Clio

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

Actions11

Note → Create

AI-generated

Summary

Create a Clio note on the specified matter by sending its subject and detail, plus an optional date, to the Clio API. The operation uses the selected OAuth2 or API Key credentials and returns the created note data.

Inputs

  • Authentication — Choose OAuth2 (the default) or API Key; configure the corresponding Clio credentials.
  • Matter ID (required) — Clio matter ID to associate with the note; the node converts it to a number for the API request.
  • Subject (required) — Note subject or title.
  • Detail (required) — Note body text; plain text is supported.
  • Date — Optional note date. If omitted, the UI description says it defaults to today.

Output shape

A single JSON item containing the created note data returned by Clio for each input item.

The node posts the note to Clio and associates it with the specified matter. With Continue On Fail enabled, an item that errors instead returns a JSON object with an error message.

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