Clio Manage
API integration

list_all_clio_manage_activities

List Clio Activities: time entries, expense entries, hard/soft cost entries, and fixed fees. Filter by matter, user, task, date range, status, and entry type. Returns type, date, quantity, price, total, and billing state. Max 200 per page.

create_a_clio_manage_activity

Create a new Clio Activity — a TimeEntry, ExpenseEntry, HardCostEntry, SoftCostEntry, or FixedFee. Returns the created record: id, type, date, quantity, price, total, note. Billable entries on matters requiring UTBMS codes must carry them or the call returns 422. Required: data.

get_single_clio_manage_activity_by_id

Get a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns the record's id, type, date, quantity, price, total, note, and its matter and user associations. Required: id.

update_a_clio_manage_activity_by_id

Update a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns the updated record: id, type, date, quantity, price, total, note, non_billable. Billable entries on matters requiring UTBMS codes must carry them or the call returns 422. Required: id, data.

delete_a_clio_manage_activity_by_id

Delete a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_activity_rates

List all Clio ActivityRates. Returns each rate with id, rate, flat_rate, user, group, and timestamps. Max 200 per page.

create_a_clio_manage_activity_rate

Create a new Clio ActivityRate. Returns the created ActivityRate with id, rate, flat_rate, and timestamps. Required: data.

get_single_clio_manage_activity_rate_by_id

Get a single Clio ActivityRate by id. Returns the ActivityRate with id, rate, flat_rate, user, group, and timestamps. Required: id.

update_a_clio_manage_activity_rate_by_id

Update a Clio ActivityRate by id. Returns the updated ActivityRate with id, rate, flat_rate, and timestamps. Required: id, data.

delete_a_clio_manage_activity_rate_by_id

Delete a Clio ActivityRate by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_activity_descriptions

List all ActivityDescriptions (custom Time Entry templates) in Clio. Returns each record's id, name, rate, currency, and groups. Supports optional filters; no parameters are required.

create_a_clio_manage_activity_description

Create a new ActivityDescription (custom Time Entry template) in Clio to standardize and pre-fill time entry notes. Returns the created record including id, name, rate, currency, and groups.name). Required: data.

get_single_clio_manage_activity_description_by_id

Get a single ActivityDescription (custom Time Entry template) in Clio by id. Returns: id, etag, name, description, visible_to_co_counsel, created_at, updated_at, type, utbms_activity_id, utbms_task_name, utbms_task_id, xero_service_code, accessible_to_user, category_type, currency, groups, rate, utbms_task, utbms_activity. Required: id.

update_a_clio_manage_activity_description_by_id

Update a single ActivityDescription in Clio by id. Returns the updated record including id, name, rate, currency, and groups. Required: id, data.

delete_a_clio_manage_activity_description_by_id

Delete an ActivityDescription (custom Time Entry template) in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_allocations

List Clio Allocations, the records that link Payments and Credit Notes to Bills. Filter by bill_id, matter_id, contact_id, parent_id, or date range. Returns amount, interest, date, and the linked bill.

get_single_clio_manage_allocation_by_id

Get a single Clio Allocation by id, the record that links a Payment or Credit Note to a Bill. Returns amount, interest, date, voided_at, and the linked bill, matter, and contact. Required: id.

list_all_clio_manage_bank_accounts

List Clio bank accounts, which mirror the firm's accounts at its financial institution. Returns name, type, balance, currency, institution, and account details.

create_a_clio_manage_bank_account

Create a new Clio bank account that mirrors the firm's account at its financial institution. Returns the created account with id, name, type, balance, and timestamps. Required: data.

get_single_clio_manage_bank_account_by_id

Get a single Clio bank account by id. Returns name, type, balance, currency, institution, holder, and account details. Required: id.

update_a_clio_manage_bank_account_by_id

Update a Clio bank account by id, such as its name, account number, or default-account flag. Returns the updated account with id, name, type, balance, and timestamps. Required: id, data.

delete_a_clio_manage_bank_account_by_id

Delete a Clio bank account by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_bank_transactions

List bank transactions in Clio, filterable by bank account, client, matter, type, reconciliation status, and created/updated time. Returns each transaction's id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at.

create_a_clio_manage_bank_transaction

Create a new bank transaction in Clio. Returns the created transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: data.

get_single_clio_manage_bank_transaction_by_id

Get a single bank transaction in Clio by id. Returns the transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: id.

update_a_clio_manage_bank_transaction_by_id

Update a single bank transaction in Clio by id. Returns the updated transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: id, data.

delete_a_clio_manage_bank_transaction_by_id

Delete a single bank transaction in Clio by id. Returns an empty 204 response on success. Required: id.

get_single_clio_manage_bank_transfer_by_id

Get the data for a single BankTransfer in Clio by id. Returns the BankTransfer record including its id. Required: id.

create_a_clio_manage_matter_transfer

Create a new MatterTransfer in Clio to move funds between a source and destination matter. Returns: id, etag, description, amount, type, date, primary_authorizer, secondary_authorizer, created_at, updated_at, source_matter, destination_matter, client, bank_account. Required: data.

get_single_clio_manage_matter_transfer_by_id

Get the data for a single MatterTransfer in Clio by id. Returns: id, etag, description, amount, type, date, primary_authorizer, secondary_authorizer, created_at, updated_at, source_matter, destination_matter, client, bank_account. Required: id.

update_a_clio_manage_matter_transfer_by_id

Update a single MatterTransfer in Clio by id. Returns the updated MatterTransfer's id and matter details (id, display_number, redaction status). Pass etag in the data object for optimistic concurrency control. Required: id, data.

list_all_clio_manage_bill_themes

List all Clio BillThemes. Returns each theme's id, name, default, config, and timestamps. Filter by created_since, updated_since, or ids. Max 200 records per page.

update_a_clio_manage_bill_theme_by_id

Update a single Clio BillTheme by id. Returns the updated BillTheme with id, name, default, config, and timestamps. Optionally pass the record's etag in the IF-MATCH header to update only if it still matches. Required: id, data.

list_all_clio_manage_billable_clients

List Billable Clients in Clio: clients with outstanding Bills on their matters. Filter by client_id, matter_id, attorneys, unbilled-activity date range, custom field values, and status. Returns unbilled_hours, unbilled_amount, and amount_in_trust. Max 25 per page.

list_all_clio_manage_billable_matters_ids

List the unique identifiers of all billable matters in Clio. Returns each record's id plus its matter object (matter.id, display_number, and the redacted flag shown when the caller lacks full Matter access). No required parameters; results are retrieved asynchronously.

list_all_clio_manage_billable_matters

List Clio billable matters: matters that have unbilled activities. Filter by client, matter, attorneys, matter status, and unbilled-activity date range. Returns display_number, client, unbilled_hours, unbilled_amount, and amount_in_trust.

list_all_clio_manage_bills

List bills in Clio — statements of what a firm's clients owe for a billing period, including fees, expenses, and taxes. Returns: id, number, state, due_at, issued_at, balance, created_at, updated_at.

clio_manage_bills_preview

Get the pre-rendered HTML preview of a Clio Bill, including the CSS it needs, for display in an iframe. Clio documents no response fields for this endpoint. Required: bill_id.

