List matters
clio_list_mattersRead-onlyIdempotent
Retrieve a list of legal matters from Clio Manage with filters for status, client, practice area, and free-text search.
Instructions
Lists matters with optional filtering. Use query for free-text search across matter names, client_id to scope to a single client, and status to filter by lifecycle stage.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| status | No | Matter status. Clio enums are case-sensitive. | |
| client_id | No | Numeric Clio contact id of the client. | |
| practice_area_id | No | ||
| responsible_attorney_id | No | ||
| query | No | Free-text search across matter names and descriptions. | |
| updated_since | No | ISO 8601 timestamp — return matters updated after this time. | |
| fields | No | Override the default fields list. Default: id,display_number,description,status,open_date,close_date,pending_date,practice_area{id,name},client{id,name,type},responsible_attorney{id,name},originating_attorney{id,name},billable,billing_method | |
| limit | No | Max records to return across all pages. Capped by CLIO_MAX_PAGE_SIZE. | |
| page_size | No | Records per Clio API page (default from CLIO_DEFAULT_PAGE_SIZE). |