Add note
clio_note_createCreate a note for a Clio matter or contact by specifying subject and detail. Preview the note first, then confirm with the preview token to save it.
Instructions
Adds a note to a matter or a contact (subject + text). Write operation – preview first, then confirm with the token from the preview.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | ||
| detail | 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 | ||
| matter_id | No | ||
| contact_id | No |