Clio Manage MCP connector

• List List all Clio Manage activities List Clio Activities: time entries, expense entries, hard/soft cost entries, and fixed fees. Filter by matter, user, task, date range, status, and entry type. Returns type, date, quantity, price, total, and billing state. Max 200 per page.
• Create Create a Clio Manage activity Create a new Clio Activity — a TimeEntry, ExpenseEntry, HardCostEntry, SoftCostEntry, or FixedFee. Returns the created record: id, type, date, quantity, price, total, note. Billable entries on matters requiring UTBMS codes must carry them or the call returns 422. Required: data.
• Get Get single Clio Manage activity by ID Get a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns the record's id, type, date, quantity, price, total, note, and its matter and user associations. Required: id.
• Update Update a Clio Manage activity by ID Update a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns the updated record: id, type, date, quantity, price, total, note, non_billable. Billable entries on matters requiring UTBMS codes must carry them or the call returns 422. Required: id, data.
• Delete Delete a Clio Manage activity by ID Delete a single Clio Activity (time entry, expense entry, or fixed fee) by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage activity rates List all Clio ActivityRates. Returns each rate with id, rate, flat_rate, user, group, and timestamps. Max 200 per page.
• Create Create a Clio Manage activity rate Create a new Clio ActivityRate. Returns the created ActivityRate with id, rate, flat_rate, and timestamps. Required: data.
• Get Get single Clio Manage activity rate by ID Get a single Clio ActivityRate by id. Returns the ActivityRate with id, rate, flat_rate, user, group, and timestamps. Required: id.
• Update Update a Clio Manage activity rate by ID Update a Clio ActivityRate by id. Returns the updated ActivityRate with id, rate, flat_rate, and timestamps. Required: id, data.
• Delete Delete a Clio Manage activity rate by ID Delete a Clio ActivityRate by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage activity descriptions List all ActivityDescriptions (custom Time Entry templates) in Clio. Returns each record's id, name, rate, currency, and groups. Supports optional filters; no parameters are required.
• Create Create a Clio Manage activity description Create a new ActivityDescription (custom Time Entry template) in Clio to standardize and pre-fill time entry notes. Returns the created record including id, name, rate, currency, and groups.name). Required: data.
• Get Get single Clio Manage activity description by ID Get a single ActivityDescription (custom Time Entry template) in Clio by id. Returns: id, etag, name, description, visible_to_co_counsel, created_at, updated_at, type, utbms_activity_id, utbms_task_name, utbms_task_id, xero_service_code, accessible_to_user, category_type, currency, groups, rate, utbms_task, utbms_activity. Required: id.
• Update Update a Clio Manage activity description by ID Update a single ActivityDescription in Clio by id. Returns the updated record including id, name, rate, currency, and groups. Required: id, data.
• Delete Delete a Clio Manage activity description by ID Delete an ActivityDescription (custom Time Entry template) in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage allocations List Clio Allocations, the records that link Payments and Credit Notes to Bills. Filter by bill_id, matter_id, contact_id, parent_id, or date range. Returns amount, interest, date, and the linked bill.
• Get Get single Clio Manage allocation by ID Get a single Clio Allocation by id, the record that links a Payment or Credit Note to a Bill. Returns amount, interest, date, voided_at, and the linked bill, matter, and contact. Required: id.
• List List all Clio Manage bank accounts List Clio bank accounts, which mirror the firm's accounts at its financial institution. Returns name, type, balance, currency, institution, and account details.
• Create Create a Clio Manage bank account Create a new Clio bank account that mirrors the firm's account at its financial institution. Returns the created account with id, name, type, balance, and timestamps. Required: data.
• Get Get single Clio Manage bank account by ID Get a single Clio bank account by id. Returns name, type, balance, currency, institution, holder, and account details. Required: id.
• Update Update a Clio Manage bank account by ID Update a Clio bank account by id, such as its name, account number, or default-account flag. Returns the updated account with id, name, type, balance, and timestamps. Required: id, data.
• Delete Delete a Clio Manage bank account by ID Delete a Clio bank account by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage bank transactions List bank transactions in Clio, filterable by bank account, client, matter, type, reconciliation status, and created/updated time. Returns each transaction's id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at.
• Create Create a Clio Manage bank transaction Create a new bank transaction in Clio. Returns the created transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: data.
• Get Get single Clio Manage bank transaction by ID Get a single bank transaction in Clio by id. Returns the transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: id.
• Update Update a Clio Manage bank transaction by ID Update a single bank transaction in Clio by id. Returns the updated transaction record including id, amount, date, currency, description, source, client, matter, bank_account, created_at, and updated_at. Required: id, data.
• Delete Delete a Clio Manage bank transaction by ID Delete a single bank transaction in Clio by id. Returns an empty 204 response on success. Required: id.
• Get Get single Clio Manage bank transfer by ID Get the data for a single BankTransfer in Clio by id. Returns the BankTransfer record including its id. Required: id.
• Create Create a Clio Manage matter transfer Create a new MatterTransfer in Clio to move funds between a source and destination matter. Returns: id, etag, description, amount, type, date, primary_authorizer, secondary_authorizer, created_at, updated_at, source_matter, destination_matter, client, bank_account. Required: data.
• Get Get single Clio Manage matter transfer by ID Get the data for a single MatterTransfer in Clio by id. Returns: id, etag, description, amount, type, date, primary_authorizer, secondary_authorizer, created_at, updated_at, source_matter, destination_matter, client, bank_account. Required: id.
• Update Update a Clio Manage matter transfer by ID Update a single MatterTransfer in Clio by id. Returns the updated MatterTransfer's id and matter details (id, display_number, redaction status). Pass etag in the data object for optimistic concurrency control. Required: id, data.
• List List all Clio Manage bill themes List all Clio BillThemes. Returns each theme's id, name, default, config, and timestamps. Filter by created_since, updated_since, or ids. Max 200 records per page.
• Update Update a Clio Manage bill theme by ID Update a single Clio BillTheme by id. Returns the updated BillTheme with id, name, default, config, and timestamps. Optionally pass the record's etag in the IF-MATCH header to update only if it still matches. Required: id, data.
• List List all Clio Manage billable clients List Billable Clients in Clio: clients with outstanding Bills on their matters. Filter by client_id, matter_id, attorneys, unbilled-activity date range, custom field values, and status. Returns unbilled_hours, unbilled_amount, and amount_in_trust. Max 25 per page.
