Developer Support and Feedback
Getting Started
Authorization with OAuth 2.0
Create a Clio Application
Obtaining Authorization
Deauthorization
Oauth Refresh Tokens
Oauth Scopes
Permissions
Fields
Rate Limiting
Paging
Limited Offset Pagination
Unlimited Cursor Pagination
ETags
Optimistic Concurrency Control
Minor Versions
Api
Custom Actions
Security
get
Return the data for all CustomActions
post
Create a new CustomAction
get
Return the data for a single CustomAction
patch
Update a single CustomAction
del
Delete a single CustomAction
Webhooks
Supported Models
HTTPS
Fields
Model Specific Events
Delivery Failure and Retries
Security
Examples
get
Return the data for all Webhooks
post
Create a new Webhook
get
Return the data for a single Webhook
patch
Update a single Webhook
del
Delete a single Webhook
Activities
Activities
get
Return the data for all Activities
post
Create a new Activity
get
Return the data for a single Activity
patch
Update a single Activity
del
Delete a single Activity
Activity Descriptions
get
Return the data for all ActivityDescriptions
post
Create a new ActivityDescription
get
Return the data for a single ActivityDescription
patch
Update a single ActivityDescription
del
Delete a single ActivityDescription
Activity Rates
get
Return the data for all ActivityRates
post
Create a new ActivityRate
get
Return the data for a single ActivityRate
patch
Update a single ActivityRate
del
Delete a single ActivityRate
Expense Categories
get
Return the data for all ExpenseCategories
post
Create a new ExpenseCategory
get
Return the data for a single ExpenseCategory
patch
Update a single ExpenseCategory
del
Delete a single ExpenseCategory
Timers
get
Return the data for a single Timer
del
Delete a single Timer
post
Create a new Timer
Utbms Codes
get
Return the data for all UtbmsCodes
get
Return the data for a single UtbmsCode
Utbms Sets
get
Return the data for all the utbms sets
Accounting
Bank Accounts
get
Return the data for all BankAccounts
post
Create a new BankAccount
get
Return the data for a single BankAccount
patch
Update a single BankAccount
del
Delete a single BankAccount
Bank Transactions
get
Return the data for all BankTransactions
get
Return the data for a single BankTransaction
Bank Transfers
get
Return the data for a single BankTransfer
Billing
Bills
get
Returns the pre-rendered html for the Bill
get
Return the data for all Bills
get
Return the data for a single Bill
patch
Update a single Bill
del
Delete or void a Bill
Billable Clients
get
Return the data for all BillableClients
Billable Matters
get
Returns the unique identifiers of all BillableMatter
get
Return the data for all BillableMatters
Bill Themes
get
Return the data for all BillThemes
patch
Update a single BillTheme
Interest Charges
get
Return the data for all InterestCharges
del
Delete a single InterestCharge
Line Items
get
Return the data for all LineItems
patch
Update a single LineItem
del
Delete a single LineItem
Outstanding Client Balances
get
Return the data for all OutstandingClientBalances
Calendars
Calendars
get
Return the data for all Calendars
post
Create a new Calendar
get
Return the data for a single Calendar
patch
Update a single Calendar
del
Delete a single Calendar
Calendar Entries
get
Return the data for all CalendarEntries
post
Create a new CalendarEntry
get
Return the data for a single CalendarEntry
patch
Update a single CalendarEntry
del
Delete a single CalendarEntry
Calendar Visibilities
get
Return the data for all CalendarVisibilities
get
Return the data for a single CalendarVisibility
patch
Update a single CalendarVisibility
Reminders
get
Return the data for all Reminders
post
Create a new Reminder
get
Return the data for a single Reminder
patch
Update a single Reminder
del
Delete a single Reminder
Communications
Communications
get
Return the data for all Communications
post
Create a new Communication
get
Return the data for a single Communication
patch
Update a single Communication
del
Delete a single Communication
Conversations
get
Return the data for all Conversations
get
Return the data for a single Conversation
patch
Update a single Conversation
Conversation Messages
get
Return the data for all ConversationMessages
post
Create a new ConversationMessage
get
Return the data for a single ConversationMessage
Contacts
Contacts
Associations
get
Return the data for all Contacts
post
Create a new Contact
get
Return the data for a single Contact
patch
Update a single Contact
del
Delete a single Contact
Notes
get
Return the data for all Notes
post
Create a new Note
get
Return the data for a single Note
patch
Update a single Note
del
Delete a single Note
Log Entries
get
Return the data for all LogEntries
Court Rules
Jurisdictions To Triggers
get
Return the data for all triggers
get
Return the data for the trigger
Jurisdictions
get
Return the data for all jurisdictions
get
Return the data for the jurisdiction
Matter Dockets
get
Preview calendar dates for the docket
get
Return the data for all matter dockets
post
Creates a matter docket
get
Return the data for the matter docket
del
Deletes the requested matter docket
Service Types
get
Return the data for all service types
get
Return the data for the service type
Custom Fields
Custom Fields
get
Return the data for all CustomFields
post
Create a new CustomField
get
Return the data for a single CustomField
patch
Update a single CustomField
del
Delete a single CustomField
Custom Field Sets
get
Return the data for all CustomFieldSets
post
Create a new CustomFieldSet
get
Return the data for a single CustomFieldSet
patch
Update a single CustomFieldSet
del
Delete a single CustomFieldSet
Documents
Documents
Uploading a new document
Uploading a new document version
Uploading a document using multipart upload
Uploading a new document version using multipart upload
get
Download the Document
post
Copy a Document
get
Return the data for all Documents
post
Create a new Document
get
Return the data for a single Document
patch
Update a single Document
del
Delete a single Document
Document Versions
get
Return the data for all DocumentVersions
Folders
get
Return the data of the contents of a Folder
get
Return the data for all Folders
post
Create a new Folder
get
Return the data for a single Folder
patch
Update a single Folder
del
Delete a single Folder
Document Archives
get
Download the DocumentArchive
post
Create a new DocumentArchive
get
Return the data for a single DocumentArchive
Document Automations
get
Return the data for all DocumentAutomations
post
Create a new DocumentAutomation
get
Return the data for a single DocumentAutomation
Document Categories
get
Return the data for all DocumentCategories
post
Create a new DocumentCategory
get
Return the data for a single DocumentCategory
patch
Update a single DocumentCategory
del
Delete a single DocumentCategory
Document Templates
get
Get the contents of the DocumentTemplate
get
