Unified

Clio integration

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Overview

Company website:

https://www.clio.com

Integration launch date:

September 9, 2026

API Categories:

Legal Practice Management CRM Calendar & Meetings HR & Directory Tasks Accounting File Storage Authentication Passthrough

API Authorization:

OAuth2 flow

Data-regions:

United States Europe Canada Australia

CRM CONTACT

End-API object:

contact

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

limit offset query sort_by_name updated_gte

Readable fields:

address company company_ids created_at emails first_name id image_url last_name link_urls name telephones title updated_at

Writable fields:

name address company_ids emails first_name last_name link_urls telephones title

required fields

CRM COMPANY

End-API object:

contact

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

limit offset query sort_by_name updated_gte

Readable fields:

address created_at domains emails id is_active link_urls name telephones updated_at websites

Writable fields:

name address emails link_urls telephones websites

required fields

CRM DEAL

End-API object:

matter

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

company_id contact_id limit offset query sort_by_created_at sort_by_name sort_by_updated_at updated_gte user_id

Readable fields:

closed_at company_ids contact_ids created_at currency description id name pipelines stages updated_at user_id

Writable fields:

description closed_at company_ids contact_ids name user_id

required fields

CRM EVENT

End-API object:

calendar_entry

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

deal_id end_lt limit offset query start_gte updated_gte

Readable fields:

contact_ids created_at deal_ids id meeting type updated_at

Writable fields:

meeting contact_ids deal_ids

required fields

CALENDAR CALENDAR

End-API object:

calendar

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset sort_by_name updated_gte

Readable fields:

created_at id is_primary name updated_at

Writable fields:

required fields

CALENDAR EVENT

End-API object:

calendar_entry

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

calendar_id end_lt limit matter_id offset query start_gte updated_gte

Readable fields:

attendees calendar_id conference created_at end_at has_conference id is_all_day location matter_id notes start_at subject timezone updated_at

Writable fields:

end_at start_at subject attendees calendar_id is_all_day location matter_id notes

required fields

HRIS EMPLOYEE

End-API object:

user

Unified API Methods:

Webhooks:

Virtual

List options:

limit offset query updated_gte

Readable fields:

created_at emails employee_roles employment_status first_name groups id image_url language_locale last_name name telephones timezone title updated_at

Writable fields:

HRIS GROUP

End-API object:

group

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset query updated_gte

Readable fields:

id name type updated_at user_ids

Writable fields:

required fields

TASK TASK

End-API object:

task

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

assigned_user_id limit offset query sort_by_name status updated_gte

Readable fields:

assigned_user_ids completed_at created_at creator_user_id due_at id name notes priority status type updated_at

Writable fields:

assigned_user_ids name notes due_at priority status

required fields

ACCOUNTING CONTACT

End-API object:

contact

Unified API Methods:

Webhooks:

Virtual Native

List options:

limit offset query sort_by_name updated_gte

Readable fields:

billing_address company_name created_at currency emails first_name id is_customer last_name name tax_number telephones updated_at

Writable fields:

ACCOUNTING INVOICE

End-API object:

bill

Unified API Methods:

List Get Remove

Webhooks:

Virtual Native

List options:

contact_id end_lt limit offset query start_gte updated_gte

Readable fields:

balance_amount contact_id created_at currency due_at id invoice_number notes paid_amount paid_at posted_at status tax_amount total_amount type updated_at

Writable fields:

STORAGE FILE

End-API object:

document

Unified API Methods:

List Get Remove

Webhooks:

Virtual Native

List options:

limit offset parent_id query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

created_at download_url id mime_type name parent_id references size type updated_at user_id version

Writable fields:

LEGAL MATTER

End-API object:

matter

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

company_id contact_id limit offset practicearea_id query sort_by_created_at sort_by_updated_at updated_gte user_id

Writable fields:

name billing_method client_reference closed_at company_ids contact_ids is_billable number opened_at originating_user_id pending_at practicearea_id status statute_of_limitations_at user_id

required fields

LEGAL PRACTICEAREA

End-API object:

practice_area

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset sort_by_name updated_gte

Readable fields:

code created_at id name type updated_at

Writable fields:

required fields

LEGAL TIMEENTRY

End-API object:

activity

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

limit matter_id offset query sort_by_updated_at updated_gte user_id

Readable fields:

billable_minutes created_at currency description id invoice_id is_billable is_billed matter_id minutes rate_amount total_amount updated_at user_id worked_at

Writable fields:

worked_at description is_billable matter_id minutes rate_amount user_id

required fields

LEGAL EXPENSE

End-API object:

activity

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual Native

List options:

limit matter_id offset query sort_by_updated_at type updated_gte user_id

Readable fields:

category created_at currency description expense_code id incurred_at invoice_id is_billable is_billed matter_id price_amount quantity total_amount type updated_at user_id

Writable fields:

incurred_at description is_billable matter_id price_amount quantity type user_id

required fields

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

List options:

Readable fields:

Writable fields:

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