API Reference

Create a ClientNote

post
https://api.vcita.biz/v3/clients/client_notes

Create a new note for a client matter

Available for Staff tokens

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Query Params
boolean
Defaults to false

If true, skips AI summary generation for this note. The note will be created with summary_status set to 'skipped'. Useful for batch imports, migrations, or when summary is not needed.

Body Params
string
required

Unique identifier of the client matter this note belongs to

string

The HTML or text content of the note. May contain HTML markup for rich text formatting (e.g., "

some note here
"). Can be empty. At least one of title or content must be provided.

string
required

Title for the note. Provides a brief heading or subject line for the note content. At least one of title or content must be provided.

string

Unique identifier of the entity this note is associated with (e.g., document, payment, meeting). Optional - omit if the note is not linked to any specific entity.

string
enum

Type of entity this note is associated with. Required if entity_uid is provided. Possible values: document (note linked to a document), payment (note linked to a payment), meeting (note linked to a meeting).

Allowed:
Responses

400

Bad Request - Malformed request or invalid syntax

401

Unauthorized - Invalid or missing authentication token

403

Forbidden - Insufficient permissions to create notes

404

Not Found - The specified matter was not found

Updated about 4 hours ago

Language
Credentials
Bearer
JWT
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Response
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application/json

Updated about 4 hours ago