• List List all Clio Manage billable matters IDS List the unique identifiers of all billable matters in Clio. Returns each record's id plus its matter object (matter.id, display_number, and the redacted flag shown when the caller lacks full Matter access). No required parameters; results are retrieved asynchronously.
• List List all Clio Manage billable matters List Clio billable matters: matters that have unbilled activities. Filter by client, matter, attorneys, matter status, and unbilled-activity date range. Returns display_number, client, unbilled_hours, unbilled_amount, and amount_in_trust.
• List List all Clio Manage bills List bills in Clio — statements of what a firm's clients owe for a billing period, including fees, expenses, and taxes. Returns: id, number, state, due_at, issued_at, balance, created_at, updated_at.
• Action Clio Manage bills preview Get the pre-rendered HTML preview of a Clio Bill, including the CSS it needs, for display in an iframe. Clio documents no response fields for this endpoint. Required: bill_id.
• Action Clio Manage bills mark as sent Record that a Clio Bill was sent to the client, by LEDES eBilling, postal mail, manual email, or another method. Marking a sent Bill again adds another sent event. Pass the method as the sent_method query parameter. Clio returns no response body on success. Required: bill_id.
• Get Get single Clio Manage bill by ID Get a single Clio Bill by id. Returns number, state, kind, issued_at, due_at, total, balance, paid, and tax fields. Use the fields parameter to choose which fields are returned. Required: id.
• Update Update a Clio Manage bill by ID Update a single Clio bill by id — e.g. its memo, number, due_at, discount, interest, tax_rate, or state. Returns the updated bill with id, number, state, due_at, issued_at, and balance. Required: id, data.
• Delete Delete a Clio Manage bill by ID Delete or void a Clio bill by id. Only bills with no recorded payments qualify: draft or awaiting-approval bills are transitioned to deleted, unpaid bills to void. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage calendar entries List Clio calendar entries (appointments and deadlines) across calendars you can view, with filters for calendar, matter, event type, date range, recurrence expansion, and text search. Returns entries with id, summary, description, start_at, end_at, all_day, attendees, matter, and time_entries.
• Create Create a Clio Manage calendar entry Create a new Clio calendar entry (appointment or deadline) on a calendar. Returns the created entry with id, summary, description, start_at, end_at, location, all_day, recurrence_rule, attendees, matter, and time_entries. Dates before January 1, 1900 UTC are pulled forward to 1900. Required: data.
• Get Get single Clio Manage calendar entry by ID Get a single Clio calendar entry (appointment or deadline) by id. Returns the entry with id, summary, description, start_at, end_at, location, all_day, recurrence_rule, attendees, matter, and time_entries. Required: id.
• Update Update a Clio Manage calendar entry by ID Update a single Clio calendar entry by id. Returns the updated entry with its summary, start and end times, location, attendees, and matter. Required: id, data.
• Delete Delete a Clio Manage calendar entry by ID Delete a Clio calendar entry by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage calendar entry event types List all Clio calendar entry event types. Returns records with id, etag, created_at, and updated_at. Up to 200 per page.
• Create Create a Clio Manage calendar entry event type Create a new calendar entry event type in Clio. Returns: id, etag, created_at, updated_at. Required: data.
• Get Get single Clio Manage calendar entry event type by ID Get a single calendar entry event type in Clio by id. Returns: id, etag, created_at, updated_at. Required: id.
• Update Update a Clio Manage calendar entry event type by ID Update a single Clio calendar entry event type by id. Returns: id, etag, created_at, updated_at. Required: id, data.
• Delete Delete a Clio Manage calendar entry event type by ID Delete a single Clio calendar entry event type by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage calendars List all Calendars in Clio — the firm AccountCalendar, personal UserCalendars, and manually created AdhocCalendars. Returns each calendar's id, name, type, color, visible, and etag. Filter by type, owner, source, visibility, writeability, or created/updated time; max 200 per page.
• Create Create a Clio Manage calendar Create a new Clio Calendar (an AdhocCalendar). Returns the created calendar's id, name, type, color, visible, and etag. Required: data.
• Get Get single Clio Manage calendar by ID Get a single Clio Calendar by id. Returns the calendar's id, name, type, color, visible, and etag. Supports ETag revalidation and returns 304 Not Modified when the calendar is unchanged. Required: id.
• Update Update a Clio Manage calendar by ID Update a single Clio Calendar by id, changing its name, color, default visibility, or visibility source. Returns the updated calendar's id, name, type, color, visible, and etag. A stale ETag (IF-MATCH) returns 412 Precondition Failed. Required: id, data.
• Delete Delete a Clio Manage calendar by ID Delete a single Clio Calendar by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage safe custody packets List safe custody packets in Clio. Returns each packet's custom_number, description, contact, location, created_on, and timestamps. Filter by contact_id, created_since, updated_since, or ids.
• Create Create a Clio Manage safe custody packet Create a new safe custody packet in Clio. Returns the created packet including id, custom_number, description, contact_id, and created_on. Required: data.
• Get Get single Clio Manage safe custody packet by ID Get a single safe custody packet in Clio by id. Returns custom_number, description, contact, location, created_on, and timestamps. Required: id.
• Update Update a Clio Manage safe custody packet by ID Update a single safe custody packet in Clio by id. Returns the updated packet including id, custom_number, description, contact_id, and created_on. Required: id, data.
• Create Create a Clio Manage record state change Transition the custody state of a Clio safe custody record (held, temporarily_removed, or removed). The change is stored as a new SafeCustodyRecordState and returned with state, reason, and date. Unsupported transitions return 422. Required: record_id, data.
• List List all Clio Manage safe custody records List safe custody records in Clio. Returns records including id, created_at, updated_at, and their bill reference. Filterable by created_since, ids, packet_id, state, and updated_since. Max 200 per page.
• Create Create a Clio Manage safe custody record Create a new safe custody record in a Clio safe custody packet. Returns the created record including id, created_at, updated_at, and its bill reference. Required: data.
• Get Get single Clio Manage safe custody record by ID Get a single Clio safe custody record by id. Returns the record including id, created_at, updated_at, and its bill reference. Required: id.
