canonical: https://jentic.com/apis/evolio.cloud/evolio

# Evolio API

Jentic publishes the only available OpenAPI specification for Evolio API, keeping it validated and agent-ready. Evolio is a legal practice management platform used to track law cases, subjects (clients and counterparties), and tasks. The API exposes 28 endpoints for creating cases (PripadSp), creating cases together with their subjects (PripadASubjektSp), bulk-creating case-subject relationships, and reading curated case product views. Endpoints are tenant-scoped via a {domain} server variable so each customer's data stays in its own subdomain.

## For AI agents

Create law cases, link subjects, and read case-product views inside an Evolio legal practice management tenant via 28 OAuth2-secured endpoints.

## Scope

Does not handle billing, time tracking, or document storage - use for case intake, subject linkage, and case-product reference reads only.

## Capabilities

- Create a legal case via `/method/ActionZalozitPripadSp`
- Create a case together with its subject in one call via `/method/ActionZalozitPripadASubjektSp`
- Bulk-create cases with multiple subjects via `/method/ActionZalozitVPripadySubjektySp`
- Read curated views of case-product types and statuses via /CPripadyProduktyDruhy and /CPripadyProduktyStavy
- Inspect subject-product relationships via /CPripadySubjektyProduktyDruhyVw and related views
- Operate per-tenant by setting the {domain} server variable for the customer subdomain

## Use cases

### Case Intake Automation

Law firms intake new matters through web forms, email, or partner referrals. The Evolio `/method/ActionZalozitPripadSp` endpoint lets an agent open a new case with the right product type and status, while `/method/ActionZalozitPripadASubjektSp` can create both the case and its subject in a single call so a client and matter spin up together with no double entry.

Example prompt: POST `/method/ActionZalozitPripadASubjektSp` with the new client's name and the matter type to create both records in one call

### Bulk Migration of Cases and Subjects

Firms migrating from a legacy system into Evolio need to import historical cases with their associated clients and counterparties. The `/method/ActionZalozitVPripadySubjektySp` endpoint accepts batched case-subject combinations, letting an agent ingest a CSV export and create the relationships in fewer round trips than per-row inserts.

Example prompt: Read 500 rows from migration.csv and POST `/method/ActionZalozitVPripadySubjektySp` with the batched case-subject payload

### Configuration-Driven UI

Internal portals that wrap Evolio surface dropdowns for case product types and statuses. The view endpoints /CPripadyProduktyDruhy and /CPripadyProduktyStavy expose those reference lists so a portal can render selects without hard-coding values, and the catalog stays consistent across web, mobile, and agent-driven flows.

Example prompt: GET /CPripadyProduktyDruhy and /CPripadyProduktyStavy at portal start-up and cache the responses for case-creation forms

### AI Legal Intake Assistant via Jentic

An AI assistant inside a law firm intakes new matters from Slack or email, identifies the client, and opens the right Evolio case automatically. Jentic exposes the Evolio create-case operations as MCP tools so the agent searches by intent and executes without staff ever touching the Evolio UI.

Example prompt: Use Jentic search 'create a new evolio case with subject' to find `/method/ActionZalozitPripadASubjektSp`, load schema, and execute on intake messages

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| POST | `/method/ActionZalozitPripadSp` | Create a new case |
| POST | `/method/ActionZalozitPripadASubjektSp` | Create case + subject in one call |
| POST | `/method/ActionZalozitVPripadySubjektySp` | Bulk-create case-subject relationships |
| GET | `/CPripadyProduktyDruhy` | List case-product types |
| GET | `/CPripadyProduktyStavy` | List case-product statuses |
| GET | `/CPripadyProduktyVw` | Combined case-product view |
| GET | `/CPripadySubjektyProduktyDruhyVw` | Case-subject-product type view |

## Key resources

- **method** — Action endpoints to create cases and case-subject combinations
- **CPripadyProduktyDruhy** — View of case product types
- **CPripadyProduktyStavy** — View of case product statuses
- **CPripadyProduktyVw** — Combined case-product view
- **CPripadySubjektyProduktyDruhyVw** — Case-subject-product type relationship view

## Why Jentic

- **Setup:** Wiring the Evolio API by hand means running its OAuth2 authorization-code flow, filling in your {domain}.evolio.cloud host, and decoding the Czech-named case and subject methods yourself. Through Jentic you install once, import the Evolio API from the API Directory, store the OAuth client once, and your agent calls it.
- **Permission scoping:** Evolio sends its case and subject data through request-body payloads on its method operations rather than URL path ids, so scope the agent to the operations it needs, such as case intake and reading case-product references, rather than to one record. You choose the operations it may call, so a write like creating a case is not included unless you add it.
- **Credential handling:** Your Evolio OAuth client and refresh token are stored once, encrypted, by your own Jentic One instance and injected at execution time. They never enter the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'create a new evolio case' or 'read case product types', and Jentic returns the matching Evolio operation with its input schema so the agent calls the right endpoint without reading the Czech-language method names in the spec.

## Related APIs

- **Filevine API** — Filevine offers cloud legal case and project management with a richer document workflow.
- **Zoho API** — Zoho's CRM and people products complement Evolio's matter focus.
- **Xodo Sign (Eversign) E-Signature API** — E-signature workflows for engagement letters and case documents.

## FAQ

### Why is there no official OpenAPI spec for Evolio API?

Evolio does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Evolio API via structured tooling. It is validated against the live API and kept up to date. Get started with Jentic One, the self-hosted execution layer.

### What authentication does the Evolio API use?

Evolio uses OAuth2 with the authorization-code flow (oAuth2AuthCode scheme). Through Jentic, the OAuth client and refresh token sit in your Jentic One instance and Jentic injects an access token at call time so the agent never sees the secret.

### Can I create a case and its subject in a single Evolio API call?

Yes. POST `/method/ActionZalozitPripadASubjektSp` accepts both the case and subject payload and creates the linked records together, removing the need for two round trips during intake.

### What are the rate limits for the Evolio API?

The OpenAPI spec does not declare quantitative rate limits; Evolio applies tenant-level throttling. Watch for 429 responses and Retry-After headers and confirm your tenant's allowance with Evolio support before bulk migrations.

### How do I open a new case through Jentic?

Run pip install jentic, then await client.search('create a new evolio case'), client.load, client.execute. Jentic returns POST `/method/ActionZalozitPripadSp` with the case payload schema wired in for the agent to fill.

### How do I target a specific Evolio tenant subdomain?

The base URL is https://{domain}.evolio.cloud/emap; set the {domain} server variable to the customer's subdomain (default 'demo' in the spec) before calling any endpoint, so requests reach the right tenant.

### Can I limit what my agent is allowed to do with the Evolio API?

Yes. Because Jentic One is self-hosted by you, your own rules decide which Evolio operations and credentials the agent may use. You can scope it to just the operations it needs, such as reading case-product references through /CPripadyProduktyDruhy and /CPripadyProduktyStavy, without granting the write operations that create records. A write like creating a case via `/method/ActionZalozitPripadSp` or `/method/ActionZalozitPripadASubjektSp` is only available to the agent if you explicitly add it.