• NEW CASE
  • TASK SETUP
  • HUMAN REVIEW
  • READY TO WORK

How to create new legal matters with your AI

Connect Evolio to your AI client once. From there, you can handle case intake through a simple chat.

Ask AI about this page

Short answer

How do I start a new case with my AI?

Just tell your AI the details of the new matter. It will use Evolio to open the case and add any initial tasks you mention. You'll have a structured case ready for work immediately.

The results.

Where your work lands.

The AI handles the data entry so you can focus on the law.

NEW CASE

Matter is opened

The AI uses the case creation tool to set up the matter in your system. You get a clean, organized record without manual typing.

TASK SETUP

Initial tasks added

The AI populates the case with the specific to-do items you discussed. This ensures nothing gets missed during intake.

HUMAN REVIEW

You verify everything

The AI doesn't finalize or delete anything without your oversight. You check the created matter to ensure the details are correct.

READY TO WORK

Case is active

Once the AI finishes the setup, the matter is live in your workspace. You can immediately start billing or assigning work.

The workflow

What your AI does when a matter arrives.

The AI acts as your intake clerk, translating your conversation into structured data.

  1. Parse matter details

    Your AI listens to your description of the new client or legal issue. It extracts the names, dates, and case types needed for the record.

    create_case

  2. Initialize the case

    The AI sends the extracted information to your system to build the matter. This creates the formal container for all future work.

    create_case

  3. Assign first steps

    If you mention specific things that need to happen immediately, the AI builds those tasks right away. This keeps the momentum going.

    create_task

  4. Confirm setup

    The AI reports back to you that the case and tasks are ready. You then take over to manage the actual legal work.

    create_task

Try it

Copy these to start.

Use these prompts to kick off a new matter.

Starting points

These are just ways to start the conversation. Swap out the bracketed info with your actual client or case details.

Evolio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_vsGNJZe1RnXbVkZQzE48FRzC0MI3VAcw0FnkXoxt/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Evolio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "evolio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_vsGNJZe1RnXbVkZQzE48FRzC0MI3VAcw0FnkXoxt/mcp"
    }
  }
}
Copy into chat04

  • Create a new matter for the Smith litigation and add a task to file the initial complaint.

  • Open a new case for the Jones estate matter and set up a task to notify the beneficiaries.

  • I need to start a new case for the Acme Corp contract dispute. Please add a task to review the master agreement.

  • Set up a new matter for the Miller bankruptcy and create a task to pull the recent credit report.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Evolio once, then ask.

Click the link to connect the MCP to your preferred AI client. Your credentials stay encrypted and secure on our end.

Connect Evolio to your AI

FAQ

How the task behaves

  • 01

    Can the AI delete a case if I make a mistake?

    No. The AI only has tools to create cases and tasks. You must handle any deletions or edits manually in your system.

  • 02

    Does the AI need to know the case number beforehand?

    No. The AI creates the case for you, so it generates the record based on the details you provide in the chat.

  • 03

    Will the AI automatically assign tasks to my staff?

    No. The AI can create the tasks, but you are responsible for assigning them to specific team members in your software.

  • 04

    Can I create multiple tasks at once?

    Yes. You can list several requirements in a single prompt, and the AI will create each one as an individual task.

  • 05

    Does the AI see my entire case history?

    No. The AI only interacts with the specific tools provided to perform the actions you request during the session.

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