Manage and Track Everlaw AI Credit and Feature Use

Everlaw AI brings the power of artificial intelligence to core litigation and investigation workflows on Everlaw. Everlaw admins control:

• The cases that have access to Everlaw AI features
• The use of AI credits
• Which features are enabled at the organization and project levels 
• Which users are able to use specific Everlaw AI features

Having fine-grained control over who is using Everlaw AI, and what they are using it for, allows you to direct your team's resources toward the workflows that make a difference in your case. 

This article describes how to use the following tools to manage your organization's use of Everlaw AI:

• Everlaw AI credits (required for batch Everlaw AI features and Deep Dive)
• The organization Everlaw AI page, where Organization Admins and AI Admins can keep track of credit and feature use for their organization
• Everlaw AI controls in Project Settings, where Project Admins can control feature usage and availability

Introduction to Everlaw AI credits

As a general rule, individual Everlaw AI Assistant tasks are available at no cost, while batch actions require credits. Tasks that do require AI credits consume a variable number of credits depending on the feature and the scope of the action (e.g. number or length of documents analyzed). 

The table below outlines which Everlaw AI feature require credits:

Credits are also not required to view existing generations. Once a generation is created, it is accessible in your project regardless of whether you’ve purchased credits in your current Everlaw subscription period or have remaining credits.

If a task requires more than the available limit of credits (prepaid or on-demand), the task cannot run.

Purchase credits

To enable features requiring AI credits, please contact your Everlaw Customer Success Manager or request a call. They will guide you through the purchase process.

Credit consumption types

Credits are consumed in three ways:

• Prepaid credits: Credits that have been pre-purchased by your organization and are consumable over the applicable contract period
• On-demand credits: Credits that allow your team to use Everlaw AI features once prepaid credits have been exhausted. The dollar-value of consumed on-demand credits is billed to your organization on a monthly basis in arrears. 
• Deep Dive enrollment: Deep Dive enrollment incurs credit charges based on the volume of data being enrolled. These credit costs are incurred regardless of the number of prepaid credits available or any  credit limit set for the enrolled database.

Permissions and control over Everlaw AI credits and features

Admins have comprehensive and granular control over the use of Everlaw AI. There are two categories of controls:

• Controls over credit consumption: These controls dictate whether new AI generations can occur by enforcing limits on the number of credits that can be consumed at the Organization, Database, or Project levels

• Controls and permissions over AI feature usage: Separate from the management of credits, admins can also control the availability of different Everlaw AI features at the Organization, Project, or User Group levels

Control and permission hierarchy

All controls and permissions are enforced hierarchically. The organization is the highest level, followed by database, and then project:

• Restrictive controls or permissions imposed at a higher level are enforced at lower levels, without the possibility of override
  For example, if an Organization Admin disables credit usage for the organization as a whole, individual Project Admins cannot enable AI features for their projects
• The most restrictive permission always applies.
  For example, if coding suggestions is enabled at the organization level, a Project Admin can turn the feature off in a project

Grant AI Management permission

The organization-level AI Management role allows you to give users in your organization admin rights to Everlaw AI without granting them full Organization Admin status; these users can only access the Everlaw AI pages in Organization Admin settings.

Required permission: Organization Admin

To grant a member of your organization the AI Management permission:

1. Select the Organization Home button in the navigation bar to access the Organization Admin page.  
2. Navigate to the Projects & Users tab for the organization and switch to the Users section.
3. Locate the user(s) you want to grant this permission to, from the Org admin permissions column dropdown, select AI Management.
   

Manage Everlaw AI at the organization level

Required permissions: Organization Admin or AI Management

The organization Everlaw AI page and its subpages — Credit management and Usage analytics — allow admins to monitor and control Everlaw AI usage across their organization.  The Credit management page only displays information for organizations with a contract that includes AI credits.

From the main Everlaw AI page, you can:

• Enable no-cost Everlaw AI actions
• Control Everlaw AI Assistant feature usage across the organization

From the Everlaw AI > Credit management page, you can:

• Control credit usage for your organization and for specific databases
• Set up usage notifications
• Export current and historical credit usage data
• Enroll in Deep Dive

From the Everlaw AI > Usage analytics page, you can: 

• Track credit usage details by user and activity type
• Export current and historical credit usage data

Enable Everlaw AI features

Everlaw AI can be enabled in two ways: directly in Everlaw without a contract (no cost features only) or by reaching out to your Everlaw representative to sign up for a contract that includes AI credits to access batch action features.

To enable Everlaw’s no cost AI features at the organization level:

1. Go to Organization home > Everlaw AI.

2. Select Allow Everlaw AI to be enabled for all projects in organization.
   
   When you enable this feature, all no cost tasks are switched on by default. You can optionally use the toggles on this page to individually switch any of these features off.
   

   Note

   This does not turn on Everlaw AI in your organization's projects. Instead, it enables Project Admins to enable no cost Everlaw AI features in the projects they administer.

View organization credit usage

Required permission: Organization Admin or Everlaw AI Admin

You can keep track of your organization's credit usage from the Everlaw AI > Credit management and Everlaw AI > Usage analytics pages. All credit usage is for the current subscription period, which is identified in the top right corner of the Credit management page

On the Credit management page, you can view:

• Total credit usage: View the Organization credit usage card, which tells you how many credits your organization has used across prepaid and on-demand credits
  
• Usage by month: View the By month card.  Use the arrow buttons to toggle between months.
  