clio_manage_bills_mark_as_sent

Record that a Clio Bill was sent to the client, by LEDES eBilling, postal mail, manual email, or another method. Marking a sent Bill again adds another sent event. Pass the method as the sent_method query parameter. Clio returns no response body on success. Required: bill_id.

get_single_clio_manage_bill_by_id

Get a single Clio Bill by id. Returns number, state, kind, issued_at, due_at, total, balance, paid, and tax fields. Use the fields parameter to choose which fields are returned. Required: id.

update_a_clio_manage_bill_by_id

Update a single Clio bill by id — e.g. its memo, number, due_at, discount, interest, tax_rate, or state. Returns the updated bill with id, number, state, due_at, issued_at, and balance. Required: id, data.

delete_a_clio_manage_bill_by_id

Delete or void a Clio bill by id. Only bills with no recorded payments qualify: draft or awaiting-approval bills are transitioned to deleted, unpaid bills to void. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_calendar_entries

List Clio calendar entries (appointments and deadlines) across calendars you can view, with filters for calendar, matter, event type, date range, recurrence expansion, and text search. Returns entries with id, summary, description, start_at, end_at, all_day, attendees, matter, and time_entries.

create_a_clio_manage_calendar_entry

Create a new Clio calendar entry (appointment or deadline) on a calendar. Returns the created entry with id, summary, description, start_at, end_at, location, all_day, recurrence_rule, attendees, matter, and time_entries. Dates before January 1, 1900 UTC are pulled forward to 1900. Required: data.

get_single_clio_manage_calendar_entry_by_id

Get a single Clio calendar entry (appointment or deadline) by id. Returns the entry with id, summary, description, start_at, end_at, location, all_day, recurrence_rule, attendees, matter, and time_entries. Required: id.

update_a_clio_manage_calendar_entry_by_id

Update a single Clio calendar entry by id. Returns the updated entry with its summary, start and end times, location, attendees, and matter. Required: id, data.

delete_a_clio_manage_calendar_entry_by_id

Delete a Clio calendar entry by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_calendar_entry_event_types

List all Clio calendar entry event types. Returns records with id, etag, created_at, and updated_at. Up to 200 per page.

create_a_clio_manage_calendar_entry_event_type

Create a new calendar entry event type in Clio. Returns: id, etag, created_at, updated_at. Required: data.

get_single_clio_manage_calendar_entry_event_type_by_id

Get a single calendar entry event type in Clio by id. Returns: id, etag, created_at, updated_at. Required: id.

update_a_clio_manage_calendar_entry_event_type_by_id

Update a single Clio calendar entry event type by id. Returns: id, etag, created_at, updated_at. Required: id, data.

delete_a_clio_manage_calendar_entry_event_type_by_id

Delete a single Clio calendar entry event type by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_calendars

List all Calendars in Clio — the firm AccountCalendar, personal UserCalendars, and manually created AdhocCalendars. Returns each calendar's id, name, type, color, visible, and etag. Filter by type, owner, source, visibility, writeability, or created/updated time; max 200 per page.

create_a_clio_manage_calendar

Create a new Clio Calendar (an AdhocCalendar). Returns the created calendar's id, name, type, color, visible, and etag. Required: data.

get_single_clio_manage_calendar_by_id

Get a single Clio Calendar by id. Returns the calendar's id, name, type, color, visible, and etag. Supports ETag revalidation and returns 304 Not Modified when the calendar is unchanged. Required: id.

update_a_clio_manage_calendar_by_id

Update a single Clio Calendar by id, changing its name, color, default visibility, or visibility source. Returns the updated calendar's id, name, type, color, visible, and etag. A stale ETag (IF-MATCH) returns 412 Precondition Failed. Required: id, data.

delete_a_clio_manage_calendar_by_id

Delete a single Clio Calendar by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_safe_custody_packets

List safe custody packets in Clio. Returns each packet's custom_number, description, contact, location, created_on, and timestamps. Filter by contact_id, created_since, updated_since, or ids.

create_a_clio_manage_safe_custody_packet

Create a new safe custody packet in Clio. Returns the created packet including id, custom_number, description, contact_id, and created_on. Required: data.

get_single_clio_manage_safe_custody_packet_by_id

Get a single safe custody packet in Clio by id. Returns custom_number, description, contact, location, created_on, and timestamps. Required: id.

update_a_clio_manage_safe_custody_packet_by_id

Update a single safe custody packet in Clio by id. Returns the updated packet including id, custom_number, description, contact_id, and created_on. Required: id, data.

create_a_clio_manage_record_state_change

Transition the custody state of a Clio safe custody record (held, temporarily_removed, or removed). The change is stored as a new SafeCustodyRecordState and returned with state, reason, and date. Unsupported transitions return 422. Required: record_id, data.

list_all_clio_manage_safe_custody_records

List safe custody records in Clio. Returns records including id, created_at, updated_at, and their bill reference. Filterable by created_since, ids, packet_id, state, and updated_since. Max 200 per page.

create_a_clio_manage_safe_custody_record

Create a new safe custody record in a Clio safe custody packet. Returns the created record including id, created_at, updated_at, and its bill reference. Required: data.

get_single_clio_manage_safe_custody_record_by_id

Get a single Clio safe custody record by id. Returns the record including id, created_at, updated_at, and its bill reference. Required: id.

update_a_clio_manage_safe_custody_record_by_id

Update a single Clio safe custody record by id. Returns the updated record including id, created_at, updated_at, and its bill reference. Required: id, data.

list_all_clio_manage_safe_custody_locations

List all SafeCustodyPacketLocations in Clio. Returns each location's id, name, etag, created_at, and updated_at. Supports created_since, updated_since, and ids filters; max 200 per page.

create_a_clio_manage_safe_custody_location

Create a new SafeCustodyPacketLocation (safe custody location) in Clio, passing the location's fields inside a data object. Returns the created location with its id, name, etag, created_at, and updated_at. Required: data.

list_all_clio_manage_clio_payments_links

List all Clio Payments payment links in Clio, filterable by expiry state and created/updated time. Returns each link's id, etag, expired state, and created_at and updated_at timestamps.

create_a_clio_manage_clio_payments_link

Create a new Clio Payments payment link in Clio. Returns the created link's id, etag, expired state, and created_at and updated_at timestamps. The link duration cannot exceed 7776000 seconds (90 days). Required: data.

get_single_clio_manage_clio_payments_link_by_id

Get the data for a single Clio Payments payment link in Clio by id. Returns the link's id, etag, expired state, and created_at and updated_at timestamps. Required: id.

update_a_clio_manage_clio_payments_link_by_id

Update a single Clio Payments payment link in Clio; setting expired immediately deactivates the link. Returns the updated link's id, etag, expired state, and created_at and updated_at timestamps. Required: id, data.

list_all_clio_manage_clio_payments_payments

List Clio Payments payments, which record funds transferred from a client to the firm. Returns amount, state, confirmation_number, contact, and the linked bills and matters. Filter by bill_id, contact_id, ids, and state.

get_single_clio_manage_clio_payments_payment_by_id

Get a single Clio Payments payment by id. Returns amount, state, confirmation_number, contact, and the linked bills and matters. Required: id.

