Create note
clio_create_noteCreate a note on a matter or contact to memorialize client conversations. Notes appear in Clio's matter timeline and survive indefinitely.
Instructions
Creates a note on a matter or contact. Notes appear in Clio's matter timeline and survive indefinitely — appropriate for memorializing client conversations and AI-generated summaries.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| subject | Yes | Short title — visible in matter timeline. | |
| detail | Yes | Note body. Plain text or HTML. | |
| matter_id | No | ||
| contact_id | No | ||
| date | No | ISO 8601 timestamp. Defaults to now. |