--- title: Clio Manage API Integration on Truto slug: clio category: CRM canonical: "https://truto.one/integrations/detail/clio/" --- # Clio Manage API Integration on Truto **Category:** CRM **Status:** Beta ## MCP-ready AI tools Truto exposes 304 tools for Clio Manage that AI agents can call directly. - **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_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_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_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_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_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_a_clio_manage_activity_rate** — Create a new Clio ActivityRate. Returns the created ActivityRate with id, rate, flat_rate, and timestamps. Required: data. - **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_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_a_clio_manage_activity_rate_by_id** — Delete a Clio ActivityRate by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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_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_a_clio_manage_bank_account_by_id** — Delete a Clio bank account by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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_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_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_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_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_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. - **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. - **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_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_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_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_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_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_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_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_a_clio_manage_calendar_entry_by_id** — Delete a Clio calendar entry by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_a_clio_manage_calendar_by_id** — Delete a single Clio Calendar by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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_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_all_clio_manage_clio_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_a_clio_manage_clio_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_single_clio_manage_clio_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_a_clio_manage_clio_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_all_clio_manage_clio_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_single_clio_manage_clio_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_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_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_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_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_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_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_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_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_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_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_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_a_clio_manage_contact_by_id** — Delete a Contact by id in Clio Manage. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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. - **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_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_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_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_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_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_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_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_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_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_all_clio_manage_custom_fields** — List all CustomFields in Clio. Returns records with id, etag, and total. Max 200 records per page. - **create_a_clio_manage_custom_field** — Create a new CustomField in Clio. Returns the created record with id, etag, and total. Required: data. - **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_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_a_clio_manage_custom_field_by_id** — Delete a Clio CustomField by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_all_clio_manage_custom_actions** — List all CustomActions in Clio. Returns CustomAction records including id, label, target_url, ui_reference, and created_at. - **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_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_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_a_clio_manage_custom_action_by_id** — Delete a CustomAction in Clio by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_a_clio_manage_damage_by_id** — Delete a Clio damage by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_a_clio_manage_grant_by_id** — Delete a single grant in Clio by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_a_clio_manage_group_by_id** — Delete a group in Clio by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_a_clio_manage_matter_by_id** — Delete a single Matter in Clio by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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_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_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_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_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_a_clio_manage_note_by_id** — Delete a single