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Questions tagged [clio-api]

Clio-API enables development of integrations that interact with the cloud-based legal practice management platform Clio, which is used by over 150,000 legal professionals around the world. Implementation questions and challenges are discussed using the clio-api tag in Stack Overflow.

Questions specific to the OAuth or REST APIs documented here: https://app.clio.com/api/v4/documentation

Clio is in the process of shifting over to the new Clio API V4 and preparing to deprecate Clio API V2 in October 2018.

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Clio API V4 Communication how to add Time Entry VIA API?

I'm just wondering if there is a way to add a Recorded Time in Communication Phone Call using the API?
Lee
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When Getting Company Activity that are above 10,000

When Getting Company Activity that are above 10,000 we are getting the following error "An invalid argument was supplied: page_token is now out of bounds and cannot be used. To get a complete set of data use the bulk index" we successful get till…
CSP Development
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Is there a .Net Client Library for Clio v4?

I am just getting started with the Clio API and I am looking for a .Net Client Library. Is anyone aware if such a library exists yet?
MSD
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How to properly build a Clio Power Query custom connector for Power BI?

I am building a custom Power Query connector for Clio. It is my first PQ custom connector so I need to know 2 things: How do I work in the token handling in the Token Handling section? Once I get that working, how do I make the Client ID and Secret…
user2753415
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Get business details for CLIO?

I am integrating clio in my platfrom. I need to get the business details eg.name,id,platformid,address etc. from clio. I have visited Clio documentation but there only /users API. Please help me how can i get business details for CLIO ?
TechChain
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File streamed from node and made into blob on javascript client is much larger and corrupted

I am working with the Clio API, a third party API that has some cloud based document storage. I would like our users to download video/audio documents from their API but, due to it's design, I have to use my node.js server as a proxy to get around…
Leslie Jones-Dove
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Clio webhooks custom field

I develop my own integration with Clio. We have a lot of customers which use Clio app. And what I want is to sync contacts with our app and have a real time knowledge about changes(create,delete, change) in contacts model. So we decided to use…
nonameists
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How do you return all matters where picklist option is null

Is is possible to return all matter records where a particular picklist value is null? I tried the following: https://app.clio.com/api/v4/matters.json?fields=id,display_number,client{name},description,practice_area{id,…
user2957559
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Clio Error while marking the document as fully-uploaded API

Actually I am trying to upload a document to Clio in a particular matter. But I am getting error while I am marking the document as fully-uploaded. Below are the…
Sahi Repswal
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Is there any migration document for moving from v2 to v4 clio api?

Since the v2 clio api is now deprecated, is there any documentation around migrating from v2 to v4 api?
Saravanan Kannan
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Proper multi-id syntax when using the custom_file_ids[] query parameter for the CLIO API "contacts" endpoint

What is the correct API syntax for using the custom_file_ids[] query parameter to specify multiple fields (but not all) in the CLIO API contacts result set? I need to specify multiple custom fields. I can get it to work for a single field, but not…
RHR
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Matters.json date range filter

The Clio APIV4 documentation is not very clear to me on what is expected for creating a date range filter for the open_date field in a call to matters.json. Can someone give me some guidance on what is expected for the filter for something like a…
DRSpyv
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How to fix dates lagging one day behind in calendar

I'm developing a Clio integration with access to the calendar, but there's been an issue with dates. While the documentation says they expect an ISO-8601 timestamp date, it seems like there's something adding offset to the timezone value in dates…
chocoelho
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Deleted data missing in Clio API.Only created and Updated are available

With Clio API, when a request is placed with created_since and updated_since, deleted information is not provided by Clio. I have all the tasks saved in my DB from Clio. Now I go to Clio and delete 2 Tasks So, when I request for an update on the…
Narik
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Why does the Clio Users endpoint always return a contact object that is null?

I'm trying to create metrics about matters and tie the metrics to associated users and contacts. I'm able to successfully pull data from the Matters, Users, and Contacts endpoints; however, the API Document suggest that there should be a 'contact'…
Xitaris27
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