• Update Update a Clio Manage safe custody record by ID Update a single Clio safe custody record by id. Returns the updated record including id, created_at, updated_at, and its bill reference. Required: id, data.
• List List all Clio Manage safe custody locations List all SafeCustodyPacketLocations in Clio. Returns each location's id, name, etag, created_at, and updated_at. Supports created_since, updated_since, and ids filters; max 200 per page.
• Create Create a Clio Manage safe custody location Create a new SafeCustodyPacketLocation (safe custody location) in Clio, passing the location's fields inside a data object. Returns the created location with its id, name, etag, created_at, and updated_at. Required: data.
• List List all Clio Manage Clio Manage payments links List all Clio Payments payment links in Clio, filterable by expiry state and created/updated time. Returns each link's id, etag, expired state, and created_at and updated_at timestamps.
• Create Create a Clio Manage Clio Manage payments link Create a new Clio Payments payment link in Clio. Returns the created link's id, etag, expired state, and created_at and updated_at timestamps. The link duration cannot exceed 7776000 seconds (90 days). Required: data.
• Get Get single Clio Manage Clio Manage payments link by ID Get the data for a single Clio Payments payment link in Clio by id. Returns the link's id, etag, expired state, and created_at and updated_at timestamps. Required: id.
• Update Update a Clio Manage Clio Manage payments link by ID Update a single Clio Payments payment link in Clio; setting expired immediately deactivates the link. Returns the updated link's id, etag, expired state, and created_at and updated_at timestamps. Required: id, data.
• List List all Clio Manage Clio Manage payments payments List Clio Payments payments, which record funds transferred from a client to the firm. Returns amount, state, confirmation_number, contact, and the linked bills and matters. Filter by bill_id, contact_id, ids, and state.
• Get Get single Clio Manage Clio Manage payments payment by ID Get a single Clio Payments payment by id. Returns amount, state, confirmation_number, contact, and the linked bills and matters. Required: id.
• List List all Clio Manage communications List all logged phone calls and emails (communications) in Clio, filterable by matter, contact, user, date, or type. Returns each communication's id, type, subject, body, received_at, and senders. Max 200 per page.
• Create Create a Clio Manage communication Create a new Communication (a logged phone call or email) in Clio. Returns the created communication including id, type, subject, body, received_at, matter, senders, and receivers. Required: data.
• Get Get single Clio Manage communication by ID Get a single Communication (a logged phone call or email) in Clio by id. Returns the communication including id, type, subject, body, received_at, matter, senders, and receivers. Required: id.
• Update Update a Clio Manage communication by ID Update a single Communication (a logged phone call or email) in Clio by id. Returns the updated communication including id, type, subject, body, received_at, matter, senders, and receivers. Required: id, data.
• Delete Delete a Clio Manage communication by ID Delete a single Communication (logged phone call or email) in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage contact email addresses List all email addresses associated with a Contact in Clio. Returns: id, etag, address, name, primary, created_at, updated_at. Required: contact_id.
• List List all Clio Manage contact phone numbers List all phone numbers associated with a Clio contact. Returns each phone number's id, created_at, updated_at, and a redacted flag when the association's fields are permission-redacted. Max 200 per page. Required: contact_id.
• List List all Clio Manage contacts List all Contacts in Clio Manage: clients, prospective clients, companies, and external co-counsels. Returns each contact with id, name, type, primary email address, primary phone number, and custom_field_values. Index actions are capped at 200 results per request.
• Create Create a Clio Manage contact Create a Contact in Clio Manage: a client, prospective client, company, or co-counsel. Returns the created contact with name, type, and contact details. For a Person, send first_name and last_name (or name); Clio returns 422 if it cannot infer the name parts. Required: data.
• Get Get single Clio Manage contact by ID Get a single Contact by id in Clio Manage: a client, prospective client, company, or external co-counsel. Returns id, name, type, primary email address, primary phone number, and custom_field_values. Required: id.
• Update Update a Clio Manage contact by ID Update a single Contact by id in Clio Manage, including its nested addresses, email addresses, phone numbers, web sites, and custom field values. Returns the updated contact with id, name, type, and contact details. Required: id, data.
• Delete Delete a Clio Manage contact by ID Delete a Contact by id in Clio Manage. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage conversation messages List ConversationMessages in Clio, filtered to a single Conversation. Returns each message with id, etag, body, date, sender, receivers, and timestamps. Required: conversation_id.
• Create Create a Clio Manage conversation message Create a new ConversationMessage in Clio. Returns the created message including id, body, subject, receivers, conversation, and matter. Required: data.
• Get Get single Clio Manage conversation message by ID Get a single ConversationMessage in Clio by its numeric id. Returns id, etag, body, date, sender, receivers, and timestamps. Required: id.
• List List all Clio Manage conversations List Conversations in Clio with filtering by matter, contact, date, and read status. Returns Conversation records including id, matter, archived, read, created_at, and updated_at. Ordered by id ascending by default; up to 200 records per page.
• Get Get single Clio Manage conversation by ID Get a single Conversation in Clio by id. Returns the Conversation with its matter, archived and read state, first and last message, and timestamps. Required: id.
• Update Update a Clio Manage conversation by ID Update a single Conversation in Clio, e.g. to archive it, mark it read, or associate a Matter. Returns the updated Conversation record including id, matter, archived, read, created_at, and updated_at.id fields within data are optional. Required: id, data.
• List List all Clio Manage jurisdiction triggers List the Court Rules triggers configured for a jurisdiction in Clio. Returns: id, description, is_served, is_requirements_required, created_at, updated_at. Up to 1000 per page. Required: jurisdiction_id.
• Get Get single Clio Manage jurisdiction trigger by ID Get a single Court Rules trigger of a Clio jurisdiction by id. Returns the trigger with its description, is_served, is_requirements_required, and timestamps. Required: jurisdiction_id, id.
• List List all Clio Manage court rules jurisdictions List all Clio Court Rules jurisdictions, covering U.S. state, federal, appellate, and bankruptcy courts. Returns: id, etag, created_at, updated_at, system_id, description, display_timezone, valid_subscription, is_local_timezone, service_types. Supports wildcard search, account and id filters, and ordering. Max 200 per page.
• Get Get single Clio Manage court rules jurisdiction by ID Get a single Clio Court Rules jurisdiction by id. Returns: id, etag, created_at, updated_at, system_id, description, display_timezone, valid_subscription, is_local_timezone, service_types. Required: id.