list_all_clio_manage_communications

List all logged phone calls and emails (communications) in Clio, filterable by matter, contact, user, date, or type. Returns each communication's id, type, subject, body, received_at, and senders. Max 200 per page.

create_a_clio_manage_communication

Create a new Communication (a logged phone call or email) in Clio. Returns the created communication including id, type, subject, body, received_at, matter, senders, and receivers. Required: data.

get_single_clio_manage_communication_by_id

Get a single Communication (a logged phone call or email) in Clio by id. Returns the communication including id, type, subject, body, received_at, matter, senders, and receivers. Required: id.

update_a_clio_manage_communication_by_id

Update a single Communication (a logged phone call or email) in Clio by id. Returns the updated communication including id, type, subject, body, received_at, matter, senders, and receivers. Required: id, data.

delete_a_clio_manage_communication_by_id

Delete a single Communication (logged phone call or email) in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_contact_email_addresses

List all email addresses associated with a Contact in Clio. Returns: id, etag, address, name, primary, created_at, updated_at. Required: contact_id.

list_all_clio_manage_contact_phone_numbers

List all phone numbers associated with a Clio contact. Returns each phone number's id, created_at, updated_at, and a redacted flag when the association's fields are permission-redacted. Max 200 per page. Required: contact_id.

list_all_clio_manage_contacts

List all Contacts in Clio Manage: clients, prospective clients, companies, and external co-counsels. Returns each contact with id, name, type, primary email address, primary phone number, and custom_field_values. Index actions are capped at 200 results per request.

create_a_clio_manage_contact

Create a Contact in Clio Manage: a client, prospective client, company, or co-counsel. Returns the created contact with name, type, and contact details. For a Person, send first_name and last_name (or name); Clio returns 422 if it cannot infer the name parts. Required: data.

get_single_clio_manage_contact_by_id

Get a single Contact by id in Clio Manage: a client, prospective client, company, or external co-counsel. Returns id, name, type, primary email address, primary phone number, and custom_field_values. Required: id.

update_a_clio_manage_contact_by_id

Update a single Contact by id in Clio Manage, including its nested addresses, email addresses, phone numbers, web sites, and custom field values. Returns the updated contact with id, name, type, and contact details. Required: id, data.

delete_a_clio_manage_contact_by_id

Delete a Contact by id in Clio Manage. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_conversation_messages

List ConversationMessages in Clio, filtered to a single Conversation. Returns each message with id, etag, body, date, sender, receivers, and timestamps. Required: conversation_id.

create_a_clio_manage_conversation_message

Create a new ConversationMessage in Clio. Returns the created message including id, body, subject, receivers, conversation, and matter. Required: data.

get_single_clio_manage_conversation_message_by_id

Get a single ConversationMessage in Clio by its numeric id. Returns id, etag, body, date, sender, receivers, and timestamps. Required: id.

list_all_clio_manage_conversations

List Conversations in Clio with filtering by matter, contact, date, and read status. Returns Conversation records including id, matter, archived, read, created_at, and updated_at. Ordered by id ascending by default; up to 200 records per page.

get_single_clio_manage_conversation_by_id

Get a single Conversation in Clio by id. Returns the Conversation with its matter, archived and read state, first and last message, and timestamps. Required: id.

update_a_clio_manage_conversation_by_id

Update a single Conversation in Clio, e.g. to archive it, mark it read, or associate a Matter. Returns the updated Conversation record including id, matter, archived, read, created_at, and updated_at.id fields within data are optional. Required: id, data.

list_all_clio_manage_jurisdiction_triggers

List the Court Rules triggers configured for a jurisdiction in Clio. Returns: id, description, is_served, is_requirements_required, created_at, updated_at. Up to 1000 per page. Required: jurisdiction_id.

get_single_clio_manage_jurisdiction_trigger_by_id

Get a single Court Rules trigger of a Clio jurisdiction by id. Returns the trigger with its description, is_served, is_requirements_required, and timestamps. Required: jurisdiction_id, id.

list_all_clio_manage_court_rules_jurisdictions

List all Clio Court Rules jurisdictions, covering U.S. state, federal, appellate, and bankruptcy courts. Returns: id, etag, created_at, updated_at, system_id, description, display_timezone, valid_subscription, is_local_timezone, service_types. Supports wildcard search, account and id filters, and ordering. Max 200 per page.

get_single_clio_manage_court_rules_jurisdiction_by_id

Get a single Clio Court Rules jurisdiction by id. Returns: id, etag, created_at, updated_at, system_id, description, display_timezone, valid_subscription, is_local_timezone, service_types. Required: id.

clio_manage_matter_dockets_previews_preview

Preview the calendar entries a Clio matter docket would create for a jurisdiction, trigger, and start date, without saving anything. Unknown or mismatched jurisdiction, trigger, or service type ids return 422. Required: jurisdiction[id] (send as jurisdiction_id), start_date, trigger[id] (send as trigger_id).

list_all_clio_manage_court_rules_matter_dockets

List Clio court-rule matter dockets, each linking a Matter to a Court Rule trigger and its calendar entries. Filter by matter_id, matter_status, status, query, created_since, and updated_since. Returns start_date, start_time, status, matter, jurisdiction, trigger, and calendar_entries.

create_a_clio_manage_court_rules_matter_docket

Create a Clio court-rule matter docket that links a Matter to a Court Rule trigger and generates the calendar entries. Returns the docket with its matter, jurisdiction, trigger, and calendar_entries. start_time is required for some triggers. Required: data.

get_single_clio_manage_court_rules_matter_docket_by_id

Get a single Clio court-rule matter docket by id, including its linked Matter. Returns: id, etag, name, start_date, start_time, status, created_at, updated_at, deleted_at, matter, jurisdiction, trigger, service_type, calendar_entries. Required: id.

delete_a_clio_manage_court_rules_matter_docket_by_id

Delete a Clio court-rule matter docket by id, disconnecting the Matter from the Court Rule. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_court_rules_service_types

List all court rules Service Types in Clio, which specify how documents are delivered so court rule deadlines can be calculated (e.g. regular mail, electronic service). Returns: id, etag, created_at, updated_at, system_id, description. No required parameters.

get_single_clio_manage_court_rules_service_type_by_id

Get a single court rules Service Type in Clio by id. Returns: id, etag, created_at, updated_at, system_id, description. Required: id.

list_all_clio_manage_credit_memos

List Clio credit memos, which record amounts written off that clients owe on approved bills. Returns: id, etag, date, amount, description, discount, voided_at, created_at, updated_at, user, contact, allocations.

get_single_clio_manage_credit_memo_by_id

Get a single Clio credit memo — an amount written off that a client owes on an approved bill — by id. Returns: id, etag, date, amount, description, discount, voided_at, created_at, updated_at, user, contact, allocations. Required: id.

list_all_clio_manage_currencies

List all Currencies in clio. Returns Currency records with their id, created_at, and updated_at. Max 200 records per page.

list_all_clio_manage_custom_fields

List all CustomFields in Clio. Returns records with id, etag, and total. Max 200 records per page.

create_a_clio_manage_custom_field

Create a new CustomField in Clio. Returns the created record with id, etag, and total. Required: data.

