Use a survey to research a legal question across jurisdictions, review which laws belong in your results, and build a side-by-side comparison. Your research plan tells the AI what to look for. Your coverage determines which jurisdictions and sources it searches. Your results are the laws assessed against that plan.

Open the Surveys page and select New Survey.

In the chat beside the form, describe your question and what you want to research. The assistant helps turn your request into a research plan. It may ask which products or businesses to cover, clarify exclusions, or suggest related topics. Answer using the choices provided or write your own response. You can also edit the form and coverage directly.

If you have supporting material, add a PDF or Word document and tell the assistant which parts should guide the plan. The attachment provides planning context; its contents do not automatically become survey results.

A useful plan explains:

When the assistant proposes edits to a plan, additions appear in green and removals appear in red with a line through them. Review the changes and choose Accept or Decline.

Check the title, jurisdictions, and source types. Coverage can include federal law, the 50 states, the District of Columbia, and Puerto Rico. Supported sources include statutes, regulations, Pennsylvania and New York unconsolidated statutes, and federal executive orders. Local laws, case law, and agency guidance are outside the state/federal survey's coverage.

Select Save survey to open the survey page.

After the survey is saved, select Run research from the survey page. The AI searches the selected sources, examines results, and assesses each law against your plan.

Results are organized by jurisdiction and source type. A jurisdiction can have separate work for statutes and regulations, so one source may finish before another. Use the progress indicators to see which work is complete, still running, or needs attention.

Research completion means the AI finished the task. Review the findings before relying on them; completion does not guarantee that every relevant law was found.

Select a citation cell to open its results. A cell shows the citation names that fit in the row; open it to see the full list, including citations counted under +N more.

Use the filters to review:

Open a result to read its explanation and follow the link to the law text. You can add feedback that the AI may use during further research.

Choose Include or Exclude to record your decision. Your decision takes precedence over the AI's label. Excluded laws remain available in the excluded results. The Verified count shows your team's review progress.

Chat on the saved survey page helps you work with the findings. For example, ask it to:

Select cells or individual laws to give chat more specific context. Check the selected context when asking about a particular jurisdiction or source.

Use the linked laws to review the answer, then record your decisions with Include or Exclude. To make a new exclusion or inclusion rule guide future research, update Survey Setup → Research Plan as well.

The assistant beside the research-plan editor serves a different purpose: it helps define and revise the plan.

AI answer columns ask the same question across jurisdictions, making the answers easy to compare. Use Run research to find laws; use AI columns to answer questions from the research and other survey context you select.

For a hypothetical survey about employee voting leave:

Prompt: “What time off must employers provide employees to vote? Summarize whether it must be paid, how much time is allowed, and any advance-notice requirements. Cite the supporting provisions.”

Format instructions: “Use a short paragraph. State any exceptions separately.”

The AI uses your research plan, the jurisdiction's Included laws from the sources you select, and any custom-column values you select. Review Uncertain laws and include relevant ones you want the answer to consider. AI columns answer from this supplied context rather than searching the web.

Open a column's settings from its header to run it. The available actions depend on its run history and whether its instructions changed:

Rows need usable selected context to run. The buttons show the applicable row counts, which can be smaller than the survey's total jurisdiction count.

Review the answers against their cited laws, particularly exceptions and qualifications.

You can edit a cell directly. Later AI runs normally preserve your edits. To have AI replace those edits too, explicitly enable the option to replace your edited answers before running the column.

Update needed means the answer may need refreshing against the latest research or column instructions. The saved answer stays visible until you choose to regenerate it.

Review the updated research and column settings, then use Run remaining rows when available. If you changed the instructions, the panel may instead offer Test first 5 rows and Run all rows. Changing instructions alone does not regenerate answers.

Open Survey Setup → Research Plan to add a topic, change your questions, or narrow the scope. Edit directly or ask the assistant for help. For example:

Expand the plan to cover whether employers must post notices informing employees about voting leave. Keep the other questions and exclusions.

Review the proposed edits, accept the changes you want, and select Save new version. Return to the survey and run research when you are ready to apply it.

When the plan expands, the AI can reassess potentially relevant Uncertain and Excluded results and search for additional laws. When it narrows, the AI can reassess Included and Uncertain results. It selects potentially affected sections for review; unchanged sections can retain earlier assessments.

Your manual inclusion and exclusion decisions remain authoritative. If the new scope affects a law you previously reviewed, check it and update your decision.

A Plan updated indicator on a jurisdiction/source cell means research for that source has not yet completed under the current plan. Check AI answer columns for Update needed as well and regenerate them when ready.

To add jurisdictions or change source types, use Survey Setup → Scope. Save the coverage and run research for the work you need.

In Survey Setup → Research Plan, open Version history. Select a version and a comparison version to see the differences. Previous plans are read-only; return to the current plan to make edits and save another version.

Version history compares saved plans. Review individual laws in their citation cells, and check the survey's progress indicators to see whether research under the current plan has finished.

Select Export to download an Excel workbook containing jurisdiction summaries, citations, and your custom-column answers.

Before sharing it, review research progress, uncertain results, and any AI cells marked Error, Interrupted, or Update needed. The workbook contains saved survey data. Export again after making changes to get an updated copy.