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 84 APIs on the APIs.io network, including Webhooks, Activities API, Activity Descriptions API, and 81 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 15 more developer resources.
85 APIs
BillingCalendaringDocument ManagementLaw FirmsLegalMatter ManagementOAuth 2.0Practice ManagementTime TrackingTrust Accounting
Individual APIs this provider publishes, each with its own machine-readable definition.
Clio Webhooks deliver near real-time notifications when matters, contacts, activities, tasks, calendar entries, bills, and other Clio resources are created, updated, or deleted....
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...
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...
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...
The Activity Rates API from Clio — 2 operation(s) for activity rates.
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...
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/...
The Bank Transactions API from Clio — 2 operation(s) for bank transactions.
The Bank Transfers API from Clio — 1 operation(s) for bank transfers.
The Bill Themes API from Clio — 2 operation(s) for bill themes.
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...
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...
The Billing Settings API from Clio — 1 operation(s) for billing settings.
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,...
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...
The Calendar Entry Event Types API from Clio — 2 operation(s) for calendar entry event types.
The Calendar Visibilities API from Clio — 2 operation(s) for calendar visibilities.
Calendars contain Calendar Entries. All Clio accounts contain one firm Calendar ("AccountCalendar"), personal Calendars for each user ("UserCalendar"), and any number of manuall...
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...
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](...
The Clients API from Clio — 1 operation(s) for clients.
The Clio Payments Links API from Clio — 2 operation(s) for clio payments links.
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...
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...
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...
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...
The Conversation Messages API from Clio — 2 operation(s) for conversation messages.
The Conversations API from Clio — 2 operation(s) for conversations.
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...
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...
The Currencies API from Clio — 1 operation(s) for currencies.
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...
The Custom Field Sets API from Clio — 2 operation(s) for custom field sets.
The Custom Fields API from Clio — 2 operation(s) for custom fields.
The Damages API from Clio — 2 operation(s) for damages.
The Document Archives API from Clio — 3 operation(s) for document archives.
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 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...
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...
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 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...
Email Addresses are email addresses associated with a Contact. This endpoint returns all email addresses associated with a Contact.
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...
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](...
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...
The Grant Funding Sources API from Clio — 2 operation(s) for grant funding sources.
The Grants API from Clio — 2 operation(s) for grants.
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...
The Interest Charges API from Clio — 2 operation(s) for interest charges.
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...
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 ...
The Line Items API from Clio — 2 operation(s) for line items.
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 ...
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...
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...
The Matter Stages API from Clio — 1 operation(s) for matter stages.
[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...
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...
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...
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...
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 ...
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...
The Outstanding Client Balances API from Clio — 1 operation(s) for outstanding client balances.
Phone Numbers are phone numbers associated with a Contact. This endpoint returns all phone numbers associated with a Contact.
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...
The Related Contacts API from Clio — 1 operation(s) for related contacts.
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....
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...
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...
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...
The Reports API from Clio — 3 operation(s) for reports.
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...
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...
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...
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...
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...
The Tax Rate Configurations API from Clio — 2 operation(s) for tax rate configurations.
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...
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...
The Trust Line Items API from Clio — 2 operation(s) for trust line items.
The Trust Requests API from Clio — 1 operation(s) for trust requests.
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...
[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...
[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...
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...
Open, tool-agnostic API collections (OpenAPI-derived and Bruno).
GraphQL schemas published by this provider.
JSON-LD contexts and semantic vocabularies used across these APIs.
Spectral governance rulesets for linting and validating these APIs.
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Recommended x-agentic-access execution contracts for AI agents.
aid: clio
name: Clio
description: 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.
type: Index
accessModel:
pricing: unknown
onboarding: unknown
trial: false
try_now: false
public: false
label: Unknown
confidence: low
source: []
generated: '2026-07-22'
method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/clio.png
tags:
- Billing
- Calendaring
- Document Management
- Law Firms
- Legal
- Matter Management
- OAuth 2.0
- Practice Management
- Time Tracking
- Trust Accounting
url: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/apis.yml
created: '2026-05-11'
modified: '2026-05-11'
specificationVersion: '0.19'
apis:
- aid: clio:webhooks
name: Clio Webhooks
description: Clio Webhooks deliver near real-time notifications when matters, contacts, activities, tasks, calendar entries,
bills, and other Clio resources are created, updated, or deleted. Subscriptions are managed through the Webhooks endpoints
in the Manage API and payloads are delivered to the integrator's HTTPS endpoint with an X-API-V4-Signature header for
verification.