get_single_clio_manage_custom_field_by_id

Get a single CustomField in Clio by id. Returns: id, etag, created_at, updated_at, name, parent_type, field_type, displayed, deleted, required, display_order, permission_level, picklist_options. Required: id.

update_a_clio_manage_custom_field_by_id

Update a single CustomField in Clio by id. Returns the updated record with id, etag, and total. Required: id, data.

delete_a_clio_manage_custom_field_by_id

Delete a Clio CustomField by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_custom_field_sets

List all CustomFieldSets in Clio, filterable by parent_type, displayed status, and a wildcard name query. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields.

create_a_clio_manage_custom_field_set

Create a new CustomFieldSet in Clio that groups custom fields under a Contact or Matter. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields. Required: data.

get_single_clio_manage_custom_field_set_by_id

Get a single CustomFieldSet by id in Clio. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields. Required: id.

update_a_clio_manage_custom_field_set_by_id

Update a single CustomFieldSet in Clio — change its name, displayed flag, parent_type, or associated custom fields. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields. Required: id, data.

delete_a_clio_manage_custom_field_set_by_id

Delete a single CustomFieldSet by id in Clio. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_custom_actions

List all CustomActions in Clio. Returns CustomAction records including id, label, target_url, ui_reference, and created_at.

create_a_clio_manage_custom_action

Create a new CustomAction in Clio. Returns the created record including id, label, target_url, ui_reference, and created_at. Required: data.

get_single_clio_manage_custom_action_by_id

Get a single CustomAction in Clio by id. Returns the record including id, label, target_url, ui_reference, and created_at. Required: id.

update_a_clio_manage_custom_action_by_id

Update a single CustomAction in Clio by id. Returns the updated record including id, label, target_url, ui_reference, and created_at. Required: id, data.

delete_a_clio_manage_custom_action_by_id

Delete a CustomAction in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_damages

List all damages recorded in Clio. Returns each damage with id, amount, damage_type, description, created_at, and updated_at. Up to 200 records per page.

create_a_clio_manage_damage

Create a new damage in Clio. Returns the created damage with id, amount, damage_type, description, created_at, and updated_at. Required: data.

get_single_clio_manage_damage_by_id

Get a single Clio damage by id. Returns the damage with id, amount, damage_type, description, created_at, and updated_at. Required: id.

update_a_clio_manage_damage_by_id

Update a Clio damage by id. Returns the updated damage with id, amount, damage_type, description, created_at, and updated_at. Required: id, data.

delete_a_clio_manage_damage_by_id

Delete a Clio damage by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_expense_categories

List all expense categories in Clio. Returns each record with: id, name, description, rate, entry_type, currency, groups, tax_settings, and utbms_code.

create_a_clio_manage_expense_category

Create a new expense category in Clio. Returns the created record: id, name, description, rate, entry_type, currency. Required: data.

get_single_clio_manage_expense_category_by_id

Get a single expense category in Clio by id. Returns the record's id, name, entry_type, rate, description, and updated_at. Required: id.

update_a_clio_manage_expense_category_by_id

Update an expense category in Clio by id. Returns the updated record: id, name, description, rate, entry_type, currency. Required: id, data.

delete_a_clio_manage_expense_category_by_id

Delete an expense category in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_grants

List all grants in Clio, filterable by name, ids, created_since, and updated_since. Returns each grant record including id, name, created_at, and updated_at. Up to 200 records per page.

create_a_clio_manage_grant

Create a new grant in Clio. Returns the created grant record including id, name, created_at, and updated_at. Required: data.

get_single_clio_manage_grant_by_id

Get a single grant in Clio by id. Returns the grant record including id, name, etag, created_at, and updated_at. Required: id.

update_a_clio_manage_grant_by_id

Update a single grant in Clio by id. Returns the updated grant record including id, name, created_at, and updated_at. Required: id, data.

delete_a_clio_manage_grant_by_id

Delete a single grant in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_grant_funding_sources

List all grant funding sources in Clio. Returns records with id, name, etag, created_at, and updated_at; filter by name, created_since, updated_since, or ids. Limit ranges between 1 and 200.

create_a_clio_manage_grant_funding_source

Create a new grant funding source in Clio. Returns the created record: id, name, created_at, updated_at. The data object accepts name. Required: data.

update_a_clio_manage_grant_funding_source_by_id

Update a single grant funding source in Clio by id. Returns the updated record: id, name, created_at, updated_at. Supports ETag-based optimistic concurrency via the If-Match header. Required: id, data.

delete_a_clio_manage_grant_funding_source_by_id

Delete a single Clio grant funding source by id. Clio takes a JSON body with the source name and returns the deleted record. Required: id, data.

list_all_clio_manage_groups

List all groups in Clio. Returns each group's id, name, type, etag, updated_at, and users. Filter by name, type, archived status, created_since, updated_since, and user_id.

create_a_clio_manage_group

Create a new group in Clio. Returns the created group's id, name, type, and etag. Pass the group's name inside the data object. Required: data.

get_single_clio_manage_group_by_id

Get a single group in Clio by id. Returns the group's id, name, type, etag, updated_at, and users. Required: id.

update_a_clio_manage_group_by_id

Update a single Clio group by id. The data object holds the fields to change, such as the group's name. Returns the updated group with id, name, type, and updated_at. Required: id, data.

delete_a_clio_manage_group_by_id

Delete a group in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_internal_notifications_event_metrics

Get unread in-app notification counts for the current Clio user: web, mobile, secure messages, client portal messages, and text messages. Send contact_id or matter_id to scope the counts; matter_id wins when both are sent.

list_all_clio_manage_internal_notifications_my_events

List the in-app notification events for the current Clio user, as shown in the Your firm tab of the notifications panel. Returns each event with id and etag. Max 200 per page.

update_a_clio_manage_internal_notifications_my_event_by_id

Mark a single Clio in-app notification event as read or unread. Returns the updated MyEvent with id and etag. Pass the record's current etag in If-Match to avoid overwriting newer changes; a stale etag returns 412 Precondition Failed. Required: id, data.

delete_a_clio_manage_internal_notifications_my_event_by_id

Delete (clear) a single in-app notification event in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_interest_charges

List all interest charges in Clio, filterable by bill, specific ids, and creation or update time. Returns: id, etag, date, description, total, created_at, updated_at, bill, balances, matters. Max 200 records per page.

delete_a_clio_manage_interest_charge_by_id

Delete a single interest charge in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_line_items

List Clio LineItems. Filter by bill, matter, activity, kind, group ordering, date ranges, or wildcard search across description and note. Returns LineItem records with id, description, price, quantity, kind, date, tax flags, and created_at/updated_at. Max 200 per page.

update_a_clio_manage_line_item_by_id

Update a single Clio LineItem by id. Returns the updated LineItem record including its id, description, price, quantity, kind, date, discount, and tax_settings. Required: id, data.

delete_a_clio_manage_line_item_by_id

Delete a Clio LineItem by id. Returns an empty 204 response on success. The LineItem cannot be deleted while its bill is not editable. Required: id.

