Do not modify, rename, archive, or delete any agent, template, skill, or library file in Eve that is attributed to a team member. Person attribution can appear as:
Team member names and tags that signal attribution. Treat any asset matching any of these as off-limits:
adam, abi, ak, alex, austin, brittany, christine, donna, hannah, hatcher, hollan, jeremy, jessica, jimmy, jh, jon, jordan, josh, jp, katie, kathy, matthew, mcdonald, nick, pulido, sam, sara, tb, terry, tingle, trent, whitney, wfh, wilson
If you are unsure whether an asset is person-attributed, leave it alone and flag it for Sam.
Do not click into the matters for Aaliyah Dailey or Brenda Murphy. Live work.
Eve has roughly 100 agents in the firm's library. The naming is inconsistent (some lowercase-hyphen, some title-case, some with initials, some without). Several agents are duplicates of each other (for example, two "demand-style-UIM" entries, two "Case Overview and Evaluation" entries, two near-duplicate medical-billing gap-analysis agents). The Central Library has duplicate copies of firm reference files (the "Library_Core_Rules.docx" appears twice in the "Demand Design and Rules" folder). The exemplar files paired with each demand agent are sometimes grade-mismatched, which causes Eve to draft long demands on small cases.
The case manager today could not find how to run a demand agent because the launch path is inside a matter, not from the Agents library. This is the single biggest team friction point and the runbook in this handoff fixes it.
Cleanup is additive, not subtractive. Create the clean canonical set alongside the existing 100 agents. The legacy agents stay. As the team adopts the new names, the legacy agents fall out of use organically. Sam personally decides when, if ever, to consolidate or retire any personally attributed asset.
Create these as new shared agents in Eve. None of these names overlap with existing person-attributed agents. If a name collision exists with a non-person-attributed asset, propose the collision to Sam before creating.
| Agent name | Case type | Notes |
|---|---|---|
| BI Demand | Third-party bodily injury | Default for MVA against at-fault driver |
| UM Demand | Uninsured motorist | First-party against client's carrier |
| UIM Demand | Underinsured motorist | First-party; default Grade A |
| Dog Bite Demand | Dog bite | KRS 258.235 strict liability |
| Premises Demand | Slip and fall, premises | Status of entrant, notice, open and obvious |
| Trucking Demand | Commercial motor vehicle | Run Trucking Company Research first |
| Commercial Demand | Commercial defendant, not trucking | Vicarious liability, no FMCSR |