Clio
Clio is a cloud-based legal practice management platform used by law firms for matter management, contacts, calendaring, time and billing, trust accounting, document management, tasks, and client communications. The Clio Manage API is a REST/JSON API at app.clio.com/api/v4 that uses OAuth 2.0 (authorization code flow) for authentication and exposes the full data model behind Clio Manage, with regional endpoints for the U.S., Canada, EU/UK, and Australia. Webhooks deliver near real-time event notifications, and the Clio App Directory hosts certified third-party integrations.
Clio publishes 83 APIs on the APIs.io network, including Activities API, Activity Descriptions API, Activity Rates API, and 80 more. Tagged areas include Billing, Calendaring, Document-Management, Law Firms, and Legal.
The Clio catalog on APIs.io includes 1 JSON-LD context and 1 Spectral governance ruleset.
Clio’s developer surface includes documentation, pricing, signup flow, developer portal, authentication, support, engineering blog, and 16 more developer resources.
Kin Score
APIs 85
Individual APIs this provider publishes, each with its own machine-readable definition.
Clio Webhooks
Clio Webhooks deliver near real-time notifications when matters, contacts, activities, tasks, calendar entries, bills, and other Clio resources are created, updated, or deleted....
Clio App Directory
The Clio App Directory is the integration marketplace for certified third-party apps that connect to Clio Manage. Apps listed in the directory are reviewed by Clio's developer p...
Clio Activities API
Activities (Time Entries and Expense Entries) track work done at a firm. Activities are recorded in Clio and then posted on bills to clients. Time Entries can be either be hourl...
Clio Activity Descriptions API
Activity Descriptions are custom Time Entry templates. Activity Descriptions help firms expedite their process for recording Time Entries, and ensure that their Time Entry descr...
Clio Activity Rates API
The Activity Rates API from Clio — 2 operation(s) for activity rates.
Clio Allocations API
Once a [Payment](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments) or [Credit Note](https://help.clio.com/hc/en-us/articles/9285299888539-Credit-N...
Clio Bank Accounts API
These accounts are meant to mirror the firm’s accounts at their financial institution. Users can add a bank account to Clio to use with [Clio Payments](https://help.clio.com/hc/...
Clio Bank Transactions API
The Bank Transactions API from Clio — 2 operation(s) for bank transactions.
Clio Bank Transfers API
The Bank Transfers API from Clio — 1 operation(s) for bank transfers.
Clio Bill Themes API
The Bill Themes API from Clio — 2 operation(s) for bill themes.
Clio Billable Clients API
Users can view all Billable Clients, or clients with outstanding [Bills](https://help.clio.com/hc/en-us/articles/9285169278747-Generate-Bills), on the Billable Clients page, loc...
Clio Billable Matters API
Users can see all [Matters with outstanding bills](https://help.clio.com/hc/en-us/articles/9286116462747#filter-matters-clio-manage-0-0) attached to them by filtering out all no...
Clio Billing Settings API
The Billing Settings API from Clio — 1 operation(s) for billing settings.
Clio Bills API
Bills are statements of what a user’s client owes for their services over a particular billing period, including legal fees, expenses, and taxes. Users customize, preview, edit,...
Clio Calendar Entries API
Calendar Entries are used to track appointments or deadlines. Users can view Calendar Entries on any Calendar that they have “Viewer” or “Editor” permission for. Users can creat...
Clio Calendar Entry Event Types API
The Calendar Entry Event Types API from Clio — 2 operation(s) for calendar entry event types.
Clio Calendar Visibilities API
The Calendar Visibilities API from Clio — 2 operation(s) for calendar visibilities.
Clio Calendars API
Calendars contain Calendar Entries. All Clio accounts contain one firm Calendar ("AccountCalendar"), personal Calendars for each user ("UserCalendar"), and any number of manuall...
Clio Civil Certificated Rates API
This endpoint provides the Legal Aid civil certificated rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Link...
Clio Civil Controlled Rates API
This endpoint provides the Legal Aid civil controlled rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Link](...
Clio Clients API
The Clients API from Clio — 1 operation(s) for clients.
