Overview

Eve is an AI-powered reporting assistant that allows users to ask financial and system-related questions using natural language.

Eve helps users quickly access insights, generate reports, and automate selected tasks using natural language.

Eve can be used in two ways:

1. Eve Chat
   Use Eve within Efimis to ask questions, analyse financial information and generate reports using natural language.
2. Eve Automation
   Send Eve an email from Outlook to perform supported actions such as drafting invoices, recording time, creating cost recoveries and generating reports without logging into Efimis.

At a Glance

Eve Chat

• Ask questions using natural language
• Generate reports
• Analyse financial data
• Ask follow-up questions
• Export results to Excel

Eve Automation

• Draft invoices
• Add time entries
• Create cost recoveries
• Generate reports
• Create requisitions

Choosing the right Eve experience: 
Use Eve Chat when you want to ask questions, analyse data or generate reports
Use Eve Automation when you want Eve to perform an action, such as drafting an invoice, recording time or creating a requisition.

Using Eve Chat

Eve Chat lets you ask questions and analyse information using natural language directly within Efimis.

Chat Capabilities

• Ask financial questions
• Analyse WIP, debtors and fees
• Generate Reports
• Ask follow-up questions
• Export results

Eve respects all system permissions

• Users only see data they are authorised to access
• Fee earners see their own matters + responsible/acting matters
• Team Leads can access team-level performance data

Getting Started

Step 1 – Access Eve 

You can open Eve in one of the following ways:

• Global Search Bar
• Reports Menu → Eve
• Shortcut: Shift + Enter

The chat panel opens on the right-hand side.

Step 2 – Open Chat

• Click Eve
• Suggested questions will appear
• Use expand icon (⤢) to open full screen

Step 3 – Ask a Question

Type a natural language query and press Enter

Example:

• “Which clients have the highest outstanding invoices?”
• “Show fees billed last month by fee earner”

Be specific for best results.

Step 4 – View Results

Eve will display:

• First 10 rows of results
• Source report link (for validation)
• Option to open full dataset

Step 5 – Export Results

• Click See All Results (XLS) to export to Excel
• Use copy button to copy data

Tips for Better Results

Be Clear and Specific

Better:

• “Show fees billed by fee earners last month”

Not ideal:

• “Show fees”

Use Contextual Keywords

Include key terms like:

• billed
• unbilled
• WIP
• debtor
• matter balance

Conversational Follow-ups

Eve supports follow-ups:

Example:

• “Show top 5 matters by debt”
• “Who is the person acting on those matters?”

Supported Topics

Not Currently Supported

• Fee earner budgets / targets
• General Ledger (P&L, Balance Sheet)
• Non-financial matter data
• Document retrieval

Managing Chats

Step 1 – Open Eve

Click ellipsis (⋯) in chat window

Step 2 – Choose Action

• New Chat
• Delete Chat
• View History
• Rename Chat

Full Screen Mode

• Click expand icon
• Previous chats appear on left panel

How to Disable Eve

Step 1 – Go to Settings

• Navigate to Settings
• Search: “Eve”

Step 2 – Disable Eve

• Toggle Enable Eve → OFF

Step 3 – Save Changes

• Click Save Changes

Eve will be removed from Global Search and Reports

Using Eve Automation by Email

Eve Email Address (Global Inbox) eve@ai.efimis.com

This inbox supports inbound AI requests.

You can send requests directly from Outlook without logging into Efimis.

Authentication

If Eve needs to verify your identity, you will receive a Login to your account email.

1. Click Login to your account .
2. Sign in with your Efimis credentials
3. You will see the message "Thank you. You are authenticated."
4. Eve will then process your email request.

Verification links remain valid for 12 hours. If the link expires, resend your request to receive a new one.

What You Can Ask Eve To Do

Eve Automation uses the same permissions as Efimis. Users can only access information, create records and perform actions they are authorised to use.

Available actions may vary depending on your permissions and firm configuration.

Requests can be written in plain English. Eve understands natural language and will extract the information required to complete the requested action.

Example Email Requests

Automation Responses

When you submit a request to Eve via Email, you will receive one of the following responses:

If More Information Is Required

Eve may ask you to provide missing information such as:

• Matter number
• Approver
• Amount
• Disbursement Code
• Supplier / Payee

Creating Requisitions with Eve

Eve can create standard Incurred Disbursement Requisitions directly from an email using existing Disbursement Codes, reducing manual data entry and streamlining approval workflows.

Creating a Requisition

When you email Eve to create a requisition, include the following information in your email:

• Matter
• Disbursement Code (if applicable)
• Approver
• Amount (where required)

Example Requests:

• Add CF to Matter 26 with approver Sarah Jones
• Create a Court Fee on Matter 26, approver Sarah Jones, for £150
• Create a payment requisition using disbursement code CF for Matter 26, approver Sarah Jones, amount £150

Eve will automatically:

• Identify you as the requester
• Validate the Matter
• Resolve the Disbursement Code
• Validate the Approver
• Determine whether an amount is required
• Create the requisition using the Disbursement Code defaults
• Email you a confirmation

Requirements

Learn More 

To learn more about requisitions, see Payment & Purchase Requests including:

• Requisition Types
• Approval Workflows
• Anticipated Disbursements
• Disbursement Codes

Coming Soon

Once Custom Approval Workflows are available, users will no longer need to specify an approver. Eve will automatically route requisitions through the appropriate approval workflow based on firm-defined rules.

Troubleshooting

Works for both Chat and Email.

If Eve doesn't understand your request:

1. Rephrase your request using simpler language.
2. Include relevant financial terms where possible.
3. Break complex requests into smaller questions.

If the issue persists:

• Contact your Support Team.
• Always verify critical financial information before taking action.

Eve can make mistakes — always verify critical financial data

Summary

Eve provides two complementary ways to work with Efimis:

Eve Chat 

Use natural language within Efimis to ask questions, analyse financial information, generate reports and export results. 

Eve Automation 

Send requests to Eve by email to perform supported tasks such as drafting invoices, recording time, creating cost recoveries, generating reports and creating requisitions (where enabled). 

Both experiences use the same Efimis security model, ensuring users can only access data and perform actions they are authorised to use.

Whether you're analysing information in Eve Chat or automating work through Eve Automation, Eve uses the same Efimis permissions to ensure secure, authorised access to data and actions.