Clio

Clio Billable Matters API

Users can see all [Matters with outstanding bills](https://help.clio.com/hc/en-us/articles/9286116462747#filter-matters-clio-manage-0-0) attached to them by filtering out all non-billable Matters under the Matters tab. Users can [disable billing](https://help.clio.com/hc/en-us/articles/9285959663131-Create-Matters#h_01GEK791XBF1JJ0VYC8BQTG9MW) for certain Matters. They can still enter Activities on these Matters, but those Activities will not appear in the [Bills page](https://help.clio.com/hc/en-us/articles/9285169278747-Generate-Bills).

GitHub OpenAPI

Operations 2

GET /billable_matters/ids.json Returns the unique identifiers of all BillableMatter #
GET /billable_matters.json Return the data for all BillableMatters #

Documentation

📖
Documentation
https://docs.developers.clio.com/
📖
Authentication
https://app.clio.com/oauth/authorize

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-billable-matters-api-openapi.yml

Other Resources

🔗
Reference
https://docs.developers.clio.com/api-docs/

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OpenAPI Specification

clio-billable-matters-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Clio API Documentation Billable Matters API
  contact:
    name: Clio API Support
    email: api@clio.com
  description: '# Developer Support and Feedback

    * Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio''s API Support team at api@clio.com.'
  version: v4
  x-logo:
    url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
  description: US region Production Server
- url: https://eu.app.clio.com/api/v4
  description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
  description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
  description: Australia region Production Server
tags:
- name: Billable Matters
  description: 'Users can see all Matters with outstanding bills attached to them by filtering out all non-billable Matters under the Matters tab.


    Users can disable billing for certain Matters. They can still enter Activities on these Matters, but those Activities will not appear in the Bills page.'
paths:
  /billable_matters/ids.json:
    get:
      tags:
      - Billable Matters
      summary: Returns the unique identifiers of all BillableMatter
      operationId: BillableMatter#ids
      description: This data is retrieved asynchronously
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: client_id
        in: query
        description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: custom_field_values
        in: query
        description: 'Filter records to only those with the given custom field(s) set. The value is compared using the operator provided, or,

          if the value type only supports one operator, the supported operator is used. In the latter case, no check for operator is performed on the input string.

          The key for the custom field value filter is the custom_field.id. e.g. `custom_field_values[12345]`

          If an operator is used for a type that does not support it, an `400 Bad Request` is returned.


          *Supported operators:*

          * `checkbox`, `contact`, `matter`, `picklist` : `=`


          e.g. `?custom_field_values[1]=42`


          * `currency`, `date`, `time`, `numeric` : `=`, `<`, `>`, `<=`, `>=`


          e.g. `?custom_field_values[1]=>=105.4`


          * `email`, `text_area`, `text_line`, `url` : `=`


          e.g. `?custom_field_values[1]=url_encoded`


          *Multiple conditions for the same custom field:*


          If you want to use more than one operator to filter a custom field, you can do so by passing in an array of values.

          e.g. `?custom_field_values[1]=[<=50, >=45]`

          '
        required: false
        schema:
          type: string
          enum:
          - '='
          - <
          - '>'
          - <=
          - '>='
      - name: end_date
        in: query
        description: Filter BillableMatter records to those that have matters with unbilled activities on or before this date (Expects an ISO-8601 date).
        required: false
        schema:
          type: string
          format: date
      - name: fields
        in: query
        description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: 'A limit on the number of BillableMatter records to be returned. Limit can range between 1 and 1000. Default: `1000`.'
        required: false
        schema:
          type: integer
          format: int32
      - name: matter_id
        in: query
        description: The unique identifier for a single Matter. The keyword `null` is not valid for this field. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: originating_attorney_id
        in: query
        description: The unique identifier for a single User. Use the keyword `null` to match those without a BillableMatter. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: page_token
        in: query
        description: A token specifying which page to return.
        required: false
        schema:
          type: string
      - name: query
        in: query
        description: Wildcard search for `display_number` or `number` or `description` matching a given string.
        required: false
        schema:
          type: string
      - name: responsible_attorney_id
        in: query
        description: The unique identifier for a single User. Use the keyword `null` to match those without a BillableMatter. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: start_date
        in: query
        description: Filter BillableMatter records to those that have matters with unbilled activities on or after this date (Expects an ISO-8601 date).
        required: false
        schema:
          type: string
          format: date
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/BillableMatter_Show'
        '400':
          description: Bad Request
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
        '429':
          description: Too Many Requests
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
  /billable_matters.json:
    get:
      tags:
      - Billable Matters
      summary: Return the data for all BillableMatters
      operationId: BillableMatter#index
      description: Outlines the parameters, optional and required, used when requesting the data for all BillableMatters
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: client_id
        in: query
        description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: custom_field_values
        in: query
        description: 'Filter records to only those with the given custom field(s) set. The value is compared using the operator provided, or,

          if the value type only supports one operator, the supported operator is used. In the latter case, no check for operator is performed on the input string.

