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 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 enabled. 

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.

Select the X in the top right corner to close out of Deep Dive. This returns you to the same page you were on when you opened Deep Dive, allowing you to jump back to where you left off.

Ask a question

When you open Deep Dive for the first time, an introduction gives some sample questions, and the box to ask a question is displayed at the bottom.

To ask a question:

1. Type your question into the Ask a question textbox.
   Expand Guidelines for writing a good question to get tips on how to get started, or view our Deep Dive Ask Guide.
   
2. Select Send.
3. A response starts generating in the Questions section of the page. Everlaw analyzes your questions and generates a response in three steps:
   1. First, Everlaw identifies a subset of documents that contain potentially relevant information to your question.
   2. Everlaw then identifies key quotes in the documents and analyzes them for relevance.
   3. Finally, Everlaw uses the most relevant quotes to generate the response.

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

Response

The response to each question includes a narrative response ranging from a sentence to a few paragraphs. To help you validate the response and to dive deeper, the response also includes a table of resources used to generate it.

At the top is the generated response to your question, with each point having a numbered reference corresponding to a quote that supports the response. 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 Resources section.
• To copy the generated response to your clipboard to paste elsewhere, select the copy button.
• To delete the response, select the delete button

To dive deeper into the documents and information Everlaw evaluated to generate the response, select the expandable Resources arrow. 

The three sections under Resources correspond to the three steps of Everlaw’s analysis:

• Potentially relevant documents: This section includes a link to open a results table of the documents that Everlaw identified to be potentially relevant to your question. From all, or more commonly a subset, of these documents, Everlaw generates quotes.
• All generated quotes: The table table displays all the quotes generated from the relevant documents
• Quotes used in response: The table contains the most relevant quotes that Everlaw cites in the generated response

If Everlaw doesn't find information relevant to your question in the documents you are asking across, the response returns “No promising answers were discovered.” If Everlaw identifies any potentially relevant documents or generates quotes deemed not to be promising, they are still shown in the Resources. This information can serve as a starting point for review or help you iterate to ask another question. Because no response was generated, the Quotes used in response table is empty. 

Drill down into the quotes

Quotes are pulled from your documents and support the response. They are organized in the two tables: All quotes and Quotes used in response. The tables have columns for the quote's reference number (if it is referenced in the response), its relevance score, and the quote. Each quote is given a relevance score of 1 to 5, and only the most relevant quotes are used in the generated response.

To drill down on the information you care most about, interact with the table by doing any of the following: 

• Sort by any of the three columns. When you sort by Quote, you sort by the Bates/control # of the document from which the quote is pulled.
• Select the Bates/Control # button in the Quote column to open the document that the quote was drawn from in the review window. 
  If a quote was found in multiple documents, the lowest Bates/Control# that includes the quote is available as a link to open the document in the review window. To open a results table of all the documents that contain the quote, select [#] total documents.
  
• Search the quote content by selecting Search

View quote content in context

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 Bates/Control # of the document from the Quote column in the Resources table

If you open the same document from a results table, even if you accessed that results table from the Possibly relevant documents tab of the Response section, 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. 

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.
     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). 

Previously asked questions

Once you have asked a question, your questions, as well as questions asked by other users on your project, are saved under All Questions below the Ask a question textbox. Select the arrow next to All questions and choose My questions to display just the questions you have asked.

When you view All questions asked in project, you can filter by a subset of users. Select Filter by user and choose the user(s) whose questions you want to view.

You can also search across questions. Type in a keyword or phrase to search for exact text matches across the questions and responses.

Close Deep Dive

To close Deep Dive, select the X in the top right corner. This takes you back to whatever page you were on before you opened Deep Dive.