Create a matter
clio_create_matterWRITE: Open a new matter for an existing client contact. Requires the client's contact id and a description. Clio: POST /matters.json.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | No | Override the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default. | |
| status | No | Initial status (Clio defaults to open). | |
| billable | No | Whether the matter is billable. | |
| location | No | Location of the matter. | |
| client_id | Yes | The client contact's numeric Clio id. | |
| open_date | No | Open date (ISO-8601 date, YYYY-MM-DD). | |
| description | Yes | What the matter is, e.g. 'Smith v. Jones — lease dispute'. | |
| client_reference | No | The client's own reference for this matter. | |
| practice_area_id | No | Practice area id. | |
| originating_attorney_id | No | Originating attorney (user id). | |
| responsible_attorney_id | No | Responsible attorney (user id). |