list_all_clio_manage_log_entries

List LogEntry records in Clio — the entries created whenever a user accesses a Contact or a Matter, which feed the Recents dropdown. Returns: id, etag, type, accessed_at, created_at, updated_at, item, user. Filterable by created_since, updated_since, and ids.

list_all_clio_manage_matter_clients

Get the client of a single Clio matter. Returns the client contact with name, type, primary email address, primary phone number, and addresses. Use the fields parameter to choose which fields are returned. Required: matter_id.

list_all_clio_manage_matter_related_contacts

List the contacts related to a single Clio matter. Returns each contact with name, type, primary email address, primary phone number, and the relationship to the matter. Required: matter_id.

list_all_clio_manage_matter_contacts

List the contacts related to a single Clio matter, with each contact's relationship to the matter. Returns name, type, primary email address, primary phone number, and relationship_name. Max 200 per page. Required: matter_id.

list_all_clio_manage_matter_protected_funds

List the protected funds for a single Clio matter. Returns id, amount, reason, bank_account_id, currency_id, matter_id, and timestamps. Required: matter_id.

list_all_clio_manage_matters

List Matters (a firm's cases) in Clio. Returns Matter records including id, display_number, description, status, open_date, and client. Filterable by client_id, status, query, custom field values, and more; max 200 records per page.

create_a_clio_manage_matter

Create a Matter (a firm's case) in Clio, optionally persisting associations such as custom_field_values, custom_rate, relationships, and matter_budget in the same request. Returns the created Matter including id, display_number, description, status, and client. Pass the Matter attributes under the data object. Required: data.

get_single_clio_manage_matter_by_id

Get a single Matter in Clio by id. Returns the Matter including id, display_number, description, status, client, and custom_field_values. Use fields or custom_field_ids to limit the returned data. Required: id.

update_a_clio_manage_matter_by_id

Update a single Matter in Clio by id, including associations such as custom_field_values, custom_rate, relationships, and matter_budget. Returns the updated Matter including id, display_number, description, status, and client. Set reset_matter_number for updates that could change the display_number. Required: id, data.

delete_a_clio_manage_matter_by_id

Delete a single Matter in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_matter_stages

List all matter stages in Clio. Returns: id, etag, practice_area_id, name, order, created_at, updated_at. Max 200 per page.

update_a_clio_manage_medical_record_by_id

Update a Medical Record in clio by id, changing its start and end dates. Record creation is handled by the Medical Records Details endpoint, not here. Returns: id, document_id, etag, end_date, start_date, created_at, updated_at, matter. Required: id, data.

delete_a_clio_manage_medical_record_by_id

Destroy a Medical Record in clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_medical_records_details

List all Medical Records Details in Clio. Returns each record's id and its associated bill (bill id, redacted). Filterable by created_since, updated_since, ids, and treatment date range; max 200 per page.

create_a_clio_manage_medical_records_detail

Create a Medical Records Detail in Clio along with multiple Medical Records and Medical Bills; Medical Liens can be created as a property under Medical Bills. Returns the created record's id and its associated bill (bill id, redacted). Required: data.

get_single_clio_manage_medical_records_detail_by_id

Get a single Medical Records Detail by id in Clio. Returns the record's id and its associated bill (bill id, redacted). Required: id.

update_a_clio_manage_medical_records_detail_by_id

Update a Medical Records Detail in Clio by id; records passed in medical_records or medical_bills are treated as new records and new Medical Records / Medical Bills are created. Returns the updated record's id and its associated bill (bill id, redacted). Required: id, data.

delete_a_clio_manage_medical_records_detail_by_id

Delete a Medical Records Detail by id in Clio; its child Medical Records, Medical Bills, and Liens are destroyed in the same transaction. Returns an empty 204 response on success. Required: id.

update_a_clio_manage_medical_bill_by_id

Update a Medical Bill in Clio by id. Returns the updated bill with id, name, amount, balance, adjustment, bill_date, bill_received_date, mark_balance_type_as, and payers. This resource only supports updating — bills are created via the Medical Records Details endpoint. Required: id, data.

delete_a_clio_manage_medical_bill_by_id

Delete a Medical Bill in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_notes

List Notes in Clio, filtered by record type. Returns Note records including id, subject, detail, detail_text_type, date, and author. Max 200 records per page. Required: type.

create_a_clio_manage_note

Create a Note in Clio attached to a Matter or Contact. Returns the created Note record including id, subject, detail, detail_text_type, date, and author.id (when type is Contact) or matter.id (when type is Matter); each notification_event_subscribers entry requires user_id. Required: data.

get_single_clio_manage_note_by_id

Get a single Note in Clio by id. Returns the Note record including id, subject, detail, detail_text_type, date, and author. Required: id.

update_a_clio_manage_note_by_id

Update a single Note in Clio by id. Returns the updated Note record including id, subject, detail, detail_text_type, date, and author.g. subject, detail, date). Required: id, data.

delete_a_clio_manage_note_by_id

Delete a single Note in Clio by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_outstanding_client_balances

List the data for all outstanding client balances in Clio. Returns each balance record with its id plus vendor-defined attributes (the exact field set follows Clio's response samples and is selectable via the fields query parameter). Max 200 per page.

list_all_clio_manage_practice_areas

List all practice areas in Clio Manage. Returns each record's id, name, code, category, created_at, and updated_at. Supports filtering by code, name, ids, and matter_id; up to 200 records per page.

create_a_clio_manage_practice_area

Create a new practice area in Clio Manage that can be attached to Matters for filtering or reference. Returns the created record including id, name, category, code, and created_at.name. Required: data.

get_single_clio_manage_practice_area_by_id

Get a single practice area by id in Clio Manage. Returns: id, etag, created_at, updated_at, name, category, code. Required: id.

update_a_clio_manage_practice_area_by_id

Update a single practice area by id in Clio Manage. Returns the updated record including id, name, category, code, and updated_at. Only the fields sent in data are changed. Required: id, data.

delete_a_clio_manage_practice_area_by_id

Delete a practice area by id in Clio Manage. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_rate_tables

List the Clio rate tables visible to the current user — each holds one currency and rate categories for its timekeepers. Returns: id, etag, name, description, currency_id, status, created_at, updated_at, categories. Archived tables are excluded by default unless filtered by status.

get_single_clio_manage_rate_table_by_id

Get a single Clio rate table by id — a table with one currency and rate categories for its assigned timekeepers. Returns: id, etag, name, description, currency_id, status, created_at, updated_at, categories. Required: id.

list_all_clio_manage_relationships

List relationships linking contacts to matters in Clio. Returns each relationship's id, description, contact, matter, and created_at/updated_at timestamps. Filterable by contact_id, matter_id, created_since, updated_since, and ids.

create_a_clio_manage_relationship

Create a new relationship in Clio linking a contact to a matter. Returns the created relationship including id, description, contact, matter, and created_at/updated_at timestamps. Required: data.

get_single_clio_manage_relationship_by_id

Get a single Clio relationship by id. Returns: id, etag, description, created_at, updated_at, matter, contact. Required: id.

update_a_clio_manage_relationship_by_id

Update a single Clio relationship by id. Returns the updated relationship including id, description, contact, matter, and created_at/updated_at timestamps. Required: id, data.