Note in Clio by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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_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_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_a_clio_manage_relationship_by_id** — Delete a Clio relationship by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_a_clio_manage_reminder_by_id** — Delete a single Reminder by id in Clio. Returns an empty 204 response on success. Required: id. - **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_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_a_clio_manage_report** — Create a new Report in Clio. Returns the created Report with id, name, kind, format, and state. Required: data. - **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. - **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_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_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_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_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_a_clio_manage_report_preset_by_id** — Delete a Clio report preset by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_a_clio_manage_report_schedule_by_id** — Delete a Clio report schedule by id. Returns an empty 204 response on success. Required: id. - **list_all_clio_manage_settings_billings** — Get the billing settings in Clio. Returns rounding, tax rates and names, currency, and billing currencies. - **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_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_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_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_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_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_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_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_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_a_clio_manage_task_by_id** — Delete a single Clio task by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_a_clio_manage_task_template_by_id** — Delete a Clio task template by id. Returns an empty 204 response on success. Required: id. - **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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_a_clio_manage_timer_by_id** — Delete the current user's Clio Timer. Returns an empty 204 response on success. - **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_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_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_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_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_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_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_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_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_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_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_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_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_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_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. - **list_all_clio_manage_lauk_civil_controlled_rates** — List the Legal Aid civil controlled rates in Clio — the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. Returns each rate record with its id and etag. Max 200 per page. - **list_all_clio_manage_lauk_criminal_controlled_rates** — List the Legal Aid criminal controlled rates in Clio: the prescribed reimbursement rates for legal services under the Legal Aid Scheme. Returns fee, fee_scheme, activity, category_of_law, court, and the exceptional fee values. Use the fields parameter to request more rate fields. - **list_all_clio_manage_lauk_expense_categories** — List the LAUK expense categories available in Clio — custom expense entry templates used to record expenses consistently. Returns: certificated, civil, created_at, criminal, etag, id, key, name, rate, updated_at. Required: region. - **list_all_clio_manage_comments** — List Comments on Clio document versions. Filter by item_id, created_since, and updated_since. Returns message, creator, document_version, and timestamps. Max 200 per page. - **create_a_clio_manage_comment** — Create a Comment on a Clio document version. Returns the created Comment with message, creator, and document_version. Required: data. - **get_single_clio_manage_comment_by_id** — Get a single Clio Comment by id. Returns message, creator, document_version, and timestamps. Required: id. - **update_a_clio_manage_comment_by_id** — Update a single Clio Comment by id. Returns the updated Comment. Required: id, data. - **delete_a_clio_manage_comment_by_id** — Delete a single Clio Comment by id. Returns an empty 204 response on success. Required: id. - **list_all_clio_manage_document_archive_downloads** — Download a Clio DocumentArchive. Clio answers 303 See Other with the download URL of the archive, and there is no response body. Required: document_archive_id. - **create_a_clio_manage_document_archive** — Create a Clio DocumentArchive for download. Returns id, state, progress, size, and message. Poll the archive with get until its state shows it is complete. Required: data. - **get_single_clio_manage_document_archive_by_id** — Get a single Clio DocumentArchive by id. Returns state, progress, size, and message, which says why an archive did not complete. Required: id. - **list_all_clio_manage_document_downloads** — Download a Clio Document. Clio answers 303 See Other with the download URL of the file, and there is no response body. Send document_version_id to download a specific version. Required: document_id. - **create_a_clio_manage_document_copy** — Copy a Clio Document: the latest version of the source Document becomes a new Document. filename