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Open a new matter (intake workflow)

clio_open_new_matter

Create 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

TableJSON Schema
NameRequiredDescriptionDefault
existing_client_idNoIf the client already exists in Clio, pass their contact id and skip the new_client_* fields.
new_client_kindNo
new_client_first_nameNo
new_client_last_nameNo
new_client_company_nameNo
new_client_emailNo
new_client_phoneNo
descriptionYesMatter description / name.
practice_area_idNo
responsible_attorney_idNo
flat_rate_amountNo
opening_note_subjectNoIf supplied, create a note on the new matter.
opening_note_detailNo
intake_task_nameNoIf supplied, create a Pending task on the new matter.
intake_task_due_atNoISO 8601 / YYYY-MM-DD.
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations provide readOnly=false and idempotent=false. The description adds that it creates multiple entities and returns a summary, which is valuable behavioral context beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences, zero waste. Efficiently communicates the core purpose and optional features.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity (15 parameters, no output schema), the description is too brief. It omits parameter semantics, prerequisites, and error conditions, leaving an agent underinformed for reliable invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is only 33% (5 of 15 params described). The description does not compensate by detailing parameters; it merely mentions optional note and task. Most parameters lack explanation.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the end-to-end intake workflow: creates/uses client, opens matter, optionally adds note and task. It distinguishes this composite tool from simpler siblings like clio_create_matter.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implicitly indicates this is for full intake, handling both new and existing clients. However, it does not explicitly contrast with alternatives or state when not to use it.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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