Summary
In this guide we will give a high-level overview on how to upload documents and ask questions about them - working with Eve to review and analyze key information.
We’ll guide you through opening a new Matter/Session, uploading your document(s), and asking Eve questions. Working with Eve is just like working with another team member, using plain language to ask for what you want to know about.
Step-by-Step Instructions
Step 1: Open a new Matter/Session with Eve
First you will open a new Matter or Session with Eve.
If you are starting on a new case, you’ll open a new Matter, and if you are starting on a new task inside of a Matter, a client case, that has already been made, you will start a “New session”.
You can find more information on opening Matters and starting new Sessions here.
Step 2: Upload your documents
Upload the documents that you are going to be working on with Eve. This can be one document or multiple - this depends entirely on your use case.
💡 Pro Tip: If you are uploading multiple documents, and their names are not clear, you can rename the documents in Eve so that you can reference them easily as you analyze and compare.
For more information on uploading documents to Eve click here.
Step 3: Ask Questions
After you’ve uploaded your documents, you can begin to ask Eve questions. Work through individual questions or ask a series of questions to Eve.
Type questions into the 'Talk to Eve' box, make sure to check the 'Using Files' box prior to sending the message, and select the needed documents for Eve to perform the query.
Some common questions to begin with:
Can you provide a brief summary of [each of] my document[s]?
What are the key facts of the case discussed in the document[s]?
Can you provide a timeline of the events in the document[s]?
What are the key legal issues raised in the document[s]?
💡 Pro Tip: Ask Eve questions just as you would another team member. Try to give clear instructions on what you want, and reference specific documents/details where possible.
Step 4: Suggestions
Work with Eve through follow-up questions or use the recommended suggestions. You can ask for more detail, specific quotes, and citations.
Some common follow-up questions:
Can you please expand on this summary? The first bullet point?
Can you go into more detail about this topic?
Can you provide direct quotes from my document to support your answer?
Can you provide a shorter/longer summary?
🚨 Note: If you are looking for relevant case-law as a follow-up, please use the “Legal Research” Skill. This will yield more accurate and relevant results.
Best Practices and Tips
Be specific
Where possible, use specific references to documents, arguments, etc. This will help give Eve more context for her answers.
Break large projects into small tasks
Eve is best suited to take on many small tasks, rather than one big ask. Ask Eve to perform a small task with each prompt, building through a series of questions and instructions to get the best performance.
For example - Don’t ask Eve to summarize multiple documents, provide potential claims, add possible rebuttals and give you future evidence needs all in one prompt, ask for each task individually.
Verify
Ask Eve to check her work. We encourage you to prompt Eve to give quotes, citations, or explain how she arrived at an answer. If something doesn’t look right, ask Eve to drill-in and correct any results.
Note: As with other Large Language Models (LLMs), Eve is not connected to the internet, is not trained to do complex mathematical calculations, and will not process complex images.
You can find even more best practices on working with Eve here.
By following these steps you should be able to analyze and review documents in a matter of minutes.
If you have any questions about conducting document review and analysis in the Eve platform, don't hesitate to reach out to our support team at support@eve.legal.