Open a new matter (intake workflow)
clio_open_new_matterCreate a new legal matter, optionally adding a client contact, opening note, and intake task. Returns a summary of what was created.
Instructions
End-to-end intake: creates the client contact (or uses an existing one), opens the matter, and optionally seeds an opening note and an intake task. Returns a summary of everything created.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| existing_client_id | No | If the client already exists in Clio, pass their contact id and skip the new_client_* fields. | |
| new_client_kind | No | ||
| new_client_first_name | No | ||
| new_client_last_name | No | ||
| new_client_company_name | No | ||
| new_client_email | No | ||
| new_client_phone | No | ||
| description | Yes | Matter description / name. | |
| practice_area_id | No | ||
| responsible_attorney_id | No | ||
| flat_rate_amount | No | ||
| opening_note_subject | No | If supplied, create a note on the new matter. | |
| opening_note_detail | No | ||
| intake_task_name | No | If supplied, create a Pending task on the new matter. | |
| intake_task_due_at | No | ISO 8601 / YYYY-MM-DD. |