Clio Clio Payments Links API
The Clio Payments Links API from Clio — 2 operation(s) for clio payments links.
Clio Clio Payments Payments API
Payments allow users to record that funds (from checks, cash, credit cards, etc.) have been transferred from a client to the firm. In order to pay Bills, Payments must be [alloc...
Clio Comments API
Comments are short text messages which can be associated with either Documents or Folders. If the Comment is created in association with a Document, it will also be associated w...
Clio Communications API
Users can view all logged phone calls and emails under the Communications tab in Clio. This is also where they can use [Clio internal messages](https://help.clio.com/hc/en-us/ar...
Clio Contacts API
All clients, prospective clients, companies, and external co-counsels can be viewed as Contacts under the Contacts tab in Clio Manage. [Support Link](https://help.clio.com/hc/en...
Clio Conversation Messages API
The Conversation Messages API from Clio — 2 operation(s) for conversation messages.
Clio Conversations API
The Conversations API from Clio — 2 operation(s) for conversations.
Clio Credit Memos API
Credit Memos allow users to write off amounts that clients owe on approved Bills. They can be added in two "ways": when viewing a Bill, or when making a payment on a Bill. [Supp...
Clio Criminal Controlled Rates API
This endpoint provides the Legal Aid criminal controlled rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Lin...
Clio Currencies API
The Currencies API from Clio — 1 operation(s) for currencies.
Clio Custom Actions API
In Clio, applications can create custom actions in our interface. Links are unique across an application, user, location in the UI (`ui_reference`) and label. When the user clic...
Clio Custom Field Sets API
The Custom Field Sets API from Clio — 2 operation(s) for custom field sets.
Clio Custom Fields API
The Custom Fields API from Clio — 2 operation(s) for custom fields.
Clio Damages API
The Damages API from Clio — 2 operation(s) for damages.
Clio Document Archives API
The Document Archives API from Clio — 3 operation(s) for document archives.
Clio Document Automations API
Document Automation uses Document Templates to create standardized documents. Users select a Document Template (that they have created and uploaded) and a Matter to automaticall...
Clio Document Categories API
Clio users can add Document Categories to their account to help organize their Documents. When a Document is uploaded or edited, a Document Category can be assigned. Users can f...
Clio Document Templates API
Document Templates are files used to create standardized documents using Clio’s Document Automation feature. Document Templates contain merge fields, which are used to pull info...
Clio Document Versions API
Versions contain information about the version history of a document. Versioning allows users to track changes made to a document over time. [Support Link](https://help.clio.com...
Clio Documents API
Clio Documents are files uploaded to Clio. Files uploaded to Clio’s document integrations (e.g. Google Drive and Office365) are inaccessible through the API. [Support Link](http...
Clio Email Addresses API
Email Addresses are email addresses associated with a Contact. This endpoint returns all email addresses associated with a Contact.
Clio Event Metrics API
Event metrics keep track of firm users' unread web and mobile [In-app notifications](https://help.clio.com/hc/en-us/articles/9290346939547-Set-Up-Clio-Manage#settings-0-3) and u...
Clio Expense Categories API
This endpoint provides the Legal Aid expense category rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Link](...
Clio Folders API
Files stored in Clio’s Documents section are organized in folders. Folders are automatically generated for new Contacts and Matters. Folders can also be manually created anywher...
Clio Grant Funding Sources API
The Grant Funding Sources API from Clio — 2 operation(s) for grant funding sources.
Clio Grants API
The Grants API from Clio — 2 operation(s) for grants.
Clio Groups API
In Clio, [permission levels](https://help.clio.com/hc/en-us/articles/9200279456667-Account-Users-and-Permissions#user-permissions-clio-manage--0-2) and [Matter permissions](http...
Clio Interest Charges API
The Interest Charges API from Clio — 2 operation(s) for interest charges.
Clio Jurisdictions API
There are over 1000 jurisdictions available to choose from when using Court Rules. These jurisdictions contain state, federal, appellate, and bankruptcy courts from across the U...
