How to Access the Intake Intelligence Dashboard in Eve

Last updated: March 10, 2026

Overview

This article shows you how to access the Intake Intelligence Dashboard in Eve. The Insights Dashboard provides visibility into lead quality, volume trends, outcomes, and intake team performance. Access requires specific permissions configured in your account's user management settings.

Prerequisites

  • You must have an active Eve account

  • Your account administrator must grant you the appropriate permission level to view the Insights Dashboard

Step-by-Step Instructions

  1. Request Dashboard Access — Contact your firm's Eve account administrator and request permission to access the Intake Intelligence Dashboard. The administrator will need to update your user permissions in the account's user management area. You should receive confirmation once your permissions have been updated.

  2. Navigate to the Insights Dashboard — Once your permissions are granted, log into Eve and navigate to the Intake Intelligence section. Look for the Insights Dashboard option in your navigation menu. When access is correctly configured, you will see the full dashboard with charts, operational metrics, and intake specialist performance data.

  3. Verify Dashboard Access — Confirm you can view all dashboard components including lead volume charts, score trends, case type breakdowns, operational metrics (new leads, matters created, lead recoveries, average call duration), and the intake specialist performance table. If any sections are missing or you see an access error, contact your administrator to verify your permission level.