Learn how to save a Westlaw Deep Research report to your matter, and what limits apply to how many reports you can run.
Saving a report
- Open the finished report and scroll to the bottom.
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Select Save report.
- Choose one or more options:
- Download report: save a copy to your computer
- Save as memo: save the report to the matter as a memo
- Save to matter as document: save the report to the matter’s documents
- Save as knowledge source: add the report to Knowledge Sources
You can also use the copy and link icons next to Save report.
Where saved reports go
| Option | Where to find it |
| Save as memo | The matter’s Memos tab. |
| Save to matter as document | The matter’s Documents tab. |
| Save as knowledge source | Knowledge Sources in the Archie left rail. |
Reports saved to the matter become part of the context Archie uses when assisting on that matter. There is nothing to retype or re-upload, and the research is easy to find next time.Â
Usage limits
| Limit | Amount |
| Reports running at the same time, per user | 3 |
| Reports per person, per day | 50 |
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- The daily limit is shared by all staff, not applied per person” with “The daily limit applies to each person. It also counts research you run directly in Westlaw or CoCounsel.
- A report you start and then stop still counts toward the daily limit.
- You can save the report to your computer and/or Matter, and/or a memo. If you will use the report more than once, save it as a Knowledge Source as well. This way, you can access it across other Matters without running it again.
Questions? See Westlaw Deep Research: troubleshooting and FAQ.
Need more help? Submit a support request at https://support.smokeball.com/hc/en-us/requests/new.