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Everlaw

Ediscovery software with analytics & ML

Senior Financial Analyst

Full-Time
$120k - $152k
Mid
Oakland, CA, USA
HybridIn-office Monday, Wednesday, and Thursday; work from home Tuesday and Friday.
Finance & BankingCorporate Finance & FP&A
No H1B Sponsorship

About the job

Requirements
  • At least 3 years of experience in FP&A, revenue finance, or financial analysis; revenue planning or recurring-revenue metrics experience in a SaaS environment is ideal.
  • Advanced financial modeling skills in Excel or Google Sheets, including building transparent, automated, and maintainable models.
  • Ability to navigate complex customer and contract data, investigate data issues, and reconcile disparate data sources.
  • Ability to communicate complex financial concepts clearly to finance and non-finance business partners.
  • Ability to manage multiple priorities and recurring deadlines in cross-functional environments with incomplete or evolving information.
  • Authorization to work in the United States.
Responsibilities
  • Build, refine, and automate revenue and ARRR forecasting models to improve accuracy, scalability, and recurring reporting workflows.
  • Deliver monthly and quarterly reporting on ARRR, expansions, renewals, churn, customer cohorts, and key revenue metrics.
  • Analyze actual financial results against forecasts and plans, investigate material variances to their root causes, and explain key drivers to leadership.
  • Partner with Accounting, RevOps, and Enterprise Technology to reconcile revenue data, validate inputs, and strengthen underlying data structures and controls.
  • Support annual budgeting, quarterly rolling forecasts, and executive and Board reporting with well-documented assumptions and timely financial materials.
Desired Qualifications
  • Experience with ARR or ARRR reporting, SaaS metrics, or revenue recognition concepts.
  • Experience working for a consumption-based company.
  • Familiarity with financial planning tools such as Adaptive Planning, ERPs such as NetSuite, CRMs such as Salesforce, or BI and data warehouse platforms such as Looker, Tableau, or Snowflake.
  • Working knowledge of SQL or data-querying tools.

About the company

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Everlaw

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cbWebsite

Everlaw provides a cloud-native legal technology platform that helps law firms, corporations, and government agencies manage ediscovery and related legal workflows. It collects and analyzes electronic data to locate relevant information and discard irrelevant material, using analytics and machine learning to surface near-instant insights. The platform also includes tools for deposition and trial preparation and features that support faster cyber breach responses and other legal requests. Compared with competitors, Everlaw combines an end-to-end, cloud-based solution with an emphasis on ease of use for legal professionals and integrated workflows, reducing the time and effort needed to handle discovery, investigations, and trial prep. Its goal is to help legal teams find, organize, and use the necessary information quickly and efficiently to win cases and meet regulatory or investigative demands.

Company Size

501-1,000

Company Stage

Series D

Total Funding

$298.6M

Headquarters

Oakland, California

Founded

2010

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Simplify's Take

What believers are saying

  • Everlaw says Fortune 100 counsel, 91 Am Law 200 firms, and all state AGs use it.
  • May 2026 Legal Holds upgrades with Workday, Slack, and Microsoft 365 deepen enterprise lock-in.
  • Morae, Array, and Legora partnerships widen distribution and embed Everlaw into service workflows.

What critics are saying

  • Relativity and Thomson Reuters target the same AI litigation stack, compressing Everlaw’s pricing power.
  • 2025 layoffs cut roughly 10% of staff, signaling operating pressure before 2026 expansion.
  • If OpenAI, Anthropic, or Microsoft disintermediate Everlaw’s interface, its evidence layer becomes optional.

What makes Everlaw unique

  • Everlaw owns governed evidence workflows across discovery, legal holds, and FOIA, not point tools.
  • September 2026 ChatGPT Enterprise and MCP integrations keep evidence inside Everlaw permissions.
  • Everlaw Prime, launched May 2026, extends one platform into government public-records workflows.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Competitive salary
  • Substantial equity
  • Retirement plan with company matching
  • Health, dental, and vision
  • Flexible Spending Accounts for health and dependent care expenses
  • Paid parental leave and sick leave
  • Seventeen paid vacation days plus 11 federal holidays
  • Membership to Modern Health to help employees prioritize mental health and wellness
  • Annual allocation for Learning & Development opportunities and applicable professional membership dues
  • Company-sponsored life and disability insurance

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-2%
eDiscovery Today
Sep 17th, 2026
Everlaw announces plugin with ChatGPT Enterprise.

