Manage and Track Everlaw AI Credit and Feature Use at the Organization Level

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

To learn about managing AI at the project level, see Manage Everlaw AI at the Project Level.

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 features 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.

Credits for Paid AI

Certain Everlaw AI features, such as Batch Review Assistant and Deep Dive, are offered on a credit-based system. There are two formats for Everlaw AI credits, prepaid credits and on-demand credits.

• Prepaid credits: Credits that have been pre-purchased by your organization and are consumable over the applicable period
• On-demand credits: Credits that are consumed once any prepaid credits have been exhausted. The dollar-value of consumed on-demand credits is billed to your organization on a monthly basis in arrears. Price per on-demand credit is as stated in the Order Form or, if none, as presented in the Service.

If a Paid AI task requires more than the available limit of credits (prepaid or on-demand), the task cannot run. The exception is Deep Dive (explained in the following section).

Deep Dive

Deep Dive enrollment incurs AI credit charges based on the volume of data being enrolled, and batch Review credit limits do not apply to enrollment. This means that when you enroll a project or database in Deep Dive, enrollment will proceed and credits will be charged regardless of any credit limits set for the database. Learn more about enrolling in Deep Dive in Enroll and Get Started with Deep Dive.

Permissions and control over Everlaw AI credits and features

Admins have comprehensive and granular control over the use of Everlaw AI. There are three 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 over AI enablement at the database level: Exclude specific databases from using Everlaw AI features, while allowing others to enable AI features
• Controls and permissions over specific 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.
   

Overview of AI management 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.

On the main Everlaw AI page, you can:

• Switch on and off Everlaw AI for the organization, which controls the ability for Project Admins to enable Everlaw AI on individual projects
• Control access to specific Included AI features and exclude specific databases from using Everlaw AI
• Control Access to Batch Review Assistant

The Everlaw AI > Credit management page  displays information for databases with a contract that allows Paid AI. From the Credit management page, you can:

• Control credit usage for your organization, for specific contracts (if applicable) and for specific databases
• Set up usage notifications
• Enroll in Deep Dive

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

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

Everlaw AI page: Enable Everlaw AI features

Everlaw AI can be enabled in two ways: directly in Everlaw without a contract (included 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 and Deep Dive.

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, features in the Included AI tab are switched on by default. You can optionally use the toggles on this page to individually switch any of these features off, which will disable them for the entire organization.
   

   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.

Enable Included AI

The Included AI tab controls organization-wide enablement of no-cost Everlaw AI actions. Once AI is enabled for your organization, you can use the Included AI tab to:

• Control access to individual document AI actions and to Writing Assistant
• Choose specific databases to exclude from any Everlaw AI use, even if the tools are generally enabled for the organization. This feature lets admins make sure that Everlaw AI is only used on the appropriate cases, and is disabled for any cases that should not use generative AI tools.

To control access to individual included (no cost) features, use the toggles to switch on or off access. Project Admins will be able to enable any features that are switched on here.

To exclude one or more databases from any Everlaw AI usage:

1. Under Exclude databases from Included AI, open the Select a Database dropdown menu.
   This displays all databases in your organization except those that are enrolled in Deep Dive.
   
2. Select a database. The dropdown closes and the selected database is displayed under the field.
   
3. To exclude another database, open the Select a Database dropdown again and select the next one.

Project Admins for projects in the databases you add here will not be able to enable Everlaw AI features. If the features were previously enabled, they will be switched off, though previously generated content will remain visible to those with the relevant permissions.

Enable Paid AI

The Paid AI tab controls access to paid Everlaw AI features. This tab is only useful for those who have an Everlaw AI subscription. Use this tab to:

• Use the Manage Deep Dive Enrollment button to jump to the Credit management page, where you can start enrollment of databases or projects in Deep Dive. Learn about Deep Dive enrollment in Enroll and Get Started with Deep Dive
• Switch on or off batch Review Assistant actions 
• Use the Manage credit usage button to jump to the Credit management page, where you control how many AI credits each database has access to

Credit management page: Control organization and database credit usage

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 Summary table, find the Batch Review Assistant section and 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

By default, Batch Review Assistant is disabled for all databases. This means that even if you set an organization-wide (or contract-wide) credit limit, users cannot start using Batch Review Assistant until you enable it for a given database (and set a credit limit for the database). The instructions for how to do so are in the below Set database credit usage limits section.

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. Locate the database you want to set limits for, and select the Settings button.
   
   The Database settings dialog opens. Make sure you're in the Batch Review Assistant tab.
3. To enable/disable, switch the Enable database credit limit for Batch Review Assistant  on or off.
4. [If you're enabling it or updating the limit] Enter the numeric limit in the Credit limit field.
   
5. When you're done, select Save.

For databases that have the Batch Review Assistant enabled, Project Admins can now enable the Batch Review Assistant setting from the Project Settings  page of the project(s) they admin within that database.

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.

You can set notifications for just Batch Review Assistant, and optionally set them for all credit usage, which includes credit usage for both Batch Review Assistant and Deep Dive.

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. In the Batch Review Assistant section, select the Edit (or Enable ) button.
   This opens the settings for credit management.
3. [For Batch Review Assistant notifications only] In the Batch Review Assistant  tab,  select the notification options and set the trigger threshold.
   
4. Select at least one recipient.
5. [For notifications of usage across both Batch Review Assistant and Deep Dive enrollment] Go to the Credit usage notifications tab. In the Usage email notifications section, select the notification options and set the trigger threshold.
   
6. Select at least one recipient for the usage notification.
7. 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 and select the button in the Settings column. The database settings dialog opens.
2. [For Batch Review Assistant notifications only] In the dialog that opens, make sure you are in the Batch Review Assistant tab. Select one or both of the notification options and set the trigger threshold for each enabled notification.
3. Select one or more recipients of the notification.
4. [For notifications of usage across both Batch Review Assistant and Deep Dive enrollment] Go to the Credit usage notifications tab. In the Usage email notifications section, select the notification options and set the trigger threshold.
   
5. Select Save.

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

Credit management page

On the Credit management page, you can view:

• Total credit usage: View the Summary card, which tells you how many credits your organization has used across prepaid and on-demand credits.
  
  If your organization has multiple contracts, this table will be split out by contract.
• Usage by database: View the Database credit usage table. The Total credits used column identifies how many credits have been used by each database over the contracted period.
  
  • Use the Search option to filter the table by database name
  • Get a more detailed view on the Usage analytics page

Usage analytics page

On the Usage analytics page, you can view:

• Usage by database: View the table on the Databases tab. There is a column for total credits (over the contract period), and one column each for each of the past 12 months)
  
   

• Usage by user and task: View the table on the Users tab. There is a column for total credits (over the contract period), and one column each for each of the past 12 months)
  
  
  Use the Search option to filter the table by user name.  
  Select the expand > button to view a breakdown of credit usage by feature

  Note

  For summaries that are auto-generated when documents are added to Storybuilder, the user is identified as Everlaw

• Each credit usage activity: View the table on the Activity tab. You can sort and filter Events by any of the columns (date, event type, credits, user)
  

  Note

  The table automatically filters to the most recent day.

  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

Usage analytics page: 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 > Usage analytics.
2. On the Databases tab, select  the Export button.
   
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