Overview

Eve is an AI Powered reporting assistant which allows you to use natural language to ask financial reporting related questions for quick answers.

Eve is accessible by users with the Accountant, Cashier, Manager and Partner role/permissions only. Lawyer role/permission does not have access to Eve.

TABLE OF CONTENTS

• Overview
  • What Eve can do?
  • Getting Started: How to use Eve
    • Access the Chat
    • Initiate your question
    • Managing your chats
  • How to interact with Eve
  • What to do when Eve doesn't understand

What Eve can do?

Eve can answer questions relating to financial information in the following reporting areas:

Aging Analysis: Aged WIP, Debtors, Disbursement etc.

Fee Analysis: Fees recorded, billed, collected, written off etc.

Matter Balances: Trust/client balances, debtor balances, WIP balances etc. 

Eve cannot currently provide answers in other areas, such as:
Fee earner budgets/target sets
General Ledger information such as Profit & Loss or Balance Sheet data
Documents or non-financial Matter information

Getting Started: How to use Eve

Access the Chat

Select Reports in the main menu. Eve is accessed by selecting Ask Eve, or simply type in the search box.

The Eve Chatbot will appear on the right hand side of the screen.  It will include some suggested questions.  

Use the Double Arrows in the top right to open the chat box to full screen

Initiate your question

Type a question into the chat box and click Enter.  For example: Which clients have the most outstanding invoices. 

Eve will display the results showing the first 10 rows (if there are more than 10).  

The the source report where Eve has retrieved the information can be viewed by clicking here (this will not show the results from your question).

To view the results in Excel, select See All results (XLS).

You can provide feedback on the results by clicking the thumbs up or thumbs down.

When you select the thumbs down, you will be prompted to provide some detail on the response.

This helps Eve learn and we review your feedback to better improve Eve

The results can be copied from the chat using the copy button.  

The Email option is not currently enabled

Managing your chats

You can start a new chat by selecting the ellipsis button at the top right of the screen and selecting New Chat.  You can also Delete the current chat. 

When the screen is expanded, your previous chats will appear on the left hand side.

Select the ellipsis button to delete a chat or rename the chat for future usage.

You can also start a new chat.

How to interact with Eve

Ask Clear, Concise Questions

When interacting with Eve, use natural language, just as you would with any other AI tool like ChatGPT. Keep your questions simple, direct and relevant to Eve’s capabilities to get the most accurate and useful responses.

Eve Works Best with Specific Queries

To get the best results, be as clear and specific as possible about the information you're seeking.

For example, asking “Show me fees” may return results that lack useful context. Instead, ask a more specific question like: "Show me the fees billed by fee earners for the last month."

This helps Eve understand the context and deliver more accurate results.

Use Relevant Terms

When you're looking for precise information, make sure to include specific terms in your question. For example, if you need data on unbilled or billed amounts, include those terms explicitly.

For example, asking “Show matters with cost recoveries over $100” may not return the expected results due to the lack of context. A better approach would be: “Show matters with unbilled cost recoveries over $100.”

This clearly defines the information you need and helps Eve provide more relevant results.

Eve is not currently conversational.  Each question is independent, so you cannot ask a question based from the previous question

What to do when Eve doesn't understand

Rephrase Your Query: If Eve doesn’t understand your question, you may receive a response like "Sorry, I am unable to answer this question. I can answer questions on selected reports. Would you like to try another question?"

Try asking in the question different way using different terms, or add extra context to your question. 

Use Keywords: Eve relies heavily on specific keywords. If your query is too complex or unclear, simplify your language to match keywords Eve can understand. 

Escalate to Support: If Eve isn't working as expected, contact our Support Team. 

AI can make mistakes.  Consider checking important information.