How to Create a New Matter in Eve
Last updated: September 30, 2026
Overview
A matter is the workspace for a single case. Documents, sessions, agent output, notes and tasks all live inside it, and sharing is set at the matter level.
Matters are created from the Home page or Matters page.
Before You Start
Permission to create matters in your firm's workspace.
Optionally, the documents you want to load in at creation. Documents can be added at any point afterwards.
Steps
Click New Matter. The button sits at the top of the Matters page. A creation dialog opens.
Name the matter. Use your firm's existing naming convention, such as client name plus case type, or a case number. The name is what you and everyone you share the matter with will search against later, so match whatever your firm already uses in its case management system.
Add documents, or skip. If your firm has a document management system connected, you can pick files from it here. Otherwise choose Upload New Files and select documents or folders from your computer. Folder structure is preserved. This step is optional, and nothing is lost by adding documents later.
Confirm to create the matter. Eve opens the matter workspace.
After the Matter Exists
From inside the matter you can upload more documents, run agents, draft, and open sessions. Open a new session for each discrete task rather than running several tasks in one long thread, which keeps Eve focused on the work in front of it. See 📄 How to Organize Sessions and Manage Conversation History in Eve.