Clio

opencollection: 1.0.0
info:
  name: Clio API Documentation
  version: v4
items:
- info:
    name: Activities
    type: folder
  items:
  - info:
      name: Return the data for all Activities
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/activities.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: activity_description_id
        value: ''
        type: query
        description: The unique identifier for a single ActivityDescription. Use the keyword `null` to match those without
          a Activity. The list will be filtered to include only the Activity records with the matching property.
      - name: calendar_entry_id
        value: ''
        type: query
        description: The unique identifier for a single CalendarEntry. Use the keyword `null` to match those without a Activity.
          The list will be filtered to include only the Activity records with the matching property.
      - name: communication_id
        value: ''
        type: query
        description: The unique identifier for a single Communication. Use the keyword `null` to match those without a Activity.
          The list will be filtered to include only the Activity records with the matching property.
      - name: contact_note_id
        value: ''
        type: query
        description: The unique identifier for a single Note. Use the keyword `null` to match those without a Activity. The
          list will be filtered to include only the Activity records with the matching property.
      - name: created_since
        value: ''
        type: query
        description: Filter Activity records to those having the `created_at` field after a specific time. (Expects an ISO-8601
          timestamp).
      - name: end_date
        value: ''
        type: query
        description: Filter Activity records to those whose `date` is on or before the date provided (Expects an ISO-8601
          date).
      - name: expense_category_id
        value: ''
        type: query
        description: The unique identifier for a single ExpenseCategory. Use the keyword `null` to match those without a Activity.
          The list will be filtered to include only the Activity records with the matching property.
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: flat_rate
        value: ''
        type: query
        description: Filter Activity TimeEntry records to those that have a flat rate, or not.
      - name: grant_id
        value: ''
        type: query
        description: The unique identifier for a single Grant. Use the keyword `null` to match those without a Activity. The
          list will be filtered to include only the Activity records with the matching property.
      - name: ids[]
        value: ''
        type: query
        description: Filter Activity records to those having the specified unique identifiers.
      - name: limit
        value: ''
        type: query
        description: 'A limit on the number of Activity records to be returned. Limit can range between 1 and 200. Default:
          `200`.'
      - name: matter_id
        value: ''
        type: query
        description: The unique identifier for a single Matter. Use the keyword `null` to match those without a Activity.
          The list will be filtered to include only the Activity records with the matching property.
      - name: matter_note_id
        value: ''
        type: query
        description: The unique identifier for a single Note. Use the keyword `null` to match those without a Activity. The
          list will be filtered to include only the Activity records with the matching property.
      - name: only_unaccounted_for
        value: ''
        type: query
        description: Only unaccounted for activities.
      - name: order
        value: ''
        type: query
        description: 'Orders the Activity records by the given field. Default: `id(asc)`.'
      - name: page_token
        value: ''
        type: query
        description: A token specifying which page to return.
      - name: query
        value: ''
        type: query
        description: Wildcard search for `note` matching a given string.
      - name: start_date
        value: ''
        type: query
        description: Filter Activity records to those whose `date` is on or after the date provided (Expects an ISO-8601 date).
      - name: status
        value: ''
        type: query
        description: Filter Activity records to those that are draft, billed, unbilled or non-billable.
      - name: task_id
        value: ''
        type: query
        description: The unique identifier for a single Task. Use the keyword `null` to match those without a Activity. The
          list will be filtered to include only the Activity records with the matching property.
      - name: type
        value: ''
        type: query
        description: Filter Activity records to those of a specific type.
      - name: updated_since
        value: ''
        type: query
        description: Filter Activity records to those having the `updated_at` field after a specific time. (Expects an ISO-8601
          timestamp).
      - name: user_id
        value: ''
        type: query
        description: The unique identifier for a single User. Use the keyword `null` to match those without a Activity. The
          list will be filtered to include only the Activity records with the matching property.
    docs: Outlines the parameters, optional and required, used when requesting the data for all Activities
  - info:
      name: Create a new Activity
      type: http
    http:
      method: POST
      url: https://app.clio.com/api/v4/activities.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when creating a new Activity
  - info:
      name: Return the data for a single Activity
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/activities/:id.json
      headers:
      - name: IF-MODIFIED-SINCE
        value: ''
      - name: IF-NONE-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the Activity.
    docs: Outlines the parameters, optional and required, used when requesting the data for a single Activity
  - info:
      name: Update a single Activity
      type: http
    http:
      method: PATCH
      url: https://app.clio.com/api/v4/activities/:id.json
      headers:
      - name: IF-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the Activity.
