Learn Everra by doing.

01 — Getting in

Sign in for the first time

1. Look for your invitation. Your firm's owner or admin adds your email under Team & permissions. Until you are invited, the sign-in page will not accept your address — that is deliberate.
2. Request your code. On the sign-in page choose "Activate account", enter your email, and a one-time verification code arrives by mail. It expires in minutes and works once.
3. Set your password and you are in. Add an authenticator app under Two-factor security as soon as convenient — chapter 12 shows how.

Your trial: an approved firm gets 15 days with everything enabled. When the trial ends, the workspace locks until a plan is chosen — your data stays exactly where you left it.

02 — Orientation

Read your dashboard

The dashboard greets you in your own timezone and shows only real numbers from your firm — active matters, upcoming hearings, drafts awaiting review. A new workspace shows honest zeros, not sample data.

1. The oval pill under the bar names your workspace and shows Online. When anything saves, a gear spins at its right end — if you ever see Offline, your changes are waiting on your connection.
2. The bell collects what needs attention: listed hearings, drafts waiting on review, high-risk matters. Click an alert to jump straight to it.
3. Search in the bar filters your matters as you type. ☰ Menu holds every module; + New matter is always one click away.

03 — People

Build your team

1. Open ☰ → Team. Enter a colleague's email, pick a role, and invite. They activate exactly as you did in chapter one.
2. Roles are least-privilege: partners and lawyers run matters; clerks assist; finance sees billing; viewers can read but never change anything. Admins manage the firm — but cannot touch the owner or make themselves owner.
3. See who is on. Owners and admins see a live online marker beside each member.
4. Talk in topics. Team chat sits under the member list — pick a topic (or type a new one, e.g. a matter name) and the whole conversation stays with that subject, inside the firm, on the record.

04 — Records

Clients come first

1. Open ☰ → Clients & parties and create the client record — name, kind, contacts. Counterparties and witnesses live here too, so conflicts surface before they cost you.
2. Everything downstream — matters, documents, invoices — hangs off the client record, which is why the vault in chapter six asks you to pick a client before it opens.

05 — The unit of work

Open a matter

1. Click + New matter anywhere. Give it a title, jurisdiction, risk level and lead. It receives a reference and appears on the dashboard immediately.
2. Risk drives attention: high-risk matters surface in the bell and in the dashboard count, so nothing quietly ages.
3. Every change to a matter is written to the audit trail with who and when — chapter 12.

06 — Documents

The client vault

1. Open ☰ → Client vaults (Documents and Evidence lead here too) and select the client.
2. Click the file field — your system's file picker opens. PDF, Word (.doc/.docx), PNG and JPEG are accepted. Tag the upload with matter, document type and privilege level, then upload.
3. Each file is integrity-hashed (SHA-256) on arrival and stored privately, isolated by firm and client. The hash is your proof the file never changed.
4. Sequence the record: reorder documents into the running order you would hand a bench, and save the sequence — reordering is audited.

07 — The calendar that matters

Hearings & deadlines

1. Open ☰ → Hearings, pick the matter, add title, court and date-time.
2. Upcoming hearings appear on the dashboard automatically; anything listed within a day is flagged, and the bell carries it until it passes.

08 — Accountability

Tasks that get done

1. Open ☰ → Tasks. Create the task against a matter, set the owner and the due date.
2. A task always has one accountable owner — "the team" never owns anything here, which is precisely why things finish.

09 — Work product

Drafting with a review gate

1. Open ☰ → Drafting. Create a draft against a matter — pleading, opinion, submission, order or letter.
2. Cite from verified authorities in the law library, paragraph by paragraph. A citation links to its source; nothing is invented.
3. Submit for review. A draft cannot be used until a partner approves it — the gate is enforced by the system, not by habit. AI-assisted output always requires professional review before it leaves the building.

10 — Getting paid

Time & billing

1. Open ☰ → Time & billing. Record time against matters at your firm's rates, then raise an invoice from the recorded work.
2. Invoices carry your numbering and taxes, pass through approval, and deliver to the client securely.

11 — Co-counsel

Working with another firm

1. Open ☰ → Client portal → Co-counsel and search the directory for the firm you want to work with.
2. Both admins must approve. A collaboration request is sent to the other firm's admin; until they accept, neither side sees anything of the other.
3. Once approved, only the named shared matters are visible to the other firm — never your client list, never your other matters. End the collaboration and access ends with it.

12 — Trust

Security you can show a client

1. Two-factor: open ☰ → Two-factor security, scan the QR code with any authenticator app, confirm one code, and store the recovery codes somewhere safe. From then on, a password alone is not enough.
2. Idle lock: leave the workspace untouched for ten minutes — in chambers, in a corridor — and it signs itself out after a one-minute warning.
3. Ethical walls: practice groups scope who sees which matters. Someone outside the wall does not see a locked door — they see nothing at all.
4. The audit trail (☰ → Audit & security) records sensitive reads, writes, approvals and permission changes across the firm.
5. Languages & themes: the interface speaks 20 languages including Hindi, Tamil, Bengali, Arabic and Urdu, and follows your light or dark preference.