Analyst

Overview

Analyst is Eve's firm-wide intelligence layer. Where Agents work individual cases and Auditor reviews them nightly, Analyst operates one level up — across your entire book of matters — so firm leaders can see how the firm is actually running without exporting CSVs, stitching spreadsheets together, or waiting days for someone to build a report.

You ask a question in plain language — which case types settle highest, where money is stuck in the pipeline, how each attorney is pacing — and Analyst answers it from your firm's live case data. Then you can save that answer as a dashboard your team reuses, so the next person doesn't start from scratch.

How It Works

Analyst runs on what we call cross-case intelligence: your matters in Eve, your case management system data (where a supported CMS is connected), Atlas, and Eve data including Auditor findings, modeled together as one connected view of matters, parties, money, and outcomes. That connection is the point — it's what makes questions that span matters answerable, because it joins data your CMS keeps in separate silos.

There are three ways to work in Analyst:

• Analyst chat. Ask a question in plain language and get an answer computed across your full caseload, returned as both a chart and a data table. This is freeform — you don't have to know which report exists or which fields to filter on.

• App builder. Turn any question into a reusable app. A one-time question about settlement performance becomes a view your ops team checks every week.

• Out-of-box starter apps. Analyst ships with a starter slate of dashboards, including a Pipeline Command Center covering stalled matters, stage bottlenecks, and workload by attorney. These give you somewhere to start before you build your own.

Analyst is read-only. It reports on your firm's data, surfaces what needs attention, and hands off — a person or an Eve Agent takes the action from there.

What This Looks Like in Practice

A managing partner wants to know which case types are settling highest and where money is sitting in the pipeline. Today that means asking someone to export from the CMS, assuming the export is current, building a spreadsheet, and waiting — and by the time the answer arrives, it's describing last month.

In Analyst, that's one question in plain language, answered in seconds from live firm data. Saved as a dashboard, it becomes the firm's standing view of settlement performance rather than a one-off that has to be rebuilt the next time someone asks. The pattern is ask → save → reuse.

What Analyst Surfaces

Analyst covers five areas that matter most to firm leadership:

1. Real-Time Firm Overview

   Most firms operate on a delayed read of their own performance, last quarter's report, or gut feel. Analyst gives you a current, high-level picture of how the firm is performing, on demand, so decisions are made against what's happening now rather than what was true when the last report was built.

2. Team Performance and Caseload

   Firm leaders rarely have a data-driven way to assess team performance at scale. Analyst shows performance and caseload by team member, matrixed across case stage, so you can see who's carrying what, who's pacing ahead or behind, and where work is piling up.

3. Where Cases and Money Get Stuck

   Cases stalling in records collection, demand turnaround slipping quarter over quarter, one attorney at capacity while another has room — these are the things that quietly cost a firm money and are nearly impossible to spot without someone assembling the picture by hand. Analyst makes them visible.

4. Plain-Language Q&A That Drives Action

   The value isn't the chart, it's not having to know the right question format. Leaders ask the way they'd ask a senior partner — "which cases have been in pre-lit more than 90 days without a demand?" — and get an answer they can act on immediately.

5. Answers That Compound

   Because any answer can be saved as a dashboard or app, the work of asking a good question only happens once. Over time the firm builds its own set of standing views — settlement performance, disbursal follow-up, a pipeline command center — instead of re-answering the same questions every month.

Example Questions

These are the kinds of questions Analyst is built for:

• Which practice areas are driving the most fees year to date?

• Which case types settle highest?

• How is each attorney pacing against their monthly goal?

• Which cases have been in pre-lit for more than 90 days without a demand?

• What's our average time from intake to demand, broken out by case type?

• Which referral sources are sending us the highest-value cases?

• Show total settlement value per week, broken down by attorney.

• Show the age distribution of open cases by signing cohort.

If none of the starter prompts fit what you're wondering about, type your own question — Analyst is freeform by design.

Data Sources and Setup

Analyst is as good as the data it can reach. It draws from three sources:

• Matters in Eve — key facts and entities in your matters synced to Eve, including parties, settlements, and fee terms, plus Eve data like Agent usage and Auditor findings

• A supported CMS — any fields in your case management system, where an enhanced integration is in place

• Atlas — usable in place of a CMS for personal injury firms

Unlike Auditor, Analyst is not enabled by default. Setting it up takes roughly 1–2 weeks per firm, because your firm's cross-case intelligence is built specifically for your data. Onboarding is hands-on with your Eve team rather than self-serve. Data quality matters here: sparse or inconsistent CMS data produces weaker answers, and some firms benefit from cleanup before switching Analyst on.

Analyst works best when the majority of your matter data is either in Eve or reachable by Eve through a CMS integration or Atlas, and when your matter volume is high enough that cross-case questions are genuinely hard to answer by hand.

CMS Support

A supported CMS is recommended, but not required. Without one, Analyst can still query matters activated in Eve — coverage is just lighter, and it's worth setting that expectation internally before rollout.

Supported today: Smart Advocate, Litify, Prevail, Clio

If your firm runs a CMS that isn't on this list, talk to your Eve team about what Analyst can and can't answer from your Eve matters alone.

Who Analyst Is For

Analyst is built for the people who ask cross-case, money-and-performance questions: firm owners, managing partners, firm leadership, and legal ops leads. It isn't a front-line case tool — if the need is working a single case or drafting a document, that's Eve Agents.

What Analyst Doesn't Do (Yet)

Being clear about the edges:

• Single-case work and drafting — that's Eve Agents, not Analyst

• Nightly matter audits — that's Auditor, though Analyst can query Auditor's findings

• Writing back to your CMS — Analyst is read-only today; it surfaces what needs attention, and a person or an Agent acts on it

• Non-Eve, closed, or referred-out matters
  Data outside your firm's own sources 

• Role-based personalized homepages — coming soon!

Key Terms

• Cross-case intelligence: The connected view of your firm's data — matters in Eve, CMS or Atlas data, and Eve data including Auditor findings — modeled as one graph of matters, parties, money, and outcomes. It's what lets Analyst answer questions that span cases.

• Cross-matter chat: The plain-language question-and-answer surface in Analyst, answered across your entire book of cases and returned as both a chart and a data table.

• App builder: The feature that turns a one-time question into a saved, reusable view your team can return to.

• Starter app: A pre-built app included with Analyst, such as the Pipeline Command Center (stalled matters, stage bottlenecks, workload by attorney).

• Atlas: An Eve data source that can stand in for a CMS integration for personal injury firms.

• Read-only: Analyst reports on data; it does not change case data or take actions in your CMS.