Clio

Manage contacts, matters, and notes in Clio legal practice management

Actions11

Matter → Create

AI-generated

Summary

Create a Clio matter for a specified client, optionally setting its reference, open date, practice area, responsible attorney, and status. The node sends a POST request to Clio and returns the created matter data.

Inputs

  • Authentication (required) — Choose OAuth2 (default) or API Key credentials.
  • Description (required) — Matter description shown in Clio’s matter list.
  • Client ID (required) — Clio contact ID for the client; the node converts it to a number.
  • Additional Fields — Optional client reference, open date, practice area ID, responsible attorney ID, and status (Pending by default). IDs are sent as numbers; the other values are sent to Clio as provided.

Output shape

A single item containing the created matter data for each input item.

The response's data field is returned. If the request fails, the node throws an error unless Continue On Fail is enabled, in which case it returns an item with an error field.

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