Search matters by client, status, practice area, or free text. Returns concise fields, paginated.

Full detail for one matter, including linked client and recent documents.

Create a new matter for a client.

Update a matter, including status changes (closing a matter is a status update to 'closed').

Append a note to a matter's timeline.

Create a task tied to a matter.

Search contacts (clients and parties) by name or free text.

Full detail for one contact.

Create a client or party. Use type=Person with first/last name, or type=Company with name.

List folders and documents under a matter (or a parent folder).

Document metadata plus version history.

Download a document's content to the local sandbox and return its path. Text/markdown is also returned inline.

Create a folder under a matter or parent folder.

Upload a local file as a new document under a matter or folder. Handles Clio's multi-step storage upload atomically.

Delete a document. Destructive: first call returns a preview + confirm_token; call again with the token to execute.

Delete a folder. Destructive: first call returns a preview + confirm_token; call again with the token to execute.

Move a document to a different folder. Destructive: requires confirm_token on the second call.

Rename a document, or upload a new version (overwrite). Destructive: requires confirm_token on the second call.

Log a time entry on a matter (hours). Becomes a billable line unless non_billable is set.

Log an expense entry on a matter.

List time/expense entries, filtered by matter, user, type, or date range.

Full detail for one time/expense entry.

Update a time/expense entry (e.g. fix hours, note, or date).

Delete a time/expense entry. Destructive: first call previews + returns confirm_token; call again with it to execute.

List bills, filtered by matter, client, or state.

Full detail for one bill.

List calendar entries, filtered by calendar, matter, or date range.

Full detail for one calendar entry.

Create a calendar entry on a calendar, optionally tied to a matter.

Update a calendar entry (reschedule, rename, relocate).

Delete a calendar entry. Destructive: first call previews + returns confirm_token; call again with it to execute.

List the firm/user calendars available to schedule on.

List tasks, filtered by matter, assignee, status, or due-date range.

Full detail for one task.

Update a task (rename, reschedule, reassign, change priority/description).

Mark a task complete.

List logged communications (calls/emails), filtered by matter, contact, or date range.

Full detail for one communication.

Record a phone call or email communication, optionally tied to a matter or contact.

Read notes. The type is required: 'Matter' (with matter_id) or 'Contact' (with contact_id).

Full detail for one note.

List custom field definitions for a parent type, so you know the field ids and value formats.

Set custom field values on a matter or contact. Use clio_list_custom_fields to get field ids.

List the firm's practice areas (for tagging matters).

List firm users (for assigning tasks/activities). Includes the current user.

List activity descriptions (preset rates/descriptions) to use when logging time/expenses.