Create matter
clio_matter_createCreates a new Clio matter with client, description, and billing details. Preview first, then confirm with a token to write.
Instructions
Creates a new matter: client (client_id), description, status, billing method, responsible attorney (defaults to the signed-in user), practice area, custom fields. Write operation – preview first, then confirm with the token from the preview.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| status | 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. | |
| billable | No | ||
| location | No | ||
| client_id | Yes | ||
| open_date | No | ||
| description | Yes | ||
| billing_method | No | ||
| client_reference | No | ||
| practice_area_id | No | ||
| custom_field_values | No | ||
| originating_attorney_id | No | ||
| responsible_attorney_id | No |