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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.

56 questions
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How do I Create a Custom Connector in Microsoft Flow with the correct request URL?

I am attempting to create a custom connector for the Clio API (https://app.clio.com/api/v4/documentation). I was able to successfully authenticate and access the API in Postman, testing out quite a few different types of requests with good…
PearHead
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Restrict Custom Field Value Responses for Contacts

When sending a GET query for matters, you can use the custom_field_ids[] key with a custom field id as the value to pull down the fields for a specific custom field assigned to a matter. The documentation shows no similar functionality for the…
Jacob Small
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Implementing Firm-Wide settings for a Clio App

I am working on a multi-user Clio app that can automatically OCR every document stored in Clio. I would like to enable my app so that the OCR settings are configured once for the firm and not individually for each user. How does Clio recommend…
Tony Valenti
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Clio API: bulk actions not returning 303 status code

I'm not seeing a 303 response for bulk actions using latest v4 api for the activities endpoint. From The API Documentation: Make a request to the action with an X-BULK header with the value true. The response will always be a 202 Accepted. Poll…
t.888
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CLIO return just on matter number by display number

Clio seems to have no solution but to ask it here. So here I go. I have the display number and I want to query the Matter ID. This does not seem to be possible unless I do I x-bulk query the loop throw the results. Does anyone have a simple query…
jbalter
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Clio api V4 updated since paramter not working

New to Clio api but I am trying to use the Clio Api to pull a list of activities by using the below code. All I get in response is an empty string, no error or and error number is zero. Without the date I get a list of all my activities. $header…
Rincewind
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clio-api v2 Create Note Error

I am using Clio API v2 and I can't seem to get my ruby app within Sinatra to create a new note properly. This is the part in my app.rb that is giving me trouble: note = client.notes.new( "subject" => "New note", "regarding" => { "type" =>…
Isaac S. Weaver
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Simplify an array and save as CSV

I have the really complex array: stdClass Object ( [matters] => Array ( [0] => stdClass Object ( [id] => 1050370768 [client] => stdClass Object …
jbalter
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Getting the billable and non-billable totals for a matter through the CLIO API?

When looking at the matter dashboard through Clio's web interface, I'm able to see there's a summary of billable, non-billable and expenses for a matter. Can I access this information through the API? I've looked through all of the available fields…
Jason Forrester
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Clio Api v4 - from/to filters on Calendar Entries?

I cannot get from and to filters working for calendar entries. E.g. this gives me all entries for the calendar (including those from…
Pavel Dubinin
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