Clio Manage (US)

List Clio document templates and IDs for document automation. Requires Documents read permission; availability can depend on the Clio plan.

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List selectable Clio expense categories and rates for expense entries. Requires Activities read permission.

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Return one bounded page of Clio documents and folders, optionally below a parent folder. Requires Documents read permission.

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Return one bounded page of Clio folders using documented filters. Requires Documents read permission.

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List Clio groups and IDs for matter assignments and user grouping. Requires Groups read permission.

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Return one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, is_client, matter reference, and contact details. Use LIST_MATTER_RELATED_CONTACTS for the related-contact relationship view. Requires Contacts and Matters read permissions.

Untrusted display-only summary

Return one bounded page of protected funds for a Clio matter. Requires Matters read permission.

Untrusted display-only summary

Return one bounded page of Clio related-contact relationship records, including relationship ID, contact_id, and whether the contact is also the matter client. Use LIST_MATTER_CONTACTS for matter-contact association labels. Requires Contacts and Matters read permissions.

Untrusted display-only summary

List Clio matter stages and practice-area associations for selecting a matter stage. Requires Matters read permission.

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Return one bounded page of Clio matter or contact notes. Reading notes does not notify subscribers. Requires Notes read permission.

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List Clio practice areas and IDs for matter and task-template selection. Requires Matters read permission.

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List Clio task template lists and IDs for assigning templates to matters. Requires Tasks read permission.

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List Clio users available for attorney, staff, task-assignee, and activity-user references. Requires the Users read permission selected on the Clio developer application.

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Render one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline. This does not change or send the bill. Requires Billing read permission.

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Deprecated compatibility action. Use CREATE_ACTIVITY when activity_id is omitted and UPDATE_ACTIVITY when it is provided. Preserves the combined Clio time-or-expense create/update behavior. Requires Activities write permission.

Untrusted display-only summary

Deprecated compatibility action. Use CREATE_CALENDAR when calendar_id is omitted and UPDATE_CALENDAR when it is provided. Preserves custom-calendar creation and ETag-safe updates. Requires Calendars write permission.

Untrusted display-only summary

Deprecated compatibility action. Use CREATE_CALENDAR_ENTRY when calendar_entry_id is omitted and UPDATE_CALENDAR_ENTRY when it is provided. Contact attendees are unsupported because Clio always emails them, so updates fail closed when any already exist. Recurring updates require occurrence or series scope; future-seri…

Untrusted display-only summary

Deprecated compatibility action. Use CREATE_CONTACT when contact_id is omitted and UPDATE_CONTACT when it is provided. Person writes intentionally use first_name/last_name because live Clio rejects the OpenAPI-documented name field for Person. Nested records can be irreversibly deleted.

Untrusted display-only summary

Deprecated compatibility action. Use CREATE_MATTER when matter_id is omitted and UPDATE_MATTER when it is provided. Preserves combined matter create/update behavior. Requires Clio's Matters write permission.

Untrusted display-only summary

Deprecated compatibility action. Use CREATE_TASK when task_id is omitted and UPDATE_TASK when it is provided. Assignee notifications are disabled on creation and reassignment; completion notifications are disabled and verified before a complete status transition. Requires Clio's Tasks write permission.

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Search and filter Clio activities, including multiple activity IDs, one page at a time. Use Get Activity for one known ID and full billing details. Requires Activities read permission in the Clio developer application.

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Search Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time. Requires read access to the Calendars permission in the Clio developer application.

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Search and filter Clio contacts, including multiple contact IDs, one page at a time. Use Get Contact for one known ID and full contact details. Requires Contacts read permission in the Clio developer application.

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Search and filter Clio matters, including multiple matter IDs, one page at a time. Use Get Matter for one known ID and full lifecycle, staffing, and billing details. Requires Matters read permission in the Clio developer application.

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Search and filter Clio tasks, including multiple task IDs, one page at a time. Use Get Task for one known ID and full task details. Requires Tasks read permission in the Clio developer application.

Untrusted display-only summary

Start Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present. This action does not wait for completion because Clio documents no polling SLA. Check GET /document_automations/{id}.json using Platform Equivalent via proxy, or a future s…

Untrusted display-only summary

Irreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks. Uses Clio's official PATCH bill operation and requires Billing write permission.

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Update at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition. Posted or billed activities may be immutable. Requires Clio's Activities write permission.

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Update ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag. Lifecycle state is deliberately excluded; use Transition Bill State for a confirmed state change. Requires Billing write permission.

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Update at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag. Requires the Calendars write permission selected on the Clio developer application.

Untrusted display-only summary