Clio Jurisdictions To Triggers API
Jurisdictions-to-Triggers calculates the effective dates of related court and agency rules that a lawyer must do for a Trigger. A Trigger is an activity or event which a lawyer ...
Clio Line Items API
The Line Items API from Clio — 2 operation(s) for line items.
Clio Log Entries API
Log Entries populate the “Recents” dropdown in the header. The “Recent” section displays the ten Matters and Contacts that the user most recently accessed. When a user accesses ...
Clio Matter Contacts API
All clients, prospective clients, companies, and external co-counsels can be viewed as Contacts under the Contacts tab in Clio Manage. [Support Link](https://help.clio.com/hc/en...
Clio Matter Dockets API
A Matter Docket connects a Matter with a Court Rule (and all of the Calendar Entries associated with the Court Rule). Matter Dockets are viewable on the Matter Edit screen under...
Clio Matter Stages API
The Matter Stages API from Clio — 1 operation(s) for matter stages.
Clio Matters API
[Matters](https://help.clio.com/hc/en-us/articles/9285920226075-Clio-Manage-Matters-Overview) in Clio represent a firm’s cases. All relevant information—Bills, Documents, Time E...
Clio Medical Bills API
Medical Bills are a subset of Medical Records Details and can be used to keep track of documents, bill dates, and liens. Note that these endpoints only handle Updating and Destr...
Clio Medical Records API
Medical Records are a subset of Medical Records Details and can be used to keep track of documents, start dates, and end dates. Note that these endpoints only handle Updating an...
Clio Medical Records Details API
Medical Records Details allow you to track requests for medical records and medical bills, track treatment dates, follow up on requests, upload medical files, and track liens an...
Clio My Events API
In-app notifications are used to notify firm users of important events or changes in Clio, initiated by other firm users. These events are displayed in the **Your firm** tab of ...
Clio Notes API
Notes can be added to Matters or Contacts in Clio to record meeting notes, research, or anything else a user might want. The field can hold hundreds of pages, so users can add p...
Clio Outstanding Client Balances API
The Outstanding Client Balances API from Clio — 1 operation(s) for outstanding client balances.
Clio Phone Numbers API
Phone Numbers are phone numbers associated with a Contact. This endpoint returns all phone numbers associated with a Contact.
Clio Practice Areas API
The practice area field can be added to Matters and used for filtering purposes, or just for reference. Users can create their own practice areas in their [Firm Preferences sett...
Clio Related Contacts API
The Related Contacts API from Clio — 1 operation(s) for related contacts.
Clio Relationships API
Relationships are used on a Matter to track Contacts related to the Matter. Relationships are can be found on the Contacts sub tab of a Matter. [Support Link](https://help.clio....
Clio Reminders API
Reminders can be added to Tasks or Calendar Entries. Reminder emails can be sent by a User to themselves, other Users, Clio For Co-Counsel/Clio Connect Contacts, or [any authori...
Clio Report Presets API
Report Presets can be created to streamline report generation workflow by saving report option parameters as a Preset. [Support Link](https://help.clio.com/hc/en-us/articles/929...
Clio Report Schedules API
Schedule report generation for an existing Report Preset using Report Schedules. A Report Schedule will generate reports from the specified Preset's report options on a daily, w...
Clio Reports API
The Reports API from Clio — 3 operation(s) for reports.
Clio Service Types API
Service Types are used when creating new Court Rules involving the delivery of documents. In order to calculate the correct deadline to send the document, an account will specif...
Clio Task Template Lists API
With Task Template Lists, users can create groups of [Task Templates](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Task-Templates) for the types of projects t...
Clio Task Templates API
Task Templates are the individual [Tasks](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Tasks) which comprise a [Task Template List](https://docs.developers.cl...
Clio Task Types API
Task Types are used to better categorize and filter tasks. This is a simple text field which is limited to 50 characters. Task Types are part of the Advanced Tasks feature which...
Clio Tasks API
Tasks are used to assign and track work. Users can set priorities, due dates, and add reminders. Tasks can be assigned to firm users as well as Contacts (such as clients or co-c...
