Deep Research

Produce memo-quality research reports with multi-source iterative AI research.

Deep Research is an advanced research mode that produces structured, memo-quality reports by searching across multiple sources and iteratively deepening its analysis.

Deep Research is off by default. Toggle it on in the AI Assistant panel before submitting your query. Responses take longer than standard search but are significantly more comprehensive.

How it works

1

Ask a research question

Enter your question in the AI Assistant with Deep Research toggled on. Example:

"What are the defenses to a breach of fiduciary duty claim in New York?"

2

Multi-source search

The AI searches across four source categories in parallel:

Source	What it covers
Internal documents	Files uploaded to the current Matter (contracts, memos, exhibits).
Case law	U.S. case law via CourtListener's 50M+ citation database.
Web	Public legal resources, law review articles, and government sites via Tavily.
Statutes	Federal and state statutory databases.

3

Iterative deepening

After the initial search, the AI evaluates what it found and identifies knowledge gaps -- areas where the results are thin or conflicting. It then runs additional targeted queries to fill those gaps automatically.

This cycle repeats until the AI determines it has sufficient coverage to answer the question comprehensively.

4

Structured report

The AI produces a research report that includes:

• A direct answer to your question.

• Supporting analysis organized by sub-topic or element.

• Inline citations linking each claim to its source (case, statute, or document).

• A summary of open questions or areas where the law is unsettled.

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Fact cache

Deep Research builds a fact cache as you ask follow-up questions within the same session. Prior findings are retained so:

• Follow-up queries start from a richer knowledge base.

• The AI avoids redundant searches for information it already retrieved.

• You can refine or narrow your research incrementally without starting over.

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When to use Deep Research

Scenario	Standard search	Deep Research
Quick case lookup	Recommended	Overkill
Single-issue legal question	Good	Better
Multi-element analysis (e.g., "elements of fraud in Texas")	Limited	Recommended
Memo or brief preparation	Insufficient	Recommended
Cross-jurisdictional comparison	Limited	Recommended

Deep Research responses take longer to generate due to iterative search cycles. For quick lookups, use standard Case Law Search instead.