Log communication
clio_communication_logLog a phone call or email to a Clio matter, with preview and confirm steps before saving. Records subject, body, date, sender/receiver.
Instructions
Logs a record of a phone call or an e-mail to a matter (subject, body, date, sender/receiver = user or contact). Write operation – preview first, then confirm with the token from the preview.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | ||
| type | Yes | ||
| confirm | No | confirm=true performs the write. Use it directly when the user's request contains everything needed; call without confirm (preview) only when you want to check the data first or something is unclear. | |
| subject | Yes | ||
| direction | No | outgoing = the user sends to the contact (default) | |
| matter_id | Yes | ||
| contact_id | No | The other party of the communication (contact) | |
| received_at | No | ISO date/time; defaults to now |