          The key for the custom field value filter is the custom_field.id. e.g. `custom_field_values[12345]`

          If an operator is used for a type that does not support it, an `400 Bad Request` is returned.


          *Supported operators:*

          * `checkbox`, `contact`, `matter`, `picklist` : `=`


          e.g. `?custom_field_values[1]=42`


          * `currency`, `date`, `time`, `numeric` : `=`, `<`, `>`, `<=`, `>=`


          e.g. `?custom_field_values[1]=>=105.4`


          * `email`, `text_area`, `text_line`, `url` : `=`


          e.g. `?custom_field_values[1]=url_encoded`


          *Multiple conditions for the same custom field:*


          If you want to use more than one operator to filter a custom field, you can do so by passing in an array of values.

          e.g. `?custom_field_values[1]=[<=50, >=45]`

          '
        required: false
        schema:
          type: string
          enum:
          - '='
          - <
          - '>'
          - <=
          - '>='
      - name: end_date
        in: query
        description: Filter BillableMatter records to those that have matters with unbilled activities on or before this date (Expects an ISO-8601 date).
        required: false
        schema:
          type: string
          format: date
      - name: fields
        in: query
        description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: 'A limit on the number of BillableMatter records to be returned. Limit can range between 1 and 1000. Default: `1000`.'
        required: false
        schema:
          type: integer
          format: int32
      - name: matter_id
        in: query
        description: The unique identifier for a single Matter. The keyword `null` is not valid for this field. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: originating_attorney_id
        in: query
        description: The unique identifier for a single User. Use the keyword `null` to match those without a BillableMatter. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: page_token
        in: query
        description: A token specifying which page to return.
        required: false
        schema:
          type: string
      - name: query
        in: query
        description: Wildcard search for `display_number` or `number` or `description` matching a given string.
        required: false
        schema:
          type: string
      - name: responsible_attorney_id
        in: query
        description: The unique identifier for a single User. Use the keyword `null` to match those without a BillableMatter. The list will be filtered to include only the BillableMatter records with the matching property.
        required: false
        schema:
          type: integer
          format: int64
      - name: start_date
        in: query
        description: Filter BillableMatter records to those that have matters with unbilled activities on or after this date (Expects an ISO-8601 date).
        required: false
        schema:
          type: string
          format: date
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/BillableMatter_List'
        '400':
          description: Bad Request
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
        '429':
          description: Too Many Requests
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
components:
  schemas:
    BillableMatter:
      allOf:
      - $ref: '#/components/schemas/BillableMatter_base'
      - type: object
        properties:
          client:
            $ref: '#/components/schemas/Contact_base'
            description: Contact
    Error:
      type: object
      required:
      - error
      properties:
        error:
          $ref: '#/components/schemas/ErrorDetail'
    BillableMatter_List:
      type: object
      required:
      - data
      properties:
        data:
          type: array
          description: BillableMatter List Response
          items:
            $ref: '#/components/schemas/BillableMatter'
    BillableMatter_base:
      type: object
      properties:
        currency_code:
          type: string
          description: The currency code
        currency_id:
          type: integer
          format: int64
          description: The currency ID
        id:
          type: integer
          format: int64
          description: Unique identifier for the *BillableMatter*
        unbilled_hours:
          type: number
          format: double
          description: The unbilled number of hours for the matter
        unbilled_amount:
          type: number
          format: double
          description: The unbilled amount for the matter
        amount_in_trust:
          type: number
          format: double
          description: The trust amount available for the matter
        display_number:
          type: string
          description: The reference to the matter
    BillableMatter_Show:
      type: object
      required:
      - data
      properties:
        data:
          $ref: '#/components/schemas/BillableMatter'
    ErrorDetail:
      type: object
      required:
      - type
      - message
      properties:
        type:
          type: string
          description: Unique name for this error
        message:
          type: string
          description: Detailed message about the error
    Contact_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *Contact*
        etag:
          type: string