humanURL: https://docs.developers.clio.com/api-docs/webhooks/
tags:
- Events
- Legal
- Notifications
- Webhooks
properties:
- type: Documentation
url: https://docs.developers.clio.com/api-docs/webhooks/
- type: AsyncAPI
url: asyncapi/clio-webhooks-asyncapi.yml
- aid: clio:app-directory
name: Clio App Directory
description: 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 partnerships team and made discoverable to Clio's customer
base.
humanURL: https://app.clio.com/companion
tags:
- Integrations
- Marketplace
- Partners
properties:
- type: Marketplace
url: https://app.clio.com/companion
- type: Listing Guide
url: https://docs.developers.clio.com/getting-started/listing-your-app/
- aid: clio:clio-activities-api
name: Clio Activities API
description: '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 hourly-billable or flat-rate. An hourly-billable Time Entry is valued at the billing rate
multiplied by the time entered. Examples could be a phone call, or a research session. A flat-rate Time Entry has a set
value. Examples could be a visa application, or a contract review.
Expenses are reimbursable costs the firm pays on behalf of a client (for example, postage, copy fees, etc.).
[Support Link](https://help.clio.com/hc/en-us/sections/9036198517915-Activities)
[Activities in Clio](http://app.clio.com/activities)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Activities
properties:
- type: OpenAPI
url: openapi/clio-activities-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-activity-descriptions-api
name: Clio Activity Descriptions API
description: 'Activity Descriptions are custom Time Entry templates. Activity Descriptions help firms expedite their process
for recording Time Entries, and ensure that their Time Entry descriptions are consistent.
[Support Link](https://help.clio.com/hc/en-us/articles/9289744400667-Activity-Categories)
[Activity Descriptions in Clio](https://app.clio.com/nc/#/activity_categories)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Activity Descriptions
properties:
- type: OpenAPI
url: openapi/clio-activity-descriptions-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-activity-rates-api
name: Clio Activity Rates API
description: The Activity Rates API from Clio — 2 operation(s) for activity rates.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Activity Rates
properties:
- type: OpenAPI
url: openapi/clio-activity-rates-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-allocations-api
name: Clio Allocations API
description: '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-Notes) has been recorded, an Allocation links it to
a Bill.
It''s possible for interest Allocations ("interest" = "true") to not be linked to a Bill. This can happen if the linked
interest Bill is deleted (something the system allows.)
[Support Link](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Allocations
properties:
- type: OpenAPI
url: openapi/clio-allocations-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-bank-accounts-api
name: Clio Bank Accounts API
description: '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/articles/9285631748507-Payments-and-Bank-Accounts),
and for use as an audit and [reconciliation](https://help.clio.com/hc/en-us/articles/9290138047899) tool.
[Support Link](https://help.clio.com/hc/articles/9285631748507-Payments-and-Bank-Accounts)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Bank Accounts
properties:
- type: OpenAPI
url: openapi/clio-bank-accounts-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-bank-transactions-api
name: Clio Bank Transactions API
description: The Bank Transactions API from Clio — 2 operation(s) for bank transactions.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Bank Transactions
properties:
- type: OpenAPI
url: openapi/clio-bank-transactions-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-bank-transfers-api
name: Clio Bank Transfers API
description: The Bank Transfers API from Clio — 1 operation(s) for bank transfers.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Bank Transfers
properties:
- type: OpenAPI
url: openapi/clio-bank-transfers-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-bill-themes-api
name: Clio Bill Themes API
description: The Bill Themes API from Clio — 2 operation(s) for bill themes.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Bill Themes
properties:
- type: OpenAPI
url: openapi/clio-bill-themes-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-billable-clients-api
name: Clio Billable Clients API
description: 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, located under the Bills tab.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Billable Clients
properties:
- type: OpenAPI
url: openapi/clio-billable-clients-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-billable-matters-api
name: Clio Billable Matters API
description: '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 non-billable Matters under the Matters tab.