• Action Clio Manage matter dockets previews preview Preview the calendar entries a Clio matter docket would create for a jurisdiction, trigger, and start date, without saving anything. Unknown or mismatched jurisdiction, trigger, or service type ids return 422. Required: jurisdiction[id] (send as jurisdiction_id), start_date, trigger[id] (send as trigger_id).
• List List all Clio Manage court rules matter dockets List Clio court-rule matter dockets, each linking a Matter to a Court Rule trigger and its calendar entries. Filter by matter_id, matter_status, status, query, created_since, and updated_since. Returns start_date, start_time, status, matter, jurisdiction, trigger, and calendar_entries.
• Create Create a Clio Manage court rules matter docket Create a Clio court-rule matter docket that links a Matter to a Court Rule trigger and generates the calendar entries. Returns the docket with its matter, jurisdiction, trigger, and calendar_entries. start_time is required for some triggers. Required: data.
• Get Get single Clio Manage court rules matter docket by ID Get a single Clio court-rule matter docket by id, including its linked Matter. Returns: id, etag, name, start_date, start_time, status, created_at, updated_at, deleted_at, matter, jurisdiction, trigger, service_type, calendar_entries. Required: id.
• Delete Delete a Clio Manage court rules matter docket by ID Delete a Clio court-rule matter docket by id, disconnecting the Matter from the Court Rule. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage court rules service types List all court rules Service Types in Clio, which specify how documents are delivered so court rule deadlines can be calculated (e.g. regular mail, electronic service). Returns: id, etag, created_at, updated_at, system_id, description. No required parameters.
• Get Get single Clio Manage court rules service type by ID Get a single court rules Service Type in Clio by id. Returns: id, etag, created_at, updated_at, system_id, description. Required: id.
• List List all Clio Manage credit memos List Clio credit memos, which record amounts written off that clients owe on approved bills. Returns: id, etag, date, amount, description, discount, voided_at, created_at, updated_at, user, contact, allocations.
• Get Get single Clio Manage credit memo by ID Get a single Clio credit memo — an amount written off that a client owes on an approved bill — by id. Returns: id, etag, date, amount, description, discount, voided_at, created_at, updated_at, user, contact, allocations. Required: id.
• List List all Clio Manage currencies List all Currencies in clio. Returns Currency records with their id, created_at, and updated_at. Max 200 records per page.
• List List all Clio Manage custom fields List all CustomFields in Clio. Returns records with id, etag, and total. Max 200 records per page.
• Create Create a Clio Manage custom field Create a new CustomField in Clio. Returns the created record with id, etag, and total. Required: data.
• Get Get single Clio Manage custom field by ID Get a single CustomField in Clio by id. Returns: id, etag, created_at, updated_at, name, parent_type, field_type, displayed, deleted, required, display_order, permission_level, picklist_options. Required: id.
• Update Update a Clio Manage custom field by ID Update a single CustomField in Clio by id. Returns the updated record with id, etag, and total. Required: id, data.
• Delete Delete a Clio Manage custom field by ID Delete a Clio CustomField by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage custom field sets List all CustomFieldSets in Clio, filterable by parent_type, displayed status, and a wildcard name query. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields.
• Create Create a Clio Manage custom field set Create a new CustomFieldSet in Clio that groups custom fields under a Contact or Matter. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields. Required: data.
• Get Get single Clio Manage custom field set by ID Get a single CustomFieldSet by id in Clio. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields. Required: id.
• Update Update a Clio Manage custom field set by ID Update a single CustomFieldSet in Clio — change its name, displayed flag, parent_type, or associated custom fields. Returns: id, etag, name, parent_type, displayed, created_at, updated_at, custom_fields. Required: id, data.
• Delete Delete a Clio Manage custom field set by ID Delete a single CustomFieldSet by id in Clio. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage custom actions List all CustomActions in Clio. Returns CustomAction records including id, label, target_url, ui_reference, and created_at.
• Create Create a Clio Manage custom action Create a new CustomAction in Clio. Returns the created record including id, label, target_url, ui_reference, and created_at. Required: data.
• Get Get single Clio Manage custom action by ID Get a single CustomAction in Clio by id. Returns the record including id, label, target_url, ui_reference, and created_at. Required: id.
• Update Update a Clio Manage custom action by ID Update a single CustomAction in Clio by id. Returns the updated record including id, label, target_url, ui_reference, and created_at. Required: id, data.
• Delete Delete a Clio Manage custom action by ID Delete a CustomAction in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage damages List all damages recorded in Clio. Returns each damage with id, amount, damage_type, description, created_at, and updated_at. Up to 200 records per page.
• Create Create a Clio Manage damage Create a new damage in Clio. Returns the created damage with id, amount, damage_type, description, created_at, and updated_at. Required: data.
• Get Get single Clio Manage damage by ID Get a single Clio damage by id. Returns the damage with id, amount, damage_type, description, created_at, and updated_at. Required: id.
• Update Update a Clio Manage damage by ID Update a Clio damage by id. Returns the updated damage with id, amount, damage_type, description, created_at, and updated_at. Required: id, data.
• Delete Delete a Clio Manage damage by ID Delete a Clio damage by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage expense categories List all expense categories in Clio. Returns each record with: id, name, description, rate, entry_type, currency, groups, tax_settings, and utbms_code.
• Create Create a Clio Manage expense category Create a new expense category in Clio. Returns the created record: id, name, description, rate, entry_type, currency. Required: data.
• Get Get single Clio Manage expense category by ID Get a single expense category in Clio by id. Returns the record's id, name, entry_type, rate, description, and updated_at. Required: id.
• Update Update a Clio Manage expense category by ID Update an expense category in Clio by id. Returns the updated record: id, name, description, rate, entry_type, currency. Required: id, data.
• Delete Delete a Clio Manage expense category by ID Delete an expense category in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage grants List all grants in Clio, filterable by name, ids, created_since, and updated_since. Returns each grant record including id, name, created_at, and updated_at. Up to 200 records per page.
• Create Create a Clio Manage grant Create a new grant in Clio. Returns the created grant record including id, name, created_at, and updated_at. Required: data.
