Clio Task Templates API

openapi: 3.2.0
info:
  title: Clio API Documentation Task Templates 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:


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