New document from letterhead
clio_document_create_from_letterheadCreate a new document in a Clio matter from a letterhead or template, insert your text, and upload it to the matter folder.
Instructions
Creates a new document in a matter from a letterhead / template (Document Template in Clio): selected by template_id or template, otherwise by configuration (user → template map, default template, kind=internal → internal template). RECOMMENDED APPROACH (works everywhere, even without disk access): pass the finished text in the content parameter – the server inserts it into the letterhead (docx) and uploads it to the "Claude" folder in the matter (preview, then confirm with the token). content format: empty line = empty paragraph; '# ' / '## ' / '### ' = Heading 2/3/4 of the template; bold; '[ 1. ] text' = numbered paragraph (number in the margin, text with a hanging indent); 'Label:: text' = bold label + tab; '- ' bullet; '\t' tab; '---pagebreak---' page break; ':::center text' centred, ':::right text' right-aligned. Follow the user's conventions for the document structure (addressee, reference numbers, date, heading, enclosures) if they state them. Alternatives: without content, mode='download' only downloads the template for manual editing (Cowork with a connected folder); mode='automation' lets Clio generate the document via Document Automation. Without a letterhead only with without_letterhead=true. Do not create empty documents: if the user has not provided the text (and the document type, addressee, matter), ask before calling this tool. mode='download' serves only a user who will edit the file in a connected folder (Cowork) – never download a template just to upload it unchanged. Choose filename from the document type and addressee (e.g. 'Letter_to_opposing_counsel_2026-10-03.docx') unless the user names it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | No | user = letterhead of the signed-in user (default), internal = internal template | |
| mode | No | download (default) = download the template for editing; automation = generate in Clio via Document Automation | |
| 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. | |
| content | No | Finished document text (markdown-lite, see description). If provided, the server fills the letterhead and uploads the document to Clio. Never pass empty or placeholder text – if the user has not said what the document should contain, ask first. | |
| formats | No | Automation only: original = template format (docx), pdf; default ['original'] | |
| filename | Yes | Name of the new document including the extension, e.g. 'Statement of defence.docx' | |
| template | No | Template name or name prefix (overrides automatic selection); alternative to template_id | |
| matter_id | Yes | ID of the matter the document belongs to | |
| target_dir | No | Custom target folder on the PC (absolute path), e.g. a folder connected in Cowork; default work folder/matter | |
| template_id | No | Explicit template id (overrides automatic selection) | |
| keep_local_copy | No | true = also save the filled file to the work folder (default true) | |
| without_letterhead | No | true = do not use a template (only returns instructions for uploading a plain file) |