Auditor

Overview

Auditor reads every matter in the workspace overnight and surfaces findings: medical, risk, and value signals that sit in the file without anyone having flagged them.

It runs on its own. Nothing needs starting, and a Medical Overview does not need to have been run for Auditor to read a matter.

What It Reads and When

Auditor runs nightly across every matter in the workspace, reading the full case file in Eve: medical records, case notes, uploaded documents, and anything else attached to the matter. Results refresh after each run.

Where Findings Appear

• The cross-case dashboard, from Auditor in the left navigation. Every matter in one filterable, sortable table, with findings as columns. This is the view for deciding which cases need attention today.

• The matter-level page, from the Auditor tab inside a matter. The full breakdown for that case, with each finding citing the document behind it.

Each finding carries a Tell me more control that opens a chat preloaded with that finding's context, for following a signal without rebuilding the question.

What a Finding Covers

• Value signals, such as high policy limits, an undiagnosed condition, or a surgical candidate. These matter most early, while strategy and reserves can still move.

• Risk signals, such as an overlooked pre-existing condition or a bad fact nobody flagged.

• Gaps, such as documentation or follow-up that has not happened.

Every finding cites the source document, so a finding can be checked rather than taken on trust. That matters most on the findings that would change what a firm does.

Practice Area Support

The default field set is built for personal injury. Labor and employment and other practice areas are on the roadmap. Firms working non-PI case types can still use the default fields, and gaps are worth reporting to help influence the future Labor & Employment release.

What Auditor Does Not Do

• It does not act on what it finds. Auditor surfaces the signal. Doing something about it is an agent, or a person. See 📄 Agents in Eve.

• It does not diagnose. A flagged condition is a signal in the records worth a person reading, not a clinical conclusion.

• It only reads what is in Eve. Records that have not been uploaded or synced cannot produce a finding.

• It does not run on demand. Findings refresh on the nightly pass, so a document uploaded this afternoon is reflected tomorrow.

Key Terms

• Finding: A signal Auditor surfaced on a matter, citing the document it came from.

• Cross-case dashboard: The portfolio view listing every matter with its findings, filterable and sortable.

• Matter-level Auditor page: The per-case view holding the full breakdown of findings and their citations.

• Tell me more: The control on a finding that opens a chat preloaded with that finding's context.