• Get Get single Clio Manage grant by ID Get a single grant in Clio by id. Returns the grant record including id, name, etag, created_at, and updated_at. Required: id.
• Update Update a Clio Manage grant by ID Update a single grant in Clio by id. Returns the updated grant record including id, name, created_at, and updated_at. Required: id, data.
• Delete Delete a Clio Manage grant by ID Delete a single grant in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage grant funding sources List all grant funding sources in Clio. Returns records with id, name, etag, created_at, and updated_at; filter by name, created_since, updated_since, or ids. Limit ranges between 1 and 200.
• Create Create a Clio Manage grant funding source Create a new grant funding source in Clio. Returns the created record: id, name, created_at, updated_at. The data object accepts name. Required: data.
• Update Update a Clio Manage grant funding source by ID Update a single grant funding source in Clio by id. Returns the updated record: id, name, created_at, updated_at. Supports ETag-based optimistic concurrency via the If-Match header. Required: id, data.
• Delete Delete a Clio Manage grant funding source by ID Delete a single Clio grant funding source by id. Clio takes a JSON body with the source name and returns the deleted record. Required: id, data.
• List List all Clio Manage groups List all groups in Clio. Returns each group's id, name, type, etag, updated_at, and users. Filter by name, type, archived status, created_since, updated_since, and user_id.
• Create Create a Clio Manage group Create a new group in Clio. Returns the created group's id, name, type, and etag. Pass the group's name inside the data object. Required: data.
• Get Get single Clio Manage group by ID Get a single group in Clio by id. Returns the group's id, name, type, etag, updated_at, and users. Required: id.
• Update Update a Clio Manage group by ID Update a single Clio group by id. The data object holds the fields to change, such as the group's name. Returns the updated group with id, name, type, and updated_at. Required: id, data.
• Delete Delete a Clio Manage group by ID Delete a group in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage internal notifications event metrics Get unread in-app notification counts for the current Clio user: web, mobile, secure messages, client portal messages, and text messages. Send contact_id or matter_id to scope the counts; matter_id wins when both are sent.
• List List all Clio Manage internal notifications my events List the in-app notification events for the current Clio user, as shown in the Your firm tab of the notifications panel. Returns each event with id and etag. Max 200 per page.
• Update Update a Clio Manage internal notifications my event by ID Mark a single Clio in-app notification event as read or unread. Returns the updated MyEvent with id and etag. Pass the record's current etag in If-Match to avoid overwriting newer changes; a stale etag returns 412 Precondition Failed. Required: id, data.
• Delete Delete a Clio Manage internal notifications my event by ID Delete (clear) a single in-app notification event in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage interest charges List all interest charges in Clio, filterable by bill, specific ids, and creation or update time. Returns: id, etag, date, description, total, created_at, updated_at, bill, balances, matters. Max 200 records per page.
• Delete Delete a Clio Manage interest charge by ID Delete a single interest charge in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage line items List Clio LineItems. Filter by bill, matter, activity, kind, group ordering, date ranges, or wildcard search across description and note. Returns LineItem records with id, description, price, quantity, kind, date, tax flags, and created_at/updated_at. Max 200 per page.
• Update Update a Clio Manage line item by ID Update a single Clio LineItem by id. Returns the updated LineItem record including its id, description, price, quantity, kind, date, discount, and tax_settings. Required: id, data.
• Delete Delete a Clio Manage line item by ID Delete a Clio LineItem by id. Returns an empty 204 response on success. The LineItem cannot be deleted while its bill is not editable. Required: id.
• List List all Clio Manage log entries List LogEntry records in Clio — the entries created whenever a user accesses a Contact or a Matter, which feed the Recents dropdown. Returns: id, etag, type, accessed_at, created_at, updated_at, item, user. Filterable by created_since, updated_since, and ids.
• List List all Clio Manage matter clients Get the client of a single Clio matter. Returns the client contact with name, type, primary email address, primary phone number, and addresses. Use the fields parameter to choose which fields are returned. Required: matter_id.
• List List all Clio Manage matter related contacts List the contacts related to a single Clio matter. Returns each contact with name, type, primary email address, primary phone number, and the relationship to the matter. Required: matter_id.
• List List all Clio Manage matter contacts List the contacts related to a single Clio matter, with each contact's relationship to the matter. Returns name, type, primary email address, primary phone number, and relationship_name. Max 200 per page. Required: matter_id.
• List List all Clio Manage matter protected funds List the protected funds for a single Clio matter. Returns id, amount, reason, bank_account_id, currency_id, matter_id, and timestamps. Required: matter_id.
• List List all Clio Manage matters List Matters (a firm's cases) in Clio. Returns Matter records including id, display_number, description, status, open_date, and client. Filterable by client_id, status, query, custom field values, and more; max 200 records per page.
• Create Create a Clio Manage matter Create a Matter (a firm's case) in Clio, optionally persisting associations such as custom_field_values, custom_rate, relationships, and matter_budget in the same request. Returns the created Matter including id, display_number, description, status, and client. Pass the Matter attributes under the data object. Required: data.
• Get Get single Clio Manage matter by ID Get a single Matter in Clio by id. Returns the Matter including id, display_number, description, status, client, and custom_field_values. Use fields or custom_field_ids to limit the returned data. Required: id.
• Update Update a Clio Manage matter by ID Update a single Matter in Clio by id, including associations such as custom_field_values, custom_rate, relationships, and matter_budget. Returns the updated Matter including id, display_number, description, status, and client. Set reset_matter_number for updates that could change the display_number. Required: id, data.
• Delete Delete a Clio Manage matter by ID Delete a single Matter in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage matter stages List all matter stages in Clio. Returns: id, etag, practice_area_id, name, order, created_at, updated_at. Max 200 per page.
• Update Update a Clio Manage medical record by ID Update a Medical Record in clio by id, changing its start and end dates. Record creation is handled by the Medical Records Details endpoint, not here. Returns: id, document_id, etag, end_date, start_date, created_at, updated_at, matter. Required: id, data.
• Delete Delete a Clio Manage medical record by ID Destroy a Medical Record in clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage medical records details List all Medical Records Details in Clio. Returns each record's id and its associated bill (bill id, redacted). Filterable by created_since, updated_since, ids, and treatment date range; max 200 per page.