Clio Tax Rate Configurations API
The Tax Rate Configurations API from Clio — 2 operation(s) for tax rate configurations.
Clio Text Snippets API
Clio's Text Snippets feature allows users to create a list of predefined abbreviations for commonly used phrases. For example, a user could configure their settings to have “mee...
Clio Timers API
Timers are used to track time spent on billable work. They are used with hourly-billable [Time Entries](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Activitie...
Clio Trust Line Items API
The Trust Line Items API from Clio — 2 operation(s) for trust line items.
Clio Trust Requests API
The Trust Requests API from Clio — 1 operation(s) for trust requests.
Clio Users API
A User is anyone with the ability to log in to Clio. This does not include Clio for Co-Counsel/Clio Connect users. [Support Link](https://help.clio.com/hc/en-us/articles/9200279...
Clio Utbms Codes API
[UTBMS codes](http://utbms.com/) standardize Time and Expense entries across the legal profession. Clio users can enter their Activities using UTBMS codes in order to provide el...
Clio Utbms Sets API
[UTBMS codes](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Utbms-Codes) are divided into code sets. Each set includes Activities relevant to a certain type of...
Clio Webhooks API
Webhooks are a way of detecting events in Clio without the need for polling. A webhook can be subscribed to a number of `events` on a model. Some events will be different depend...
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Open Collections 85
Open, tool-agnostic API collections (OpenAPI-derived and Bruno).
API Collection
OPEN COLLECTIONClio API Documentation Activities API
OPEN COLLECTIONClio API Documentation Activities Activity Descriptions API
OPEN COLLECTIONClio API Documentation Activities Activity Rates API
OPEN COLLECTIONClio API Documentation Activities Allocations API
OPEN COLLECTIONClio API Documentation Activities Bank Accounts API
OPEN COLLECTIONClio API Documentation Activities Bank Transactions API
OPEN COLLECTIONClio API Documentation Activities Bank Transfers API
OPEN COLLECTIONClio API Documentation Activities Bill Themes API
OPEN COLLECTIONClio API Documentation Activities Billable Clients API
OPEN COLLECTIONClio API Documentation Activities Billable Matters API
OPEN COLLECTIONClio API Documentation Activities Billing Settings API
OPEN COLLECTIONClio API Documentation Activities Bills API
OPEN COLLECTIONClio API Documentation Activities Calendar Entries API
OPEN COLLECTIONClio API Documentation Activities Calendar Visibilities API
OPEN COLLECTIONClio API Documentation Activities Calendars API
OPEN COLLECTIONClio API Documentation Activities Civil Controlled Rates API
OPEN COLLECTIONClio API Documentation Activities Clients API
OPEN COLLECTIONClio API Documentation Activities Clio Payments Links API
OPEN COLLECTIONClio API Documentation Activities Clio Payments Payments API
OPEN COLLECTIONClio API Documentation Activities Comments API
OPEN COLLECTIONClio API Documentation Activities Communications API
OPEN COLLECTIONClio API Documentation Activities Contacts API
OPEN COLLECTIONClio API Documentation Activities Conversation Messages API
OPEN COLLECTIONClio API Documentation Activities Conversations API
OPEN COLLECTIONClio API Documentation Activities Credit Memos API
OPEN COLLECTIONClio API Documentation Activities Currencies API
OPEN COLLECTIONClio API Documentation Activities Custom Actions API
OPEN COLLECTIONClio API Documentation Activities Custom Field Sets API
OPEN COLLECTIONClio API Documentation Activities Custom Fields API
OPEN COLLECTIONClio API Documentation Activities Damages API
OPEN COLLECTIONClio API Documentation Activities Document Archives API
OPEN COLLECTIONClio API Documentation Activities Document Automations API
OPEN COLLECTIONClio API Documentation Activities Document Categories API
OPEN COLLECTIONClio API Documentation Activities Document Templates API
OPEN COLLECTIONClio API Documentation Activities Document Versions API
OPEN COLLECTIONClio API Documentation Activities Documents API