Users can [disable billing](https://help.clio.com/hc/en-us/articles/9285959663131-Create-Matters#h_01GEK791XBF1JJ0VYC8BQTG9MW)
for certain Matters. They can still enter Activities on these Matters, but those Activities will not appear in the [Bills
page](https://help.clio.com/hc/en-us/articles/9285169278747-Generate-Bills).'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Billable Matters
properties:
- type: OpenAPI
url: openapi/clio-billable-matters-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-billing-settings-api
name: Clio Billing Settings API
description: The Billing Settings API from Clio — 1 operation(s) for billing settings.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Billing Settings
properties:
- type: OpenAPI
url: openapi/clio-billing-settings-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-bills-api
name: Clio Bills API
description: '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, and approve bills before sending them to a client.
[Support Link](https://help.clio.com/hc/en-us/articles/9285169278747-Generate-Bills)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Bills
properties:
- type: OpenAPI
url: openapi/clio-bills-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-calendar-entries-api
name: Clio Calendar Entries API
description: "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 create Calendar Entries on any Calendar that they have\
\ “Editor” permission for.\n### Only supports dates on or after January 01 1900 00:00 UTC\n* If you attempt to create\
\ a date before 1900, the year of that date will be pulled forward to 1900 before it's persisted.\n\n### Calendar Update/Deletion\
\ Best Practices\n* Prior to updating or deleting a calendar entry, check for recurrence.\n* If the recurrence_rule parameter\
\ is not equal to `null`, offer the following 3 options for the update/deletion, as well as the note:\n 1. Only this\
\ instance: Update/Delete this event, but leave all future events unchanged.\n 2. All following: Updates/Deletes this\
\ event and all the future events.\n 3. All events in the series: Updates/Deletes all events in the series.\n *\
\ Note: If you've modified any future events in this series, those edits will be lost once you\nmake this change.\n[Support\
\ Link](https://help.clio.com/hc/en-us/articles/9289905071387-Calendar-Events)"
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Calendar Entries
properties:
- type: OpenAPI
url: openapi/clio-calendar-entries-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-calendar-entry-event-types-api
name: Clio Calendar Entry Event Types API
description: The Calendar Entry Event Types API from Clio — 2 operation(s) for calendar entry event types.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Calendar Entry Event Types
properties:
- type: OpenAPI
url: openapi/clio-calendar-entry-event-types-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-calendar-visibilities-api
name: Clio Calendar Visibilities API
description: The Calendar Visibilities API from Clio — 2 operation(s) for calendar visibilities.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Calendar Visibilities
properties:
- type: OpenAPI
url: openapi/clio-calendar-visibilities-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-calendars-api
name: Clio Calendars API
description: 'Calendars contain Calendar Entries. All Clio accounts contain one firm Calendar ("AccountCalendar"), personal
Calendars for each user ("UserCalendar"), and any number of manually created Calendars ("AdhocCalendar"). [Calendar sharing](https://help.clio.com/hc/en-us/articles/9289973325467-Calendar-Sharing-and-Permissions)
settings determine if a Calendar is visible to a User, and if that User is able to create or edit Calendar Entries on
that Calendar.
[Support Link](https://help.clio.com/hc/en-us/articles/9290016489883-Calendar-Set-Up-and-Settings)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Calendars
properties:
- type: OpenAPI
url: openapi/clio-calendars-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-civil-certificated-rates-api
name: Clio Civil Certificated Rates API
description: '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](https://help.clio.com/hc/en-150/sections/9591010772379-Legal-Aid)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Civil Certificated Rates
properties:
- type: OpenAPI
url: openapi/clio-civil-certificated-rates-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-civil-controlled-rates-api
name: Clio Civil Controlled Rates API
description: '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](https://help.clio.com/hc/en-150/sections/9591010772379-Legal-Aid)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Civil Controlled Rates
properties:
- type: OpenAPI
url: openapi/clio-civil-controlled-rates-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-clients-api
name: Clio Clients API
description: The Clients API from Clio — 1 operation(s) for clients.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Clients
properties:
- type: OpenAPI
url: openapi/clio-clients-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-clio-payments-links-api
name: Clio Clio Payments Links API
description: The Clio Payments Links API from Clio — 2 operation(s) for clio payments links.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Clio Payments Links
properties:
- type: OpenAPI
url: openapi/clio-clio-payments-links-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-clio-payments-payments-api
name: Clio Clio Payments Payments API
description: '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 [allocated](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments).