• Create Create a Clio Manage medical records detail Create a Medical Records Detail in Clio along with multiple Medical Records and Medical Bills; Medical Liens can be created as a property under Medical Bills. Returns the created record's id and its associated bill (bill id, redacted). Required: data.
• Get Get single Clio Manage medical records detail by ID Get a single Medical Records Detail by id in Clio. Returns the record's id and its associated bill (bill id, redacted). Required: id.
• Update Update a Clio Manage medical records detail by ID Update a Medical Records Detail in Clio by id; records passed in medical_records or medical_bills are treated as new records and new Medical Records / Medical Bills are created. Returns the updated record's id and its associated bill (bill id, redacted). Required: id, data.
• Delete Delete a Clio Manage medical records detail by ID Delete a Medical Records Detail by id in Clio; its child Medical Records, Medical Bills, and Liens are destroyed in the same transaction. Returns an empty 204 response on success. Required: id.
• Update Update a Clio Manage medical bill by ID Update a Medical Bill in Clio by id. Returns the updated bill with id, name, amount, balance, adjustment, bill_date, bill_received_date, mark_balance_type_as, and payers. This resource only supports updating — bills are created via the Medical Records Details endpoint. Required: id, data.
• Delete Delete a Clio Manage medical bill by ID Delete a Medical Bill in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage notes List Notes in Clio, filtered by record type. Returns Note records including id, subject, detail, detail_text_type, date, and author. Max 200 records per page. Required: type.
• Create Create a Clio Manage note Create a Note in Clio attached to a Matter or Contact. Returns the created Note record including id, subject, detail, detail_text_type, date, and author.id (when type is Contact) or matter.id (when type is Matter); each notification_event_subscribers entry requires user_id. Required: data.
• Get Get single Clio Manage note by ID Get a single Note in Clio by id. Returns the Note record including id, subject, detail, detail_text_type, date, and author. Required: id.
• Update Update a Clio Manage note by ID Update a single Note in Clio by id. Returns the updated Note record including id, subject, detail, detail_text_type, date, and author.g. subject, detail, date). Required: id, data.
• Delete Delete a Clio Manage note by ID Delete a single Note in Clio by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage outstanding client balances List the data for all outstanding client balances in Clio. Returns each balance record with its id plus vendor-defined attributes (the exact field set follows Clio's response samples and is selectable via the fields query parameter). Max 200 per page.
• List List all Clio Manage practice areas List all practice areas in Clio Manage. Returns each record's id, name, code, category, created_at, and updated_at. Supports filtering by code, name, ids, and matter_id; up to 200 records per page.
• Create Create a Clio Manage practice area Create a new practice area in Clio Manage that can be attached to Matters for filtering or reference. Returns the created record including id, name, category, code, and created_at.name. Required: data.
• Get Get single Clio Manage practice area by ID Get a single practice area by id in Clio Manage. Returns: id, etag, created_at, updated_at, name, category, code. Required: id.
• Update Update a Clio Manage practice area by ID Update a single practice area by id in Clio Manage. Returns the updated record including id, name, category, code, and updated_at. Only the fields sent in data are changed. Required: id, data.
• Delete Delete a Clio Manage practice area by ID Delete a practice area by id in Clio Manage. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage rate tables List the Clio rate tables visible to the current user — each holds one currency and rate categories for its timekeepers. Returns: id, etag, name, description, currency_id, status, created_at, updated_at, categories. Archived tables are excluded by default unless filtered by status.
• Get Get single Clio Manage rate table by ID Get a single Clio rate table by id — a table with one currency and rate categories for its assigned timekeepers. Returns: id, etag, name, description, currency_id, status, created_at, updated_at, categories. Required: id.
• List List all Clio Manage relationships List relationships linking contacts to matters in Clio. Returns each relationship's id, description, contact, matter, and created_at/updated_at timestamps. Filterable by contact_id, matter_id, created_since, updated_since, and ids.
• Create Create a Clio Manage relationship Create a new relationship in Clio linking a contact to a matter. Returns the created relationship including id, description, contact, matter, and created_at/updated_at timestamps. Required: data.
• Get Get single Clio Manage relationship by ID Get a single Clio relationship by id. Returns: id, etag, description, created_at, updated_at, matter, contact. Required: id.
• Update Update a Clio Manage relationship by ID Update a single Clio relationship by id. Returns the updated relationship including id, description, contact, matter, and created_at/updated_at timestamps. Required: id, data.
• Delete Delete a Clio Manage relationship by ID Delete a Clio relationship by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage reminders List Reminders in Clio. Returns each Reminder with duration, state, notification_method, subject, and next_delivery_at. Filter by subject_id, user_id, notification_method_id, state, and creation or update time; subject_type is required when filtering by subject_id. Max 200 per page.
• Create Create a Clio Manage reminder Create a Reminder in Clio attached to a CalendarEntry or Task, delivered via the chosen notification method. Returns the created Reminder with id, duration_unit, duration_value, state, notification_method, subject, and created_at. Required: data.
• Get Get single Clio Manage reminder by ID Get a single Reminder by id in Clio. Returns duration, next_delivery_at, state, notification_method, and subject. Required: id.
• Update Update a Clio Manage reminder by ID Update a single Reminder by id in Clio, changing its lead time (duration_value/duration_unit) and/or notification method. Returns the updated Reminder with id, duration_unit, duration_value, state, notification_method, subject, and updated_at. Required: id, data.
• Delete Delete a Clio Manage reminder by ID Delete a single Reminder by id in Clio. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage report downloads Download a completed Clio Report. Clio answers 303 See Other with the download URL of the file, and there is no response body. Required: report_id.
• List List all Clio Manage reports List all Reports in Clio. Returns each Report's id, name, kind, output_format, state, and created_at. Supports filtering by category, kind, output_format, source, state, wildcard name search, ids, and created/updated time.
• Create Create a Clio Manage report Create a new Report in Clio. Returns the created Report with id, name, kind, format, and state. Required: data.
• Get Get single Clio Manage report by ID Get the data for a single Report in Clio by id. Returns id, name, kind, format, state, and created_at. Required: id.
• Generate Clio Manage report preset generate reports generate report Generate a new Clio report from a report preset. Returns the new Report with its state, kind, and format. Required: report_preset_id.
• List List all Clio Manage report presets List report presets in Clio. Returns each preset's id, etag, name, kind, format, options, category, disabled, created_at, and updated_at. Filterable by category and schedule frequency; order defaults to id(asc).