Everlaw announces plugin with ChatGPT Enterprise. Congrats to Everlaw for the announcement that Everlaw announces a plugin with ChatGPT Enterprise! Here's part of the press release, the full release is here. A new plugin lets legal teams query case evidence directly in ChatGPT Enterprise September 17, 2026 OAKLAND, Calif. - Everlaw, the AI-powered litigation and investigation platform, today announced a plugin for ChatGPT Enterprise that gives legal teams the ability to work with their case evidence directly from ChatGPT while leveraging Everlaw's platform. Litigation and investigation records are typically large, fragmented, and hard to make sense of on their own - spread across email, chat, spreadsheets, transcripts, and other files, with metadata and matter context that shape what the material actually means. Everlaw's platform is built to organize and interpret that record. The new plugin lets legal teams bring that same underlying evidence into their ChatGPT workflows, rather than duplicating files into a separate system. Access Case Materials Directly from ChatGPT Enterprise A defining feature of the integration is the level of access it provides. Rather than limiting AI tools to administrative or surface-level functions, the connection lets attorneys query the substance of the evidence itself - searching, analyzing, and reasoning over case documents directly. At the same time, Everlaw's existing permission structure stays fully intact. Users see only the projects, binders, and datasets they're already authorized to access. The partnership brings together two distinct strengths: The ability of OpenAI models in ChatGPT Enterprise to reason across large amounts of information and Everlaw's role as the structured, permissioned system where that information - and the context needed to understand it - already lives. "As legal teams bring more AI tools into their work, that intelligence is only as good as the evidence it's grounded in," said AJ Shankar, Founder and CEO of Everlaw. "This partnership gives legal teams real, direct engagement with their evidence directly inside ChatGPT Enterprise - so they or their agents can create analysis, strategy, and work product connected directly to their case evidence." Key Benefits for Legal Teams * Onboarding to a matter: New team members can ask what data they have access to and use natural language to understand how a case's evidence is organized before diving in. * Searching case materials: Users can locate documents tied to specific people, organizations, issues, or events. * Building early case assessments: Teams can move from a large, unfamiliar collection toward an initial view of key custodians, communications, and timelines, with every answer traceable back to the underlying source documents, so early analysis is grounded in an auditable record from the start. * Monitoring matter activity: Beyond evidence itself, the integration can surface information about usage, project status, and billing, giving both practitioners and administrators visibility into ongoing work. "We believe the next generation of AI for law will be built around what makes each firm distinctive - its expertise, judgment, and way of working. By building alongside Everlaw, we're turning that expertise into AI lawyers can use every day, creating new ways for firms to serve their clients and shape the future of legal work." - Jason Boehmig, GM Legal Industry at OpenAI The Everlaw plugin for ChatGPT Enterprise is available now. One Evidence Layer, Wherever the Work Happens Everlaw is designed to work the way legal teams operate today, connecting the evidence, permissions, and audit trail to the AI tools they choose, including ChatGPT. The ChatGPT Enterprise plugin is the latest expression of that same commitment - bringing frontier reasoning and governed evidence together, wherever legal teams decide to do the work. Read more about the integration on Everlaw's blog. Congrats again to Everlaw for the announcement that Everlaw announces a plugin with ChatGPT Enterprise! Smart move! Disclosure: Everlaw is an Educational Partner and sponsor of eDiscovery Today Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

Association of Certified E-Discovery Specialists
Sep 3rd, 2026
Casey Sullivan, Everlaw: Everlaw and Microsoft Copilot Announce New MCP Integration (Available Now).

Casey Sullivan, Everlaw: Everlaw and Microsoft Copilot Announce New MCP Integration (Available Now). Extract from Casey Sullivan's article "Everlaw and Microsoft Copilot Announce New MCP Integration (Available Now)" Legal work has always required attorneys to move between two worlds: the evidence that establishes the facts of a matter and the tools where those facts become strategy, arguments, and ultimately legal work product. For many legal professionals, that second world is Microsoft. It's where attorneys put pen to paper - drafting briefs and reports, collaborating with colleagues, developing presentations, and communicating their conclusions. Meanwhile, the evidence underlying that work may encompass millions of documents, complex datasets, and years of communications that require specialized technology to securely process, search, and analyze. AI is creating an opportunity to bring those worlds much closer together. That's why Everlaw is introducing an MCP integration with Microsoft 365 Copilot, connecting Everlaw's evidentiary system of record with Microsoft 365, the AI-powered environment where legal teams already work.

Business Wire
Jun 2nd, 2026
Everlaw and morae partner to deliver AI litigation technology at scale.

