Clio Related Contacts API
The Related Contacts API from Clio — 1 operation(s) for related contacts.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Clio API Documentation Related Contacts 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: Related Contacts
description: ''
paths:
/matters/{matter_id}/related_contacts.json:
get:
tags:
- Related Contacts
summary: Return the related contact data for a single matter
operationId: RelatedContacts#index
description: Outlines the parameters, optional and required, used when requesting the data for all RelatedContacts
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
- name: limit
in: query
description: 'A limit on the number of RelatedContacts records to be returned. Limit can range between 1 and 200. Default: `200`.'
required: false
schema:
type: integer
format: int32
- name: matter_id
in: path
description: Filters RelatedContacts data by matter.
required: true
schema:
type: integer
format: int64
- name: order
in: query
description: 'Orders the RelatedContacts records by the given field. Note that `id` is ordered by the `id` of the nested Relationship record. Default: `id(asc)`.'
required: false
schema:
type: string
enum:
- id(asc)
- id(desc)
- contact.name(asc)
- contact.name(desc)
- name: page_token
in: query
description: A token specifying which page to return.
required: false
schema:
type: string
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/RelatedContacts_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:
RelatedContacts:
allOf:
- $ref: '#/components/schemas/RelatedContacts_base'
- type: object
properties:
avatar:
$ref: '#/components/schemas/Avatar_base'
description: Avatar
company:
$ref: '#/components/schemas/Contact_base'
description: Contact
primary_address:
$ref: '#/components/schemas/Address_base'
description: Address
primary_web_site:
$ref: '#/components/schemas/WebSite_base'
description: WebSite
secondary_address:
$ref: '#/components/schemas/Address_base'
description: Address
secondary_web_site:
$ref: '#/components/schemas/WebSite_base'
description: WebSite
addresses:
type: array
items:
$ref: '#/components/schemas/Address_base'
description: Address
custom_field_values:
type: array
items:
$ref: '#/components/schemas/CustomFieldValue_base'
description: CustomFieldValue
email_addresses:
type: array
items:
$ref: '#/components/schemas/EmailAddress_base'
description: EmailAddress
phone_numbers:
type: array
items:
$ref: '#/components/schemas/PhoneNumber_base'
description: PhoneNumber
web_sites:
type: array
items:
$ref: '#/components/schemas/WebSite_base'
description: WebSite
relationship:
$ref: '#/components/schemas/Relationship_base'
description: Relationship
WebSite_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *WebSite*
etag:
type: string
description: ETag for the *WebSite*
address:
type: string
description: The address of the *WebSite*
name:
type: string
enum:
- Work
- Personal
- Twitter
- Facebook
- LinkedIn
- Instant Messenger
- Other
description: The type of *WebSite* it is
default_web_site:
type: boolean
description: Whether it is the default for this contact
created_at:
type: string
format: date-time
description: The time the *WebSite* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *WebSite* was last updated (as a ISO-8601 timestamp)
Address_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Address*
etag:
type: string
description: ETag for the *Address*
street:
type: string
description: Street of the *Address*
city:
type: string
description: City of the *Address*
province:
type: string
description: Province or state of the *Address*
postal_code:
type: string
description: Postal code of the *Address*
country:
type: string
description: Country of the *Address*
name:
type: string
enum:
- Work
- Home
- Billing
- Other
description: The name of the *Address*
created_at:
type: string
format: date-time
description: The time the *Address* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Address* was last updated (as a ISO-8601 timestamp)
primary:
type: boolean
description: Whether it is the default for this contact
RelatedContacts_List:
type: object
required:
- data
properties:
data:
type: array
description: RelatedContacts List Response
items:
$ref: '#/components/schemas/RelatedContacts'
RelatedContacts_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *RelatedContacts*
contact_id:
type: integer
format: int64
description: The id of the *RelatedContacts*
name:
type: string
description: The full name of the *RelatedContacts*
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
type:
type: string
enum:
- Company
- Person
description: The type of the *RelatedContacts*
created_at:
type: string
format: date-time
description: The time the *RelatedContacts* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *RelatedContacts* was last updated (as a ISO-8601 timestamp)
prefix:
type: string
description: The prefix of the *RelatedContacts* (Mr, Mrs, etc)
title:
type: string
description: The designated title of the *RelatedContacts*
initials:
type: string
description: The initials of the *RelatedContacts*
is_matter_client:
type: boolean
description: Whether or not the RelatedContacts is also the client of the matter
primary_email_address:
type: string
description: The primary email address of related contact
primary_phone_number:
type: string
description: The primary phone number of related contact
client_connect_user_id:
type: integer
format: int64
description: The client connect ID of the contacts associated user
Error:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorDetail'
Relationship_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Relationship*
etag:
type: string
description: ETag for the *Relationship*
description:
type: string
description: A detailed description of the *Relationship*
created_at:
type: string
format: date-time
description: The time the *Relationship* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Relationship* was last updated (as a ISO-8601 timestamp)
PhoneNumber_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *PhoneNumber*
etag:
type: string
description: ETag for the *PhoneNumber*
number:
type: string
description: Contact's Phone Number
name:
type: string
enum:
- Work
- Personal
- Other
description: The type of *PhoneNumber* it is
primary:
type: boolean
description: Whether it is default for this contact
created_at:
type: string
format: date-time
description: The time the *PhoneNumber* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *PhoneNumber* was last updated (as a ISO-8601 timestamp)
Avatar_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Avatar*
etag:
type: string
description: ETag for the *Avatar*
created_at:
type: string
format: date-time
description: The time the *Avatar* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Avatar* was last updated (as a ISO-8601 timestamp)
url:
type: string
description: The URL for the *Avatar*
_destroy:
type: boolean
description: Whether to destroy the *Avatar*
CustomFieldValue_base:
type: object
properties:
id:
type: string
description: Unique identifier for the *CustomFieldValue*
etag:
type: string
description: ETag for the *CustomFieldValue*
field_name:
type: string
description: The name of the custom field
created_at:
type: string
format: date-time
description: The time the *CustomFieldValue* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *CustomFieldValue* was last updated (as a ISO-8601 timestamp)
field_type:
type: string
enum:
- checkbox
- contact
- currency
- date
- time
- email
- matter
- numeric
- picklist
- text_area
- text_line
- url
description: The type of the *CustomFieldValue*
field_required:
type: boolean
description: Whether the *CustomFieldValue* requires a value
field_displayed:
type: boolean
description: Whether the *CustomFieldValue* is displayed by default
field_display_order:
type: integer
format: int32
description: The display position of the *CustomFieldValue*
value:
type: string
description: The value of the *CustomFieldValue*
soft_deleted:
type: boolean
description: Whether the value is associated with a deleted custom field
EmailAddress_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *EmailAddress*
etag:
type: string
description: ETag for the *EmailAddress*
address:
type: string
description: The address of the *EmailAddress*
name:
type: string
description: A descriptive name for the *EmailAddress. Common values include `Home`, `Work`, and `Other`, as these are the only selectable options within Clio Manage, but other values may be returned for this field.
primary:
type: boolean
description: Whether it is the default for this contact
created_at:
type: string
format: date-time
description: The time the *EmailAddress* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *EmailAddress* was last updated (as a ISO-8601 timestamp)
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