• Create Create a Clio Manage report preset Create a Clio report preset that saves report option parameters for reuse when generating reports. Returns: id, etag, name, kind, format, last_generated_at, created_at, updated_at, category, options, disabled, disabled_reason, report_schedule. Valid options depend on the report kind. Required: data.
• Get Get single Clio Manage report preset by ID Get a single Clio report preset by id. Returns: id, etag, name, kind, format, last_generated_at, created_at, updated_at, category, options, disabled, disabled_reason, report_schedule. Required: id.
• Update Update a Clio Manage report preset by ID Update a Clio report preset by id. Returns the updated preset with id, etag, name, kind, format, last_generated_at, created_at, updated_at, category, options, disabled, disabled_reason, and report_schedule. An optional If-Match ETag enables optimistic concurrency (412 Precondition Failed on mismatch). Required: id, data.
• Delete Delete a Clio Manage report preset by ID Delete a Clio report preset by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage report schedules List all report schedules in Clio. Returns: id, etag, time_of_day, frequency, days_of_week, day_of_month, status, status_updated_at, next_scheduled_date, time_zone, report_preset_id, created_at, updated_at, every_no_of_months, effective_from.
• Create Create a Clio Manage report schedule Create a Clio report schedule that generates reports from a report preset on a daily, weekly, or monthly basis. Returns frequency, time_of_day, next_scheduled_date, and status. Required: data.
• Get Get single Clio Manage report schedule by ID Get a single Clio report schedule by id. Returns: id, etag, time_of_day, frequency, days_of_week, day_of_month, status, status_updated_at, next_scheduled_date, time_zone, report_preset_id, created_at, updated_at, every_no_of_months, effective_from. Required: id.
• Update Update a Clio Manage report schedule by ID Update a Clio report schedule by id — adjust its frequency, run time, days, time zone, or associated report preset. Returns: id, etag, time_of_day, frequency, days_of_week, day_of_month, status, status_updated_at, next_scheduled_date, time_zone, report_preset_id, created_at, updated_at, every_no_of_months, effective_from. Required: id, data.
• Delete Delete a Clio Manage report schedule by ID Delete a Clio report schedule by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage settings billings Get the billing settings in Clio. Returns rounding, tax rates and names, currency, and billing currencies.
• List List all Clio Manage settings text snippets List all text snippets configured in the user's Clio Manage personal settings, filterable by created/updated time, ids, and wildcard search. Returns: id, etag, created_at, updated_at, snippet, phrase, whole_word.
• Create Create a Clio Manage settings text snippet Create a text snippet in Clio Manage that maps an abbreviation to a phrase (e.g. 'mwc' expands to 'meeting with client'). Returns the created snippet: id, snippet, phrase, whole_word, created_at, updated_at. Required: data.
• Get Get single Clio Manage settings text snippet by ID Get a single text snippet by id from the user's Clio Manage personal settings. Returns: id, etag, created_at, updated_at, snippet, phrase, whole_word. Required: id.
• Update Update a Clio Manage settings text snippet by ID Update a text snippet in Clio Manage, e.g. changing the abbreviation (snippet) or the phrase it expands to. Returns the updated snippet: id, snippet, phrase, whole_word, created_at, updated_at. Required: id, data.
• Delete Delete a Clio Manage settings text snippet by ID Delete a text snippet from the user's Clio Manage personal settings by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage tasks List Clio tasks. Returns each task's id and matter (with matter id, display_number, and redacted flag). Filter by assignee, assigner, status, priority, due-date range, task type, and more; use fields to trim the returned fields.
• Create Create a Clio Manage task Create a task in Clio. Returns the created task's id and matter (with matter id, display_number, and redacted flag). Required: data.
• Get Get single Clio Manage task by ID Get a single Clio task by id. Returns name, status, priority, due_at, completed_at, assignees, matter, and task_type. Use the fields parameter to choose which fields are returned. Required: id.
• Update Update a Clio Manage task by ID Update a single Clio task by id. Returns the updated task. Send assignee or assignees, never both; assignees replaces the current firm-user set, and an empty list is rejected. Required: id, data.
• Delete Delete a Clio Manage task by ID Delete a single Clio task by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage task calendars List task calendars (CalendarVisibility records) in Clio. Returns each record's id, color, visible, created_at, and updated_at.
• Get Get single Clio Manage task calendar by ID Get a single task calendar (CalendarVisibility) in Clio by id. Returns: id, etag, color, light_color, visible, name, display_name, created_at, updated_at. Required: id.
• Update Update a Clio Manage task calendar by ID Update a single task calendar (CalendarVisibility) in Clio by id — set its color and default visibility in the Clio Web UI. Returns: id, etag, color, light_color, visible, name, display_name, created_at, updated_at. Required: id, data.
• List List all Clio Manage task templates List Clio task templates, the individual tasks that make up a task template list. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Filter by task_template_list_id; required filters: none.
• Create Create a Clio Manage task template Create a new Clio task template within a task template list. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Required: data.
• Get Get single Clio Manage task template by ID Get a single Clio task template by id. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Required: id.
• Update Update a Clio Manage task template by ID Update a single Clio task template by id, including its cascading settings and reminder templates. Returns: id, etag, name, description, description_text_type, priority, private, created_at, updated_at, cascading_source, assignee, task_template_list, task_type, template_creator, reminder_templates. Required: id, data.
• Delete Delete a Clio Manage task template by ID Delete a Clio task template by id. Returns an empty 204 response on success. Required: id.
• Create Create a Clio Manage task template list copy Copy a TaskTemplateList in Clio, creating a duplicate of the list identified by task_template_list_id. Returns the copied TaskTemplateList including its id, name, description, practice_area, and creator. Required: task_template_list_id, data.
• List List all Clio Manage task template lists List all task template lists in Clio. Returns TaskTemplateList records including id, name, description, practice_area, created_at, and updated_at. Filter by query, practice_area_id, empty, or date ranges; up to 200 records per page.
• Create Create a Clio Manage task template list Create a task template list in Clio. Returns the created TaskTemplateList record including id, name, description, practice_area, created_at, and updated_at. Requires name and description in the data payload. Required: data.
