Header

Required

Type

Default

Allowed values

Description

Example

X-Clio-Access-Token

One of

string

none

-

Clio OAuth access token (a leading Bearer is accepted and ignored)

your-access-token

X-Clio-Refresh-Token

One of

string

none

-

Clio OAuth refresh token, used to obtain a new access token

your-refresh-token

X-Clio-Client-Id

With refresh token

string

none

-

Client id (app key) of the Clio developer application

your-client-id

X-Clio-Client-Secret

With refresh token

string

none

-

Client secret (app secret) of the Clio developer application

your-client-secret

X-Clio-Region

No

string

us

us, ca, eu, au

Region that hosts the Clio account

us

Tool

Purpose

Parameters (required in bold)

clio_navigate

Describe the tools of one Clio area (changes nothing)

domain (matters, contacts, activities, communications, tasks, documents, calendar-entries, bills)

clio_back

List every Clio area and its tools (changes nothing)

-

clio_status

Check the Clio connection: signed-in user, region and whether the token can be refreshed

-

clio_matters_list

List matters (cases/files) with number, description, status, client and responsible attorney

query, status, client_id, practice_area_id, responsible_attorney_id, billable, + paging

clio_matters_get

Get one matter by id, including attorneys, stage, billing method and dates

id, fields

clio_matters_create

Create a matter for a client (write)

description, client_id, client_name, status (open, pending, closed), practice_area_id, responsible_attorney_id, originating_attorney_id, billable, open_date, client_reference

clio_matters_update

Change fields of a matter; only the fields given change (write)

id, description, status (open, pending, closed), client_id, practice_area_id, responsible_attorney_id, originating_attorney_id, billable, close_date

clio_contacts_list

List contacts (people and companies) with type, primary email/phone and client flag

query, type (Person, Company), client_only, initial, + paging

clio_contacts_get

Get one contact by id, including all email addresses, phone numbers and addresses

id, fields

clio_contacts_create

Create a person or company contact (write)

name, type (Person, Company), first_name, last_name, company_id, email, phone

clio_contacts_update

Change a contact; only the fields given change (write)

id, name, first_name, last_name, email, phone

clio_activities_list

List time and expense entries with date, hours, rate, total, note and matter

query, matter_id, user_id, task_id, type (TimeEntry, ExpenseEntry, HardCostEntry, SoftCostEntry), status (billed, draft, unbilled, non_billable, billable, written_off), start_date, end_date, + paging

clio_activities_get

Get one time or expense entry by id

id, fields

clio_activities_create

Log a time or expense entry; billable entries can end up on a client bill (write)

date, type (TimeEntry, ExpenseEntry, HardCostEntry, SoftCostEntry), matter_id, note, price, quantity, non_billable

clio_communications_list

List logged emails and phone calls with subject, date, matter and participants (no body)

query, matter_id, contact_id, user_id, type (EmailCommunication, PhoneCommunication), date, + paging

clio_communications_get

Get one logged email or phone call by id, including its body

id, fields

clio_tasks_list

List tasks with status, priority, due date, assignee and matter

query, matter_id, assignee_id, assignee_type (user, contact), status (pending, in_progress, in_review, complete, draft), priority (high, normal, low), complete, due_at_from, due_at_to, + paging

clio_tasks_get

Get one task by id, including its description

id, fields

clio_tasks_create

Create a task and assign it (write)

name, description, assignee_id, assignee_type (User, Contact), matter_id, due_at, priority (High, Normal, Low), status (pending, in_progress, in_review, complete, draft)

clio_tasks_update

Change a task; only the fields given change (write)

id, name, description, status (pending, in_progress, in_review, complete, draft), priority (High, Normal, Low), due_at, assignee_id, assignee_type (User, Contact)

clio_documents_list

List document metadata: name, file name, size, type, folder, matter and contact

query, matter_id, contact_id, document_category_id, parent_id, scope (children, descendants), include_deleted, + paging

clio_documents_get

Get one document's metadata by id

id, fields

clio_calendar_entries_list

List calendar entries with title, time, location, matter and calendar owner

query, matter_id, calendar_id, from, to, is_all_day, + paging

clio_calendar_entries_get

Get one calendar entry by id, including its description and recurrence

id, fields

clio_bills_list

List bills (invoices) with number, state, dates, total, paid, balance due, client and matters

client_id, matter_id, state (draft, awaiting_approval, awaiting_payment, paid, void, deleted), type (revenue, trust), overdue_only, due_after, due_before, issued_after, issued_before, + paging

clio_bills_get

Get one bill by id, including subject, memo, billing period and tax totals

id, fields