A timekeeper is a firm user who has rates on a rate table. These endpoints list the users on a rate table on a given date, add a user to a rate table, with a blank rate in every category from a given date, and remove a user from a date onward. Set their rates with the Rate Table Rates endpoint.
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openapi: 3.2.0
info:
title: Clio API Documentation Rate Table Timekeepers 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.
* For business and partnership inquiries, contact our API Partnerships team at api.partnerships@clio.com.
* For best practices and tips from the Clio development community, join the conversation in the Clio Developer Slack Channel.
A community-driven Clio Developers Stack Overflow Group also exists where you can connect and ask questions from other Clio API users.
# Getting Started
> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).
>
> Likewise, the developer portal is available at region-specific links for the Australia, Canada, EU, and US regions.
>
> This document assumes the US region is being used (app.clio.com). If you''re building in one of the other regions, you should adapt the links and examples as necessary.
To start building on the Clio API, you’ll need a Clio account – you can review our Developer Handbook and follow the steps to sign up for an account.
Once you have an account, you can create a developer application from the Developer Portal and start building!
# Authorization with OAuth 2.0
See our Authorization documentation →
# Permissions
See our Permissions documentation →
# Fields
See our Fields documentation →
# Rate Limiting
See our Rate Limits documentation →
# Paging
See our Pagination documentation →
# ETags
See our ETags documentation →
# Minor Versions
API v4 supports multiple minor versions. Versions are of the form ''4.X.Y''. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you''re requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.
An `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.
You can find our API Versioning Policy and Guidelines in our documentation hub.
The API Changelog explains each version''s changes in further detail.
### 4.0.4
* Update `quantity` field to return values in seconds rather than hours for Activities
### 4.0.5
* Remove `matter_balances` field from Bills
* Standardize status/state enum values
* Add a Document association to completed DocumentAutomations
* Add rate visibility handling for Activity''s price and total
### 4.0.6
* Remove `document_versions` collection field from Documents
### 4.0.7
* Change secure link format
### 4.0.8
* `Activity` hours are redacted in the response based on the activity hours visibility setting for the user
* Add `quantity_redacted` field to activities
### 4.0.9
* Contacts are filtered and redacted in the response based on the new ''Contacts Visibility'' user permission setting.
### 4.0.10
* Fixed validation of `type` query parameter when querying Notes
### 4.0.12
* Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers
### 4.0.13
**This is the default version**
* Add association limits to Contacts
* Returns 422 Unprocessable Entity when association limits are exceeded'
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: Rate Table Timekeepers
description: A timekeeper is a firm user who has rates on a rate table. These endpoints list the users on a rate table on a given date, add a user to a rate table, with a blank rate in every category from a given date, and remove a user from a date onward. Set their rates with the Rate Table Rates endpoint.
paths:
/rate_table_timekeepers.json:
get:
tags:
- Rate Table Timekeepers
summary: Return the timekeepers on a rate table
operationId: RateTableTimekeeper#index
description: Returns the Users with a rate on the Rate Table in effect on `as_of_date`, ordered by User id. `as_of_date` defaults to today and can be any date, past or future. A User removed before that date, or scheduled to join after it, isn't listed. Archived tables can be listed.
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: as_of_date
in: query
description: 'The date to apply, in YYYY-MM-DD format. Default: today. When listing, returns the users with a rate on the Rate Table in effect on this date, and can be any date. When removing, the user leaves the Rate Table on this date, which can''t be in the past.'
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 RateTableTimekeeper records to be returned. Limit can range between 1 and 200. Default: `200`.'
required: false
schema:
type: integer
format: int32
- name: order
in: query
description: 'Orders the RateTableTimekeeper records by the given field. Default: `id(asc)`.'
required: false
schema:
type: string
enum:
- id(asc)
- id(desc)
- name: page_token
in: query
description: A token specifying which page to return.
required: false
schema:
type: string
- name: rate_table_id
in: query
description: The unique identifier of the Rate Table.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/RateTableTimekeeper_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'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
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'
post:
tags:
- Rate Table Timekeepers
summary: Add a timekeeper to a rate table
operationId: RateTableTimekeeper#create
description: Adds a firm User to an active Rate Table as of `as_of_date`, with a blank rate in every category where the User has no rate on or after that date, so re-adding a User after a category is added fills in just that category. Set the rates with the Rate Table Rates endpoint. Fails if the table has no categories, or if the User already has a rate in every category on or after `as_of_date`.
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- 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
responses:
'201':
description: Created
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/RateTableTimekeeper_Show'
'400':
description: Bad Request
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'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
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'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
requestBody:
description: Request Body for Rate Table Timekeepers
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
as_of_date:
type: string
format: date
description: 'The date the user joins the Rate Table, in YYYY-MM-DD format. They get a blank rate in every category from this date. Can''t be in the past. Default: today.'
rate_table:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single RateTable associated with the RateTableTimekeeper. The keyword `null` is not valid for this field.
required:
- id
user:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single User associated with the RateTableTimekeeper. The keyword `null` is not valid for this field.
required:
- id
required:
- rate_table
- user
application/x-www-form-urlencoded:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
as_of_date:
type: string
format: date
description: 'The date the user joins the Rate Table, in YYYY-MM-DD format. They get a blank rate in every category from this date. Can''t be in the past. Default: today.'
rate_table:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single RateTable associated with the RateTableTimekeeper. The keyword `null` is not valid for this field.
