search_matters
Find matters and cases in Clio using search by number or description, and filter by status or client.
Instructions
Search for matters (cases) in Clio practice management.
Requires Clio API token. Find open cases, filter by status or client.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | No | Search by matter number or description | |
| status | No | Filter by 'Open', 'Closed', or 'Pending' | |
| client_id | No | Filter by client contact ID |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||