delete_a_clio_manage_relationship_by_id

Delete a Clio relationship by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_reminders

List Reminders in Clio. Returns each Reminder with duration, state, notification_method, subject, and next_delivery_at. Filter by subject_id, user_id, notification_method_id, state, and creation or update time; subject_type is required when filtering by subject_id. Max 200 per page.

create_a_clio_manage_reminder

Create a Reminder in Clio attached to a CalendarEntry or Task, delivered via the chosen notification method. Returns the created Reminder with id, duration_unit, duration_value, state, notification_method, subject, and created_at. Required: data.

get_single_clio_manage_reminder_by_id

Get a single Reminder by id in Clio. Returns duration, next_delivery_at, state, notification_method, and subject. Required: id.

update_a_clio_manage_reminder_by_id

Update a single Reminder by id in Clio, changing its lead time (duration_value/duration_unit) and/or notification method. Returns the updated Reminder with id, duration_unit, duration_value, state, notification_method, subject, and updated_at. Required: id, data.

delete_a_clio_manage_reminder_by_id

Delete a single Reminder by id in Clio. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_report_downloads

Download a completed Clio Report. Clio answers 303 See Other with the download URL of the file, and there is no response body. Required: report_id.

list_all_clio_manage_reports

List all Reports in Clio. Returns each Report's id, name, kind, output_format, state, and created_at. Supports filtering by category, kind, output_format, source, state, wildcard name search, ids, and created/updated time.

create_a_clio_manage_report

Create a new Report in Clio. Returns the created Report with id, name, kind, format, and state. Required: data.

get_single_clio_manage_report_by_id

Get the data for a single Report in Clio by id. Returns id, name, kind, format, state, and created_at. Required: id.

clio_manage_report_preset_generate_reports_generate_report

Generate a new Clio report from a report preset. Returns the new Report with its state, kind, and format. Required: report_preset_id.

list_all_clio_manage_report_presets

List report presets in Clio. Returns each preset's id, etag, name, kind, format, options, category, disabled, created_at, and updated_at. Filterable by category and schedule frequency; order defaults to id(asc).

create_a_clio_manage_report_preset

Create a Clio report preset that saves report option parameters for reuse when generating reports. Returns: id, etag, name, kind, format, last_generated_at, created_at, updated_at, category, options, disabled, disabled_reason, report_schedule. Valid options depend on the report kind. Required: data.

get_single_clio_manage_report_preset_by_id

Get a single Clio report preset by id. Returns: id, etag, name, kind, format, last_generated_at, created_at, updated_at, category, options, disabled, disabled_reason, report_schedule. Required: id.

update_a_clio_manage_report_preset_by_id

Update a Clio report preset by id. Returns the updated preset with id, etag, name, kind, format, last_generated_at, created_at, updated_at, category, options, disabled, disabled_reason, and report_schedule. An optional If-Match ETag enables optimistic concurrency (412 Precondition Failed on mismatch). Required: id, data.

delete_a_clio_manage_report_preset_by_id

Delete a Clio report preset by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_report_schedules

List all report schedules in Clio. Returns: id, etag, time_of_day, frequency, days_of_week, day_of_month, status, status_updated_at, next_scheduled_date, time_zone, report_preset_id, created_at, updated_at, every_no_of_months, effective_from.

create_a_clio_manage_report_schedule

Create a Clio report schedule that generates reports from a report preset on a daily, weekly, or monthly basis. Returns frequency, time_of_day, next_scheduled_date, and status. Required: data.

get_single_clio_manage_report_schedule_by_id

Get a single Clio report schedule by id. Returns: id, etag, time_of_day, frequency, days_of_week, day_of_month, status, status_updated_at, next_scheduled_date, time_zone, report_preset_id, created_at, updated_at, every_no_of_months, effective_from. Required: id.

update_a_clio_manage_report_schedule_by_id

Update a Clio report schedule by id — adjust its frequency, run time, days, time zone, or associated report preset. Returns: id, etag, time_of_day, frequency, days_of_week, day_of_month, status, status_updated_at, next_scheduled_date, time_zone, report_preset_id, created_at, updated_at, every_no_of_months, effective_from. Required: id, data.

delete_a_clio_manage_report_schedule_by_id

Delete a Clio report schedule by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_settings_billings

Get the billing settings in Clio. Returns rounding, tax rates and names, currency, and billing currencies.

list_all_clio_manage_settings_text_snippets

List all text snippets configured in the user's Clio Manage personal settings, filterable by created/updated time, ids, and wildcard search. Returns: id, etag, created_at, updated_at, snippet, phrase, whole_word.

create_a_clio_manage_settings_text_snippet

Create a text snippet in Clio Manage that maps an abbreviation to a phrase (e.g. 'mwc' expands to 'meeting with client'). Returns the created snippet: id, snippet, phrase, whole_word, created_at, updated_at. Required: data.

get_single_clio_manage_settings_text_snippet_by_id

Get a single text snippet by id from the user's Clio Manage personal settings. Returns: id, etag, created_at, updated_at, snippet, phrase, whole_word. Required: id.

update_a_clio_manage_settings_text_snippet_by_id

Update a text snippet in Clio Manage, e.g. changing the abbreviation (snippet) or the phrase it expands to. Returns the updated snippet: id, snippet, phrase, whole_word, created_at, updated_at. Required: id, data.

delete_a_clio_manage_settings_text_snippet_by_id

Delete a text snippet from the user's Clio Manage personal settings by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_tasks

List Clio tasks. Returns each task's id and matter (with matter id, display_number, and redacted flag). Filter by assignee, assigner, status, priority, due-date range, task type, and more; use fields to trim the returned fields.

create_a_clio_manage_task

Create a task in Clio. Returns the created task's id and matter (with matter id, display_number, and redacted flag). Required: data.

get_single_clio_manage_task_by_id

Get a single Clio task by id. Returns name, status, priority, due_at, completed_at, assignees, matter, and task_type. Use the fields parameter to choose which fields are returned. Required: id.

update_a_clio_manage_task_by_id

Update a single Clio task by id. Returns the updated task. Send assignee or assignees, never both; assignees replaces the current firm-user set, and an empty list is rejected. Required: id, data.

delete_a_clio_manage_task_by_id

Delete a single Clio task by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_task_calendars

List task calendars (CalendarVisibility records) in Clio. Returns each record's id, color, visible, created_at, and updated_at.

get_single_clio_manage_task_calendar_by_id

Get a single task calendar (CalendarVisibility) in Clio by id. Returns: id, etag, color, light_color, visible, name, display_name, created_at, updated_at. Required: id.

update_a_clio_manage_task_calendar_by_id

Update a single task calendar (CalendarVisibility) in Clio by id — set its color and default visibility in the Clio Web UI. Returns: id, etag, color, light_color, visible, name, display_name, created_at, updated_at. Required: id, data.

list_all_clio_manage_task_templates

List Clio task templates, the individual tasks that make up a task template list. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Filter by task_template_list_id; required filters: none.

create_a_clio_manage_task_template

Create a new Clio task template within a task template list. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Required: data.

get_single_clio_manage_task_template_by_id

Get a single Clio task template by id. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Required: id.

