create-matter
Create a new matter in Lawmatics, with support for attaching or matching existing contacts, associating companies, and auto-creating missing tags.
Instructions
Create a new matter (lead). By default this also creates a contact from first/last name. Pass contact_id to attach an existing contact, or match_contact_by to reuse a contact matched on email/name/phone (falls back to creating one). Pass company_id or company_name for a company matter. Tags that don't exist yet are created automatically.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tags | No | Tag names to attach (auto-created if missing). | |
| No | |||
| notes | No | Notes to create with the matter. | |
| phone | No | ||
| last_name | Yes | Client last name. | |
| case_blurb | No | Short case description. | |
| case_title | No | ||
| company_id | No | Create as a company matter for this company. | |
| contact_id | No | Attach an existing contact. Overrides match_contact_by. | |
| first_name | Yes | Client first name. | |
| company_name | No | Create as a company matter, matching the company by name. | |
| sub_status_id | No | From list-sub-statuses. | |
| match_contact_by | No | Reuse an existing contact matched on this attribute instead of creating a duplicate. | |
| practice_area_id | No | From list-practice-areas. |