Clio Trust Requests API
The Trust Requests API from Clio — 1 operation(s) for trust requests.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Clio API Documentation Trust Requests 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: 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:
TrustRequest_Show:
type: object
required:
- data
properties:
data:
$ref: '#/components/schemas/TrustRequest'
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)
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:
allOf:
- $ref: '#/components/schemas/TrustRequest_base'
- type: object
properties: {}
Error:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorDetail'
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