Clio

Access the Clio Manage API with managed OAuth authentication. Manage matters, contacts, activities, tasks, documents, calendar entries, time entries, and billing for legal practice management.

Reference

Field Selection

By default, Clio returns minimal fields (id, etag). Use the fields parameter to request specific fields:

GET /clio/api/v4/matters?fields=id,display_number,description,status

For nested resources, use curly bracket syntax:

GET /clio/api/v4/activities?fields=id,type,matter{id,description}

List Matters

GET /clio/api/v4/matters?fields=id,display_number,description,status,client_reference

Get Matter

GET /clio/api/v4/matters/{id}?fields=id,display_number,description,status,open_date,close_date

Create Matter

POST /clio/api/v4/matters
Content-Type: application/json

{
  "data": {
    "description": "New Legal Matter",
    "status": "open",
    "client": {"id": 12345}
  }
}

Update Matter

PATCH /clio/api/v4/matters/{id}
Content-Type: application/json

{
  "data": {
    "description": "Updated Matter Description",
    "status": "closed"
  }
}

Delete Matter

DELETE /clio/api/v4/matters/{id}

List Contacts

GET /clio/api/v4/contacts?fields=id,name,type,primary_email_address,primary_phone_number

Get Contact

GET /clio/api/v4/contacts/{id}?fields=id,name,type,first_name,last_name,company

Create Contact (Person)

POST /clio/api/v4/contacts
Content-Type: application/json

{
  "data": {
    "type": "Person",
    "first_name": "John",
    "last_name": "Doe",
    "email_addresses": [
      {"name": "Work", "address": "john@example.com", "default_email": true}
    ]
  }
}

Create Contact (Company)

POST /clio/api/v4/contacts
Content-Type: application/json

{
  "data": {
    "type": "Company",
    "name": "Acme Corporation"
  }
}

Update Contact

PATCH /clio/api/v4/contacts/{id}
Content-Type: application/json

{
  "data": {
    "first_name": "Jane"
  }
}

Delete Contact

DELETE /clio/api/v4/contacts/{id}

List Activities

GET /clio/api/v4/activities?fields=id,type,date,quantity,matter{id,description}

Get Activity

GET /clio/api/v4/activities/{id}?fields=id,type,date,quantity,note

Create Activity

POST /clio/api/v4/activities
Content-Type: application/json

{
  "data": {
    "type": "TimeEntry",
    "date": "2026-02-11",
    "quantity": 3600,
    "matter": {"id": 12345},
    "note": "Legal research"
  }
}

Update Activity

PATCH /clio/api/v4/activities/{id}
Content-Type: application/json

{
  "data": {
    "note": "Updated note"
  }
}

Delete Activity

DELETE /clio/api/v4/activities/{id}

List Tasks

GET /clio/api/v4/tasks?fields=id,name,status,due_at,priority,matter{id,description}

Get Task

GET /clio/api/v4/tasks/{id}?fields=id,name,description,status,due_at,priority

Create Task

Requires assignee with both id and type ("User" or "Contact"):

POST /clio/api/v4/tasks
Content-Type: application/json

{
  "data": {
    "name": "Review contract",
    "due_at": "2026-02-15T17:00:00Z",
    "priority": "Normal",
    "assignee": {"id": 12345, "type": "User"},
    "matter": {"id": 67890}
  }
}

Update Task

PATCH /clio/api/v4/tasks/{id}
Content-Type: application/json

{
  "data": {
    "status": "complete"
  }
}

Delete Task

DELETE /clio/api/v4/tasks/{id}

List Calendar Entries

GET /clio/api/v4/calendar_entries?fields=id,summary,start_at,end_at,matter{id,description}

Get Calendar Entry

GET /clio/api/v4/calendar_entries/{id}?fields=id,summary,description,start_at,end_at,location

Create Calendar Entry

Requires calendar_owner with id and type:

POST /clio/api/v4/calendar_entries
Content-Type: application/json

{
  "data": {
    "summary": "Client Meeting",
    "start_at": "2026-02-15T10:00:00Z",
    "end_at": "2026-02-15T11:00:00Z",
    "calendar_owner": {"id": 12345, "type": "User"}
  }
}

Note: Associating a matter with a calendar entry during creation may return a 404 error. To link a matter, update the calendar entry after creation using PATCH.

Update Calendar Entry

PATCH /clio/api/v4/calendar_entries/{id}
Content-Type: application/json

{
  "data": {
    "summary": "Updated Meeting Title"
  }
}

Delete Calendar Entry

DELETE /clio/api/v4/calendar_entries/{id}

List Documents

GET /clio/api/v4/documents?fields=id,name,content_type,size,matter{id,description}

Get Document

GET /clio/api/v4/documents/{id}?fields=id,name,content_type,size,created_at

Download Document

GET /clio/api/v4/documents/{id}/download

Get Current User

GET /clio/api/v4/users/who_am_i?fields=id,name,email,enabled

List Users

GET /clio/api/v4/users?fields=id,name,email,enabled,rate

List Bills

GET /clio/api/v4/bills?fields=id,number,issued_at,due_at,total,balance,state

Get Bill

GET /clio/api/v4/bills/{id}?fields=id,number,issued_at,due_at,total,balance,state