Search documents
clio_document_searchSearch Clio documents by matter, folder, contact, name, or category to retrieve metadata like id, size, version, and location; paginate results with a page token.
Instructions
Searches documents in Clio by matter (matter_id), folder (parent_id), contact, name (query) or category. Returns metadata including id, name, size, version and location. Paginates via page_token. For the contents of a folder use parent_id + scope=children.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Default 50 | |
| order | No | ||
| query | No | Text to search for in the document name | |
| scope | No | children = direct contents of the folder only, descendants = including subfolders | |
| matter_id | No | Matter ID | |
| parent_id | No | Folder (or document) ID | |
| contact_id | No | Contact ID | |
| page_token | No | ||
| document_category_id | No |