Use Deep Dive

Deep Dive lets you ask questions about your legal matter in the same way you would ask a colleague and get precise, citation-backed answers directly from the documents in your database. Use Deep Dive to:

• Ask open-ended questions and detailed follow-ups during early-case exploration
• Quickly dive deeper into key issues
• Surface insights and identify relevant documents to jumpstart and prioritize review
• Pinpoint specific evidence supporting claims
• QC your team’s review later in the matter lifecycle

This introduction covers the basics of how to use the tool, including how to: 

• Access the tool
• Ask questions and interpret the responses
• View previously asked questions

For more information on administering the tool, please view the Deep Dive Admin guide.

To learn about enrolling a project in Deep Dive, see our Enroll and Get Started with Deep Dive article.

Requirements

To use Deep Dive, you must access an enrolled project and be in a permissions group with the Ask or View and Ask permission for Deep Dive. 

Access Deep Dive

You can access Deep Dive in two ways, depending which documents you’d like to ask questions across. To ask a question of:

• Your entire document corpus: Select Deep Dive in the Everlaw toolbar. This takes you to the Deep Dive page that will query all the documents in the project.
• A subset of documents: Access a results table of those documents. Then, select Ask a question in the results table toolbar. 
  
  This takes you to the Deep Dive page that will query just the documents from the results table.

Clarify

Within the document review window, the Clarify tool uses Deep Dive's understanding of your documents to quickly clarify any specific term or phrase you point it to. While Deep Dive is built to lead you to novel insights in your case, Clarify gives you a quick, "just-in-time" understanding of case-specific terms.

Learn more in our Clarify article.

Ask a question

When you open Deep Dive, the page invites you to start asking questions.

Best practices for writing questions to leverage Deep Dive's capabilities

Here are some tips to make the most of Deep Dive's capabilities during your conversations:

• Explicitly calibrate Deep Dive’s effort: If you want a faster response, prompt Deep Dive to answer quickly, or to use a single Deep Dive question. If you want a more in-depth answer, ask Deep Dive to perform additional research. 
• Encourage research: During extended conversations, Deep Dive may answer a follow-up question based on previously retrieved facts. To make sure that it answers your question by doing additional research on your documents, remind the agent to “research” or “use Deep Dive."
• Choose your output: If you are happy with the research efforts and information that Deep Dive has uncovered, and want the information in a specific format, you can ask Deep Dive to do so (e.g.  summarize, make a shorter rewrite, generate a timeline from the details of the conversation)

Start a conversation

To start your conversation:

1. Type your question into the Ask a question textbox.
   
   View our Deep Dive Ask Guide for tips on getting started.
2. Select Send .

3. Deep Dive starts its thinking to generate a response. 
   

   Note

   You cannot stop the thinking step and you cannot ask another question until the response is done generating.

4. The generated response is displayed.
5. [Optional] Ask a follow-up question. Deep Dive has the context of the previous question(s), thinking steps, and its own previously generated response(s) to use as it generates a response to the new question.

Each conversation is named after the first question in the conversation and is added to My conversations on the left panel.

You can ask additional questions while responses to previous questions are still being generated.

Start a new conversation

When you are already within a conversation, you can start a new one by selecting the New conversation button. 

We recommend starting a new conversation when your line of questioning is on a new topic, and the context of the previous conversation won't add value to the new topic you're asking about. 

Thinking

This section provides some details on how Deep Dive reasons through your question to generate a response. You can watch this thinking as it happens, and refer back to it later. Once a response is generated, select Show thinking to display the thinking steps. 

