Clio Manage API v4

The Clio Manage API v4 is a JSON REST API that gives developers programmatic access to Clio's legal practice management data model — matters, contacts, activities, bills, trust accounts, documents, tasks, calendar entries, custom fields, and users. Authentication is OAuth 2.0 (authorization code flow). Regional endpoints exist for the U.S. (app.clio.com), Canada (ca.app.clio.com), EU/UK (eu.app.clio.com), and Australia (au.app.clio.com). Standard pagination, filtering, sparse fieldsets, and ETag-based caching are supported.

API entry from apis.yml

apis.yml Raw ↑
aid: clio:manage-api-v4
name: Clio Manage API v4
description: The Clio Manage API v4 is a JSON REST API that gives developers programmatic access to Clio's
  legal practice management data model — matters, contacts, activities, bills, trust accounts, documents,
  tasks, calendar entries, custom fields, and users. Authentication is OAuth 2.0 (authorization code flow).
  Regional endpoints exist for the U.S. (app.clio.com), Canada (ca.app.clio.com), EU/UK (eu.app.clio.com),
  and Australia (au.app.clio.com). Standard pagination, filtering, sparse fieldsets, and ETag-based caching
  are supported.
humanURL: https://docs.developers.clio.com/
baseURL: https://app.clio.com/api/v4
tags:
- Legal
- Matter Management
- OAuth 2.0
- Practice Management
- REST
properties:
- type: Documentation
  url: https://docs.developers.clio.com/
- type: Reference
  url: https://docs.developers.clio.com/api-docs/
- type: Authentication
  url: https://app.clio.com/oauth/authorize
- type: OpenAPI
  url: openapi/clio-manage-api-v4-openapi.yml