# Clio Document Automations API

**Canonical:** https://apis.io/apis/clio/clio-document-automations-api/  
**Provider:** Clio — https://apis.io/providers/clio/  
**Base URL:** https://app.clio.com/api/v4  
**Documentation:** https://docs.developers.clio.com/

Clio Document Automations API is one of 85 APIs that [Clio](https://apis.io/providers/clio/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Document Automations. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and authentication docs.

Document Automation uses Document Templates to create standardized documents. Users select a Document Template (that they have created and uploaded) and a Matter to automatically create a document using information from that Matter (such as addresses, account balances, Matter names, etc.). Documents made from templates are created using Nintex, an authorized Clio sub-processor. For further information, please refer to Clio’s Privacy Policy and Terms of Service. [Support Link](https://help.clio.com/hc/en-us/articles/9290238939163-Document-Templates#create-document-templates-in-clio-manage-0-4)

## Machine-readable artifacts (5)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-document-automations-api-openapi.yml
- **Documentation** — https://docs.developers.clio.com/
- **Reference** — https://docs.developers.clio.com/api-docs/
- **Authentication** — https://app.clio.com/oauth/authorize
- **GraphQL** — https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/graphql/clio-graphql.md

## Other Clio APIs (12)

- [Clio Webhooks](https://apis.io/apis/clio/webhooks/)
- [Clio App Directory](https://apis.io/apis/clio/app-directory/)
- [Clio Activities API](https://apis.io/apis/clio/clio-activities-api/)
- [Clio Activity Descriptions API](https://apis.io/apis/clio/clio-activity-descriptions-api/)
- [Clio Activity Rates API](https://apis.io/apis/clio/clio-activity-rates-api/)
- [Clio Allocations API](https://apis.io/apis/clio/clio-allocations-api/)
- [Clio Bank Accounts API](https://apis.io/apis/clio/clio-bank-accounts-api/)
- [Clio Bank Transactions API](https://apis.io/apis/clio/clio-bank-transactions-api/)
- [Clio Bank Transfers API](https://apis.io/apis/clio/clio-bank-transfers-api/)
- [Clio Bill Themes API](https://apis.io/apis/clio/clio-bill-themes-api/)
- [Clio Billable Clients API](https://apis.io/apis/clio/clio-billable-clients-api/)
- [Clio Billable Matters API](https://apis.io/apis/clio/clio-billable-matters-api/)

## Tags

Document Automations

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/clio/clio-document-automations-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/clio/.