# CloudLex Legal MCP MCP

> CloudLex Legal manages your entire personal injury practice. This MCP connects your AI agent to cases, clients, medical records, documents, liens, tasks, communications, and expenses within CloudLex Legal. It centralizes complex legal data management so you can run your whole caseload from a single prompt.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** case-management, personal-injury, legal-tech, medical-records, lien-tracking, client-communication

## Description

You manage an active law firm, meaning the data is everywhere: in patient files, internal spreadsheets, emails, and separate billing systems. This connector pulls everything into one place for your AI client to work with. Instead of jumping between six different tabs just to see if a settlement payment covers a specific medical lien or if a task was assigned to the right paralegal, you ask your agent directly. It consolidates access to case details, client contacts, documents like pleadings and evidence, medical treatment summaries, and financial data including court costs and expert fees. When you connect this MCP via Vinkius, your AI becomes an instant, comprehensive legal practice assistant for tracking matters and organizing records.

## Tools

### create_cloudlex_case
Opens a brand new legal matter in CloudLex Legal, setting up the case name, status, and practice area details.

### create_cloudlex_client
Adds a completely new contact record to your system, whether it's a client, witness, or opposing party.

### get_cloudlex_case
Retrieves all detailed information for one specific, known legal matter.

### get_cloudlex_client
Fetches complete profile details and contact info for a single client or contact record.

### get_client_cloudlex_cases
Lists every case associated with a specific existing client ID.

### list_cloudlex_cases
Provides a comprehensive list of all cases, allowing you to filter by status, practice area, or date range.

### list_cloudlex_clients
Lists all contacts in your database so you can find a client or opposing party by name or email address.

### list_cloudlex_communications
Retrieves a full log of correspondence, including emails and notes, for a specific case.

### list_cloudlex_documents
Generates a list of all official documents filed or associated with a particular legal matter.

### list_cloudlex_expenses
Shows every expense recorded for a case, such as court costs or expert witness fees.

### list_cloudlex_liens
Tracks and lists all financial liens—like medical bills or insurance claims—against the case settlement.

### list_cloudlex_medical_records
Pulls a list of medical treatment records, provider information, and associated billing summaries for a case.

### list_cloudlex_tasks
View all outstanding or completed tasks linked to a specific legal matter, including due dates.

### search_cloudlex_cases
Searches through your entire case history using general keywords instead of requiring exact filters.

### update_cloudlex_case
Modifies existing details on a legal matter, such as changing its status or adding notes to the file.

## Prompt Examples

**Prompt:** 
```
List all my open personal injury cases in CloudLex.
```

**Response:** 
```
I found 5 open personal injury cases in your CloudLex account: 1) Smith Auto Accident [Open] — John Smith, Auto Accident, 2) Jones Slip and Fall [Open] — Jane Jones, Premises Liability, 3) Williams Medical Malpractice [Open] — Robert Williams, Medical Malpractice, 4) Brown Workplace Injury [Open] — Sarah Brown, Workers' Compensation, 5) Davis Product Liability [Open] — Michael Davis, Product Liability.
```

**Prompt:** 
```
Show me all medical records for the Smith Auto Accident case.
```

**Response:** 
```
Found 8 medical records for Smith Auto Accident: 1) Emergency Room Visit — City Hospital, 04/15/2026, $2,500, 2) Orthopedic Consultation — Dr. Johnson, 04/20/2026, $450, 3) Physical Therapy Sessions (6) — Rehab Center, 04/25-06/15/2026, $1,800, 4) MRI Scan — Imaging Center, 04/22/2026, $1,200, 5) Follow-up Visit — Dr. Johnson, 05/15/2026, $350. Total medical expenses: $6,300.
```

**Prompt:** 
```
Create a new case for client John Smith called 'Smith v. ABC Corporation - Workplace Injury'.
```

**Response:** 
```
Case created successfully! 'Smith v. ABC Corporation - Workplace Injury' has been created and linked to client John Smith. Case status is set to Open, practice area is Workers' Compensation. You can now add documents, medical records, tasks, and track expenses for this case.
```

## Capabilities

### Establish new client contacts
Adds new individuals or companies to the database, classifying them as clients, opposing parties, witnesses, or providers.

### Generate full case portfolios
Retrieves every case and matter associated with a specific client ID across your firm's history.

### Audit case status and details
Fetches comprehensive information on any single legal matter, including its current operational status and practice area.

### Track financial records and claims
Lists all associated expenses for a case, alongside tracking specific medical liens or insurance claims against settlements.

### Access deep document history
Retrieves lists of documents attached to a matter, from initial pleadings to final settlement agreements.