update_a_clio_manage_task_template_by_id

Update a single Clio task template by id, including its cascading settings and reminder templates. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Required: id, data.

delete_a_clio_manage_task_template_by_id

Delete a Clio task template by id. Returns an empty 204 response on success. Required: id.

create_a_clio_manage_task_template_list_copy

Copy a TaskTemplateList in Clio, creating a duplicate of the list identified by task_template_list_id. Returns the copied TaskTemplateList including its id, name, description, practice_area, and creator. Required: task_template_list_id, data.

list_all_clio_manage_task_template_lists

List all task template lists in Clio. Returns TaskTemplateList records including id, name, description, practice_area, created_at, and updated_at. Filter by query, practice_area_id, empty, or date ranges; up to 200 records per page.

create_a_clio_manage_task_template_list

Create a task template list in Clio. Returns the created TaskTemplateList record including id, name, description, practice_area, created_at, and updated_at. Requires name and description in the data payload. Required: data.

get_single_clio_manage_task_template_list_by_id

Get a single task template list by id. Returns the TaskTemplateList record including id, name, description, practice_area, created_at, and updated_at. Required: id.

update_a_clio_manage_task_template_list_by_id

Update a single task template list by id. Returns the updated TaskTemplateList record including id, name, description, practice_area, created_at, and updated_at.id) in data. Required: id, data.

delete_a_clio_manage_task_template_list_by_id

Delete a task template list by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_task_types

List all Clio task types, the 50-character labels used to categorize and filter tasks. Returns each record's id, name, deleted_at, created_at, and updated_at. Up to 200 records per page.

create_a_clio_manage_task_type

Create a new Clio task type used to categorize and filter tasks. Returns the created record with id, name, deleted_at, created_at, and updated_at. Requires: data (including name, a label limited to 50 characters). Required: data.

get_single_clio_manage_task_type_by_id

Get a single Clio task type by id. Returns the record's id, name, deleted_at, created_at, and updated_at. Required: id.

update_a_clio_manage_task_type_by_id

Update a single Clio task type by id, such as renaming it or disabling it by setting deleted_at. Returns the updated task type with name, deleted_at, created_at, and updated_at. Required: id, data.

list_all_clio_manage_tax_rate_configurations

List Clio Tax Rate Configurations, including the system rates ("Do not apply tax" and "Tax exempt") unless include_system is false. Filter by created_since, updated_since, ids, and order. Returns name, rate, country, region, is_system, and active. Max 200 per page.

create_a_clio_manage_tax_rate_configuration

Create a new Tax Rate Configuration in Clio. Returns the created record with id, name, rate, country, region, active, and timestamps. The create-only tax_authority field is required only for accounts with tax-authority support enabled. Required: data.

get_single_clio_manage_tax_rate_configuration_by_id

Get a single Tax Rate Configuration in Clio by id. Returns: id, etag, name, rate, rate_as_percentage, formatted_rate_as_percentage, country, region, is_system, active, created_at, updated_at. Required: id.

update_a_clio_manage_tax_rate_configuration_by_id

Update a single Tax Rate Configuration in Clio by id, such as its name, rate, country, or region. Returns the updated record with id, name, rate, country, region, active, and timestamps. Required: id, data.

delete_a_clio_manage_tax_rate_configuration_by_id

Delete a Tax Rate Configuration in Clio by id. Returns an empty 204 response on success. System tax rates and rates in use (set as an invoice default, used on expenses, expense categories, or unpaid invoices) cannot be deleted. Required: id.

list_all_clio_manage_timers

Get the data for a single Timer in Clio — the timer used to track time spent on billable work against an hourly-billable Activity (Time Entry). Returns: id, etag, start_time, elapsed_time, created_at, updated_at, activity.

create_a_clio_manage_timer

Create a new Timer in Clio to track time spent on billable work and associate it with an hourly-billable Activity (Time Entry). Returns the created Timer: id, activity, etag, created_at, updated_at. Requires: data.activity.id. Required: data.

delete_a_clio_manage_timer_by_id

Delete the current user's Clio Timer. Returns an empty 204 response on success.

list_all_clio_manage_trust_line_items

List all Clio trust line items, filterable by bill, matter, ids, and creation/update time. Returns each item's id, date, note, total, created_at, and updated_at. Max 200 per page.

update_a_clio_manage_trust_line_item_by_id

Update a single Clio trust line item by id, changing its date, note, or total. Returns the updated trust line item with id, date, note, total, created_at, and updated_at. Required: id, data.

create_a_clio_manage_trust_request

Create a new trust request in Clio to request client- or matter-level trust deposits. Returns the created TrustRequest including id, etag, created_at, updated_at, and total. The data object must include trust_type, client_id, issue_date, due_date, approved, and trust_amount. Required: data.

list_all_clio_manage_users_who_am_is

Get the currently authenticated Clio user. Returns the user record tied to the access token, including id, name, etag, and the nested account object holding the linked firm's name.

list_all_clio_manage_users

List the Users in Clio who can log in to the firm. Filter by enabled, name, role, subscription_type, and created or updated time. Returns name, email, enabled, roles, subscription_type, rate, and time_zone. Max 2000 per page.

get_single_clio_manage_user_by_id

Get a single Clio User by id. Returns name, email, enabled, roles, subscription_type, rate, time_zone, and contact details. Required: id.

list_all_clio_manage_utbms_sets

List all UTBMS code sets in Clio — each set groups Activities relevant to a type of law (e.g. litigation, bankruptcy) that users can enable for time and expense entries. Returns: id, etag, name, enabled, created_at, updated_at. Optional filters: created_since, updated_since, ids.

list_all_clio_manage_utbms_codes

List UTBMS codes in Clio — the standardized task, activity, and expense codes used for time and expense entries in electronic invoicing. Returns: id, etag, name, code, description, type, utbms_set_id, created_at, updated_at. Filterable by type, utbms_set_id, ids, created_since, and updated_since. Up to 200 records per page.

get_single_clio_manage_utbms_code_by_id

Get a single UTBMS code in Clio by id. Returns: id, etag, name, code, description, type, utbms_set_id, created_at, updated_at. Required: id.

list_all_clio_manage_webhooks

List Clio webhooks subscribed to record events. Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Filterable by created_since, updated_since, and ids; order defaults to id(asc).

create_a_clio_manage_webhook

Create a Clio webhook that subscribes to events on a model and POSTs them to your https URL. Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Webhooks expire after 3 days unless expires_at is set (max 31 days); fields is capped at 1000 characters. Required: data.

get_single_clio_manage_webhook_by_id

Get a single Clio webhook by id, including its current delivery status. Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Required: id.

update_a_clio_manage_webhook_by_id

Update a Clio webhook by id — change subscribed events, watched fields, or extend expires_at (up to 31 days out). Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Required: id, data.

delete_a_clio_manage_webhook_by_id

Delete a Clio webhook by id, unsubscribing it from all events. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_lauk_civil_certificated_rates

List the Legal Aid civil certificated rates in Clio: the prescribed reimbursement rates for legal services under the Legal Aid Scheme. Filter by activity, category_of_law, court, fee_scheme, rate_type, region, session_type, and user_type. Returns fee, fee_scheme, activity, and court.