Deep Dive can perform multiple searches in response to your request in order to generate more complete answers. Deep Dive generates short statements that outline its actions so you can verify the actions it takes on your behalf. These thinking statements have three parts:

• Brief planning statements indicating how Deep Dive intends to fulfill the user request
• A log of the searches Deep Dive performs
• Observations and next steps based on the results of the searches 

Depending on the request type and the richness of the search results, Deep Dive will ask separate questions based on your request, and may perform additional rounds of searches to improve its answer.  Here are examples of how Deep Dive might answer your question:

In addition to verifying Deep Dive’s answer using the generated quotes and citations, you can also verify Deep Dive’s approach by seeing how it interpreted your request into individual searches, and provide corrective instructions in the event that Deep Dive misinterpreted the request, or used incorrect language in its searches.

Response

The response to each question includes a narrative response ranging from a sentence to a few paragraphs. Each key point has a numbered reference corresponding to a quote that supports the response. 

To help you validate the response and to dive deeper, each response also includes a Sources panel with the source material used to generate it. To open the Sources side panel, select the Sources button under the response. Read more about sources in the Sources panel section below.

If Everlaw doesn't find information relevant to your question in the documents you are asking across, it will tell you that it could not find an answer in the documents.

To interact with the response:

• Hover over a reference number to see the quote and the Bates/Control # of the document it was drawn from. 
  
  Select View document to open the document in the review window.
  All quotes used in the response are also viewable in a skimmable format in the Sources panel.
• To copy the generated response to your clipboard to paste elsewhere, select the copy button

Sources panel

To dive deeper into the documents and information Everlaw evaluated to generate the response, select the Sources button to open the Sources panel. 

This panel lists all the quotes used to generate the response. Select a quote to open the document that it was pulled from in the review window. 

The total number of quotes, and the number of documents from which they were pulled, is displayed at the top of the panel. Select the document count to open a results table of the documents used to generate a response.

View quote content in context: open a quoted document in the review window

When you open a document from Deep Dive, it opens to the section of highlighted text from which a quote was generated. 

From elsewhere in the document, you can jump to the highlighted text from the Deep Dive Hits section of the Hit Highlights tab. 

The highlighted text and Deep Dive Hits section is only present in the review window when the document is opened from within Deep Dive, which can be done in two ways:

• Select View document as you hover over a quote within the response
• Select the quote from within the Sources panel

If you open the same document from a results table, even if you accessed that results table from the Sources table, the text for the generated quote is not highlighted, and there is no Deep Dive Hits section in the Hit Highlights tab.

The highlighted text in Deep Dive Hits corresponds to a generated quote of the specific response from which you accessed the document. If a document is referenced by multiple responses, only the hits from the response you used to access the document are highlighted.

Copy Response to Storybuilder

You can copy Deep Dive questions and responses directly to a Draft or Deposition within Storybuilder. This is helpful for capturing insights you gather from Deep Dive to use in your narrative-building efforts. Read more about combining Deep Dive and Storybuilder in our Suggestions for Using Everlaw AI to Draft in Storybuilder article.

Required permission: In addition to at least Ask permission for Deep Dive, you must have Admin or Create permission in Storybuilder, or have Edit or Full Access to a Draft or Deposition. 

To copy to Storybuilder:

1. Select Copy to Storybuilder within the response you want to copy. This opens a dialog to choose the Draft or Deposition to copy to.
2. In the Select Draft or Deposition field, choose the document to copy the response into. The dropdown lists all the Drafts and Depositions that you have Edit or Full Access for.
   
   Those with Create permission for Storybuilder can create a new Draft/Deposition from here. To do so, type the name and select New. This creates a new document to receive the copied content. 
3. [Optional] Select Show advanced settings to display options for what content to copy. You can choose any of the following:
   • Question
   • Generated response
   • Documents used in response: This option also lets you decide how to handle documents cited in the response. This option is only available if you have Edit permission on the Story. You can either: 
     1. Add documents and copy citations: All documents cited in the response are added to the Evidence panel, and documents are cited/linked inline within the text body
     2. Add documents only: All documents cited in the response are added to the Evidence panel
4. When you're done, select Copy.

This copies the selected contents into the Draft/Deposition, along with the citation (if selected). 