[Support Link](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Clio Payments Payments
properties:
- type: OpenAPI
url: openapi/clio-clio-payments-payments-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-comments-api
name: Clio Comments API
description: '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 with the Document''s latest Document
Version.'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Comments
properties:
- type: OpenAPI
url: openapi/clio-comments-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-communications-api
name: Clio Communications API
description: '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/articles/9125264015259-Internal-Messages).
Communications can be filtered to show those attached to certain Matters or dates, or to show those with or without time
entries.
[Support Link](https://help.clio.com/hc/en-us/sections/9036030931739-Communication)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Communications
properties:
- type: OpenAPI
url: openapi/clio-communications-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-contacts-api
name: Clio Contacts API
description: "All clients, prospective clients, companies, and external co-counsels can be viewed as Contacts under the\
\ Contacts tab in Clio Manage.\n\n[Support Link](https://help.clio.com/hc/en-us/articles/9290486281627-Clio-Manage-Contacts-Overview)\n\
\n## Contact Name\nWhen creating a contact of type \"Person\" you must provide at least a first name or a last name. This\
\ can be done in one of two ways:\n\n1. Providing the name components explicitly (preferred): Using the `first_name` and\
\ `last_name` parameters.\n2. Providing the full name (discouraged): Using the `name` parameter, you can provide the person's\
\ full name (e.g. \"John Smith\") and Clio will attempt to infer the individual components of the name. If it is unable\
\ to do so, you will receive a \"422 Unprocessable Entity: At least one of first name or last name must be provided\"\
\ Error.\n\n**We recommend using the individual name fields when possible to avoid any ambiguities.**\n\n## Associations\n\
A Contact can be persisted with its associations in a single request. The followings detail the nested attributes to persist\
\ the associations.\n\n### Addresses\nCheckout the sample request to update the Addresses of a Contact:\n```json\nRequest\n\
\ PATCH /api/v4/contacts/1.json\n {\n data: {\n addresses: [\n // update\n { id: 1, name: \"Work\"\
, country: \"Canada\" },\n // create\n { name: \"Home\", street: \"1234 Main Street\", city: \"Burnaby\"\
, province: \"BC\", country: \"Canada\",\npostal_code: \"V1A 1A1\" },\n // destroy\n { id: 2, _destroy:\
\ true }\n ]\n }\n```\n\n### Custom Field Values\nA CustomFieldValue contains the value of a CustomField for a\
\ Contact.\nBelow are some examples of how to create, read, update, and destroy the CustomFieldValues of a Contact:\n\
#### Create\nNote: The value of `id` used here is the value of the `id` parameter in the response received when [creating\
\ a new CustomField](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Custom-Fields/operation/CustomField#create)\
\ or one returned in a [query of an existing CustomField](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Custom-Fields/operation/CustomField#show).\n\
```json\nRequest\n PATCH /api/v4/contacts/1.json\n {\n data: {\n custom_field_values: [\n { custom_field:\
\ { id: 2 }, value: \"Initial value\" }\n ]\n }\n }\n```\n#### Read\nNote: The `id` of the CustomFieldValue is\
\ a composite value including the custom field type. Use this `id` to update and destroy the CustomFieldValue.\nThe `id`\
\ of the associated Custom Field can be found by querying the `custom_field` for all CustomFieldValues related to the\
\ Contact, e.g.: `/api/v4/contacts/1?fields=id,display_number,custom_field_values{id,value,custom_field}`\n\nNote: The\
\ `id` may be `NULL` when the CustomField is displayed by default but has not yet been given a value.\n```json\nRequest\n\
\ GET /api/v4/contacts/1.json?fields=custom_field_values{id,value,custom_field}\n {\n data: {\n custom_field_values:\
\ [\n {\n id: \"text_line-1\",\n value: \"Current value\",\n custom_field: { id: 2 }\n\
\ }\n ]\n }\n }\n```\n#### Update\nNote: The value of the CustomFieldValue `id` used here is a composite\
\ value and can be found by querying for all CustomFieldValues related to the Contact, e.g.: `/api/v4/contacts/1?fields=id,name,custom_field_values{id,value,custom_field}`\n\