### Manage legal tasks and communication logs
View assigned duties, due dates, and all correspondence (emails, calls, notes) related to any given case.

## Use Cases

### Onboarding a New Injury Case
A client walks in with an accident report. The user asks the agent to start everything: 'Create a new case for John Doe, and make him a client.' The agent uses `create_cloudlex_client` first, then immediately calls `create_cloudlex_case`, setting up all initial records automatically.

### Preparing for Mediation
You need to summarize the case's history for a mediator. The agent gathers everything: calling `get_client_cloudlex_cases` to confirm status, then pulling relevant communications using `list_cloudlex_communications`, and gathering all expenses with `list_cloudlex_expenses`.

### Checking on Settlement Payments
The insurance company paid a check. Before confirming the payout, you ask the agent to review the case finances by running `list_cloudlex_liens`. This tells you if any medical provider bills are still outstanding and need to be factored into the final tally.

### Investigating Old Files
You find an old file from 2018. You ask your agent, 'What happened with this client?' The agent doesn't just give a summary; it runs `get_client_cloudlex_cases` to see all past matters and can list the documents for any specific case.

## Benefits

- You stop digging through separate systems. Need to know the full financial picture? Your agent combines `list_cloudlex_expenses` with `list_cloudlex_liens`, giving you one view instead of two reports.
- Client intake is faster than ever. Instead of manually entering data, your agent handles both creating a new contact using `create_cloudlex_client` and immediately opening the first case file via `create_cloudlex_case`.
- Due diligence becomes instant. When reviewing a complex matter, you don't have to check five different tabs. You ask for the full history of communications and documents in one go, using tools like `list_cloudlex_communications` and `list_cloudlex_documents`.
- You never miss a deadline again. The agent checks both general tasks via `list_cloudlex_tasks` and case-specific statuses through `list_cloudlex_cases`, ensuring you track everything from the assigned attorney to the due date.
- Financial oversight is clearer. You can pull together all medical treatment records using `list_cloudlex_medical_records` and instantly cross-reference those costs against any outstanding financial liens via `list_cloudlex_liens`.

## How It Works

The bottom line is that your AI client acts as a single pane of glass over your entire legal practice management system.

1. First, subscribe to the CloudLex Legal MCP on Vinkius and enter your unique CloudLex API key into your AI client.
2. Second, tell your agent exactly what you need—for example, 'Show me all open personal injury cases for Smith.'
3. Third, the MCP executes the request by querying multiple internal services and returns a clean summary of the data directly to your chat interface.

## Frequently Asked Questions

**What features of CloudLex are available through this API?**
The API provides access to: Cases/Matters (CRUD operations), Contacts/Clients (create and list), Documents (list by case), Tasks (list by case), Medical Records (list by case), Liens (list by case), Communications (list by case), and Expenses (list by case). You can search cases by keyword, filter by status and practice area, and view all cases for a specific client.

**How do I get a CloudLex API key?**
Log in to your CloudLex account at cloudlex.com, navigate to Settings → Integrations or API Settings, and generate an API key. The key gives you access to your firm's case data, client information, documents, medical records, and expenses. Contact CloudLex support if you don't see the API option in your account.

**Can I create new cases and clients through the API?**
Yes! You can create new cases with case name, client assignment, status, practice area, and incident date. You can also create new contacts with first name, last name, email, phone, and contact type (Client, Opposing Party, Witness, Medical Provider, Expert). Use `create_cloudlex_case` and `create_cloudlex_client` tools for these operations.

**What types of contacts can I manage in CloudLex?**
CloudLex supports multiple contact types essential for personal injury practice: Clients (injured parties), Opposing Parties (defendants, insurance adjusters), Witnesses (eyewitnesses, expert witnesses), Medical Providers (doctors, hospitals, physical therapists), and Experts (medical experts, accident reconstructionists, economists). Each contact type can be linked to specific cases and communications.

**How do I search for cases using the `search_cloudlex_cases` tool?**
It searches across case details by keyword query. You don't need an exact status or client ID to find a matter; just knowing relevant keywords works.

**How can I view all cases associated with a single client using `get_client_cloudlex_cases`?**
You provide the client's specific contact ID. The function then retrieves every case or matter linked to that individual, giving you their full legal portfolio.

**How do I handle errors when running `update_cloudlex_case`?**
The API returns detailed error codes and messages. Always check the response body for specific status failures (like invalid IDs or required fields) to adjust your workflow.

**How do I track medical or insurance liens using the `list_cloudlex_liens` tool?**
This function retrieves all recorded financial claims against a settlement. You pass the case ID, and it lists every lien you need to monitor.