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when updating a single Activity
  - info:
      name: Delete a single Activity
      type: http
    http:
      method: DELETE
      url: https://app.clio.com/api/v4/activities/:id.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: id
        value: ''
        type: path
        description: The unique identifier for the Activity.
    docs: Outlines the parameters, optional and required, used when deleting the record for a single Activity
- info:
    name: Activity Rates
    type: folder
  items:
  - info:
      name: Return the data for all ActivityRates
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/activity_rates.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: co_counsel_contact_id
        value: ''
        type: query
        description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list
          will be filtered to include only the ActivityRate records with the matching property.
      - name: contact_id
        value: ''
        type: query
        description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list
          will be filtered to include only the ActivityRate records with the matching property.
      - name: created_since
        value: ''
        type: query
        description: Filter ActivityRate records to those having the `created_at` field after a specific time. (Expects an
          ISO-8601 timestamp).
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: ids[]
        value: ''
        type: query
        description: Filter ActivityRate records to those having the specified unique identifiers.
      - name: limit
        value: ''
        type: query
        description: 'A limit on the number of ActivityRate records to be returned. Limit can range between 1 and 200. Default:
          `200`.'
      - name: page_token
        value: ''
        type: query
        description: A token specifying which page to return.
      - name: updated_since
        value: ''
        type: query
        description: Filter ActivityRate records to those having the `updated_at` field after a specific time. (Expects an
          ISO-8601 timestamp).
    docs: Outlines the parameters, optional and required, used when requesting the data for all ActivityRates
  - info:
      name: Create a new ActivityRate
      type: http
    http:
      method: POST
      url: https://app.clio.com/api/v4/activity_rates.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when creating a new ActivityRate
  - info:
      name: Return the data for a single ActivityRate
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/activity_rates/:id.json
      headers:
      - name: IF-MODIFIED-SINCE
        value: ''
      - name: IF-NONE-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the ActivityRate.
    docs: Outlines the parameters, optional and required, used when requesting the data for a single ActivityRate
  - info:
      name: Update a single ActivityRate
      type: http
    http:
      method: PATCH
      url: https://app.clio.com/api/v4/activity_rates/:id.json
      headers:
      - name: IF-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the ActivityRate.
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when updating a single ActivityRate
  - info:
      name: Delete a single ActivityRate
      type: http
    http:
      method: DELETE
      url: https://app.clio.com/api/v4/activity_rates/:id.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: id
        value: ''
        type: path
        description: The unique identifier for the ActivityRate.
    docs: Outlines the parameters, optional and required, used when deleting the record for a single ActivityRate
- info:
    name: Activity Descriptions
    type: folder
  items:
  - info:
      name: Return the data for all ActivityDescriptions
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/activity_descriptions.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: created_since
        value: ''
        type: query
        description: Filter ActivityDescription records to those having the `created_at` field after a specific time. (Expects
          an ISO-8601 timestamp).
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: flat_rate
        value: ''
        type: query
        description: Filter ActivityDescription records to those that have a flat rate, or not.
      - name: ids[]
        value: ''
        type: query
        description: Filter ActivityDescription records to those having the specified unique identifiers.
      - name: limit
        value: ''
        type: query
        description: 'A limit on the number of ActivityDescription records to be returned. Limit can range between 1 and 200.
          Default: `200`.'
      - name: page_token
        value: ''
        type: query
        description: A token specifying which page to return.
      - name: rate_for[matter_id]
        value: ''
        type: query
        description: Matter id for rate calculation.
      - name: rate_for[user_id]
        value: ''
        type: query
        description: User id for rate calculation. If not provided, the user associated to the API request is assumed.
      - name: type
        value: ''
        type: query
        description: Filter ActivityDescription records to those of a specific type.
      - name: updated_since
        value: ''
        type: query
        description: Filter ActivityDescription records to those having the `updated_at` field after a specific time. (Expects
          an ISO-8601 timestamp).
      - name: user_id
        value: ''
        type: query
        description: The unique identifier for a single User. The keyword `null` is not valid for this field. The list will
          be filtered to include only the ActivityDescription records with the matching property.
    docs: Outlines the parameters, optional and required, used when requesting the data for all ActivityDescriptions
  - info:
      name: Create a new ActivityDescription
      type: http
    http:
      method: POST
      url: https://app.clio.com/api/v4/activity_descriptions.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when creating a new ActivityDescription
  - info:
      name: Return the data for a single ActivityDescription
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/activity_descriptions/:id.json
      headers:
      - name: IF-MODIFIED-SINCE
        value: ''
      - name: IF-NONE-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the ActivityDescription.
    docs: Outlines the parameters, optional and required, used when requesting the data for a single ActivityDescription
  - info:
      name: Update a single ActivityDescription
      type: http
    http:
      method: PATCH
      url: https://app.clio.com/api/v4/activity_descriptions/:id.json
      headers:
      - name: IF-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the ActivityDescription.
