Clio

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

Actions11

Note → Get Many

AI-generated

Summary

Retrieve Clio notes, optionally filtering by matter ID. Return up to the configured limit or paginate through results, using either OAuth2 or API key authentication.

Inputs

  • Authentication (required) — Choose OAuth2 (default) or API Key and provide the corresponding Clio credentials.
  • Return All — Defaults to false. When enabled, fetches notes in pages of up to 200, stopping when Clio reports no next page, a page has fewer than 200 results, or 50 pages are reached.
  • Limit — Maximum number of notes to request when Return All is off; defaults to 50 and must be at least 1.
  • Filters → Matter ID — Restrict results to notes belonging to this matter. If omitted, no matter ID filter is sent.

Output shape

A list of note records, each returned as an n8n item.

Requests Clio's notes endpoint with fields id, subject, detail, matter, date, and created_at. With Return All off, the response data is returned as items up to the limit; with it on, paginated response data is combined into one list. API errors fail the operation unless Continue On Fail is enabled, in which case an item containing the error message is returned.

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