How to Add a Note to a Matter in Eve

Overview

Notes capture case context that does not live in a document: a client update, a strategy decision, what came out of a call. They are written in the matter's Activity feed.

A saved note becomes part of the matter context Eve can draw on when answering questions or drafting, so it is not just a record for people to read.

Steps

1. Open the matter.

2. Open the Activity feed. This is where case activity is tracked.

3. Click Add, then select Note.

4. Enter a title and the note content.

5. Save. The note appears in the Activity feed and becomes part of the matter context.

What to Put in a Note

Anything Eve would otherwise have no way of knowing, because it was never written down in the file: what the client said on the phone, why a particular approach was chosen, what the adjuster agreed to verbally. Documents cover what was filed and received. Notes cover the rest.

Limits

• Notes are visible to everyone with access to the matter. There is no private note.

• Notes are attached to the matter, not to a single session.

• A note is not a task. To assign follow-up work with an owner and a due date, see 📄 How to Create a Task on a Matter in Eve.