# Evolio MCP MCP > Evolio MCP connects your AI client directly to your law firm's case management system. Manage everything—from filing new cases and tracking deadlines to retrieving specific client documents—using natural conversation. It lets attorneys and paralegals handle complex operational tasks without ever leaving their chat window. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** case-tracking, law-firm-operations, task-management, client-profiles, data-registry, legal-tech ## Description This connection lets you manage a law practice like it’s just another conversation. Instead of jumping through dashboards, clicking tabs, and hunting for PDF files, your AI agent handles the whole process based on natural language commands. You can ask about all active cases or get a full history of documents linked to a specific client simply by talking to your agent. It tracks tasks, updates case statuses, and even helps you create new records—all conversationally. By connecting this MCP through Vinkius, you bring the entire suite of Evolio tools into any AI-compatible client, making operational data available right where you're working. ## Tools ### check_evolio_status Verifies if your connection to the Evolio system is working correctly. ### create_case Generates and sets up a new legal case record in the system. ### create_task Adds a specific task with due dates and assignees to an existing case. ### get_case Retrieves all the detailed information for one specific, existing case file. ### get_client Fetches complete contact details and profile information for any client. ### get_task Gets detailed status and assignment info on a single task record. ### list_cases_by_status Generates a filtered list, showing only cases that match a specific status (e.g., active or pending). ### list_case_files Lists all documents that have been uploaded specifically to one case file. ### list_cases Provides a list of all cases currently tracked in the firm's system. ### list_client_files Lists all documents associated with an entire client profile. ### list_clients Provides a list of every client record the firm manages. ### list_tasks_by_case Lists every task that is currently linked to one specific case number. ### list_tasks Displays a comprehensive list of all open tasks across all cases. ### update_case Modifies details, status, or assigned attorneys for an existing case record. ## Prompt Examples **Prompt:** ``` Show all active cases and the pending tasks for the one with the nearest deadline. ``` **Response:** ``` Found 12 active cases. The nearest deadline is case 'Silva Immigration Petition' (case_4012, attorney: Dr. Kovář). Deadline: May 2, 2025 (6 days remaining). This case has 4 pending tasks: 1) 'Submit I-140 form' (due May 1, assigned: Jana). 2) 'Gather supporting documents' (due Apr 30, assigned: Tomáš). 3) 'Client interview prep' (due Apr 29, assigned: Dr. Kovář). 4) 'Translation verification' (due May 2, assigned: External). Would you like to create a new task or update the case status? ``` **Prompt:** ``` List all documents for client Maria Santos and the files attached to her residence permit case. ``` **Response:** ``` Client 'Maria Santos' (client_891) has 8 uploaded documents: passport scan, birth certificate (translated), employment contract, bank statements (3 months), university diploma, criminal record clearance, health insurance card, and photo ID. Her residence permit case (case_3987) has 5 linked files: application form (PDF), cover letter (DOCX), evidence bundle (PDF, 42 pages), embassy correspondence (PDF), and fee payment receipt. Would you like to review the case details or check task progress? ``` **Prompt:** ``` Create a new family law case for client Jan Novák and add a task to file the initial petition by next Friday. ``` **Response:** ``` Case created! ID: case_4028, Client: Jan Novák (client_234), Type: Family Law, Status: active, Assigned attorney: Dr. Procházková. Task created! ID: task_8901, Title: 'File initial petition', Due: May 2, 2025 (Friday), Assigned: Dr. Procházková, Linked case: case_4028. The case now appears in the active cases list. Would you like to add more tasks or upload documents? ``` ## Capabilities ### Manage Case Records Create new case files or retrieve full details on existing cases using simple prompts. ### Monitor Client History List all clients, view their contact information, and access every document uploaded for them. ### Track Litigation Progress Filter cases by status—active, pending, or closed—to focus only on what needs immediate attention. ### Handle Tasks and Deadlines Create new tasks linked to specific cases, or list all outstanding tasks assigned across the firm. ### Access Documents by Scope List files either for a specific client or directly from a given case file. ## Use Cases ### Quarterly Client Review A paralegal needs to prepare for a meeting. Instead of digging through multiple folders, they ask their agent to list_client_files for the client and then use get_case on the main file number. The agent presents a summary of all documents, making the preparation take minutes instead of hours. ### Handling a Scope Change The attorney realizes a case needs more work. They ask their agent to create_task for 'drafting expert witness questionnaire' and also use update_case to change the status from 'pending review' to 'active drafting'. Everything is logged instantly. ### Daily Task Sweep The administrator needs to know what’s due next. They prompt the agent for list_tasks, and then ask the agent to filter those tasks by case status using list_cases_by_status. This gives them a clear priority roadmap. ### New Matter Intake When a new client signs on, the paralegal asks to create_case for the matter and then uses get_client first to pull all contact details automatically, ensuring the record is complete from the start. ## Benefits - Stop switching between the Evolio dashboard and your AI client. You manage case details, list_cases_by_status, and create_task all in one chat window. It keeps you focused on the work, not the clicks. - Get a complete picture of who's who. Use get_client to pull contact info, then use list_client_files to instantly review every document for that client—all without opening a browser tab. - Stay ahead of deadlines by using list_tasks and list_cases_by_status. You can ask for all pending tasks across the firm or filter cases only by 'needs attention' status, making your day-to-day check much faster. - When you need to make changes, use update_case instead of logging in. Change a case's assigned attorney or status and confirm it instantly via conversation. - Gather all evidence easily. Need documents? You can list_case_files for a specific matter, or you can list_client_files to grab everything the client has ever provided. ## How It Works The bottom line is that you get an entire law firm's operational database available through conversational AI. 1. First, subscribe to this MCP and input your Evolio API Key in the Vinkius administration settings. 2. Next, point any compatible AI client at the connection. Your agent now has access to the full suite of legal tools. 3. Finally, prompt your agent using natural language commands, such as asking 'What tasks are pending for case X?' or 'List all documents for Client Y.' ## Frequently Asked Questions **How do I list all documents using list_client_files?** You simply ask your agent to run list_client_files for a given client ID. It aggregates every document ever uploaded, whether it’s related to one case or dozens. **Can I create multiple tasks at once with create_task?** Yes. You can prompt your agent to create several tasks for a single case ID in one go. It handles the batch creation, setting due dates and assignees correctly. **How does list_cases_by_status work?** It filters the entire caseload instantly. Just tell your agent which status you want to see—like 'archived' or 'pending'—and it provides a clean, filtered list. **What is the best way to get case details? Should I use get_case?** Use get_case when you know the specific case ID and need all associated data. It pulls the complete record—status, attorney, milestones—in one go. **How do I use `create_case` if I already have the client's ID?** You must include the client identifier when creating a new case. The tool requires specific parameters, like the assigned attorney and the case type, to register the matter successfully. **What are the limitations when using `update_case` to modify existing case data?** You can update most fields, such as status or deadlines. But you have to reference the correct Case ID; changing an incorrect record will change the wrong matter. **How do I check all pending actions for a specific matter using `list_tasks_by_case`?** This tool pulls every single task linked to one Case ID. It’s the fastest way to get an action item list without having to review every case record manually. **What information can I retrieve about a client using `get_client`?** The tool provides detailed contact info, associated case counts, and full profiles for the specific client ID you give it. This gives you a complete picture before starting any work. **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.