Clio Rate Tables API

openapi: 3.2.0
info:
  title: Clio API Documentation Rate Tables 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 Tables
  description: Rate tables let firms manage billing rates across multiple categories (levels) of timekeepers. A rate table has a single currency and a set of categories, each holding the rates for the timekeepers assigned to it. These endpoints list, create, update, archive, unarchive and delete rate tables. Listing excludes archived tables by default; request them with the `status` filter. Categories are managed with the Rate Table Categories endpoints, timekeepers are listed, added and removed with the Rate Table Timekeepers endpoints, and rates are set with the Rate Table Rates endpoint.
paths:
  /rate_tables/{id}/archive.json:
    patch:
      tags:
      - Rate Tables
      summary: Archive a rate table
      operationId: RateTable#archive
      description: Archives a Rate Table and permanently removes every assignment of it to a Matter or Contact; those Matters and Contacts fall back to their next rate source. Unarchiving does not restore the assignments. Archiving an already-archived table returns it unchanged.
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: id
        in: path
        description: The unique identifier for the RateTable.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/RateTable_Show'
        '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'
        '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'
  /rate_tables/{id}/unarchive.json:
    patch:
      tags:
      - Rate Tables
      summary: Unarchive a rate table
      operationId: RateTable#unarchive
      description: Makes an archived Rate Table active again. Assignments removed when it was archived are not restored. Unarchiving an active table returns it unchanged.
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: id
        in: path
        description: The unique identifier for the RateTable.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/RateTable_Show'
        '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'
        '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'
  /rate_tables.json:
    get:
      tags:
      - Rate Tables
      summary: Return the rate tables visible to the current user
      operationId: RateTable#index
      description: Outlines the parameters, optional and required, used when requesting the data for all RateTables
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: created_since
        in: query
        description: Filter RateTable records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp).
        required: false
        schema:
          type: string
          format: date-time
      - name: currency_id
        in: query
        description: Filter RateTable records to those of a specific currency.
        required: false
        schema:
          type: integer
          format: int64
      - 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: ids[]
        in: query
        description: Filter RateTable records to those having the specified unique identifiers.
        required: false
        schema:
          type: integer
          format: int64
      - name: limit
        in: query
        description: 'A limit on the number of RateTable 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 RateTable records by the given field. Default: `name(asc)`.'
        required: false
        schema:
          type: string
          enum:
          - id(asc)
          - id(desc)
          - name(asc)
          - name(desc)
      - name: page_token
        in: query
        description: A token specifying which page to return.
        required: false
        schema:
          type: string
      - name: status
        in: query
        description: Filter RateTable records to those with the given status. One of `active` or `archived`.
        required: false
        schema:
          type: string
          enum:
          - active
          - archived
      - name: updated_since
        in: query
        description: Filter RateTable records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp).
        required: false
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/RateTable_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'
    post:
      tags:
      - Rate Tables
      summary: Create a new rate table
      operationId: RateTable#create
      description: Outlines the parameters and data fields used when creating a new RateTable
      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/RateTable_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 Tables
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    currency_id:
                      type: integer
                      format: int64
                      description: The unique identifier for the Currency the RateTable's rates are denominated in. Must be one of the account's billing currencies.
                    description:
                      type: string
                      description: A detailed description of the RateTable.
                    name:
                      type: string
                      description: Name of the RateTable. Must be unique within the account.
                  required:
                  - name
                  - currency_id
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    currency_id:
                      type: integer
                      format: int64
                      description: The unique identifier for the Currency the RateTable's rates are denominated in. Must be one of the account's billing currencies.
                    description:
                      type: string
                      description: A detailed description of the RateTable.
                    name:
                      type: string
                      description: Name of the RateTable. Must be unique within the account.
                  required:
                  - name
                  - currency_id
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    currency_id:
                      type: integer
                      format: int64
                      description: The unique identifier for the Currency the RateTable's rates are denominated in. Must be one of the account's billing currencies.
                    description:
                      type: string
                      description: A detailed description of the RateTable.
                    name:
                      type: string
                      description: Name of the RateTable. Must be unique within the account.
                  required:
                  - name
                  - currency_id
        required: false
  /rate_tables/{id}.json:
    get:
      tags:
      - Rate Tables
      summary: Return a single rate table
      operationId: RateTable#show
      description: Outlines the parameters, optional and required, used when requesting the data for a single RateTable
      parameters:
      - name: IF-MODIFIED-SINCE
        in: header
        description: The server will send the requested resource with a 200 status, but only if it has been modified after the given date. (Expects an RFC 2822 timestamp).
        required: false
        schema:
          type: string
          format: date
      - name: IF-NONE-MATCH
        in: header
        description: The server will send the requested resource with a 200 status, but only if the existing resource's [ETag](#section/ETags) doesn't match any of the values listed.
        required: false
        schema:
          type: string
      - 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
      - name: id
        in: path
        description: The unique identifier for the RateTable.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/RateTable_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'
        '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'
        '304':
          description: Not Modified
    patch:
      tags:
      - Rate Tables
      summary: Update a rate table
      operationId: RateTable#update
      description: Outlines the parameters and data fields used when updating a single RateTable
      parameters:
      - name: IF-MATCH
        in: header
        description: The server will update the requested resource and send back a 200 status, but only if value in the header matches the existing resource's [ETag](#section/ETags).
        required: false
        schema:
          type: string
      - 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
      - name: id
        in: path
        description: The unique identifier for the RateTable.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/RateTable_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'
        '412':
          description: Precondition Failed
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
      requestBody:
        description: Request Body for Rate Tables
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    currency_id:
                      type: integer
                      format: int64
                      description: The unique identifier for the Currency the RateTable's rates are denominated in. Must be one of the account's billing currencies.
                    description:
                      type: string
                      description: A detailed description of the RateTable.
                    name:
                      type: string
                      description: Name of the RateTable. Must be unique within the account.
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    currency_id:
                      type: integer
                      format: int64
                      description: The unique identifier for the Currency the RateTable's rates are denominated in. Must be one of the account's billing currencies.
                    description:
                      type: string
                      description: A detailed description of the RateTable.
                    name:
                      type: string
                      description: Name of the RateTable. Must be unique within the account.
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    currency_id:
                      type: integer
                      format: int64
                      description: The unique identifier for the Currency the RateTable's rates are denominated in. Must be one of the account's billing currencies.
                    description:
                      type: string
                      description: A detailed description of the RateTable.
                    name:
                      type: string
                      description: Name of the RateTable. Must be unique within the account.
        required: false
    delete:
      tags:
      - Rate Tables
      summary: Permanently delete a rate table
      operationId: RateTable#destroy
      description: 'Permanently deletes a Rate Table, whether it is active or archived. This removes:


        - the table''s categories and every rate in them

        - every assignment of the table to a Matter or Contact; those Matters fall back to their next rate source


        Existing activities keep the rate table and category names they were priced with.'
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: id
        in: path
        description: The unique identifier for the RateTable.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '204':
          description: No Content
        '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'
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
    RateTable_Show:
      type: object
      required:
      - data
      properties:
        data:
          $ref: '#/components/schemas/RateTable'
    RateTable_List:
      type: object
      required:
      - data
      properties:
        data:
          type: array
          description: RateTable List Response
          items:
            $ref: '#/components/schemas/RateTable'
    Error:
      type: object
      required:
      - error
      properties:
        error:
          $ref: '#/components/schemas/ErrorDetail'
    RateTable:
      allOf:
      - $ref: '#/components/schemas/RateTable_base'
      - type: object
        properties:
          categories:
            type: array
            items:
              $ref: '#/components/schemas/RateTableCategory_base'
            description: RateTableCategory
    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)
    RateTableCategory_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *RateTableCategory*
        etag:
          type: string
          description: ETag for the *RateTableCategory*
        name:
          type: string
          description: The name of the rate table category
        position:
          type: integer
          format: int64
          description: The position of the category within its rate table, used for display ordering
        created_at:
          type: string
          format: date-time
          description: The time the *RateTableCategory* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *RateTableCategory* was last updated (as a ISO-8601 timestamp)
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)