Everlaw and morae partner to deliver AI litigation technology at scale. OAKLAND, Calif.-(BUSINESS WIRE)-Everlaw, the cloud-native investigation and litigation platform, today announced a strategic partnership with Morae, the global leader in digital and AI-led business solutions for the rapidly evolving legal industry. The partnership brings Everlaw's advanced litigation and AI capabilities into Morae-led legal workflows and services, giving legal teams a more unified approach to investigations and litigation. By combining AI-driven analysis with experienced legal professionals, the partnership helps organizations make earlier, better-informed decisions that can reduce discovery costs and strengthen defensibility. Through the partnership, Morae will deliver managed litigation support and investigation services powered by the Everlaw platform, combining Everlaw's AI capabilities with Morae's global team to support early case assessment, document review, and ongoing matter workflows, from setup and process design through execution, quality control, and reporting. By pairing the Everlaw platform with Morae's global team of more than 1,000 legal and technology professionals, clients benefit from a human-in-the-loop approach that helps ensure AI-driven insights are defensible and actionable in real-world legal matters. In addition, Morae experts' use of Everlaw[AI] uniquely enables early case assessment at scale, helping organizations move faster from raw data to decision-ready insights that inform litigation strategy, risk assessment, and cost management earlier in the case lifecycle. "Organizations are rethinking how legal work gets done as AI reshapes expectations around speed, scale, and insight," said Joe Glass, Chief Revenue Officer at Everlaw. "Morae brings deep operational expertise and trusted client relationships to that shift, making them an ideal partner to help legal teams modernize litigation and investigations in a way that is both practical and defensible." "At Morae, we help legal teams move faster from data to decisions while maintaining the rigor the legal function demands. By integrating Everlaw's best-in-class litigation and AI capabilities into Morae's unified legal intelligence, we provide a partnership that combines advanced AI-driven discovery with deep human expertise. This ensures our clients receive early, actionable insights at scale through workflows tailored to their unique requirements and objectives," said Keith Fenner, Chief Revenue Officer at Morae. About Morae Morae is a global legal solutions provider helping corporate legal departments and law firms operate with Unified Legal Intelligence. We connect client data, systems, and workflows across the legal function to deliver decision-ready insight that improves speed, clarity, and control. Founded in 2015, Morae combines legal consulting, technology, and operations expertise with deep in-house and law firm experience to help clients modernize how work gets done. Across contracts, discovery, information governance, and resourcing, Morae helps legal teams turn fragmented data into actionable intelligence and measurable outcomes. Learn more about Morae, our approach, and solutions at morae.com and follow us on LinkedIn. About Everlaw Everlaw helps legal teams navigate the increasingly complex legal landscape to chart a straighter path to the truth. Trusted by Fortune 100 corporate counsel, 91 of the Am Law 200, and all state attorneys general, Everlaw's combination of intuitive experience, advanced technology, and partnership with customers empowers organizations to tackle the most pressing technological challenges - and transform their approach to discovery and litigation in the process. Founded in 2010 and based in Oakland, Calif., Everlaw is funded by top-tier investors, including Andreessen Horowitz, CapitalG, HIG Growth Partners, K9 Ventures, Menlo Ventures, and TPG Growth. Follow us on LinkedIn. More News From Everlaw OAKLAND, Calif.-( BUSINESS WIRE )-Everlaw, the cloud-native investigation and litigation platform, today introduced Everlaw Prime, short for Public Records Intake Management and Ediscovery, to support public records and Freedom of Information Act (FOIA) requests for government agencies, extending its platform to address the full lifecycle of FOIA and public records requests. Government agencies face increasing pressure to respond to public records requests quickly, accurately, and transparently... OAKLAND, Calif.-( BUSINESS WIRE )-Everlaw, the cloud-native investigation and litigation platform, today announced significant enhancements to its Legal Holds solution - including integrated questionnaires, a native Workday connector, expanded preservation-in-place integrations, and enhanced reporting and API capabilities - delivering a more automated, integrated approach to preservation for corporate legal teams. Legal holds remain foundational to defensible ediscovery and investigations, yet... OAKLAND, Calif.-( BUSINESS WIRE )-Legora, the collaborative AI platform for legal professionals, and Everlaw, the AI powered litigation and investigation platform, today announced a strategic technology partnership. This collaboration aims to unify litigation workflows, creating a seamless connection between early case assessment, discovery, analysis, legal research and drafting. As legal teams face increasingly complex datasets, budget constraints and time pressure, the ability for legal teams... Everlaw. Release Versions

Pulse
May 18th, 2026
Casey Sullivan, Everlaw: introducing Everlaw's Anthropic MCP Integration.

