Clio Trust Requests API

openapi: 3.0.0
info:
  title: Clio API Documentation Activities Trust Requests API
  contact:
    name: Clio API Support
    email: api@clio.com
  description: "# Developer Support and Feedback\n* 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](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **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).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> 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.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI 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.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n  * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n  * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n  * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n  * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n  * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n  * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n  * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n  * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n  * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n  **This is the default version**\n\n  * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n"
  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: Trust Requests
  description: ''
paths:
  /trust_requests.json:
    post:
      tags:
      - Trust Requests
      summary: Create a new TrustRequest
      operationId: TrustRequest#create
      description: Outlines the parameters and data fields used when creating a new TrustRequest
      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/TrustRequest_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 Trust Requests
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    approved:
                      type: boolean
                      description: Whether or not the TrustRequest should be automatically approved.
                    client_id:
                      type: integer
                      format: int64
                      description: The client_id associated to the TrustRequest
                    currency_id:
                      type: integer
                      format: int64
                      description: The currency_id associated to the TrustRequest
                    due_date:
                      type: string
                      format: date
                      description: The date the TrustRequest is due (Expects an ISO-8601 date).
                    issue_date:
                      type: string
                      format: date
                      description: The date the TrustRequest is issued (Expects an ISO-8601 date).
                    matter:
                      type: array
                      items:
                        type: object
                        properties:
                          id:
                            type: integer
                            format: int64
                            description: The matter id associated to the TrustRequest
                          trust_amount:
                            type: integer
                            format: int32
                            description: The matter level TrustRequest's amount
                          note:
                            type: string
                            description: The client level TrustRequest note
                    note:
                      type: string
                      description: The client level TrustRequest note
                    trust_amount:
                      type: number
                      format: double
                      description: The TrustRequest's amount
                    trust_type:
                      type: string
                      enum:
                      - client
                      - matter
                      description: The type of TrustRequest
                  required:
                  - trust_type
                  - client_id
                  - issue_date
                  - due_date
                  - approved
                  - trust_amount
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    approved:
                      type: boolean
                      description: Whether or not the TrustRequest should be automatically approved.
                    client_id:
                      type: integer
                      format: int64
                      description: The client_id associated to the TrustRequest
                    currency_id:
                      type: integer
                      format: int64
                      description: The currency_id associated to the TrustRequest
                    due_date:
                      type: string
                      format: date
                      description: The date the TrustRequest is due (Expects an ISO-8601 date).
                    issue_date:
                      type: string
                      format: date
                      description: The date the TrustRequest is issued (Expects an ISO-8601 date).
                    matter:
                      type: array
                      items:
                        type: object
                        properties:
                          id:
                            type: integer
                            format: int64
                            description: The matter id associated to the TrustRequest
                          trust_amount:
                            type: integer
                            format: int32
                            description: The matter level TrustRequest's amount
                          note:
                            type: string
                            description: The client level TrustRequest note
                    note:
                      type: string
                      description: The client level TrustRequest note
                    trust_amount:
                      type: number
                      format: double
                      description: The TrustRequest's amount
                    trust_type:
                      type: string
                      enum:
                      - client
                      - matter
                      description: The type of TrustRequest
                  required:
                  - trust_type
                  - client_id
                  - issue_date
                  - due_date
                  - approved
                  - trust_amount
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    approved:
                      type: boolean
                      description: Whether or not the TrustRequest should be automatically approved.
                    client_id:
                      type: integer
                      format: int64
                      description: The client_id associated to the TrustRequest
                    currency_id:
                      type: integer
                      format: int64
                      description: The currency_id associated to the TrustRequest
                    due_date:
                      type: string
                      format: date
                      description: The date the TrustRequest is due (Expects an ISO-8601 date).
                    issue_date:
                      type: string
                      format: date
                      description: The date the TrustRequest is issued (Expects an ISO-8601 date).
                    matter:
                      type: array
                      items:
                        type: object
                        properties:
                          id:
                            type: integer
                            format: int64
                            description: The matter id associated to the TrustRequest
                          trust_amount:
                            type: integer
                            format: int32
                            description: The matter level TrustRequest's amount
                          note:
                            type: string
                            description: The client level TrustRequest note
                    note:
                      type: string
                      description: The client level TrustRequest note
                    trust_amount:
                      type: number
                      format: double
                      description: The TrustRequest's amount
                    trust_type:
                      type: string
                      enum:
                      - client
                      - matter
                      description: The type of TrustRequest
                  required:
                  - trust_type
                  - client_id
                  - issue_date
                  - due_date
                  - approved
                  - trust_amount
        required: false
components:
  schemas:
    Error:
      type: object
      required:
      - error
      properties:
        error:
          $ref: '#/components/schemas/ErrorDetail'
    TrustRequest:
      allOf:
      - $ref: '#/components/schemas/TrustRequest_base'
      - type: object
        properties: {}
    TrustRequest_Show:
      type: object
      required:
      - data
      properties:
        data:
          $ref: '#/components/schemas/TrustRequest'
    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
    TrustRequest_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *TrustRequest*
        etag:
          type: string
          description: ETag for the *TrustRequest*
        created_at:
          type: string
          format: date-time
          description: The time the *TrustRequest* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *TrustRequest* 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
- 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