How to Add a Note to a Matter in Eve

Last updated: June 22, 2026

Overview

This article shows you how to add a note to a matter in Eve so the case context is saved and available later. Notes capture case-specific information — such as client updates, strategy, or call takeaways — and become part of the matter context Eve can reference when answering questions or drafting. Notes & Tasks is currently in beta and may not yet be enabled for your firm.

Step-by-Step Instructions

  1. Open the matter — In Eve, open the matter you want to add a note to.

  2. Go to the Activity feed — Within the matter, open the Activity feed, where case activity is tracked.

  3. Start a new note — Click Add, then select Note.

notes.png

  1. Enter the note — Add a title and the note content.

  2. Save the note — Save the note. It appears in the matter Activity feed and becomes part of the matter context Eve can reference. [IMAGE: notes-tasks-note-in-feed.png]