Clio

Start connecting your Clio account: register your Developer Application's key/secret and region, then get back a one-time browser authorize_url. Open it, log into Clio, and approve access -- Clio redirects back here automatically and the connection finishes itself, no further action needed.

Disconnect a Clio account: deletes the saved OAuth tokens. Nothing in Clio itself is changed -- matters/documents/bills already created stay untouched.

List the connected Clio accounts (region, firm/account name).

List matters (legal cases/files) in the connected Clio account, optionally filtered by status, client, or a free-text search.

Read one matter in full -- description, status, client, practice area, responsible attorney, and dates.

Open a new matter (legal case/file) for a client. Clio requires both a client and a description.

Update selected fields of an existing matter -- description, status, responsible attorney, or dates. Only given fields change.

Set a custom field value on a matter -- e.g. jurisdiction, case type, or any firm-specific field defined in Clio.

List contacts (people and companies) in the connected Clio account, optionally filtered by type or a free-text search.

Read one contact in full -- name, type, emails, phones, and client status.

Create a new Person or Company contact -- the record you attach as a matter's client, or as a party on a communication.

Update selected fields of an existing contact -- name, email, or phone. Only given fields change.

Permanently delete a contact from Clio. Fails if the contact is attached to a matter as a client -- close or reassign the matter first.

List documents stored in Clio, optionally filtered to one matter or by a free-text name search.

Read one document's metadata -- name, matter, category, size, and upload status.

Upload a file to Clio and attach it to a matter. Runs Clio's full 3-step upload (create metadata, PUT bytes to the presigned URL, confirm) as one call -- give it the file's base64 content and it handles the rest.

Download a document's file content from Clio as base64.

Permanently delete a document from Clio.

List time entries and expense entries recorded in the connected Clio account, optionally filtered by matter or type.

Log a billable or non-billable time entry against a matter -- the core of legal timekeeping. Duration is given in seconds.

Log a billable or non-billable expense (e.g. a filing fee, courier cost) against a matter.

Update an existing time entry or expense entry's note, duration/price, or billable flag.

Permanently delete a time entry or expense entry. Cannot be undone -- fails if it is already included on an issued bill.

List to-do tasks in the connected Clio account, optionally filtered by matter, status, or assignee.

Create a new to-do task in Clio, optionally attached to a matter and assigned to a user.

Update a task's status, title, due date, or priority.

Permanently delete a task. Cannot be undone.

List calendar entries (hearings, meetings, deadlines) in the connected Clio account, optionally filtered by matter or date range.

Create a new calendar entry (hearing, deposition, client meeting), optionally attached to a matter.

Update a calendar entry's title, time, or location.

Permanently delete a calendar entry. Cannot be undone.

List invoices (bills) in the connected Clio account, optionally filtered by matter or state.

Read one bill (invoice) in full -- its state, totals, and balance.

Generate a new bill (invoice) for a matter from its unbilled time/expense entries -- either explicit activity ids, or every unbilled activity on the matter by default.

Move a bill through its lifecycle: 'awaiting_approval', 'approved', 'sent', or 'void'.

List logged communications (emails/calls/notes) in the connected Clio account, optionally filtered by matter.

Log a communication (email, phone call, or note) against a matter in Clio, for the firm's own record-keeping.

List custom field definitions configured in the connected Clio account, optionally filtered by which record type they apply to (Matter/Contact/Communication).

List custom action buttons this connector (or others) has registered inside the connected Clio account's UI.

Add a custom action button to the connected Clio account's UI (e.g. on a matter's detail page) that opens an Imperal URL when clicked.

Remove a custom action button from the connected Clio account's UI.

List webhook subscriptions registered by this connector in the connected Clio account.

Subscribe to real-time change events (created/updated/deleted) for a Clio model such as matters, contacts, documents, activities, or bills. Clio test-pings the endpoint immediately to confirm it is reachable.

Remove a webhook subscription from the connected Clio account.

List users (attorneys/staff) in the connected Clio account, optionally filtered by a free-text name/email search.

List practice areas (e.g. Litigation, Family Law, Real Estate) configured in the connected Clio account, used to classify matters.

Start connecting your Clio Grow account (a SEPARATE product from Clio Manage, for intake/lead CRM): register your Grow Developer Application's key/secret, then get back a one-time browser authorize_url. Open it, log into Clio Grow, and approve access -- Clio redirects back here automatically and the connection finishes itself.

Disconnect a Clio Grow account: deletes the saved OAuth key/secret/tokens. Nothing in Clio Grow itself is changed.

List the connected Clio Grow accounts.

List contacts (leads/clients) in the connected Clio Grow account.

List intake leads captured in the connected Clio Grow account (e.g. from your website's contact form).

Read one intake lead in full from the connected Clio Grow account.

Create a new intake lead in Clio Grow -- e.g. to funnel a form submission from your own site's contact form straight into the firm's intake pipeline.

List lead sources configured in the connected Clio Grow account (e.g. 'Website', 'Referral', 'Google Ads').

Create a new lead source in the connected Clio Grow account, so incoming leads can be attributed to it.

List matters (intake cases) tracked in the connected Clio Grow account.

Add a note to a matter in the connected Clio Grow account -- e.g. logging an intake call summary.