Clio Manage for AI agents
Agents read Clio Manage at once. Changes and sends are held for a person's approval by default.
About Clio Manage
Clio Manage legal practice management for US, EU, Canada, and Australia accounts. Manage clients, matters, calendars, tasks, time, and billing.
What an agent can do in Clio Manage
Every Clio Manage action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Clio Manage without asking first. 49 actions.
- Download DocumentDownload the latest or a specified Clio document version as a managed file. The runtime follows Clio's 303 with cross-host authorization stripping, so Clio OAuth is never sent to the signed download h
- Find BillExhaustively find Clio bills by exact client, matter, bill number, and state criteria. Provide client_id, matter_id, or invoice_number; state only narrows that lookup. All supplied criteria are combin
- Find Company ContactExhaustively find exact Clio company contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
- Find Contact by Custom FieldValidate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity. Requires Custom Fields read and Contacts read permissions.
- Find MatterFind by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status. All collection results are exact-filtered; multiple
- Find Matter by Custom FieldValidate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match. Requires Custom Fields and Matters read permissions.
- Find Newest Matter by Client EmailResolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break. If any candidate lacks a valid created_at, retur
- Find Person ContactExhaustively find exact Clio person contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
- Find UserFind one Clio user using a single selector: user_id, email, or full name. enabled and include_co_counsel apply only to email or name searches. ID uses the documented single-user endpoint; email and na
- Get ActivityGet one Clio time or expense activity by ID, including billing state and its user and matter references.
- Get BillGet one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals. Requires Billing read permission.
- Get CalendarGet one Clio calendar by ID, including its type, permission, visibility, source, and colors. Requires the Calendars read permission selected on the Clio developer application.
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- Get Calendar EntryGet one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details. Requires the Calendars read permission selected on the Clio developer applicati
- Get CommunicationRetrieve one recorded Clio communication. This does not send a message or notify subscribers. Requires Communications read permission.
- Get ContactGet one Clio person or company by its known ID, including primary and structured email and phone details. Use Search Contacts to discover an ID. Requires Contacts read permission on the Clio developer
- Get Current UserReturn the authenticated Clio user and role information for identity checks and default user references. Requires the Users read permission selected on the Clio developer application.
- Get DocumentGet one Clio document and its latest-version metadata by ID. Requires Documents read permission.
- Get FolderRetrieve one Clio folder by ID. Requires Documents read permission.
- Get MatterGet one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method. Requires read access to Matters.
- Get Matter ClientRetrieve the client contact for one Clio matter. Requires Contacts and Matters read permission.
- Get NoteRetrieve one Clio matter or contact note. Reading a note does not notify subscribers. Requires Notes read permission.
- Get TaskGet one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state. Requires read access to Tasks in the Clio developer applicati
- Get UserGet one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information. Requires the Users read permission selected on the Clio developer application.
- List Activity DescriptionsList selectable Clio activity descriptions and resolved rates for time entries. Requires Activities read permission.
- List CalendarsList visible or writable Clio calendars to resolve the owner ID for calendar entries. Requires the Calendars read permission selected on the Clio developer application.
- List CommunicationsReturn one bounded page of recorded Clio email or phone communications. This reads logs and does not send messages or notify subscribers. Requires Communications read permission.
- List Contact Email AddressesReturn one bounded page of email addresses for a Clio contact. Requires Contacts read permission.
- List Contact Phone NumbersReturn one bounded page of phone numbers for a Clio contact. Requires Contacts read permission.
- List Document AutomationsReturn one bounded page of Clio document-generation automations. Requires Documents read permission.
- List DocumentsReturn one bounded provider page of Clio documents. Requires Documents read permission.
- List Document TemplatesList Clio document templates and IDs for document automation. Requires Documents read permission; availability can depend on the Clio plan.
- List Expense CategoriesList selectable Clio expense categories and rates for expense entries. Requires Activities read permission.
- List Folder ContentsReturn one bounded page of Clio documents and folders, optionally below a parent folder. Requires Documents read permission.
- List FoldersReturn one bounded page of Clio folders using documented filters. Requires Documents read permission.
- List GroupsList Clio groups and IDs for matter assignments and user grouping. Requires Groups read permission.
- List Matter ContactsReturn one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, is_client, matter reference, and contact details. Use LIST_MATTER_RELATED_CON
- List Matter Protected FundsReturn one bounded page of protected funds for a Clio matter. Requires Matters read permission.
- List Matter Related ContactsReturn one bounded page of Clio related-contact relationship records, including relationship ID, contact_id, and whether the contact is also the matter client. Use LIST_MATTER_CONTACTS for matter-cont
- List Matter StagesList Clio matter stages and practice-area associations for selecting a matter stage. Requires Matters read permission.
- List NotesReturn one bounded page of Clio matter or contact notes. Reading notes does not notify subscribers. Requires Notes read permission.
- List Practice AreasList Clio practice areas and IDs for matter and task-template selection. Requires Matters read permission.
- List Task Template ListsList Clio task template lists and IDs for assigning templates to matters. Requires Tasks read permission.
- List UsersList Clio users available for attorney, staff, task-assignee, and activity-user references. Requires the Users read permission selected on the Clio developer application.
- Preview BillRender one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline. This does not change or send the bill. Requires Billing read permission.
- Search ActivitiesSearch and filter Clio activities, including multiple activity IDs, one page at a time. Use Get Activity for one known ID and full billing details. Requires Activities read permission in the Clio deve
- Search Calendar EntriesSearch Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time. Requires read access to the Calendars permission in the Clio developer application.
