# Evolio MCP for AI Agents AI Agent Connect > Evolio is a legal practice MCP that lets you manage cases, clients, and tasks through natural conversation. It connects your law firm's data to your AI agent so you can check deadlines, find documents, and update case statuses without switching tabs. It's built for legal professionals who need to move faster. ## Overview - **Category:** document-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_vsGNJZe1RnXbVkZQzE48FRzC0MI3VAcw0FnkXoxt/ai-agent-connect - **Tags:** case-tracking, law-firm-operations, task-management, client-profiles, data-registry, legal-tech ## Description Evolio lets you stop digging through endless tabs to find a client's file or check a deadline. Instead of logging into a separate dashboard, you can just ask your AI agent to pull up the latest documents for a specific case or see which tasks are overdue today. It connects your firm's data directly to your workspace, so you can handle the heavy lifting of case management while staying focused on your clients. When you find yourself stuck in a sea of folders, this Connector pulls exactly what you need into the conversation. It's one of the many ways Vinkius makes it easy to bridge the gap between your specialized software and your daily AI workflow. You get a way to create new cases, update milestones, and track attorney assignments without ever leaving your chat interface. It handles the data retrieval so you can focus on the legal work. ## Tools ### list_tasks View every task across your entire firm in one view. Use this to identify bottlenecks in your team's workflow. ### list_client_files See all files associated with a specific client across all matters. This is great for comprehensive client reviews. ### list_clients Browse your entire client database to find specific people. Use this to manage your firm's portfolio. ### list_tasks_by_case See every task linked to a specific case for project tracking. It helps you see what's left to do on a matter. ### check_evolio_status Check if your connection to the Evolio platform is active. Use this to make sure your API key is working correctly. ### create_case Start a new legal matter by creating a case record. This includes setting the status and assigning an attorney. ### create_task Add a new to-do item to a specific case or your general list. It helps you keep track of specific deadlines. ### get_case Pull up all the details for a specific case record. This is useful for reviewing milestones and assigned staff. ### get_client View the contact info and profile for a specific client. Use this to get quick facts during a consultation. ### update_case Change the status, attorney, or deadlines for an existing case. It keeps your records current with one command. ### get_task Look up the details of a specific task. It shows you the due date and who is responsible for the work. ### list_cases_by_status See all your active, pending, or archived cases in one list. This helps you focus on what needs attention now. ### list_case_files See every document uploaded to a specific legal matter. This is the fastest way to find evidence or contracts. ### list_cases Get a full list of all cases currently in your system. Use this to get a bird's eye view of your firm's work. ## Prompt Examples **Prompt:** ``` What tasks are left for the 'Smith Immigration' case? ``` **Response:** ``` ### Tasks for 'Smith Immigration' | Task | Assigned To | Due Date | | :--- | :--- | :--- | | **Submit I-140 form** | Jana | May 1, 2025 | | **Gather documents** | Tomáš | Apr 30, 2025 | | **Client interview prep** | Dr. Kovář | Apr 29, 2025 | There are 3 pending tasks for this matter. Would you like me to update the status of any of these? ``` **Prompt:** ``` Show me all the documents for Maria Santos. ``` **Response:** ``` I found 8 documents for **Maria Santos**: * Passport scan * Birth certificate (translated) * Employment contract * Bank statements (3 months) * University diploma * Criminal record clearance * Health insurance card * Photo ID Would you like to see the files for a specific case instead? ``` **Prompt:** ``` Create a new family law case for Jan Novák and add a task to file the petition. ``` **Response:** ``` ### New Case Created * **Case ID:** case_4028 * **Client:** Jan Novák * **Type:** Family Law * **Status:** Active * **Attorney:** Dr. Procházková ### New Task Added * **Task ID:** task_8901 * **Title:** File initial petition * **Due:** Friday, May 2, 2025 * **Assigned To:** Dr. Procházková Everything is set up in Evolio. Do you need anything else for this new matter? ``` ## Capabilities ### Check case status See which cases are active, pending, or archived at any moment. ### Create new legal matters Add new cases to your system with specific attorneys and deadlines. ### Track firm tasks Create and view tasks linked to specific cases or your general workload. ### Access client files Pull up all documents associated with a client or a specific matter. ### Update case milestones Modify case statuses and assigned attorneys through simple text commands. ## Use Cases ### Quick deadline checks during client calls An attorney is on a call and needs to know the status of a specific case. They ask the agent to use list_cases_by_status to find active matters and then list_tasks_by_case to see what's due next. ### Gathering evidence for research A paralegal needs to find all documents for a specific client. They ask the agent to use list_client_files to get a full list of every file uploaded to that person's account. ### Onboarding a new legal matter A firm admin needs to start a new file. They tell the agent to use create_case to set up the matter and then create_task to add the initial filing requirements. ### Managing firm-wide task bottlenecks A law firm manager wants to see who is overwhelmed. They ask the agent to use list_tasks to see every task across the firm and identify which attorneys have the most pending work. ## Benefits - Stop hunting for files by using list_case_files to pull up every document for a matter instantly. - Keep your team on track by using create_task to add new to-dos while you're still in the middle of a meeting. - Get a clear view of your workload by using list_cases_by_status to filter for active or pending matters. - Update records on the fly using update_case to change attorney assignments or case milestones without opening a browser. - Access your entire client database quickly with list_clients to find contact info in seconds. - Stay on top of deadlines by using list_tasks_by_case to see exactly what's left to do for a specific legal matter. ## How It Works The bottom line is you get a conversational interface for your entire law firm's case management system. 1. Subscribe to the Evolio MCP on the Vinkius Marketplace. 2. Paste your Evolio API Key from your admin settings into your client. 3. Ask your AI agent to list cases, find files, or create tasks. ## Frequently Asked Questions **Can Evolio MCP help my law firm manage cases more easily?** Yes. It connects your Evolio account to your AI agent, allowing you to ask questions about your caseload, check statuses, and update details using plain English instead of navigating a dashboard. **How does Evolio MCP handle client documents?** It allows your AI agent to list and retrieve documents associated with specific clients or cases. You can quickly see what files are on hand during a consultation without searching through folders. **Can I use Evolio MCP to track attorney deadlines?** Absolutely. You can use it to view all tasks across the firm or filter tasks by specific cases to see exactly what needs to be done and by whom. **Is Evolio MCP good for paralegals?** It's a great tool for paralegals who need to quickly gather information. You can pull up client profiles and case files instantly to prepare for research or meetings. **How do I connect Evolio to my AI agent?** Once you subscribe on Vinkius, you just need to provide your Evolio API key. From there, your AI client can start interacting with your firm's data immediately. **Does Evolio MCP support multiple clients?** Yes, it can browse your entire client database and list files for any specific client you mention, making it ideal for multi-client practices. **Can I create new cases and tasks directly through the AI agent?** Yes! The `create_case` action accepts a JSON payload with client, case type, and initial status. The `create_task` action creates tasks linked to specific cases with description, due date, and assignee. Use `update_case` to modify case status, notes, or attorney assignments as the case progresses. **Can I filter cases by their current status?** Yes. The `list_cases_by_status` tool accepts a status parameter — 'active', 'pending', 'closed', or 'archived'. This lets you quickly focus on active matters requiring attention, review pending cases awaiting decisions, or audit closed cases for reporting. **Can I access client documents and case files through the AI agent?** Yes. Use `list_client_files` with a Client ID to retrieve all documents uploaded for that client. Use `list_case_files` with a Case ID to see all documents associated with a specific case. Both tools return file names, upload dates, and file types for easy reference.