Everlaw Connector

Administrator Setup

Enable API Access via OAuth2 in Everlaw

1. Open Everlaw and navigate to the Organization Home screen.

   

2. Navigate to API Access and toggle on "Enable API access via OAuth2".
    

   

Make the Everlaw Connector Available in CoCounsel

1. Navigate to the CoCounsel Connectors screen.
2. Select New Integration.
3. Choose Everlaw from the list of available connectors.
4. Enter a meaningful name for the connector or simply use Everlaw.
5. All other configuration details are pre-configured.
6. Click Add Connector.

The Everlaw connector will now be available for users within the platform.

User Authorisation

Each user must authorise the connector before they can access documents from Everlaw.

Authorise the Connector

1. Navigate to the Connectors screen.
2. Locate the Everlaw connector.
3. Open the three-dot menu next to the connector.
4. Select Authorise.
5. You will be redirected to the Everlaw sign-in page.
6. Sign in using your Everlaw credentials.

Once authorisation is complete, you will be automatically redirected back to CoCounsel and the connector will be available for use.

Using the Connector

After authorisation, documents can be imported into either a CoCounsel Chat or a CoCounsel Database.

Import Documents from Everlaw

1. Open a CoCounsel Chat or CoCounsel Database.
2. Select Attach.
3. Select Everlaw as the connector source.
4. Browse and select one or more documents.
5. Click Add.

The selected files will be uploaded and made available within CoCounsel.

Troubleshooting

Unable to Sign In to Everlaw

Verify that:

• Your Everlaw credentials are correct.
• Your Everlaw account is active.

Connector Requires Reauthorisation

To reauthorise:

1. Open the Connectors screen.
2. Locate the Reveal connector.
3. Select Authorise from the connector menu.
4. Sign in again using your Reveal credentials.

Summary

Administrator

✅ Create a new Everlaw integration from the Connectors screen
✅ Provide a connector name
✅ Add the connector for user access

End User

✅ Authorise the connector using Reveal credentials
✅ Use Attach → Files from External DMS → Everlaw
✅ Select documents and click Add

Imported documents are immediately available for use within CoCounsel.