How to Create and Use Drafting Agents in Eve

Last updated: October 22, 2026

Overview

A drafting agent is a reusable template that learns your firm's format from documents you have already written. Give it two or three finished examples of a document type, and it applies that structure, language, and formatting to new drafts built from the files in a matter.

Drafting agents live in the Agents tab alongside chat agents and discovery response agents. For how the types differ, see 📄 Agents in Eve.

Before You Start

  • Two to five finished documents in DOCX format that represent the structure and tone you want.

  • The matter's documents uploaded, if you plan to draft right after creating the agent.

Create a Drafting Agent

  1. Select Create Agent at the top right of the matter or the Agents tab.

  2. Choose Drafting Agent as the agent type.

  1. Upload your example documents.

  2. (Optional) Set any custom instructions to be used every time the document is drafted on any matter.

  3. (Optional) Select background context pieces - research collections or central library documents. These will be included in this drafting agent's understanding every single time it's run, regardless of matter.

  4. (Optional) Set a trigger to turn this into an auto-agent. For more information, see 📄 How to Configure Trigger Conditions for Auto Agents.

  5. (Optional) Choose who should be notified when this agent is run.

  6. Name the agent and add a practice area tag, such as Personal Injury or Employment Law. The name and tag are how anyone at your firm finds it later.

  7. Save. The agent appears in the Agents tab and in any matter, ready to use.

Draft From the Agent

  1. Open the matter and select the drafting agent from the Agents section. Searching by name can help out here.

  2. Select the context files for this specific matter. Case files, medical records, correspondence, and prior drafts all qualify, and folders from the Central Library can be added for firm-wide standards or templates.

  3. Add instructions for this draft, if this one run needs something the agent does not already do. "Use a firm, assertive tone suitable for negotiation" changes this draft for one matter, without changing the agent.

  4. Select Draft. The run continues in the background, and the finished document appears in the matter's files.

Review and Revise

Read the draft against the file. Edits can be made directly in the document as needed, by either manually editing, or highlighting a section and choosing Edit with Eve.

When using Edit with Eve, you can ask for things like "Expand this section on damages," "Tighten the introduction."

Export to Word when the draft is where you want it.

Every factual statement in the draft traces back to a document in the matter. See 📄 How to Verify Drafted Statements Using Inline Sources in Eve for checking them.

Choosing Examples

The examples decide what the agent produces, so they are worth picking deliberately.

  • Consistent beats numerous. Three documents that follow the same structure teach a clearer pattern than six that each do something completely different.

  • One agent per case type, where the cases differ. A demand letter for a motor vehicle case and one for premises liability are different documents, and separate agents keep both as specific and high quality as possible.

  • Keep style in the examples and specifics in the instructions. The examples carry how your firm writes. Per-draft instructions carry what is unusual about this matter.

  • Share the agents that work. A shared agent is how a format becomes your firm's format rather than one attorney's.