Clio Manage (US)

Assign one Clio task template list to a matter, creating its tasks with assignee notifications disabled. The action reads the current Matter ETag before the PATCH and does not retry a rejected write. Clio does not return guaranteed generated Task IDs or provide atomic undo; find and delete generated tasks separately i…

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Create a Clio time or expense activity. Requires Clio's Activities write permission.

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Create a Clio custom calendar. Requires the Calendars write permission selected on the Clio developer application.

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Create a Clio calendar entry. Only internal Clio calendars can be attendees because Clio always emails contact attendees. Calendar notifications are disabled. Requires Clio's Calendars write permission.

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Record a phone or email communication in Clio. This creates a communication log; it does not place a call or send an email. Notification subscribers are intentionally unsupported. Requires Communications write permission in the Clio developer application.

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Create a Clio person or company, including new email addresses and phone numbers. A Company requires name; a Person requires first_name or last_name. Requires Clio's Contacts write permission.

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Create only the Clio document record and signed-upload initiation. This action does not upload bytes, follow signed destinations, finalize an upload, or create a version of an existing document. Upload without Clio OAuth, then use a separate finalization operation. Requires Documents write permission.

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Upload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or GENERATE_DOCUMENT_FROM_TEMPLATE. Requires Documents write permission.

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Create a Clio matter for a client. Requires Clio's Matters write permission.

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Create a subfolder inside a Clio Matter. Clio creates each Matter's root folder automatically; this action creates a child folder and always uses the supplied Matter as its parent. Requires Documents write permission.

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Create a note associated with a Clio Matter. The action fixes the note type to Matter and intentionally does not support notification subscribers. Requires Notes and Matter access in the Clio developer application.

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Create a non-complete Clio task with assignee notifications disabled. To complete it safely, create it as pending and then call UPDATE_TASK with status complete. Requires Clio's Tasks write permission.

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Create a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure. Templates are private, non-cascading, plain text, and have no reminders; this does not assign a list to a matter or notify assignees. Requires Tasks write permi…

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Permanently delete one Clio time or expense activity by ID. Requires Clio's Activities write permission.

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Permanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks. Clio only accepts bills without recorded payments. Unpaid bills must use Void Bill. Requires Billing write permission.

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Permanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar. Built-in firm and user calendars are refused. This tool does not check whether the calendar contains entries, and Clio does not document whether deletion preserves, migrates, or deletes them. Requires Calenda…

Untrusted display-only summary

Permanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series. Fails closed when Contact attendees exist because Clio would email them. Clio DELETE has no atomic ETag guard, so a concurrent attendee change after preflight remains a notification risk for…

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Permanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Communications write permission.

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Permanently delete one Clio contact by ID. Requires Clio's Contacts write permission.

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Move a Clio document to trash after an exact ID-and-name preflight and explicit confirmation. Clio permanently deletes trashed documents after 30 days. Requires Documents write permission.

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Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Requires Documents write permission.

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Move a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation. Trashed folders are permanently deleted after 30 days. Requires Documents write permission.

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Permanently delete one Clio matter by ID. Requires Clio's Matters write permission.

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Permanently delete one Clio note after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Notes write permission.

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Permanently delete one Clio task by ID. Requires Clio's Tasks write permission.

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Permanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation. This does not assign tasks or send notifications. Requires Tasks write permission.

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Download the latest or a specified Clio document version as a managed file. The runtime follows Clio's 303 with cross-host authorization stripping, so Clio OAuth is never sent to the signed download host. Requires Documents read permission.

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Exhaustively find Clio bills by exact client, matter, bill number, and state criteria. Provide client_id, matter_id, or invoice_number; state only narrows that lookup. All supplied criteria are combined with AND; duplicate exact bills are returned as ambiguous rather than selecting one. Requires Billing read permissio…

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Exhaustively find exact Clio company contacts without choosing an arbitrary duplicate. Requires Contacts read permission.

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Validate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity. Requires Custom Fields read and Contacts read permissions.

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