsare permissions-based recommendations that aim to guide users through Everlaw by pointing them to specific features, workflows, and best practices to meet their goals.

Learn more in our Smart Recommendations article.

Performance improvements

We have made the following performance improvements:

• ~30% speedup in document deletion
• ~2.5x speedup in ZIP exports

Visual improvements

• We have updated the side navigation bar on the following pages:
  • Homepage
  • Messages
  • Database Settings
  • Project Settings
  • Analytics
  • Data Visualizer
  • Organizations home
  • Legal holds

Pages with sub-tabs now have a caret button that shows when a sub-tab is expanded or collapsed. As an example, here is the before and after for the Analytics page:

• The side navigation bar in Data Visualizer is now expandable and collapsible horizontally

  Expanded	Collapsed

• The Legal Holds tab on the Organization home has a new Settings sub-page. The Time zone and Send emails from settings are both located here.
  

• The interface to jump to a specific row in a results table is updated to a magnifying glass button. Select the button to enter the row number.
  

  Before	After

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Do you have feedback about:

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