How to Reauthorize Your Case Management System in Eve

Last updated: November 11, 2026

Overview

Eve syncs matters from your case management system (for example Clio, Litify, Filevine or SmartAdvocate) using a sign-in your firm gave Eve when the integration was set up. If that sign-in expires or is revoked, Eve can no longer sync.

The fix is to reconnect: sign in again from Settings → Integrations in Eve. This must be done by your firm's admin for the case management system, so Eve keeps access to every matter. Reconnecting keeps all your existing matters, links and history in Eve.

How to Tell Your Sign-In Has Expired

  • A banner at the top of a matter says the provider is disconnected, or that credentials have expired or been revoked.

  • In Settings → Integrations, your case management system's card shows a red Failed badge. For SmartAdvocate, it shows Disconnected with a reason.

  • The Document management section may also say Authorization expired. Reconnect your case management system…. Fix this by reconnecting your case management system, as described below.

  • New matters, documents or updates from your case management system stop appearing in Eve.

Why It Happens

  • Your system's sign-in expired. Each case management system sets its own expiry period, and some require a new sign-in as often as every 30 days.

  • The person who connected it left or lost access. If their account in the case management system is deactivated or their password changes, Eve loses access too.

  • Access was revoked or the account was locked. For example, an admin removed Eve's access, or the system locked the account after a security check.

Who Needs to Reconnect

The person who reconnects needs both:

  • Admin access in Eve, and

  • Admin access in your case management system, with access to all of your firm's cases.

It doesn't have to be the person who first set up the integration. But if someone with limited access in the case management system signs in, Eve will only be able to see what they can see, and some matters or files may stop syncing.

If you're not your firm's admin for the case management system, forward this article to that person and ask them to complete the steps below.

How to Reconnect

  1. Open Settings. Sign in to Eve as an admin and click Settings in the left-hand navigation.

  2. Go to Integrations. Click Integrations in the menu at the top of Settings.

  3. Find your case management system's card. It will show a red Failed badge, or Disconnected for SmartAdvocate.

  4. Click the gear icon, then Reconnect. The gear icon is at the top right of the card. A new window opens and asks you to sign in to your case management system.

  5. Sign in and approve access. Use your firm's admin account for the case management system and follow the prompts until you see that the connection succeeded. Complete this in one go, in the same browser session, without handing it to someone else partway through.

  6. Check the connection. Back in Eve, click the ↻ button next to the badge to test the connection again. Syncing starts again, and existing matters are brought up to date during the next nightly sync.

Using Filevine? Filevine connections can't be reconnected from your side. Contact Eve Support and we'll help you reconnect.

Tip: Please reach out to Support if you aren't able to see or access the Case management system section within the Integrations area.

Don't Disconnect to Fix It!

If you see an option to disconnect the integration, don't use it to fix an expired sign-in. Disconnecting removes the links between your Eve matters and your case management system, and connecting again does not restore them automatically. Reconnect is the right fix: it keeps your matters, links and history exactly as they are.

Avoid This Next Time

  • Use a shared admin account. If the integration is connected with one person's account, it breaks when that person leaves the firm. A shared or service admin account with access to all cases avoids this.

  • Note who connected it. Make sure your team knows who to ask when the sign-in needs to be renewed.

Frequently Asked Questions

Will I lose any matters or documents if I reconnect? No. Reconnecting only renews Eve's sign-in. Your matters, links and history in Eve stay the same.

Does it have to be the person who originally connected the integration? No. Any user who is an admin in both Eve and your case management system can reconnect.

How soon will my data catch up? Syncing resumes right after you reconnect. Changes to existing matters are picked up in the next nightly sync.

My case management system says my account is locked. What should I do? Contact your case management system's support to unlock the account, then reconnect in Eve.

I reconnected, but the card still shows Failed or Disconnected. Click ↻ to test the connection again. If it still fails, contact Eve Support with your firm name and the system you're connecting, and we'll take a look.

Key Terms

  • Reconnect: Sign in to your case management system again from Eve to renew Eve's access, without changing your matters or links. Found under the gear icon on the case management card.

  • Failed / Disconnected: The status Eve shows on the case management card when it can no longer sign in to your system.

  • Disconnect: Removing the integration entirely. This breaks matter links and is not needed to fix an expired sign-in.