OPEN COLLECTIONClio API Documentation Activities Email Addresses API
OPEN COLLECTIONClio API Documentation Activities Event Metrics API
OPEN COLLECTIONClio API Documentation Activities Expense Categories API
OPEN COLLECTIONClio API Documentation Activities Folders API
OPEN COLLECTIONClio API Documentation Activities Grant Funding Sources API
OPEN COLLECTIONClio API Documentation Activities Grants API
OPEN COLLECTIONClio API Documentation Activities Groups API
OPEN COLLECTIONClio API Documentation Activities Interest Charges API
OPEN COLLECTIONClio API Documentation Activities Jurisdictions API
OPEN COLLECTIONClio API Documentation Activities Line Items API
OPEN COLLECTIONClio API Documentation Activities Log Entries API
OPEN COLLECTIONClio API Documentation Activities Matter Contacts API
OPEN COLLECTIONClio API Documentation Activities Matter Dockets API
OPEN COLLECTIONClio API Documentation Activities Matter Stages API
OPEN COLLECTIONClio API Documentation Activities Matters API
OPEN COLLECTIONClio API Documentation Activities Medical Bills API
OPEN COLLECTIONClio API Documentation Activities Medical Records API
OPEN COLLECTIONClio API Documentation Activities My Events API
OPEN COLLECTIONClio API Documentation Activities Notes API
OPEN COLLECTIONClio API Documentation Activities Phone Numbers API
OPEN COLLECTIONClio API Documentation Activities Practice Areas API
OPEN COLLECTIONClio API Documentation Activities Related Contacts API
OPEN COLLECTIONClio API Documentation Activities Relationships API
OPEN COLLECTIONClio API Documentation Activities Reminders API
OPEN COLLECTIONClio API Documentation Activities Report Presets API
OPEN COLLECTIONClio API Documentation Activities Report Schedules API
OPEN COLLECTIONClio API Documentation Activities Reports API
OPEN COLLECTIONClio API Documentation Activities Service Types API
OPEN COLLECTIONClio API Documentation Activities Task Template Lists API
OPEN COLLECTIONClio API Documentation Activities Task Templates API
OPEN COLLECTIONClio API Documentation Activities Task Types API
OPEN COLLECTIONClio API Documentation Activities Tasks API
OPEN COLLECTIONClio API Documentation Activities Text Snippets API
OPEN COLLECTIONClio API Documentation Activities Timers API
OPEN COLLECTIONClio API Documentation Activities Trust Line Items API
OPEN COLLECTIONClio API Documentation Activities Trust Requests API
OPEN COLLECTIONClio API Documentation Activities Users API
OPEN COLLECTIONClio API Documentation Activities Utbms Codes API
OPEN COLLECTIONClio API Documentation Activities Utbms Sets API
OPEN COLLECTIONClio API Documentation Activities Webhooks API
OPEN COLLECTIONClio API Documentation
OPEN COLLECTIONScroll for all 85
GraphQL 1
GraphQL schemas published by this provider.
Clio GraphQL Schema
This document describes a conceptual GraphQL schema for the Clio Manage API v4. Clio is a cloud-based legal practice management platform used by law firms for matter management,...
GRAPHQLSemantic Vocabularies 1
JSON-LD contexts and semantic vocabularies used across these APIs.
Clio Context
JSON-LDSpectral Rules 1
Spectral governance rulesets for linting and validating these APIs.
Clio API Rules
SPECTRALSecurity Posture 3
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Agentic Access 1
Recommended x-agentic-access execution contracts for AI agents.
Resources
Get Started 3
Portal, sign-up, and the first successful call
Documentation 2
Reference material describing how the API behaves
Agent Surfaces 1
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 2
Pagination, idempotency, versioning, errors, and events
Build 1
SDKs, sample code, and the tooling you integrate with
Access & Security 4
Authentication, authorization, and security posture
Operate 2
Status, limits, changes, and where to get help
Commercial 3
Pricing, plans, and the legal terms of use
Company 3
The organization behind the API
Other 2
Properties that don't map to a standard resource type
Source (apis.yml)
Work with this as data
Every provider here is available over the APIs.io API and to AI agents over MCP.