create-note
Log AI summaries, findings, or follow-up items as notes on a Filevine case.
Instructions
Create a new note on a case. Useful for logging AI summaries, findings, or follow-up items.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| case_id | Yes | The Filevine project ID | |
| content | Yes | The note text content | |
| note_type | No | Type of note | general |