This article is for Project Admins to understand how to administer Deep within a project, and provides some tips for getting the most out of the tool.
To learn how to enroll a project in Deep Dive, see our Enroll and Get Started with Deep Dive article.
For details on how to Use Deep Dive , see our Use Deep Dive article.
Requirements
To use Deep Dive in a project, the project must first be enrolled. This is done from the Organization home, and you must be an Organization Admin or AI Admin to do so. See our Enroll and Get Started with Deep Dive article for more information.
To write the case description and administer permissions, you must be a Project Admin.
Set up Deep Dive
If you have not already completed following steps, we recommend doing these to set your team up for success:
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Write a case description in Project Settings. See our Everlaw AI Case Description article for instructions and best practices for how to do so.
Note
If you had a Case Description for the Coding Suggestions tool prior to February 11, 2026, that Case Description will already be populated on the Case Description page.
- Configure permissions in Project Settings.
Permissions
By default, only Project Admins have the ability to generate and view questions. To update the permissions of user groups in your project to allow others to access it, navigate to Project Management > Project Settings > Permissions > Everlaw AI > Deep Dive.
The permissions for Deep Dive include:
- None: No access to Deep Dive
- Ask: Ask, view and delete your own questions
- View and ask: Ask and delete your questions, and view all questions
On Early Case Assessment (ECA) projects, the default Admin group has View and ask permission, and users in user-created groups have no access to Deep Dive.
Get the most out of Deep Dive
We have designed and built Deep Dive to provide value across a range of matters and throughout the matter life cycle including:
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Early-matter exploration: Ask questions to find out what key issues, themes, entities, and evidence-supporting claims are present in your document set.
Example questions:- Which employees of ABC Corp were aware of policy violations related to termination of independent contractors?
- Did Adam Smith discuss contractor termination with executives of ABC Corp?
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Diving deeper into key issues or entities: If you have already identified documents related to key issues and entities, ask questions of that document subset to find out the role of that issue/entity in your matter, and any activity or key events related to the issue/entity.
To use Deep Dive to search a subset of documents, select thebutton from the results table of those documents.
Example questions:- In communications between A and B, did either individual raise concerns about bookkeeping practices?
- Which decision-making process did Company XYZ employ when forming the shell company?
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Understanding incoming productions to prioritize documents for review: When you receive a large tranche of data, ask questions that point you toward the most relevant documents.
Example questions:- Is there communication between company X and company Y that demonstrates efforts of price fixing?
- How did the executives of company X discuss its competitors during board meetings?
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Finding evidence to support your case: Develop facts and arguments for summary judgment. During trial preparation, pinpoint evidence to prepare for depositions and support your claims.
Example questions:- Find instances during offsite events when A harassed B
- When did the efforts to manipulate market share begin?