and name are copied from the source when you omit them. Returns the new Document. Required: document_id, data. - **version_save_as_latest_versions_save_as_latest_version** — Save a specific Clio document version as the latest version of the Document. Clio creates a new version from it and points the Document at the new version. Clio returns no response body on success. Required: document_id, document_version_id. - **list_all_clio_manage_document_versions** — List the version history of a Clio document, showing how it has changed over time. Returns: id, document_id, etag, uuid, created_at, updated_at, filename, size, version_number, content_type, received_at, put_url, fully_uploaded, creator, put_headers, multiparts. Required: id, document_id. - **list_all_clio_manage_documents** — List Documents in Clio. Filter by matter_id, contact_id, parent_id, document_category_id, scope, query, and created or updated time. Returns name, type, locked, and timestamps. Max 200 per page. - **create_a_clio_manage_document** — Create a Document in Clio, or add a new version to an existing Document. Returns the Document with name, type, locked, and timestamps. Required: data. - **get_single_clio_manage_document_by_id** — Get a single Clio Document by id. Returns name, type, locked, and timestamps. Use the fields parameter to choose which fields are returned. Required: id. - **update_a_clio_manage_document_by_id** — Update a Clio Document by id: rename it, move it to another Folder, or restore it from the trash. Returns the updated Document. Required: id, data. - **delete_a_clio_manage_document_by_id** — Delete a Clio Document by id. The Document moves to the trash and is permanently deleted after 30 days. A 409 means the Document or one of its folders is being modified. Returns an empty 204 response on success. Required: id. - **list_all_clio_manage_document_automations** — List Clio DocumentAutomations. Returns state, export_formats, filename, matter, document_template, and documents. Max 200 per page. - **create_a_clio_manage_document_automation** — Create a Clio DocumentAutomation. Returns state, export_formats, filename, and the matter. Required: data. - **get_single_clio_manage_document_automation_by_id** — Get a single Clio DocumentAutomation by id. Returns state, export_formats, filename, matter, document_template, and documents. Required: id. - **list_all_clio_manage_document_categories** — List Clio DocumentCategories. Filter by query, ids, and created or updated time. Returns name and timestamps. Max 200 per page. - **create_a_clio_manage_document_category** — Create a Clio DocumentCategory. Returns the created category with name and timestamps. Required: data. - **get_single_clio_manage_document_category_by_id** — Get a single Clio DocumentCategory by id. Returns name and timestamps. Required: id. - **update_a_clio_manage_document_category_by_id** — Update a single Clio DocumentCategory by id. Returns the updated category. Required: id, data. - **delete_a_clio_manage_document_category_by_id** — Delete a single Clio DocumentCategory by id. Returns an empty 204 response on success. Required: id. - **list_all_clio_manage_document_template_downloads** — Get the contents of a Clio DocumentTemplate. Clio answers 303 See Other with the download URL of the file, and there is no response body. Required: document_template_id. - **list_all_clio_manage_document_templates** — List all Clio document templates used by Document Automation. Returns records with id, filename, document_category, created_at, and updated_at. Filterable by created_since, updated_since, and ids; sortable via order. Up to 200 records per page. - **create_a_clio_manage_document_template** — Create a Clio document template for Document Automation by uploading a file containing merge fields (doc, docx, ppt, pptx, xls, xlsx, pdf, xml). Returns: id, etag, size, content_type, filename, created_at, updated_at, document_category, last_modified_by. Required: data. - **get_single_clio_manage_document_template_by_id** — Get a single Clio document template by id. Returns id, filename, size, content_type, document_category, last_modified_by, and timestamps. Required: id. - **update_a_clio_manage_document_template_by_id** — Update a Clio document template by id — replace its file, set its filename, or reassign its document_category. Returns: id, etag, size, content_type, filename, created_at, updated_at, document_category, last_modified_by. filename is required when file is a BASE64-encoded string. Required: id, data. - **delete_a_clio_manage_document_template_by_id** — Delete a Clio document template by id. Returns an empty 204 response on success. Required: id. - **list_all_clio_manage_folders_lists** — List the contents of a Clio folder: its sub-folders and documents. All filters are optional; without parent_id the account's root folder is used. Offset pagination is not supported here, use cursor pagination. Returns name, type, parent, matter, and contact. Max 200 per page. - **list_all_clio_manage_folders** — List Folders in Clio's Documents section, filterable by parent, matter, contact, category, name search, and scope. Returns Folder records including: id, name, parent, created_at, updated_at. Max 200 per page. - **create_a_clio_manage_folder** — Create a new Folder inside an existing Folder, Contact, or Matter folder in Clio. Returns the created Folder with: id, name, parent, created_at, updated_at.id and parent.type). Required: data. - **get_single_clio_manage_folder_by_id** — Get a single Folder from Clio's Documents section by id. Returns the Folder record including: id, name, parent, created_at, updated_at. Required: id. - **update_a_clio_manage_folder_by_id** — Update a Clio Folder by id: rename it, move it under another Folder, Contact, or Matter parent, change its category or external properties, or restore a trashed Folder. Returns the updated Folder with: id, name, parent, created_at, updated_at. Required: id, data. - **delete_a_clio_manage_folder_by_id** — Delete a Clio Folder by id. The Folder is moved to the trash and permanently deleted after 30 days; folders containing more than 100,000 items cannot be trashed. Returns an empty 204 response on success. Required: id. ## How it works 1. **Link your customer's Clio Manage account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Clio Manage.