Casey Sullivan, Everlaw: introducing Everlaw's Anthropic MCP Integration. - May 18, 2026 Why it matters. The integration accelerates legal research and case preparation, giving firms a competitive edge while preserving the stringent security standards demanded by clients and regulators. It signals a broader shift toward AI-driven, end-to-end litigation platforms. Key takeaways. * - Everlaw adds Anthropic Claude via MCP integration. * - AI can query case data in natural language within platform. * - Integration maintains data security and governance controls. * - Lawyers gain faster evidence retrieval and structured analysis. Pulse analysis. Generative AI is reshaping the legal tech landscape, and Everlaw's latest move underscores how firms are moving from experimental pilots to production-grade solutions. By embedding Anthropic's Claude through the Model Control Panel, Everlaw offers a unified interface where attorneys can ask complex, natural-language questions and receive instant, context-aware answers. This eliminates the need to toggle between disparate databases, document repositories, and third-party AI tools, cutting down on both time and the risk of data leakage. The partnership also leverages Anthropic's focus on safety and alignment, which aligns with law firms' heightened sensitivity to confidentiality and ethical considerations. The practical benefits of the integration are immediate. Litigators can retrieve specific filings, identify precedent-setting language, and generate concise analytical briefs directly within Everlaw's case-management environment. Because the AI operates under Everlaw's existing permission structures, only authorized users can trigger queries, and no raw data is exported to external servers. This approach satisfies internal governance policies and external regulatory mandates, such as the ABA's Model Rules on confidentiality. Moreover, the AI-assisted workflow reduces manual document review hours, allowing legal teams to reallocate resources toward strategy and client interaction. Industry observers view Everlaw's Anthropic MCP integration as a bellwether for the next wave of AI-centric legal platforms. Competitors like Relativity and Thomson Reuters are racing to embed comparable capabilities, but Everlaw's early adoption of a secure, single-system solution may set a new standard for data-centric AI adoption. As more firms prioritize both speed and security, the demand for tightly controlled generative AI tools is likely to surge, driving further innovation and potentially reshaping how litigation is managed from inception to resolution. Extract from Casey Sullivan's article, "Introducing Everlaw's Anthropic MCP Integration." Search, retrieve, and analyze case materials directly in Claude, all from a single system of record. Generative AI is opening up new possibilities for legal teams. Workflows that would have been out of reach just a few years ago - searching across complex case data in natural language, coordinating work across multiple systems, retrieving key evidence from a filing, or generating structured analysis from a live matter - are quickly becoming possible. But these new capabilities depend on a critical foundation: access to the right data, in the right place, with the right controls. For agentic workflows to work, litigators need AI tools that can securely and seamlessly access and act on the data that drives their matters, wherever that data lives. At the same time, they need to protect that data from being copied into unapproved tools, fragmented across disconnected systems, or accessed outside the governance structures their teams and clients depend on.

Data Phoenix
May 14th, 2026
Anthropic courts the legaltech market with new connectors and plugins for legal work.

Anthropic courts the legaltech market with new connectors and plugins for legal work. Anthropic launched an expanded suite of legal AI tools featuring over 20 MCP connectors for Claude that enable it to connect to platforms like Thomson Reuters and DocuSign, plus 12 practice-area plugins designed to assist with specific legal work. · May 13, 2026 Anthropic launched an expanded suite of AI-powered legal tools on Tuesday, deepening its push into enterprise markets as traditional SaaS companies face mounting competitive pressure. The release includes 20 Model Context Protocol (MCP) connectors enabling Claude to integrate with existing legal platforms including Thomson Reuters' Westlaw and CoCounsel, Harvey, Box, Everlaw, and DocuSign. Lawyers can now access legal research databases, document management systems, and specialized AI assistants directly within Claude without switching applications. Anthropic also introduced 12 practice-area plugins tailored for specific legal roles and tasks. The commercial counsel plugin handles contract drafting and negotiation analysis, while the litigation associate plugin assists with deposition preparation, chronology building, and brief drafting. Other plugins target AI governance counsel, employment counsel, regulatory counsel, and law students. The legal expansion follows Anthropic's Financial Services launch last week, which featured 10 customizable AI agents and Microsoft 365 integration. According to the company, legal sector adoption is surging - a recent webinar on Claude for legal teams drew over 20,000 registrations. The announcement comes as legacy software stocks continue reeling from January's Claude Cowork debut, which triggered a major selloff among data analytics and professional services companies. Anthropic CEO Dario Amodei warned last week that some SaaS companies "could go bust" if they fail to develop sufficient competitive moats against AI platforms. Anthropic's 2026 revenue run-rate has climbed above $30 billion, up from $9 billion last year, while companies spending over $1 million annually doubled from 500 to more than 1,000 in just two months as the company prepares for a potential IPO later this year.