How to Create a Case Overview in Eve

Overview

This article walks you through creating a comprehensive case overview in Eve by uploading key documents, running the Case Overview and Evaluation Playbook, and analyzing potential claims. The workflow produces a structured case file including case details, parties, timeline, evidence overview, and claim analysis with strengths and weaknesses. This process is designed for intake and early case evaluation across all practice areas.

Prerequisites

• Access to Eve with the Case Overview and Evaluation Playbook enabled in your Skills view

• Key case documents ready for upload (intake forms, call transcripts, emails, or other materials from your potential client)

Step-by-Step Instructions

1. Upload Relevant Documents — Upload the essential documents that will inform your case evaluation, such as intake forms, call transcripts, and emails from your potential client. The more comprehensive your documents, the more detailed a case overview Eve will be able to provide. Upload only documents that contain crucial information — avoid uploading too much at once, as this can cause Eve's answers to be unfocused. For large documents like Employee Handbooks or Policies, consider first using Eve to generate an outline of the document that answers key questions, then upload that outline instead of the full document. When complete, you should see your uploaded files listed in the conversation context.

2. Run the Case Overview and Evaluation Playbook — Go into the Skills view of Eve and type "Case" in the find a skill bar to locate the Case Overview and Evaluation Playbook. Before running the Playbook, verify which files need to be included in the context for this action — it is best practice to exclude any working drafts from the context so Eve doesn't reference this content as fact. The Playbook will create an overview and summary covering: Parties Involved (plaintiff(s), defendant(s), other parties), Nature of the Case (type, primary and likely claims and causes of action), Key Facts (essential events, dates, locations), Legal Issues (main legal questions), and Relief Sought (damages, injunctions, or other remedies). Eve will also calculate the likelihood of success based on: Strength of Evidence (quality, quantity, key evidence), Legal Precedents (similar cases, jurisdictional law), Defenses (potential defenses and their strength), Procedural Issues (hurdles like statute of limitations), Damages (reasonableness, support, and estimated amount), and Settlement Potential (likelihood and potential terms). Note that Firm Admins can edit the original Playbook in the Skill Library if needed. When complete, you should see a structured case overview output in the conversation.

3. Review and Refine the Output — Review Eve's case overview and evaluation output. You can follow up with any additional questions or adjustments in the same session by continuing the chat with Eve. Be specific about which section you have questions on or want to build upon. For example, you might say: "Please elaborate on the parties involved and flag if any of them are potential witnesses." To get the most focused responses, use specific case language in your messages and outline the claims you are currently pursuing in Eve's instructions — this provides Eve with your overall goals and informs Eve of exactly the type of requests you're looking to craft. When complete, you should have a refined case overview that addresses your specific questions and needs.

4. Perform Claim Analysis — Ask Eve to identify the potential claims that are present in the case materials you have provided. Eve will help you find key claims and then evaluate their strengths and weaknesses based on your case facts. For example, you might ask: "Identify the best legal claims that I can make on behalf of my client based on the details of the case I have provided in the documents uploaded." When complete, you should have a comprehensive list of potential claims with analysis of their viability based on your case facts.