Session Objective

Sam asked: Eve.legal now supports firm-built custom Lightning components in Litify (Marshall Hunt email 2026-06-10 + Eve tutorial video with quick-action URL and Visualforce markup). Load Litify skills, check Notion history, build Eve skills, and propose a build. Third component: Google Drive (firm's copy of client server files; where medical records live; Eve already reads it via read-only sync).

What Was Accomplished

Recon (live-validated against LITIFY_ORG)

• CaseSafeID__c from Eve's tutorial does not exist on Matter. But Salesforce_ID_18_Char__c (formula CASESAFEID(Id), created 2025-12-11 — likely the December Eve attempt) exists in metadata and is FLS-hidden from everyone (invisible to describe/SOQL). Fix is a permission set, not a new field.
• Sync_to_Eve_Legal__c = false on all 16,644 matters — Eve's native Litify sync never activated, and per Marshall's 2026-06-10 email it never will (Litify partnered with Supio and declined Eve). Firm-built embed is the official path.
• Case_Folder_Google_Drive__c (URL on Matter) populated on only ~134 of 16,644 matters.
• No existing Eve VF page, quick action, or LWC in the org. Matter record page: Collapsible_Matter_Page.
• Eve.legal Account in org: 001UV00000gA2RlYAK. Contact: marshall.hunt@eve.legal.

Salesforce build — STAGED, NOT DEPLOYED (go-live gated)

All under sail-litify/Litify_AI_Integration_Project/salesforce-metadata/force-app/main/default/:

1. lwc/eveMatterPanel/ — primary embed. Iframes https://app.eve.legal/matter_by_external_id?externalId={recordId}. LWC recordId is natively 18-char, so zero field dependency. Buttons: Open in Eve (new tab), Case Folder (Drive) when Case_Folder_Google_Drive__c is set. Configurable height (default 1100px). Targets: RecordPage + RecordAction.
2. pages/EveLegalMatter.page — Visualforce fallback per Eve tutorial, pointed at Salesforce_ID_18_Char__c.
3. cspTrustedSites/Eve_Legal — frame-src for app.eve.legal (required for LWC iframe in Lightning).
4. permissionsets/Eve_Legal_Access — read FLS on 18-char + Drive fields, edit on Sync flag, VF page access.
5. quickActions/litify_pm__Matter__c.Open_in_Eve — LWC quick action.

• Manifest: deploy/eve-embed-manifest.xml. Gated script: deploy/deploy-eve-embed.sh (validate-first). Runbook: docs/eve-legal-embed-build-2026-06-11.md. Check-only validation against prod was launched this session — confirm result before deploying.

Eve skills pack (new, committed in sail-templates)

sail-templates/Eve-Legal_project/Skills/ — five ready-to-paste prompts for Eve's in-app skill builder, closing the March 2026 quarterly-review action item ("Sam to build 4-5 additional skills"): letter-of-representation, policy-limits-letter, discovery-response-drafter, deposition-prep, client-update-call-prep + README with Eve loading steps and Marshall's prompt-tuning tips. All KY/MVA-specific, attorney-review mandatory.

Claude skill