\nNote: If the `id` is `NULL`, you must provide `custom_field{id}` to create the CustomFieldValue and assign a value (see\
\ **Create**).\n```json\nRequest\n PATCH /api/v4/contacts/1.json\n {\n data: {\n custom_field_values: [\n \
\ { id: \"text_line-1\", value: \"Updated value\" }\n ]\n }\n }\n```\n#### Destroy\nNote: The value of the\
\ CustomFieldValue `id` used here is a composite value and can be found by querying for all CustomFieldValues related\
\ to the Contact, e.g.: `/api/v4/contacts/1?fields=id,name,custom_field_values{id,value}`\n```json\nRequest\n PATCH /api/v4/contacts/1.json\n\
\ {\n data: {\n custom_field_values: [\n { id: \"picklist-2\", _destroy: true }\n ]\n }\n }\n\
```\n\n### Email Addresses\nCheckout the sample request to update the Email Addresses of a Contact:\n```json\nRequest\n\
\ PATCH /api/v4/contacts/1.json\n {\n data: {\n email_addresses: [\n // update\n { id: 1, name:\
\ \"Work\", address: \"demo@clio.com\" },\n // create\n { name: \"Home\", address: \"home@clio.com\" },\n\
\ // destroy\n { id: 2, _destroy: true }\n ]\n }\n```\n\n### Instant Messengers\nCheckout the sample\
\ request to update the Instant Messengers of a Contact:\n```json\nRequest\n PATCH /api/v4/contacts/1.json\n {\n \
\ data: {\n instant_messengers: [\n // update\n { id: 1, name: \"Work\", address: \"https://twitter.com/goclio\"\
\ },\n // create\n { name: \"Other\", address: \"https://www.facebook.com/GoClio/\" },\n // destroy\n\
\ { id: 2, _destroy: true }\n ]\n }\n```\n\n### Phone Numbers\nCheckout the sample request to update the\
\ Phone Numbers of a Contact:\n```json\nRequest\n PATCH /api/v4/contacts/1.json\n {\n data: {\n phone_numbers:\
\ [\n // update\n { id: 1, name: \"Work\", number: \"123-456-7890\" },\n // create\n { name:\
\ \"Other\", number: \"000-000-0000\" },\n // destroy\n { id: 2, _destroy: true }\n ]\n }\n```\n\
\n### Web Site\nCheckout the sample request to update the Web Site of a Contact:\n```json\nRequest\n PATCH /api/v4/contacts/1.json\n\
\ {\n data: {\n web_sites: [\n // update\n { id: 1, name: \"Work\", address: \"https://help.clio.com/\"\
\ },\n // create\n { name: \"Other\", address: \"https://www.clio.com/about/careers/\" },\n // destroy\n\
\ { id: 2, _destroy: true }\n ]\n }\n```"
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Contacts
properties:
- type: OpenAPI
url: openapi/clio-contacts-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-conversation-messages-api
name: Clio Conversation Messages API
description: The Conversation Messages API from Clio — 2 operation(s) for conversation messages.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Conversation Messages
properties:
- type: OpenAPI
url: openapi/clio-conversation-messages-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-conversations-api
name: Clio Conversations API
description: The Conversations API from Clio — 2 operation(s) for conversations.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Conversations
properties:
- type: OpenAPI
url: openapi/clio-conversations-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-credit-memos-api
name: Clio Credit Memos API
description: '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.
[Support Link](https://help.clio.com/hc/en-us/articles/9285299888539-Credit-Notes)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Credit Memos
properties:
- type: OpenAPI
url: openapi/clio-credit-memos-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-criminal-controlled-rates-api
name: Clio Criminal Controlled Rates API
description: '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 Link](https://help.clio.com/hc/en-150/sections/9591010772379-Legal-Aid)'
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Criminal Controlled Rates
properties:
- type: OpenAPI
url: openapi/clio-criminal-controlled-rates-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-currencies-api
name: Clio Currencies API
description: The Currencies API from Clio — 1 operation(s) for currencies.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Currencies
properties:
- type: OpenAPI
url: openapi/clio-currencies-api-openapi.yml
- type: Documentation
url: https://docs.developers.clio.com/
- type: Reference
url: https://docs.developers.clio.com/api-docs/
- type: Authentication
url: https://app.clio.com/oauth/authorize
- type: GraphQL
url: graphql/clio-graphql.md
- aid: clio:clio-custom-actions-api
name: Clio Custom Actions API
description: 'In Clio, applications can create custo
# --- truncated at 32 KB (122 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/apis.yml
Kin Score
How this is scored →