Clio

Look up the currently connected Clio user's own account details.

List the people (staff) in this Clio account.

Get one staff member's details by their id.

List or search the matters (cases) in Clio.

Get the full details of one matter by its id.

Open a new matter (case) for a client.

Change details on an existing matter, such as its status, stage, or assigned attorney.

Permanently remove a matter from Clio.

Get the client contact attached to a matter.

List every contact connected to a matter.

List the related contacts (and their roles) on a matter.

List the workflow stages available for matters.

List the practice areas (case categories) set up in Clio.

Get one practice area by its id.

Add a new practice area (case category).

Rename or edit a practice area.

Remove a practice area.

List or search people and companies in Clio.

Get one contact's full details by id.

Add a new person contact.

Add a new company contact.

Edit a contact, including their phone numbers, emails, and addresses.

Permanently remove a contact.

List a contact's email addresses.

List a contact's phone numbers.

List the relationships that link contacts to matters.

Get one contact-to-matter relationship by id.

Link a contact to a matter with a role (e.g. spouse, opposing counsel).

Change the role on a contact-to-matter relationship.

Unlink a contact from a matter.

List time entries and expenses logged in Clio.

Get one time entry or expense by id.

Log billable or non-billable time to a matter.

Record a billable expense or cost on a matter.

Edit a logged time entry or expense.

Remove a logged time entry or expense.

List the reusable time/expense description presets.

Get one activity description preset by id.

Create a reusable time or expense description preset.

Edit an activity description preset.

Remove an activity description preset.

List the billing rates configured in Clio.

List the expense categories set up in Clio.

Get one expense category by id.

Add a new expense category.

Edit an expense category.

Remove an expense category.

Check the currently running time-tracking timer.

Start the time-tracking timer for the current user.

Stop and clear the running time-tracking timer.

List or search to-do tasks in Clio.

Get one task's details by id.

Create a to-do task and assign it to someone.

Edit a task's details, assignee, due date, or priority.

Mark a task as complete.

Remove a task.

List the task type categories in Clio.

Get one task type by id.

Add a new task type category.

Rename a task type.

List reusable task templates.

Create a reusable task template.

Edit a task template.

Remove a task template.

List the sets of task templates that can be applied to a matter.

Create a set of task templates.

Duplicate a task template list.

Remove a task template list.

List the calendars tasks can appear on.

List the calendars in Clio.

Get one calendar by id.

Create a new calendar.

Edit a calendar's name, color, or visibility.

Remove a calendar.

List calendar events and appointments.

Get one calendar event by id.

Add an event or appointment to a calendar.

Edit a calendar event's time, place, or details.

Remove a calendar event.

List the color-coded calendar event types.

Create a color-coded calendar event type.

Edit a calendar event type.

Remove a calendar event type.

List notes attached to matters or contacts.

Get one note by id.

Add a note to a matter or a contact.

Edit a note.

Remove a note.

List logged phone calls and emails.

Get one logged call or email by id.

Record a phone call or email against a matter or contact.

Edit a logged call or email.

Remove a logged call or email.

List document files stored in Clio (metadata only).

Get one document's metadata by id.

Rename, move, or recategorize a document.

Remove a document from Clio.

Make a copy of a document into another matter or folder.

List the version history of a document.

List document folders.

List folders as a flat, filterable list.

Get one folder by id.

Create a document folder.

Rename or move a folder.

Remove a folder.

List the document category labels.

Add a document category label.

List document-automation templates.

Get one document template's metadata.

List client invoices (bills).

Get one invoice's details by id.

Get a preview of an invoice.

Change an invoice's state or details (e.g. issue, void, mark paid).

Delete an invoice.

List the line items on invoices.

Edit a line item on an invoice.

Remove a line item from an invoice.

List client credit memos (credit notes).

Get one credit memo by id.

List clients' outstanding balances owed.

List clients that have billable work ready to invoice.

List matters that have billable work ready to invoice.

List interest charges applied to invoices.

Remove an interest charge from an invoice.

List the invoice layout themes.

Edit an invoice layout theme.

Get the firm's billing configuration.

List the currencies available in Clio.

List trust (client funds) ledger entries.

Edit a trust ledger entry.

Send a request for the client to top up their trust (retainer) balance.

List online payments taken through Clio Payments.

Get one Clio Payments payment by id.

List shareable online payment links.

Get one payment link by id.

Create a shareable link for a client to pay online.

Edit or cancel a payment link.

List how payments have been allocated to invoices.

Get one payment allocation by id.

List the firm's operating and trust bank accounts.

Get one bank account by id.

Add a bank account for firm accounting.

Edit a bank account.

Remove a bank account.

List deposits and withdrawals on bank accounts.

Get one bank transaction by id.

Get one trust-to-operating (or similar) bank transfer by id.

List the custom fields defined for matters and contacts.

Get one custom field definition by id.

Define a new custom field for matters or contacts.

Edit a custom field definition.

Remove a custom field definition.

List the groupings of custom fields.

Get one custom field set by id.

Create a grouping of custom fields.

Edit a custom field set.

Remove a custom field set.

List the user groups / teams in Clio.

Get one group by id.

Create a user group / team.

Rename a group.

Remove a group.

List reminders set on tasks and calendar events.

Get one reminder by id.

Add a reminder to a task or calendar event.

Edit a reminder.

Remove a reminder.

List the webhooks registered on this Clio account.

Get one webhook by id.

Register a webhook to receive change notifications.

Edit or renew a webhook.

Remove a webhook.

List internal comments left on Clio records.

Add an internal comment to a Clio record.

List the custom action buttons registered in Clio.

Add a custom action button into Clio's UI.

Remove a custom action button.

List reusable text snippets.

Create a reusable text snippet.

List the UTBMS task/expense billing codes.

List the UTBMS code sets.

List generated reports.

Check a report's status by id.

Start generating a report.

List the account audit log of changes.

List the current user's in-app notifications.

List secure client-portal message threads.

Get one secure message thread by id.

List messages within secure conversations.

Send a message in a secure client conversation.

Fires when a time or expense entry is created in Clio.

Fires when a document is added in Clio.

Fires when a bill moves to a new state (e.g. approved or paid).