- Search ContactsSearch and filter Clio contacts, including multiple contact IDs, one page at a time. Use Get Contact for one known ID and full contact details. Requires Contacts read permission in the Clio developer
- Search MattersSearch and filter Clio matters, including multiple matter IDs, one page at a time. Use Get Matter for one known ID and full lifecycle, staffing, and billing details. Requires Matters read permission i
- Search TasksSearch and filter Clio tasks, including multiple task IDs, one page at a time. Use Get Task for one known ID and full task details. Requires Tasks read permission in the Clio developer application.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 43 actions.
- Assign Task Template ListAssign one Clio task template list to a matter, creating its tasks with assignee notifications disabled. The action reads the current Matter ETag before the PATCH and does not retry a rejected write.
- Create ActivityCreate a Clio time or expense activity. Requires Clio's Activities write permission.
- Create CalendarCreate a Clio custom calendar. Requires the Calendars write permission selected on the Clio developer application.
- Create Calendar EntryCreate a Clio calendar entry. Only internal Clio calendars can be attendees because Clio always emails contact attendees. Calendar notifications are disabled. Requires Clio's Calendars write permissio
- Create CommunicationRecord a phone or email communication in Clio. This creates a communication log; it does not place a call or send an email. Notification subscribers are intentionally unsupported. Requires Communicati
- Create ContactCreate a Clio person or company, including new email addresses and phone numbers. A Company requires name; a Person requires first_name or last_name. Requires Clio's Contacts write permission.
- Create Document Upload InitiationCreate only the Clio document record and signed-upload initiation. This action does not upload bytes, follow signed destinations, finalize an upload, or create a version of an existing document. Uploa
- Create Document TemplateUpload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or GENERATE_DOCUMENT_FROM_TEMPLATE. Requires Docume
- Create MatterCreate a Clio matter for a client. Requires Clio's Matters write permission.
- Create Matter FolderCreate a subfolder inside a Clio Matter. Clio creates each Matter's root folder automatically; this action creates a child folder and always uses the supplied Matter as its parent. Requires Documents
- Create Matter NoteCreate a note associated with a Clio Matter. The action fixes the note type to Matter and intentionally does not support notification subscribers. Requires Notes and Matter access in the Clio develope
- Create TaskCreate a non-complete Clio task with assignee notifications disabled. To complete it safely, create it as pending and then call UPDATE_TASK with status complete. Requires Clio's Tasks write permission
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- Create Non-Empty Task Template ListCreate a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure. Templates are private, non-cascading, pla
- Delete ActivityPermanently delete one Clio time or expense activity by ID. Requires Clio's Activities write permission.
- Delete BillPermanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks. Clio only accepts bills without recorded payments. Unpaid bills must
- Delete CalendarPermanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar. Built-in firm and user calendars are refused. This tool does not check whether the calend
- Delete Calendar EntryPermanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series. Fails closed when Contact attendees exist because Clio would email them
- Delete CommunicationPermanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Communications write permission.
- Delete ContactPermanently delete one Clio contact by ID. Requires Clio's Contacts write permission.
- Delete DocumentMove a Clio document to trash after an exact ID-and-name preflight and explicit confirmation. Clio permanently deletes trashed documents after 30 days. Requires Documents write permission.
- Delete Document TemplatePermanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Requires Documents write permission.
- Delete FolderMove a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation. Trashed folders are permanently deleted after 30 days. Requires Documents write permissio
- Delete MatterPermanently delete one Clio matter by ID. Requires Clio's Matters write permission.
- Delete NotePermanently delete one Clio note after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Notes write permission.
- Delete TaskPermanently delete one Clio task by ID. Requires Clio's Tasks write permission.
- Delete Task Template ListPermanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation. This does not assign tasks or send notifications. Requires Tasks write permission.
- Find or Create Company ContactExhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom
- Find or Create MatterChoose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair. Resolve exactly one client, exhaustively find an exact matter identity, create only w
- Find or Create Person ContactExhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom F
- Generate Document From TemplateCreate a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout. This creates a persistent automation and generated Documents; completed re
- Start Document From TemplateStart Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present. This action does not wait for completion because Clio
- Transition Bill StateIrreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks. Uses Clio's official PATCH bil
- Update ActivityUpdate at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition. Posted or billed activities may be immutable. Requires Clio's Activitie
- Update BillUpdate ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag. Lifecycle state is deliberately excluded; use Transition Bill State for a confirmed sta
- Update CalendarUpdate at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag. Requires the Calendars write permission selected on the Clio developer application
- Update Calendar EntryUpdate at least one field on a Clio calendar entry without sending calendar notifications. Existing contact attendees cause the update to fail closed because Clio always emails them. Recurring updates
- Update CommunicationUpdate a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties. Notification subscribers are intentionally unsupported. Requir
- Update Document MetadataUpdate only Clio document metadata with an If-Match ETag. It cannot restore a trashed document, initialize or finalize uploads, create versions, or mutate external properties. HTTP 412 is surfaced wit
- Update FolderRename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag. Requires Documents write permission.
- Update MatterUpdate at least one field on an existing Clio matter, optionally using its ETag for concurrency safety. Requires Clio's Matters write permission.
- Update NoteUpdate a Clio note using its current ETag. Notification subscribers are intentionally unsupported. Requires Notes write permission.
- Update TaskUpdate at least one field on an existing Clio task. Assignee notifications are disabled on reassignment. Completion notifications are disabled and verified before a complete status transition. Require
- Void BillIrreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks. Clio only accepts bills without recorded payments. Draft and Pending Approval bills must use Delete Bill.
Changes wait in Needs you
Changes and sends in Clio Manage are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Clio Manage questions
Can an agent change data in Clio Manage on its own?
Not by default. Changes and sends in Clio Manage are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Clio Manage?
This connector lists 49 read actions. Reads run at once, without waiting for approval.
How does Clio Manage connect?
It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.