If the Enable summaries, topics, extractions, and doc Q&A setting is switched on at the project level, and you have permission to generate summaries, all the cited documents will be automatically summarized when they are added to Storybuilder, up to the first 5,000 documents.

Copy to a Fact Timeline

You can create a Fact from a Deep Dive response, or link the documents cited within the response to an existing Fact. For teams using Fact Timelines to track their case chronology, this automates turning a Deep Dive insight into a Fact that's ready to leverage throughout your matter.

Read more about Fact Timelines in our Storybuilder Fact Timelines article.

To add a response to a Fact Timeline:

1. Select the Add to Fact Timeline button.
    
   This opens the Add to Fact Timeline dialog 
2. Choose Select Fact or Create new Fact, then follow the steps below:
   • Create new Fact
   • Select Fact

Create a new Fact

When you create a new Fact, Deep Dive populates a Fact name and Description for the Fact. The Fact description is a condensed version of the full Deep Dive response. Review these fields and the cited evidence before creating the Fact. To do so:

1. In the Select Fact Timeline field, choose the Fact Timeline to add the Fact to.
2. Review the suggested Fact name and Description, and edit them as needed.
   
3. [Optional] Add a Date in the Date field, and/or select More details to add people, labels, or to add the new fact to a Draft or Deposition.
   

4. Select Next to move on and choose the evidence to add to the Fact.
5. Review the cited evidence and deselect any document you don't want to link to the Fact.
   

6. Select Add. This creates the Fact, linked with the cited evidence, on the selected Fact Timeline. The cited documents are also added to your Evidence page.
   If your project has the Enable summaries, topics, extractions, and doc Q&A setting switched on, and you have Generate permission for summaries, the documents will be automatically summarized as they are added to Storybuilder.

Select Fact

When you choose Select Fact, you are able to add any of the evidence cited in this response to an existing Fact. To do so:  

1. On the Select Fact tab, choose:
   
   • The Fact Timeline in the Select the Fact Timelines field
   • The Fact(s) in the Select Fact(s) field
2. When you're ready, select Next to move on to choose which cited documents from the response to add to the fact.
3. By default, all the cited evidence is selected. Deselect any evidence that you don't want to add to the Fact. 
   
4. When you're ready, select Add. This adds the selected evidence to the Fact(s) and to the Evidence page. No other part of the response is added to the Fact(s). 
   If your project has the Enable summaries, topics, extractions, and doc Q&A setting switched on, and you have Generate permission for summaries, the documents will be automatically summarized as they are added to Storybuilder.

Add cited documents to a binder

If the documents cited in the response seem useful to keep track of for later, you can add them to a binder. To do so:

1. select the Add documents to binder button.
    
   This opens a dialog to select the binder.
2. Select one or more binders or create a new one by typing in the name of the binder.
   
   The binders displayed are those that you have at least Edit permission for.
3. When you're done, select Add documents. This adds the documents to the binder(s).

Provide feedback

Use the thumbs up and thumbs down buttons to provide Everlaw with feedback about the response. You can optionally add a comment to give us details about your feedback.

Previous conversations

Previous conversations are listed in the left side panel. If you have Ask permission for Deep Dive, you'll only see My conversations. If you have View and Ask, you'll also see Other conversations, which are the conversations created by others. 

For all conversations, hover over the name to display the full text of the first question within the conversation.

Select the Filter conversation names button to use keywords to filter down to specific conversations. The filter is only for the first question in the conversation.

My conversations

Open any previous conversation by selecting it. You can navigate through previous responses and add new questions. 

To delete a conversation:

• Select the Delete conversation button at the top of the conversation
  
• Select the three-dot menu from the conversations panel, then select Delete conversation
  
   

Other conversations

Other conversations are any conversation created by someone else on the project. All conversations are shared automatically into this view, and visible to those with View and Ask permissions.

Other conversations are view-only:  You can open and interact with any existing responses, but you cannot ask new questions within the conversation or delete it.