Clio Api v4 Documentation (v4)

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E-mail: api@clio.com

Developer Support and Feedback

As we are all aware, the importance of API-level development is paramount in the cloud-based software industry. Clio’s open API allows you to create valuable add-ons for your clients, and in turn, construct profitable revenue streams for your business.

Please direct any inquiries to the appropriate channel:

A community driven Clio Developers Stack Overflow Group also exists where you can connect and ask questions from other Clio API users.

We look forward to seeing your creations and creating successful relationships!

Getting Started

The Clio API gives you and your approved developers secure access to the data in your Clio account. All Clio accounts, including free 7-day trial accounts, can be accessed using the documented Clio API. Learn how to make requests and receive data programmatically today (no need for lengthy signups or approvals).

The API is accessible in three geographic regions: the United States (app.clio.com), Canada (ca.app.clio.com) & Europe (eu.app.clio.com). These regions are distinct and do not share data. This document assumes the United States region is being used (app.clio.com), you should adapt the links and examples as necessary.

  • Start a 7-day free trial account using your development team’s email address & phone number at https://www.clio.com/getstarted
  • Login, create test data in the account, and then navigate to the developer application page to add a client application and generate an App Key & App Secret (details in the OAuth 2 section).
  • Use the App Key and App Secret to read & write data in your 7-day free trial account. Tools like Postman are an easy way to start testing.

When you are ready to build an app and integrate with Clio, start by upgrading your 7-day free trial account to an account that will not expire. Request an upgrade to a developer account by connecting with our partnerships team by providing the email used in your 7-day free trial in the intake form at https://www.clio.com/become-api-partner/

Please note that only accounts on a Boutique or Elite pricing plan can create apps or access applications not listed in the Clio Marketplace.

Authorization with OAuth 2.0

Create a Clio Application

The first step is to create and register a new application in Clio. This only needs to be done once per application; after it has been created and approved for public listing, users can enable an application integration from the App Directory. In general, applications should not be distributed to users by having them create their own copies.

  1. Login to your new Clio account at the login portal.
  2. Visit our developer portal.
  3. Click the Add button to create a new application. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application.
  4. Make note of the key and the secret, as these will be used to authorize your application with Clio.

This application holds the credentials you will use to authorize your users, so ensure you protect your Clio account!