• Get Get single Clio Manage task template list by ID Get a single task template list by id. Returns the TaskTemplateList record including id, name, description, practice_area, created_at, and updated_at. Required: id.
• Update Update a Clio Manage task template list by ID Update a single task template list by id. Returns the updated TaskTemplateList record including id, name, description, practice_area, created_at, and updated_at.id) in data. Required: id, data.
• Delete Delete a Clio Manage task template list by ID Delete a task template list by id. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage task types List all Clio task types, the 50-character labels used to categorize and filter tasks. Returns each record's id, name, deleted_at, created_at, and updated_at. Up to 200 records per page.
• Create Create a Clio Manage task type Create a new Clio task type used to categorize and filter tasks. Returns the created record with id, name, deleted_at, created_at, and updated_at. Requires: data (including name, a label limited to 50 characters). Required: data.
• Get Get single Clio Manage task type by ID Get a single Clio task type by id. Returns the record's id, name, deleted_at, created_at, and updated_at. Required: id.
• Update Update a Clio Manage task type by ID Update a single Clio task type by id, such as renaming it or disabling it by setting deleted_at. Returns the updated task type with name, deleted_at, created_at, and updated_at. Required: id, data.
• List List all Clio Manage tax rate configurations List Clio Tax Rate Configurations, including the system rates ("Do not apply tax" and "Tax exempt") unless include_system is false. Filter by created_since, updated_since, ids, and order. Returns name, rate, country, region, is_system, and active. Max 200 per page.
• Create Create a Clio Manage tax rate configuration Create a new Tax Rate Configuration in Clio. Returns the created record with id, name, rate, country, region, active, and timestamps. The create-only tax_authority field is required only for accounts with tax-authority support enabled. Required: data.
• Get Get single Clio Manage tax rate configuration by ID Get a single Tax Rate Configuration in Clio by id. Returns: id, etag, name, rate, rate_as_percentage, formatted_rate_as_percentage, country, region, is_system, active, created_at, updated_at. Required: id.
• Update Update a Clio Manage tax rate configuration by ID Update a single Tax Rate Configuration in Clio by id, such as its name, rate, country, or region. Returns the updated record with id, name, rate, country, region, active, and timestamps. Required: id, data.
• Delete Delete a Clio Manage tax rate configuration by ID Delete a Tax Rate Configuration in Clio by id. Returns an empty 204 response on success. System tax rates and rates in use (set as an invoice default, used on expenses, expense categories, or unpaid invoices) cannot be deleted. Required: id.
• List List all Clio Manage timers Get the data for a single Timer in Clio — the timer used to track time spent on billable work against an hourly-billable Activity (Time Entry). Returns: id, etag, start_time, elapsed_time, created_at, updated_at, activity.
• Create Create a Clio Manage timer Create a new Timer in Clio to track time spent on billable work and associate it with an hourly-billable Activity (Time Entry). Returns the created Timer: id, activity, etag, created_at, updated_at. Requires: data.activity.id. Required: data.
• Delete Delete a Clio Manage timer by ID Delete the current user's Clio Timer. Returns an empty 204 response on success.
• List List all Clio Manage trust line items List all Clio trust line items, filterable by bill, matter, ids, and creation/update time. Returns each item's id, date, note, total, created_at, and updated_at. Max 200 per page.
• Update Update a Clio Manage trust line item by ID Update a single Clio trust line item by id, changing its date, note, or total. Returns the updated trust line item with id, date, note, total, created_at, and updated_at. Required: id, data.
• Create Create a Clio Manage trust request Create a new trust request in Clio to request client- or matter-level trust deposits. Returns the created TrustRequest including id, etag, created_at, updated_at, and total. The data object must include trust_type, client_id, issue_date, due_date, approved, and trust_amount. Required: data.
• List List all Clio Manage users who am is Get the currently authenticated Clio user. Returns the user record tied to the access token, including id, name, etag, and the nested account object holding the linked firm's name.
• List List all Clio Manage users List the Users in Clio who can log in to the firm. Filter by enabled, name, role, subscription_type, and created or updated time. Returns name, email, enabled, roles, subscription_type, rate, and time_zone. Max 2000 per page.
• Get Get single Clio Manage user by ID Get a single Clio User by id. Returns name, email, enabled, roles, subscription_type, rate, time_zone, and contact details. Required: id.
• List List all Clio Manage utbms sets List all UTBMS code sets in Clio — each set groups Activities relevant to a type of law (e.g. litigation, bankruptcy) that users can enable for time and expense entries. Returns: id, etag, name, enabled, created_at, updated_at. Optional filters: created_since, updated_since, ids.
• List List all Clio Manage utbms codes List UTBMS codes in Clio — the standardized task, activity, and expense codes used for time and expense entries in electronic invoicing. Returns: id, etag, name, code, description, type, utbms_set_id, created_at, updated_at. Filterable by type, utbms_set_id, ids, created_since, and updated_since. Up to 200 records per page.
• Get Get single Clio Manage utbms code by ID Get a single UTBMS code in Clio by id. Returns: id, etag, name, code, description, type, utbms_set_id, created_at, updated_at. Required: id.
• List List all Clio Manage webhooks List Clio webhooks subscribed to record events. Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Filterable by created_since, updated_since, and ids; order defaults to id(asc).
• Create Create a Clio Manage webhook Create a Clio webhook that subscribes to events on a model and POSTs them to your https URL. Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Webhooks expire after 3 days unless expires_at is set (max 31 days); fields is capped at 1000 characters. Required: data.
• Get Get single Clio Manage webhook by ID Get a single Clio webhook by id, including its current delivery status. Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Required: id.
• Update Update a Clio Manage webhook by ID Update a Clio webhook by id — change subscribed events, watched fields, or extend expires_at (up to 31 days out). Returns: id, etag, url, fields, shared_secret, model, status, events, expires_at, created_at, updated_at, user. Required: id, data.
• Delete Delete a Clio Manage webhook by ID Delete a Clio webhook by id, unsubscribing it from all events. Returns an empty 204 response on success. Required: id.
• List List all Clio Manage lauk civil certificated rates List the Legal Aid civil certificated rates in Clio: the prescribed reimbursement rates for legal services under the Legal Aid Scheme. Filter by activity, category_of_law, court, fee_scheme, rate_type, region, session_type, and user_type. Returns fee, fee_scheme, activity, and court.

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