** The Proxy API is a 1-to-1 mapping of the Clio Manage API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Embed legal intake into your CRM or marketing platform** — Let marketing and intake SaaS users convert qualified leads into Clio Contacts and Matters without manual data entry. Captures practice-area-specific custom fields during intake and pushes them straight into the firm's system of record. - **Capture billable time from your productivity app** — VoIP, email, AI drafting, and legal research tools can log time entries directly to Clio as Activities tied to the correct Matter and UTBMS code. Recovers billable hours that would otherwise be lost to context switching. - **Sync documents and signed artifacts into Matter folders** — eSignature, document automation, and AI drafting products can push finalized files into the right Clio Folder on the right Matter. Keeps the firm's case file complete without asking users to upload twice. - **Reconcile trust accounts and bills for legal accounting** — Fintech and accounting SaaS can pull Bills, Line Items, Bank Transactions, and Trust Line Items to reconcile ledgers and monitor IOLTA compliance. Critical for firms where a negative trust balance is a disbarment-level event. - **Log communications automatically for compliance** — Telephony, email, and messaging platforms can post call logs, transcripts, and threads to Clio's Communications module, linked to the correct Matter. Supports billing accuracy and malpractice defense requirements. ## What you can build - **Lead-to-Matter conversion flow** — Create a Clio Contact and Matter from your intake form, then populate practice-area Custom Fields and Relationships in a single flow. - **One-click time entry from any workflow** — Start and stop Clio Timers or write Activities with UTBMS codes directly from your app, scoped to the active Matter and user. - **Matter-aware document push** — List Matters and Folders to let users pick a destination, then upload documents and new versions back into Clio from your editor or signature flow. - **Trust and billing reconciliation dashboard** — Pull Bills, Line Items, Credit Memos, Trust Line Items, and Bank Transactions to build reconciliation views and compliance alerts for firm administrators. - **Calendar and court docket sync** — Read Calendar Entries, Matter Dockets, and Jurisdiction Triggers to surface statutory deadlines and firm events in your scheduling product. - **Real-time Matter and document event handling** — Register Clio Webhooks through Truto to react to Matter, Contact, Document, and Activity changes without polling. ## FAQs ### How does authentication work for Clio Manage? Clio Manage uses OAuth 2.0. Truto handles the full OAuth flow, token storage, and refresh, so your end users click connect once and your app receives a stable connection reference it can use for all API calls. ### Which Clio Manage objects can I read and write through Truto? Truto exposes the Clio Manage API surface including Matters, Contacts, Activities, Timers, Bills, Line Items, Trust Line Items, Bank Accounts and Transactions, Documents, Folders, Communications, Notes, Tasks, Calendars, Custom Fields, Practice Areas, Users, Webhooks, and specialized objects like Medical Records Details and Court Rules Matter Dockets. Most support full CRUD where Clio itself supports it. ### Can I use Clio's Custom Fields and Custom Field Sets? Yes. You can list and manage Custom Fields and Custom Field Sets, and read or write their values on objects like Matters and Contacts. This is important for intake flows that collect practice-area-specific data. ### How do I get real-time updates instead of polling? Truto lets you create and manage Clio Webhooks programmatically. You can subscribe to events on Matters, Contacts, Documents, Activities, and more, and Truto will forward the events to your endpoint with a normalized delivery contract. ### Does Truto handle pagination and rate limits? Yes. Truto normalizes pagination across list endpoints and manages Clio's rate limits, including backoff and retries, so your product does not need Clio-specific plumbing to list large collections like Matters, Activities, or Bank Transactions. ### How fresh is the data returned by Truto? Reads are proxied live against the Clio Manage API, so you always get the current state. For change-driven workflows, use Clio Webhooks via Truto to react within seconds instead of polling list endpoints. ## Related reading - [Connect Clio Manage to ChatGPT: Manage Matters, Billing, and Time](https://truto.one/blog/connect-clio-manage-to-chatgpt-manage-matters-billing-and-time/) — Learn how to connect Clio Manage to ChatGPT using a Model Context Protocol (MCP) server. Automate matter management, billable time, and legal operations. - [Connect Clio Manage to Claude: Sync Legal Docs, Tasks, and Schedules](https://truto.one/blog/connect-clio-manage-to-claude-sync-legal-docs-tasks-and-schedules/) — Learn how to build a secure MCP server to connect Claude to Clio Manage. Automate legal documentation, billable time entries, and calendar scheduling via API. - [Connect Clio Manage to AI Agents: Automate Case Ops and Trust Funds](https://truto.one/blog/connect-clio-manage-to-ai-agents-automate-case-ops-and-trust-funds/) — Learn how to connect Clio Manage to AI agents using Truto's /tools endpoint. Build autonomous legal workflows for trust funds, time tracking, and case ops.