list_all_clio_manage_lauk_civil_controlled_rates

List the Legal Aid civil controlled rates in Clio — the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. Returns each rate record with its id and etag. Max 200 per page.

list_all_clio_manage_lauk_criminal_controlled_rates

List the Legal Aid criminal controlled rates in Clio: the prescribed reimbursement rates for legal services under the Legal Aid Scheme. Returns fee, fee_scheme, activity, category_of_law, court, and the exceptional fee values. Use the fields parameter to request more rate fields.

list_all_clio_manage_lauk_expense_categories

List the LAUK expense categories available in Clio — custom expense entry templates used to record expenses consistently. Returns: certificated, civil, created_at, criminal, etag, id, key, name, rate, updated_at. Required: region.

list_all_clio_manage_comments

List Comments on Clio document versions. Filter by item_id, created_since, and updated_since. Returns message, creator, document_version, and timestamps. Max 200 per page.

create_a_clio_manage_comment

Create a Comment on a Clio document version. Returns the created Comment with message, creator, and document_version. Required: data.

get_single_clio_manage_comment_by_id

Get a single Clio Comment by id. Returns message, creator, document_version, and timestamps. Required: id.

update_a_clio_manage_comment_by_id

Update a single Clio Comment by id. Returns the updated Comment. Required: id, data.

delete_a_clio_manage_comment_by_id

Delete a single Clio Comment by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_document_archive_downloads

Download a Clio DocumentArchive. Clio answers 303 See Other with the download URL of the archive, and there is no response body. Required: document_archive_id.

create_a_clio_manage_document_archive

Create a Clio DocumentArchive for download. Returns id, state, progress, size, and message. Poll the archive with get until its state shows it is complete. Required: data.

get_single_clio_manage_document_archive_by_id

Get a single Clio DocumentArchive by id. Returns state, progress, size, and message, which says why an archive did not complete. Required: id.

list_all_clio_manage_document_downloads

Download a Clio Document. Clio answers 303 See Other with the download URL of the file, and there is no response body. Send document_version_id to download a specific version. Required: document_id.

create_a_clio_manage_document_copy

Copy a Clio Document: the latest version of the source Document becomes a new Document. filename and name are copied from the source when you omit them. Returns the new Document. Required: document_id, data.

version_save_as_latest_versions_save_as_latest_version

Save a specific Clio document version as the latest version of the Document. Clio creates a new version from it and points the Document at the new version. Clio returns no response body on success. Required: document_id, document_version_id.

list_all_clio_manage_document_versions

List the version history of a Clio document, showing how it has changed over time. Returns: id, document_id, etag, uuid, created_at, updated_at, filename, size, version_number, content_type, received_at, put_url, fully_uploaded, creator, put_headers, multiparts. Required: id, document_id.

list_all_clio_manage_documents

List Documents in Clio. Filter by matter_id, contact_id, parent_id, document_category_id, scope, query, and created or updated time. Returns name, type, locked, and timestamps. Max 200 per page.

create_a_clio_manage_document

Create a Document in Clio, or add a new version to an existing Document. Returns the Document with name, type, locked, and timestamps. Required: data.

get_single_clio_manage_document_by_id

Get a single Clio Document by id. Returns name, type, locked, and timestamps. Use the fields parameter to choose which fields are returned. Required: id.

update_a_clio_manage_document_by_id

Update a Clio Document by id: rename it, move it to another Folder, or restore it from the trash. Returns the updated Document. Required: id, data.

delete_a_clio_manage_document_by_id

Delete a Clio Document by id. The Document moves to the trash and is permanently deleted after 30 days. A 409 means the Document or one of its folders is being modified. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_document_automations

List Clio DocumentAutomations. Returns state, export_formats, filename, matter, document_template, and documents. Max 200 per page.

create_a_clio_manage_document_automation

Create a Clio DocumentAutomation. Returns state, export_formats, filename, and the matter. Required: data.

get_single_clio_manage_document_automation_by_id

Get a single Clio DocumentAutomation by id. Returns state, export_formats, filename, matter, document_template, and documents. Required: id.

list_all_clio_manage_document_categories

List Clio DocumentCategories. Filter by query, ids, and created or updated time. Returns name and timestamps. Max 200 per page.

create_a_clio_manage_document_category

Create a Clio DocumentCategory. Returns the created category with name and timestamps. Required: data.

get_single_clio_manage_document_category_by_id

Get a single Clio DocumentCategory by id. Returns name and timestamps. Required: id.

update_a_clio_manage_document_category_by_id

Update a single Clio DocumentCategory by id. Returns the updated category. Required: id, data.

delete_a_clio_manage_document_category_by_id

Delete a single Clio DocumentCategory by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_document_template_downloads

Get the contents of a Clio DocumentTemplate. Clio answers 303 See Other with the download URL of the file, and there is no response body. Required: document_template_id.

list_all_clio_manage_document_templates

List all Clio document templates used by Document Automation. Returns records with id, filename, document_category, created_at, and updated_at. Filterable by created_since, updated_since, and ids; sortable via order. Up to 200 records per page.

create_a_clio_manage_document_template

Create a Clio document template for Document Automation by uploading a file containing merge fields (doc, docx, ppt, pptx, xls, xlsx, pdf, xml). Returns: id, etag, size, content_type, filename, created_at, updated_at, document_category, last_modified_by. Required: data.

get_single_clio_manage_document_template_by_id

Get a single Clio document template by id. Returns id, filename, size, content_type, document_category, last_modified_by, and timestamps. Required: id.

update_a_clio_manage_document_template_by_id

Update a Clio document template by id — replace its file, set its filename, or reassign its document_category. Returns: id, etag, size, content_type, filename, created_at, updated_at, document_category, last_modified_by. filename is required when file is a BASE64-encoded string. Required: id, data.

delete_a_clio_manage_document_template_by_id

Delete a Clio document template by id. Returns an empty 204 response on success. Required: id.

list_all_clio_manage_folders_lists

List the contents of a Clio folder: its sub-folders and documents. All filters are optional; without parent_id the account's root folder is used. Offset pagination is not supported here, use cursor pagination. Returns name, type, parent, matter, and contact. Max 200 per page.

list_all_clio_manage_folders

List Folders in Clio's Documents section, filterable by parent, matter, contact, category, name search, and scope. Returns Folder records including: id, name, parent, created_at, updated_at. Max 200 per page.

create_a_clio_manage_folder

Create a new Folder inside an existing Folder, Contact, or Matter folder in Clio. Returns the created Folder with: id, name, parent, created_at, updated_at.id and parent.type). Required: data.

get_single_clio_manage_folder_by_id

Get a single Folder from Clio's Documents section by id. Returns the Folder record including: id, name, parent, created_at, updated_at. Required: id.

update_a_clio_manage_folder_by_id

Update a Clio Folder by id: rename it, move it under another Folder, Contact, or Matter parent, change its category or external properties, or restore a trashed Folder. Returns the updated Folder with: id, name, parent, created_at, updated_at. Required: id, data.

delete_a_clio_manage_folder_by_id

Delete a Clio Folder by id. The Folder is moved to the trash and permanently deleted after 30 days; folders containing more than 100,000 items cannot be trashed. Returns an empty 204 response on success. Required: id.