create_matter
Create a new legal matter by specifying matter type ID and comma-separated client contact IDs; optionally set reference number, description, or status.
Instructions
Create a matter. matter_type_id: from list_matter_types (required). client_ids_csv: comma-separated contact IDs to set as clients (required). number: optional matter reference number.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| number | No | ||
| status | No | ||
| description | No | ||
| client_ids_csv | Yes | ||
| matter_type_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |