# Clio

**Canonical:** https://apis.io/providers/clio/  
**Website:** https://www.clio.com/  
**APIs profiled:** 85

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.

## Kin Score — 46.9 / 100 (developing)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+1.0 from 45.9).

| Facet | Score |
|---|---|
| Discoverability | 59.3 |
| Contract Quality | 65.8 |
| Governance | 54.5 |
| Contract Governance | 54.5 |
| Operational Transparency | 21.1 |
| Developer Ergonomics | 40.5 |
| Commercial Clarity | 35.5 |
| Access Clarity | 35.5 |

## Agent readiness — 32.9 (agent-aware)

| Dimension | Value |
|---|---|
| Spec Presence | yes |
| Agentic Access | derived |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | yes |
| Idempotency | no |
| Error Semantics | verified |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## APIs (85)

- **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...
- …and 45 more, listed in full on the page.

## Agentic access (1)

- **Clio Agentic Access** — 286 operations · 143 acting · 4 human-in-the-loop

## Security (3)

- **Clio Domain Security** — TLSv1.3 · HSTS · DMARC
- **Clio Vulnerability Disclosure** — security.txt · contact published
- **Clio Trust Center** — SOC 2, HIPAA, GDPR

## Tags

Billing, Calendaring, Document-Management, Law Firms, Legal, Matter Management, Authentication, Practice Management, Time Tracking, Trust Accounting

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/clio/). Scores are computed from the provider's own public artifacts under a published rubric.