required:
- id
user:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single User associated with the RateTableTimekeeper. The keyword `null` is not valid for this field.
required:
- id
required:
- rate_table
- user
multipart/form-data:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
as_of_date:
type: string
format: date
description: 'The date the user joins the Rate Table, in YYYY-MM-DD format. They get a blank rate in every category from this date. Can''t be in the past. Default: today.'
rate_table:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single RateTable associated with the RateTableTimekeeper. The keyword `null` is not valid for this field.
required:
- id
user:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single User associated with the RateTableTimekeeper. The keyword `null` is not valid for this field.
required:
- id
required:
- rate_table
- user
required: false
/rate_table_timekeepers/{id}.json:
delete:
tags:
- Rate Table Timekeepers
summary: Remove a timekeeper from a rate table
operationId: RateTableTimekeeper#destroy
description: Removes a User from a Rate Table as of `as_of_date`. The `id` in the path is the User's id. Rates that started before that date and are still in effect end the day before, rates starting on or after it are deleted, and rates that already ended are left alone, so billed history is kept. `as_of_date` defaults to today and can't be in the past. Archived tables can't be changed.
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: as_of_date
in: query
description: 'The date to apply, in YYYY-MM-DD format. Default: today. When listing, returns the users with a rate on the Rate Table in effect on this date, and can be any date. When removing, the user leaves the Rate Table on this date, which can''t be in the past.'
required: false
schema:
type: string
format: date
- name: id
in: path
description: The unique identifier for the User to remove from the Rate Table.
required: true
schema:
type: integer
format: int64
- name: rate_table_id
in: query
description: The unique identifier of the Rate Table.
required: true
schema:
type: integer
format: int64
responses:
'204':
description: No Content
'400':
description: Bad Request
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'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
components:
schemas:
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
User_base:
type: object
properties:
account_owner:
type: boolean
description: Whether the *User* is the owner of the account
clio_connect:
type: boolean
description: Whether the *User* is a Clio Connect user
court_rules_default_attendee:
type: boolean
description: Whether the *User* is a default attendee for court rules events
created_at:
type: string
format: date-time
description: The time the *User* was created (as a ISO-8601 timestamp)
default_calendar_id:
type: integer
format: int64
description: Default calendar id for *User*.
email:
type: string
description: The email of the *User*
enabled:
type: boolean
description: Whether the *User* is allowed to log in
etag:
type: string
description: ETag for the *User*
first_name:
type: string
description: The first name of the *User*
id:
type: integer
format: int64
description: Unique identifier for the *User*
initials:
type: string
description: The initials of the *User*
last_name:
type: string
description: The last name of the *User*
name:
type: string
description: The full name of the *User*
phone_number:
type: string
description: The primary phone number for the *User*.
rate:
type: number
format: float
description: Default user activity rate for *User*.
roles:
type: array
items:
type: string
description: An array of roles assigned to this *User*
subscription_type:
type: string
enum:
- Attorney
- NonAttorney
description: The subscription type of the *User*
time_zone:
type: string
description: The selected time zone of the *User*
updated_at:
type: string
format: date-time
description: The time the *User* was last updated (as a ISO-8601 timestamp)
locale:
type: string
description: The locale of the *User*
RateTableTimekeeper:
allOf:
- $ref: '#/components/schemas/RateTableTimekeeper_base'
- type: object
properties:
rate_table:
$ref: '#/components/schemas/RateTable_base'
description: RateTable
timekeeper:
$ref: '#/components/schemas/User_base'
description: User
created_by_user:
$ref: '#/components/schemas/User_base'
description: User
Error:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorDetail'
RateTableTimekeeper_base:
type: object
properties:
etag:
type: string
description: ETag for the *RateTableTimekeeper*
rate_table_id:
type: integer
format: int64
description: The unique identifier of the rate table the timekeeper was added to
as_of_date:
type: string
format: date
description: When adding a timekeeper, the date their blank rates start on the rate table. When listing timekeepers, the date the list is for
RateTableTimekeeper_Show:
type: object
required:
- data
properties:
data:
$ref: '#/components/schemas/RateTableTimekeeper'
RateTable_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *RateTable*
etag:
type: string
description: ETag for the *RateTable*
name:
type: string
description: The name of the rate table
description:
type: string
description: A detailed description of the rate table
currency_id:
type: integer
format: int64
description: The ID of the currency the rate table's rates are denominated in
status:
type: string
description: The status of the rate table. Can be either "active" or "archived"
created_at:
type: string
format: date-time
description: The time the *RateTable* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *RateTable* was last updated (as a ISO-8601 timestamp)
RateTableTimekeeper_List:
type: object
required:
- data
properties:
data:
type: array
description: RateTableTimekeeper List Response
items:
$ref: '#/components/schemas/RateTableTimekeeper'
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
- Matter Transfers
- name: Billing
tags:
- Bills
- Billable Clients
- Billable Matters
- Bill Themes
- Interest Charges
- Line Items
- Outstanding Client Balances
- Rate Tables
- Rate Table Categories
- Rate Table Timekeepers
- Rate Table Rates
- Rate Table Assignments
- 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
- Matter Protected Funds
- 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
- name: General
tags:
- Safe Custody Packets
- Safe Custody Records
- Safe Custody Packet Locations
x-provenance:
method: harvested
publisher: Clio
source: https://docs.developers.clio.com/openapi.json
note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
stamped by stamp-openapi-provenance.py (roadmap#793)