Auto Agents and Triggers

Overview

Auto Agents are agents configured to run automatically on a schedule or when specific conditions are met on a matter, without anyone needing to press a button. Triggers define when an Auto Agent evaluates matters and what conditions must be true before the agent acts. This allows Eve to perform case work in the background — drafting, analysis, and task execution — across every matter in your firm, around the clock.

How It Works

Every Auto Agent is configured with two dimensions that control its automatic execution: when Eve checks, and whether Eve acts when she checks.

When Eve Checks: Schedule Types

The schedule determines how often Eve evaluates matters for this agent. There are two schedule types:

On Matter Update — Eve evaluates every hour. Only matters with activity in the past 24 hours are checked — specifically, matters where a document was uploaded or a medical overview was run. This schedule is best for document-triggered automations like summarizing new medical records or responding when discovery is uploaded.

Monthly (Scheduled) — Eve evaluates once per month on a date you choose, such as the 1st of every month. Only matters with activity in the past 30 days are checked — meaning documents were uploaded or a medical overview was run during that window. This schedule is best for recurring work like monthly client updates, case status reports, or treatment reviews.

Each schedule has a lookback window — a time limit that tells Eve how far back to check for matter activity. Matters with no activity within that window are skipped, so Eve focuses only on cases that have moved.

Whether Eve Acts: Additional Condition Conditions

An Additional Condition condition is an extra rule that must be true before the agent runs. Without an Additional Condition condition, an On Matter Update agent runs whenever any document is uploaded or the medical overview is run. Additional Condition conditions let you go from broad to precise.

For example, you can set an Additional Condition condition so the agent only runs if new medical records are uploaded, or only if correspondence from an insurance adjuster appears, or only if a new matter is created and documents are added to a specific folder.

The schedule controls when Eve looks. The Additional Condition condition controls whether Eve acts. Together, they form the agent's trigger conditions — the complete configuration that determines both frequency and precision of automatic execution.

How Trigger Conditions Work Together

Think of trigger conditions as a standing instruction: when this condition is true on a matter, do this work. You define the rule once, and Eve handles the rest across every matter.

Example 1: An agent set to run On Matter Update with the Additional Condition condition "new medical records uploaded" will check every hour. When new medical records appear on any matter, the agent runs. It ignores other document types.

Example 2: An agent set to run Monthly on the 1st with the Additional Condition condition "new documents uploaded in the last 30 days" will check all matters once a month. It only acts on matters where something was added during that window. Matters with no activity are skipped.

The Hourly Evaluation Cycle

For all Auto Agents, Eve runs a background evaluation cycle every hour. Here is what happens during each cycle:

Eve scans all Auto Agents and reviews all open matters for each agent. It checks eligibility: Is the matter syncing? Has it hit run limits? Does it have recent activity within the lookback window? If yes, Eve proceeds to evaluate those matters.

Eligible matters are queued for trigger condition evaluation. Eve reads the matter's documents and checks whether the agent's trigger conditions, including the Additional Condition condition, are satisfied.

If the trigger conditions are met, the agent runs — a draft is created, a chat response is generated, or a discovery response is produced.

Agents start running at the next full hour after creation or activation. If you create an agent at 2:35 PM, the first evaluation happens at 3:00 PM. For Monthly agents created on the 4th at 2:35 PM, the first run is at 3:00 PM that day, and the next run is on the 4th of the following month at midnight Pacific Time.

Manual vs Automatic Execution

Any agent can be run manually or automatically, or both. Configuring an Auto Agent does not restrict manual use — it only adds the automatic trigger on top of it. You can open any matter and run an Auto Agent on demand at any time, regardless of its schedule.

Key Terms

• Auto Agent: Any agent configured to run on a schedule or trigger without manual initiation. Also called an Automatic Agent.

• Trigger Conditions: The combined configuration that controls when and how an Auto Agent evaluates matters. Consists of the schedule (On Matter Update or Monthly) and an optional Additional Condition condition.

• Additional Condition Condition: An optional rule that must be true before the agent executes. Examples include "new medical records uploaded" or "new matter created and documents added to specific folder."

• Schedule: Determines how often Eve checks matters — every hour for On Matter Update or once per month for Monthly.

• Lookback Window: The time window within which a matter must have had activity to be eligible for evaluation. 24 hours for On Matter Update, 30 days for Monthly.

• Evaluation Cycle: The hourly background process where Eve scans all Auto Agents and checks eligible matters against their trigger conditions.

• On Matter Update: A schedule type where the agent evaluates every hour when a document is uploaded or a medical overview is run. Checks matters with activity in the past 24 hours.

• Monthly (Scheduled): A schedule type where the agent evaluates once per month on a chosen date. Checks matters with activity in the past 30 days.