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when updating a single ActivityDescription
  - info:
      name: Delete a single ActivityDescription
      type: http
    http:
      method: DELETE
      url: https://app.clio.com/api/v4/activity_descriptions/:id.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: id
        value: ''
        type: path
        description: The unique identifier for the ActivityDescription.
    docs: Outlines the parameters, optional and required, used when deleting the record for a single ActivityDescription
- info:
    name: Allocations
    type: folder
  items:
  - info:
      name: Return the data for all Allocations
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/allocations.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: bill_id
        value: ''
        type: query
        description: The unique identifier for a single Bill. The keyword `null` is not valid for this field. The list will
          be filtered to include only the Allocation records with the matching property.
      - name: contact_id
        value: ''
        type: query
        description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list
          will be filtered to include only the Allocation records with the matching property.
      - name: created_since
        value: ''
        type: query
        description: Filter Allocation records to those having the `created_at` field after a specific time. (Expects an ISO-8601
          timestamp).
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: ids[]
        value: ''
        type: query
        description: Filter Allocation records to those having the specified unique identifiers.
      - name: limit
        value: ''
        type: query
        description: 'A limit on the number of Allocation records to be returned. Limit can range between 1 and 200. Default:
          `200`.'
      - name: matter_id
        value: ''
        type: query
        description: The unique identifier for a single Matter. The keyword `null` is not valid for this field. The list will
          be filtered to include only the Allocation records with the matching property.
      - name: order
        value: ''
        type: query
        description: 'Orders the Allocation records by the given field. Default: `date(asc)`.'
      - name: page_token
        value: ''
        type: query
        description: A token specifying which page to return.
      - name: parent_id
        value: ''
        type: query
        description: ID of parent (either a Payment or CreditMemo) this allocation belongs to
      - name: parent_type
        value: ''
        type: query
        description: Filter Allocation records based on whether the parent is a CreditMemo or a Payment.
      - name: status
        value: ''
        type: query
        description: Filter Allocation records to only those that are voided (`"invalid"`) or not voided (`"valid"`).
      - name: updated_since
        value: ''
        type: query
        description: Filter Allocation records to those having the `updated_at` field after a specific time. (Expects an ISO-8601
          timestamp).
    docs: Outlines the parameters, optional and required, used when requesting the data for all Allocations
  - info:
      name: Return the data for a single Allocation
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/allocations/:id.json
      headers:
      - name: IF-MODIFIED-SINCE
        value: ''
      - name: IF-NONE-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the Allocation.
    docs: Outlines the parameters, optional and required, used when requesting the data for a single Allocation
- info:
    name: Bank Accounts
    type: folder
  items:
  - info:
      name: Return the data for all BankAccounts
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/bank_accounts.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: created_since
        value: ''
        type: query
        description: Filter BankAccount records to those having the `created_at` field after a specific time. (Expects an
          ISO-8601 timestamp).
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: ids[]
        value: ''
        type: query
        description: Filter BankAccount records to those having the specified unique identifiers.
      - name: limit
        value: ''
        type: query
        description: 'A limit on the number of BankAccount records to be returned. Limit can range between 1 and 200. Default:
          `200`.'
      - name: order
        value: ''
        type: query
        description: 'Orders the BankAccount records by the given field. Default: `id(asc)`.'
      - name: page_token
        value: ''
        type: query
        description: A token specifying which page to return.
      - name: show_empty_accounts
        value: ''
        type: query
        description: Filter BankAccount records to those having a zero or non zero balance.
      - name: status
        value: ''
        type: query
        description: Filter BankAccount records to those having a specific status.
      - name: type
        value: ''
        type: query
        description: Filter BankAccount records to those having a specific type.
      - name: updated_since
        value: ''
        type: query
        description: Filter BankAccount records to those having the `updated_at` field after a specific time. (Expects an
          ISO-8601 timestamp).
      - name: user_id
        value: ''
        type: query
        description: The unique identifier for a single User. Use the keyword `null` to match those without a BankAccount.
