Things to Ask Eve Once Your Plugins Are Connected

Your plugins are connected. Now what? Here are some suggested jobs to hand to Eve, sorted by what you do. Each one ends with the work done, not a list of things for you to go do. By default, each change will ask for your approval first. If you tell Eve to push changes automatically, it will.

A tip: name the thing you want changed. Words like update, file, put it on my calendar, and draft a reply give Eve a clear job. Name the matter, and the field or folder, too.

If you keep the case file current

• Update statuses off new records. "Read the new records and update treatment status, MRI status, and injections completed." Eve proposes each value with the record it came from.

• Turn a document into a matter note. "Summarize the police report and post it as a note on the matter."

• Close out tasks. "The records came in, so close the follow-up task and push the dependent dates."

• Catch what doesn't match. "Check the case data against the documents and tell me what disagrees." A venue filed one way while every document points another, for example.

If you live in the document folder

• Pull the latest. "Get the latest medical records from this matter's folder and build the chronology." Eve works from what's in the folder now.

• File work where it belongs. "File the demand to the matter folder with the right metadata."

• Sort what just landed. "Sort what was uploaded in the intake folder in the past two days." Records, bills, and correspondence each go where they belong.

• Find the one document. "Is the signed retainer in this matter's folder, and when was it signed?"

If your day runs through email and the calendar

• Get the answer out of your mailbox. "When did we last hear from the adjuster on this file, and what did they say?"

• File a thread and its attachments. "The records came back by email, so file the message and the attachments to this matter."

• Turn a thread into the work it creates. "Opposing counsel proposed three deposition dates. Handle it." Eve can create the task, hold the dates, and write the note.

• Draft a reply from the file. "Draft a response to this demand using what's in the matter." The draft lands in your own mailbox for you to edit and send.

• Calendar a scheduling order. "Read the scheduling order, calendar every deadline it sets, and cite the order on each event."

• Brief yourself for tomorrow. "Look at tomorrow's calendar and draft a brief for every client meeting from that matter's file."

• Move everything when the trial date moves. "Trial moved to March 4. Move the dependent deadlines with it."

What Eve won't do (yet)

• It won't watch your inbox, folders, or CMS and act on its own. Plugins work when you ask or when an agent runs.

• It won't send an email on its own. Eve drafts the email, and you send it.

• One merged calendar for the whole firm isn't available. Calendar plugins work per person.

Start small

Pick one job from this list and try it on one matter. When it feels right, widen it. If a result is off, tell Eve what to fix in chat, or adjust the value on the review card.