Upload new document (existing file)
clio_document_uploadUpload a local file as a new document into a Clio matter, defaulting to the Claude folder unless a folder is specified. Preview the upload, then confirm to save it.
Instructions
Uploads a local file as a new document into a matter. Without folder_id the document is stored in the "Claude" folder in the root of the matter's documents (created if it does not exist) – every document created by Claude belongs there. For new letters/filings first use clio_document_create_from_letterhead (letterhead), then this tool. Write operation – preview first, then confirm with the token from the preview.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| 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. | |
| file_path | Yes | Absolute path to the file | |
| folder_id | No | Specific folder; default the "Claude" folder in the matter | |
| matter_id | Yes | Matter ID | |
| document_category_id | No |