          The list will be filtered to include only the BankAccount records with the matching property.
    docs: Outlines the parameters, optional and required, used when requesting the data for all BankAccounts
  - info:
      name: Create a new BankAccount
      type: http
    http:
      method: POST
      url: https://app.clio.com/api/v4/bank_accounts.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when creating a new BankAccount
  - info:
      name: Return the data for a single BankAccount
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/bank_accounts/:id.json
      headers:
      - name: IF-MODIFIED-SINCE
        value: ''
      - name: IF-NONE-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the BankAccount.
    docs: Outlines the parameters, optional and required, used when requesting the data for a single BankAccount
  - info:
      name: Update a single BankAccount
      type: http
    http:
      method: PATCH
      url: https://app.clio.com/api/v4/bank_accounts/:id.json
      headers:
      - name: IF-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the BankAccount.
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when updating a single BankAccount
  - info:
      name: Delete a single BankAccount
      type: http
    http:
      method: DELETE
      url: https://app.clio.com/api/v4/bank_accounts/:id.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: id
        value: ''
        type: path
        description: The unique identifier for the BankAccount.
    docs: Outlines the parameters, optional and required, used when deleting the record for a single BankAccount
- info:
    name: Bank Transactions
    type: folder
  items:
  - info:
      name: Return the data for all BankTransactions
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/bank_transactions.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: bank_account_id
        value: ''
        type: query
        description: The unique identifier for a single BankAccount. The keyword `null` is not valid for this field. The list
          will be filtered to include only the BankTransaction records with the matching property.
      - name: client_id
        value: ''
        type: query
        description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list
          will be filtered to include only the BankTransaction records with the matching property.
      - name: created_since
        value: ''
        type: query
        description: Filter BankTransaction records to those having the `created_at` field after a specific time. (Expects
          an ISO-8601 timestamp).
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: ids[]
        value: ''
        type: query
        description: Filter BankTransaction records to those having the specified unique identifiers.
      - name: limit
        value: ''
        type: query
        description: 'A limit on the number of BankTransaction records to be returned. Limit can range between 1 and 200.
          Default: `200`.'
      - name: matter_id
        value: ''
        type: query
        description: The unique identifier for a single Matter. The keyword `null` is not valid for this field. The list will
          be filtered to include only the BankTransaction records with the matching property.
      - name: order
        value: ''
        type: query
        description: 'Orders the BankTransaction records by the given field. Default: `id(asc)`.'
      - name: page_token
        value: ''
        type: query
        description: A token specifying which page to return.
      - name: type
        value: ''
        type: query
        description: Filter BankTransaction records to those having a specific type.
      - name: unreconciled_only
        value: ''
        type: query
        description: Filter BankTransaction records to only those that are unreconciled
      - name: updated_since
        value: ''
        type: query
        description: Filter BankTransaction records to those having the `updated_at` field after a specific time. (Expects
          an ISO-8601 timestamp).
    docs: Outlines the parameters, optional and required, used when requesting the data for all BankTransactions
  - info:
      name: Create a new BankTransaction
      type: http
    http:
      method: POST
      url: https://app.clio.com/api/v4/bank_transactions.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when creating a new BankTransaction
  - info:
      name: Return the data for a single BankTransaction
      type: http
    http:
      method: GET
      url: https://app.clio.com/api/v4/bank_transactions/:id.json
      headers:
      - name: IF-MODIFIED-SINCE
        value: ''
      - name: IF-NONE-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the BankTransaction.
    docs: Outlines the parameters, optional and required, used when requesting the data for a single BankTransaction
  - info:
      name: Update a single BankTransaction
      type: http
    http:
      method: PATCH
      url: https://app.clio.com/api/v4/bank_transactions/:id.json
      headers:
      - name: IF-MATCH
        value: ''
      - name: X-API-VERSION
        value: ''
      params:
      - name: fields
        value: ''
        type: query
        description: The fields to be returned. See response samples for what fields are available. For more information see
          the [fields section](#section/Fields).
      - name: id
        value: ''
        type: path
        description: The unique identifier for the BankTransaction.
      body:
        type: json
        data: '{}'
    docs: Outlines the parameters and data fields used when updating a single BankTransaction
  - info:
      name: Delete a single BankTransaction
      type: http
    http:
      method: DELETE
      url: https://app.clio.com/api/v4/bank_transactions/:id.json
      headers:
      - name: X-API-VERSION
        value: ''
      params:
      - name: id
        value: ''
        type: path
        des

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