find_matching_clients
Fuzzy-search your firm's configured client list (SharePoint, Excel, or webhook) to find matching clients by name before linking a docket. Returns candidate matches for review.
Instructions
Fuzzy-search the firm's configured client list (SharePoint, Excel, or custom webhook) for clients matching a name or query. Requires CLIENT_SOURCE_TYPE to be configured. Use this to find candidate clients before linking a docket with link_docket_to_client.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Case name, party name, or client name to search for | |
| limit | No | Maximum number of candidate matches to return |