Create matter
clio_create_matterCreates a new legal matter in Clio by specifying client and description. Optionally sets a flat fee rate, which is applied automatically via the Clio API.
Instructions
Creates a new matter. client_id is required. If flat_rate_amount is supplied, the matter is created and then PATCHed with the custom_rate association — which is how Clio actually flips billing_method to flat (the top-level billing_method field is silently ignored on POST/PATCH; this is a confirmed Clio API quirk).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_id | Yes | Numeric id of the client contact this matter belongs to. | |
| description | Yes | Matter description / name shown in Clio. | |
| display_number | No | Custom matter number. If omitted Clio auto-assigns. | |
| practice_area_id | No | ||
| status | No | Open | |
| open_date | No | YYYY-MM-DD. | |
| responsible_attorney_id | No | Falls back to CLIO_DEFAULT_USER_ID if unset. | |
| originating_attorney_id | No | ||
| billable | No | ||
| flat_rate_amount | No | Set a flat fee for the whole matter. The server will POST the matter and then PATCH it with a custom_rate association (Clio creates the billable line item automatically). | |
| flat_rate_user_id | No | User the flat rate is attributed to. Defaults to responsible_attorney_id or CLIO_DEFAULT_USER_ID. |