          description: ETag for the *Contact*
        name:
          type: string
          description: The full name of the *Contact*
        first_name:
          type: string
          description: First name of the Person
        middle_name:
          type: string
          description: Middle name of the Person
        last_name:
          type: string
          description: Last name of the Person
        date_of_birth:
          type: string
          format: date
          description: Date of birth
        type:
          type: string
          enum:
          - Company
          - Person
          description: The type of the *Contact*
        created_at:
          type: string
          format: date-time
          description: The time the *Contact* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *Contact* was last updated (as a ISO-8601 timestamp)
        prefix:
          type: string
          description: The prefix of the *Contact* (Mr, Mrs, etc)
        title:
          type: string
          description: The designated title of the *Contact*
        initials:
          type: string
          description: The initials of the *Contact*
        clio_connect_email:
          type: string
          description: Clio Connect email if the *Contact* is a ClioConnect User
        locked_clio_connect_email:
          type: boolean
          description: A boolean indicating if the ability to modify this *Contacts Clio connect email is locked.
        client_connect_user_id:
          type: integer
          format: int64
          description: The ID for the Clio Connect user associated with this *Contact*
        primary_email_address:
          type: string
          description: The primary email address associated with this *Contact*.
        secondary_email_address:
          type: string
          description: The secondary email address associated with this *Contact*.
        primary_phone_number:
          type: string
          description: The primary phone number associated with this *Contact*.
        secondary_phone_number:
          type: string
          description: The secondary phone number of the *Contact*.
        ledes_client_id:
          type: string
          description: LEDES client id of the Contact
        has_clio_for_clients_permission:
          type: boolean
          description: True if at least one resource has been shared with the contact using Clio for Clients.
        is_client:
          type: boolean
          description: Whether or not the Contact is a client
        is_clio_for_client_user:
          type: boolean
          description: Whether or not this contact has client_login and client_user (can be created due to addition to client portal or client_share_permissions)
        is_co_counsel:
          type: boolean
          description: Whether or not the Contact has matters shared as co-counsel
        is_bill_recipient:
          type: boolean
          description: Whether the Contact is a bill recipient on at least one matter.
        sales_tax_number:
          type: string
          description: The sales tax number of the *Contact*
        currency:
          type: object
          description: Currency of the *Contact*
x-tagGroups:
- name: Api
  tags:
  - Custom Actions
  - Webhooks
- name: Activities
  tags:
  - Activities
  - Activity Descriptions
  - Activity Rates
  - Expense Categories
  - Timers
  - Utbms Codes
  - Utbms Sets
- name: Accounting
  tags:
  - Bank Accounts
  - Bank Transactions
  - Bank Transfers
- name: Billing
  tags:
  - Bills
  - Billable Clients
  - Billable Matters
  - Bill Themes
  - Interest Charges
  - Line Items
  - Outstanding Client Balances
- name: Calendars
  tags:
  - Calendars
  - Calendar Entries
  - Calendar Entry Event Types
  - Calendar Visibilities
  - Reminders
- name: Clio Payments
  tags:
  - Clio Payments Links
  - Clio Payments Payments
- name: Communications
  tags:
  - Communications
  - Conversations
  - Conversation Messages
- name: Contacts
  tags:
  - Contacts
  - Email Addresses
  - Phone Numbers
  - Notes
  - Log Entries
- name: Court Rules
  tags:
  - Jurisdictions To Triggers
  - Jurisdictions
  - Matter Dockets
  - Service Types
- name: Custom Fields
  tags:
  - Custom Fields
  - Custom Field Sets
- name: Documents
  tags:
  - Documents
  - Document Versions
  - Folders
  - Document Archives
  - Document Automations
  - Document Categories
  - Document Templates
  - Comments
- name: In-app Notifications
  tags:
  - My Events
  - Event Metrics
- name: Matters
  tags:
  - Matters
  - Relationships
  - Clients
  - Related Contacts
  - Matter Contacts
  - Notes
  - Practice Areas
  - Log Entries
  - Matter Stages
  - Medical Records Details
  - Medical Records
  - Medical Bills
  - Damages
- name: Payments
  tags:
  - Allocations
  - Credit Memos
- name: Reporting
  tags:
  - Reports
  - Report Presets
  - Report Schedules
- name: Settings
  tags:
  - Text Snippets
  - Billing Settings
  - Currencies
  - Tax Rate Configurations
- name: Tasks
  tags:
  - Tasks
  - Task Templates
  - Task Template Lists
  - Task Types
- name: Trust
  tags:
  - Trust Line Items
  - Trust Requests
- name: Users
  tags:
  - Users
  - Groups
- name: Legal Aid US
  tags:
  - Grants
  - Grant Funding Sources
- name: Legal Aid England & Wales
  tags:
  - Civil Controlled Rates
  - Civil Certificated Rates
  - Criminal Controlled Rates
  - Expense Categories