Eve Concepts & Terminology
Explanations of Eve-specific terms and features referenced across the platform
Articles
- Exhibits in Eve
- Permission Roles in Eve
- Closing vs. Deleting Matters in Eve
- Quote Verification
- Global Notifications in Eve
- Supported File Types and Size Limits in Eve
- Inline Sources
- Enhanced Ledger Calculations in Medical Overview
- Lead Rescue
- Auto Agents and Triggers
- Communications Agents Overview
- Document Management System (DMS) Integration
- Leads in Eve
- What Are Playbooks in Eve
- Understanding Clio Data in Eve
- Lead Docket Integration
- Eve's Capabilities and Limitations
- Multi-Factor Authentication (MFA) in Eve
- Homepage
- Medical Overview Economic Damages Ledger: Multi-User Editing and Data Propagation
- Case Management System Integrations
- File Upload Limits in Eve
- Reasoning Mode in Eve
- Clio Grow Integration
- Central Library in Eve
- Blueprints in Eve
- Agent Mode in Eve
- Medical Overview Missing Records Flags
- Notes & Tasks
- Quote Verification
- In-Product Billing
- How Integration Syncing Works in Eve
- Skills, Playbooks, and Blueprints in Eve
- Agents in Eve
- Visits Timeline Editability
- Eve Agents
- Auditor
- Playbooks
- Skills in Eve: Instructions, Playbooks, Blueprints, and Eve Skills
- Smart Advocate Lead Sync
- Eve Scribe
- Chat Modes in Eve
- Public APIs in Eve
- Voice AI Signing in Eve
- Automatic First-Time Medical Overview Runs
- Matters
- Agent Activity, Notifications, and Output
- Lead Scoring
- Medical Overview Alert
- Voice AI for After-Hours Intake
- AI Hallucination and Eve's Safeguards