• Usage by Database: View the Database credit usage table
  
  • Select the expand > button to view a breakdown of credit usage by feature
  • Use the Search option to filter the table by database name.

On the Usage analytics page, you can view:

• Usage by user and task: View the table on the Users tab
  Use the Search option to filter the table by user name.  
  Select the expand > button to view a breakdown of credit usage by feature
• Credit usage activities: View the table on the Activity tab. You can sort and filter Events by any of the columns (date, event type, credits, user)
  
  The possible event types are:
  • Topics
  • Description/Summary
  • Custom Extractions
  • Document Q&A
  • Coding Suggestions
  • Writing Assistant Memo
  • Writing Assistant List
  • Writing Assistant Table
  • Writing Assistant Outline
  • Deep Dive document ingestion

Control credit usage at the organization and database levels

Required permissions: Organization Admin or AI Management

Admins can enable and disable Everlaw AI usage for their entire organization or set Batch Review Assistant credit limits for specific databases. 

Credit usage for the organization is disabled by default when the organization starts an Everlaw AI subscription.

Enable/disable Batch Review Assistant credits

To enable or disable on-demand credits: 

1. Go to Organization home > Everlaw AI > Credit management.
2. In the Organization credit usage section, find the Batch Review Assistant section. Select Enable and set limit or Edit.
   
3. Ensure you are on the Batch Review Assistant tab in the dialog that appears.
4. Toggle Enable credit limit for Batch Review Assistant on or off.
   
5. If you toggled it on, you must also specify a limit on the number of credits you are willing to consume. This limit is freely modifiable, but can never be set less than the total number of consumed credits.

Enable/disable database credit usage

Each database’s credit usage limit is set to 0 by default. To enable/disable AI credit usage on a database, follow the instructions under this article's section about setting a database credit usage limit.

Set database credit usage limits

To set credit usage limits for a single database (or to enable / disable batch AI actions on that database): 

1. Go to Organization home > Everlaw AI > Credit management.
2. In the Database credit usage table, locate the database, and select the expand > button to expand it.
3. In the Batch Review Assistant row that appears, select the Total credits used column’s Edit button.
   
   The Database settings dialog appears.
4. To update or set the limit, enter the numeric limit in the Credit limit field.
   

Set usage notifications

Organization Admins and Everlaw AI Admins can enable automatic email notifications to keep track of credit usage at the organization and/or database level.

To set or edit email notifications based on prepaid or on-demand usage for the entire organization:

1. Go to Organization home > Everlaw AI > Credit management. 
2. Select the Settings button.
3. Ensure you are on the Org credit usage tab in the dialog that appears.
4. In the Usage email notifications section, select the notification options and set the trigger threshold.
   
5. Select at least one recipient for the usage notification.
6. Select Save.

To set or edit email notifications based on prepaid or on-demand usage for a specific database:

1. Locate the database on the Databases table.
2. In the Usage notification column, select Enable or Edit.
3. In the dialog that appears, select one or both of the notification options and set the trigger threshold for each enabled notification.
4. Select one or more recipients of the notification.
5. Select Save.

Export event-level credit usage history

You can export your organization's event-level credit usage history for current contract period and (optionally) historical contract periods. To do so:

1. Go to Organization home > Everlaw AI > Credit management.
2. Select the Export button in the upper right of the page.
   
    
3. In the Include field, choose between Current contract period only and Current and historical contract periods. 
   
4. Select Export.

Example export: Sample AI usage export.csv

Manage Everlaw AI at the project level

If Everlaw AI is enabled for a specific database (by either an Organization Admin or an Everlaw AI Admin), the Project Admins for projects in that database can control:

• Whether Everlaw AI is enabled in a specific project
• Which Everlaw AI features are enabled
• Which users on the project can access those features

The following two sections describe these controls for both Review Assistant and Writing Assistant. To learn how to manage machine translation for non-English languages at the project level, visit Enable Everlaw Translation.

Control Everlaw AI feature availability at the project level

Project Admins can choose to enable or disable use of Everlaw AI credits for a given project. If Everlaw AI is disabled, users in the project will be prevented from creating new generations. 

Separately, Project Admins can control which Everlaw AI features are available for us at either the project or user group level. 

To enable or disable credit usage for a project:

1. Go to Project Management > Project Settings >Everlaw AI.
2. Toggle Enable Everlaw AI in this project on or off.
   
    
3. To enable/disable specific features, select the toggle next to the feature you want to enable or disable.
   
   Visit the applicable feature document for additional configuration instructions.

Control Everlaw AI user group permissions

When Everlaw AI features are enabled, Project Admins can control user access via user group permissions. 

Project Admins automatically have full permissions for each feature. Every other user group can have varying levels of permissions, depending on how permissions are configured for the user group they are assigned to.

Learn more about user group permissions in our User Group and Project Permissions article.

To set Everlaw AI user group permissions:

1. Go to Project Management > Project Settings to access the Project Settings page. 
2. Navigate to the Permissions tab and toggle to the user group whose permissions you want to change. 
3. Locate the Everlaw AI section.
4. Modify the permissions across the available feature areas as desired. There are three levels of permissions:
   • None: No access to features or generated content
   • View: View and use existing generations
   • Generate: Generate new content and delete, view, and use existing generations

There is an additional Batch permission to enable or disable the ability to perform AI tasks in a batch. Users who have Generate permissions on a feature, but not Batch permission can only create new generations in the Review Window.