Purpose: This article details the improvements to the Skill Management interface in Eve Legal. These enhancements are designed to provide attorneys and firm administrators with more robust and intuitive tools for organizing, creating, editing, and managing Skills, Playbooks, and Blueprints, leading to more efficient and customized legal workflows.
Prerequisites:
An active Eve Legal account
User permissions appropriate for accessing, creating, and managing Skills (permissions may vary based on user roles, e.g., Firm Administrator vs. standard user).
How-to Steps:
1. Accessing the Skill Management Interface:
Log in to your Eve Legal account.
In the main navigation menu on the left, click on "Skill Library" to access the Skill Management interface.
2. Editing Existing Playbook/Blueprint Content:
In the Skill Library, locate the specific Playbook or Blueprint you wish to modify. You may use search or filter functions if available.
Click the three dots on the right side of the skill to reveal the options and select "Edit".
For Playbooks, the "Edit skill" interface will appear, as shown in Image 8.
For Blueprints, the "Edit blueprint" interface will appear, as shown in Image 5.
Within the editor, you can now modify various components, such as:
The sequence of actions or steps.
The specific instructions or prompts Eve uses at each step (in the "Edit skill" interface).
Parameters, variables, or linked document templates (in the "Edit blueprint" interface, you can upload DOCX files).
After making your changes, click "Next" and then "Confirm" or "Save" to apply them.
3. Creating New Blueprints or Playbooks:
In the Skill Library, click the "Create Skill" button in the top right corner.
The "Skill type" screen will appear (Image 6).
Select "Blueprint" to train Eve to draft legal documents.
Select "Playbook" to automate repeatable tasks with saved prompts.
Click "Next" to proceed to the "Skill content" screen.
If you selected "Blueprint," the "Create a blueprint" interface will appear (Image 7), where you can upload DOCX files.
If you selected "Playbook," the "Create a skill" interface will appear (Image 8), where you can outline instructions for Eve.
Enter the required information and click "Next" and then "Confirm" or "Save" to add the new Skill/Playbook to your firm's library.
4. Utilizing Enhanced Organization and Tagging of Skills:
When creating or editing Skills, Playbooks, or Blueprints, you can use tags to organize them.
In the "Edit skill" interface, you can add tags to your Skills (as shown in Image 4).
Use tags to categorize and filter skills. For example, you could tag all discovery-related skills with "Discovery," allowing users to quickly find all relevant tools for that task.
The Skill Library also provides options for sorting and filtering by tags, skill type, and sharing settings (as shown in Image 3).
5. Admin Access and Management of All Skills:
Users with administrative privileges will have a comprehensive overview of all Skills within the firm's Eve Legal instance.
This may include the ability to view, edit, publish, unpublish, or delete Skills created by any user within the firm, subject to the defined permission model.
(Note: The document mentions that more comprehensive "firm-wide administrative controls" are a commonly requested feature being worked on for May. This KB refers to the capabilities within the current release.)
Key Functionalities and Technical Details:
Direct Editing of Playbook/Blueprint Logic: Granular control over the content and operational flow of custom automated workflows.
Improved Discoverability: Blueprints are more easily accessible, encouraging the use of standardized starting points for customization.
Structured Skill Creation: A more guided or flexible interface for building new multi-step Skills or Playbooks.
Metadata and Organization: Enhanced use of tags, categories, or other metadata to improve the organization and searchability of the Skill Library.
User Interface (UX) Consistency: Efforts have been made to provide a more uniform and intuitive experience across all Skill management interfaces.
Workflow Customization: Creating custom workflows (via playbooks) for different use cases in a firm is a key differentiated part of Eve.
Limitations:
The extent of firm-wide administrative controls (e.g., role-based access to edit specific skills, approval workflows for publishing skills) may be part of ongoing development. Refer to specific release notes for details on administrative capabilities in this version.