Auto Agents and Triggers

Overview

An auto agent is an agent that runs without anyone opening a matter. A trigger is the configuration that decides when it runs. Two settings make up a trigger, and they focus on two aspects of the automation. The schedule decides when Eve looks. The additional condition decides whether Eve acts when it looks.

The Schedule: When Eve Looks

• On Matter Update. Eve checks every hour, but only on matters with activity in the past 24 hours, meaning a document was uploaded or a Medical Overview was run. This suits document-driven work such as summarizing new medical records or responding when discovery arrives.

• Monthly. Eve checks once a month on a chosen date, only on matters with activity in the past 30 days. This suits recurring work such as monthly client updates, status reports, or treatment reviews.

Each schedule has a lookback window: 24 hours for On Matter Update, 30 days for Monthly. A matter with no activity inside that window is skipped, so the agent stays on cases that have actually moved.

The Additional Condition: Whether Eve Acts

With no additional condition, an On Matter Update agent runs whenever any document is uploaded or a Medical Overview runs. That is broad. An additional condition narrows it.

It can require that new medical records specifically were uploaded, or that correspondence from an insurance adjuster appeared, or that a new matter was created with documents added to a particular folder.

Two Worked Examples

• On Matter Update, condition "new medical records uploaded." Eve checks every hour. The agent runs when medical records appear on any matter, and ignores every other document type.

• Monthly on the 1st, condition "new documents uploaded in the last 30 days." Eve checks all matters once a month and acts only where something was added in that window.

The Hourly Cycle

Every hour, Eve scans all auto agents and reviews open matters for each one. It checks eligibility first: is the matter syncing, has it hit its run limits, does it have activity inside the lookback window. Eligible matters are then queued and their trigger conditions evaluated against the matter's documents. Where the conditions are met, the agent runs and produces its output.

An agent starts at the next full hour after it is created or activated. An agent created at 2:35pm first evaluates at 3:00pm. A monthly agent created on the 4th at 2:35pm first runs at 3:00pm that day, then on the 4th of the following month at midnight Pacific.

What Auto Agents Do Not Do

• Automating does not remove manual running. Any auto agent can still be opened and run on demand, on any matter, whatever its schedule.

• They do not run on quiet matters. No activity in the lookback window means no evaluation, however true the condition might be.

• They only read what is in the matter. An agent evaluates the documents in context and nothing else.

• Output is a first draft. Work produced overnight still needs reviewing before it goes anywhere.

Key Terms

• Auto agent: An agent configured to run on a schedule or trigger rather than on demand.

• Trigger conditions: The schedule plus the optional additional condition, together deciding when an agent runs.

• Schedule: On Matter Update, checked hourly, or Monthly, checked on a chosen date.

• Lookback window: How recently a matter must have had activity to be evaluated. 24 hours for On Matter Update, 30 days for Monthly.

• Evaluation cycle: The hourly background pass where Eve checks eligible matters against their trigger conditions.