How to Convert a Lead to a Matter in Eve

Last updated: March 10, 2026

Overview

This article walks you through converting a lead into a matter once your client signs. You can either link the lead to an existing matter or create a new matter during the conversion process. All lead data—including sessions, files, calls, and the lead overview—will carry over and remain accessible in the matter.

Prerequisites

  • You must have an open lead in Eve that is ready to be converted

  • If linking to an existing matter, that matter must already exist in Eve (for example, if synced from your CRM)

Step-by-Step Instructions

  1. Open the lead — Navigate to the lead you want to convert in your leads workspace. You should see the lead's overview page with all collected intake information.

  2. Click Add to matter — Locate and click the "Add to matter" button. A dialog will appear asking you to choose how you want to proceed.

  3. Choose your conversion method — Select one of the following options:

- Existing matter if you already have a matter created in Eve (for example, if your CRM integration has already pulled the matter into Eve)

- New matter to create a brand new matter from the lead

  1. Complete the conversion — If you selected "Existing matter," choose the correct matter from the list. If you selected "New matter," complete the matter creation form. Once you confirm, the conversion is complete.

  2. Verify the data transferred — Open the newly associated matter and confirm that all information from the lead is now available, including sessions, files, calls, and the lead overview. This data remains accessible in the matter going forward.