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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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Return all fields from API endpoint

I might be blind and just not seeing it in the documentation, but is there a parameter that I can pass in that will return all the fields available in an endpoint instead of having to list out all of the fields?
Robert Stovall
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Clio API v4 Custom Field Values for Picklists

How do I get the data from a custom_field_values if the field_type is pickist? API v2 returned every field that was available. If the 'field_type' was 'picklist', I could get the 'name' from the 'custom_field_picklist_option'. API v4 I can't figure…
DrGorilla
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Clio API v4; Endpoint for getting list of documents within one folder

Problem: Getting a list of documents that exist in a specific folder Tried solution: endpoint /api/v4/folders/list.json seems to be working exactly the same as /api/v4/folders.json Something similar to this - similar endpoint doesn't seem to…
user2989812
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Clio api integration with OAuth-2 in php

any one suggest or share code how to use OAuth 2 in order to use Clio api in php. I got the client_id and client_secret part.
Naimee S
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CLIO API - Internal Server Error - Create Communication

I am attempting to update my old v2 application to v4. I am currently running into a problem where I am getting an "Internal Server Error" message when I try to create a communication using C# implementing RestSharp. My schema is as…
sbloomqu
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Problem with the contacts endpoint regarding "related_contacts"

I have a problem with the contacts endpoint regarding related_contacts. I'm trying to make this…
Dean Householder
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Clio API v4 returns "User is forbidden from taking that action"

Clio API v4 returns ForbiddenError for every request. For example this request works without problem: GET /api/v2/users/who_am_i HTTP/1.1 Host: app.clio.com Authorization: Bearer *** And this request doesn't work: GET /api/v4/users/who_am_i…
MMM
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Clio OAuth2 Screen Mobile Friendly Version? Doing something wrong?

we're authorizing Clio via OAuth2 and the web flow is great, on a desktop, but out of iOS the screen doesn't seem very mobile friendly. We're redirecting to Mobile Safari (e.g. external url launch in true safari, NOT an embedded…
Basit Mustafa
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Generating a C# class from a JSON Schema using SwaggerHub and/or NSwagStudio

How do I use a Swagger API (JSON) to C# code generator like SwaggerHub or NSwagStudio to generate C# Client Code for a larger API such as Clio? (https://app.clio.com/api_v4.json). These tools seem to work fine for smaller APIs, but when you put a…
Andrew Bailey
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Import data from Clio to Azure database using API v4

Let me start out by saying I am a SQL Server Database expert, not a coder so making API calls is certainly not an everyday task for me. Having said that, I am trying to use the Azure Data Factory's data copy tool to import data from Clio to an…
Daniel Sill
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Somebody has worked with V4 Clio API retrieving reports?

I'm trying to download some reports from Clio API through the API but I'm not even getting the path right for it, my request for the calendar, for example, works but not for reports. Thanks
R.Amaral
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Null Values in Checkbox Custom Fields

I'm noticing that editing a matter from the web interface and adding a checkbox custom field to the matter does not automatically set that checkbox to 'false.' Instead, unless you set the box to true, save it, and then re-edit it to uncheck that…
Jacob Small
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How to make a correct Oauth2 request in Rails?

I'm using Ruby on Rails for get a token using Oauth2 for Clio app. So, I install the following gem: gem 'oauth2' And this is my code: client = OAuth2::Client.new(CLIENT_KEY_CLIO, CLIENT_SECRET_CLIO, site: SITE) token =…
Dvex
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Not able to redirect to url in angularjs

I am using clio based authentication... var params = { response_type : 'code', client_id : 'abcdefghijklmanopqrstvuwxyz', redirect_uri : 'http://localhost:5000/welcome' } …
Ashok Kumar KV
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Various Errors with creating calendar entries

I'm struggling to be able to create calendar entries on particular calendars. I get a variety of errors, most often 404, but also 500 errors. I'm following the Clio API v.4 documentation, which I notice doesn't provide a way to specify which…
Jacob Small
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