Clio API Documentation (Australia)

Name: Clio API Documentation (Australia) API
Brand: Clio API Documentation (Australia)
Availability: InStock

★ Only Publicly Available OpenAPI DocumentProductivityTask Managementoauth2282 EndpointsREST

For Agents

Read and write matters, contacts, activities, bills, calendar entries, and documents in an Australian-region Clio Manage account using OAuth 2.0.

Quickstart

Get started with Clio API Documentation (Australia) in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a new matter in Clio"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Clio API Documentation (Australia) API.

Create a new matter and attach billable clients via /matters.json and /billable_matters.json

Log a billable activity against a matter using POST /activities.json

Pull every contact in the firm with paginated GET /contacts.json

Generate a draft bill for a matter through /bills.json and bill_themes

GET STARTED

Start building with Clio API Documentation (Australia) API

Explore with Jentic

View OpenAPI Document

Jentic publishes the only available OpenAPI document for Clio API Documentation (Australia), keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for Clio API Documentation (Australia), keeping it validated and agent-ready. The Clio API (Australia region) gives Australian law firms programmatic access to Clio Manage, the cloud practice-management platform used by tens of thousands of legal teams. The v4 surface covers 282 endpoints across matters, contacts, activities, calendars, bills, trust accounting, documents, and tasks, with regional data residency at au.app.clio.com. Authentication is OAuth 2.0, and the API is the same shape as the US, EU, and CA regions so integrations port across regions by base URL alone.

Use Cases

Patterns agents use Clio API Documentation (Australia) API for, with concrete tasks.

★ Time capture and billing automation for AU firms

Australian law firms lose revenue when fee earners forget to log time. An agent integrated with the Clio Australia API can ingest calendar entries and email metadata, post a matching activity through POST /activities.json with the correct activity_description and rate, and roll the activities into a draft bill via /bills.json once a billing period closes. This collapses end-of-month reconciliation from days to minutes and keeps the trust ledger clean.

Read the firm's calendar entries from yesterday via GET /calendar_entries.json, and for each entry tagged with a matter ID, POST a new /activities.json entry with the duration, activity_description_id, and matter_id.

Client and matter intake portal

When a new enquiry arrives through a website form, an intake agent can create a contact via POST /contacts.json, create a matter via POST /matters.json that links to the contact, and write the initial conflict-check note as a custom_field. /allocations.json then attaches the responsible solicitor. The Australian region base URL keeps client data resident in au.app.clio.com, satisfying APP and Privacy Act expectations.

Given an intake JSON object, create the Clio contact via POST /contacts.json, then create a matter via POST /matters.json with the new contact_id and a description of the engagement.

Trust account reconciliation

Australian solicitors must reconcile trust ledgers regularly under state regulator rules. /bank_accounts.json, /bank_transactions.json, and /bank_transfers.json expose the operating and trust ledgers and the transfers between them. An agent can pull the prior day's transactions, match each entry to a matter, and flag any unmatched movements for the bookkeeper before close of business.

Pull GET /bank_transactions.json filtered to the last 24 hours, match each transaction to an existing /matters.json record by reference, and post a list of unmatched transactions to a Slack channel.

AI agent integration via Jentic

A practice-assistant agent built on Jentic can call the Clio Australia API without storing OAuth tokens in prompt memory. The agent searches an intent like 'create a new matter in Clio', Jentic returns the matching operation and its input schema, and execution uses the OAuth token resolved from the Jentic vault. Token refresh and the regional au.app.clio.com base URL are handled automatically.

Use Jentic search 'create a new Clio matter', load the schema for POST /matters.json, and execute it with description='Estate planning - Smith' and client_id from a prior /contacts.json call.

Key Endpoints

282 endpoints — jentic publishes the only available openapi specification for clio api documentation (australia), keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/matters.json

List all matters in the firm

POST

/matters.json

Create a new matter

POST

/activities.json

Log a billable activity against a matter

GET

/contacts.json

List contacts and clients

POST

/contacts.json

Create a new contact

POST

/bills.json

Create a draft bill for a matter

GET

/bank_transactions.json

List trust and operating account transactions

POST

/calendar_entries.json

Create a calendar entry tied to a matter

GET

/matters.json

List all matters in the firm

POST

/matters.json

Create a new matter

POST

/activities.json

Log a billable activity against a matter

GET

/contacts.json

List contacts and clients

POST

/contacts.json

Create a new contact

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Clio OAuth tokens are stored encrypted in the Jentic vault. Refresh tokens are rotated automatically and the access token is injected at execution time, so the agent never sees the raw token in its context.

Intent-based discovery

Agents search by intent (e.g., 'create a new matter in Clio') and Jentic returns the matching Clio operation across the 282-endpoint surface with its input schema, so the agent picks the right endpoint without scrolling the developer portal.

Time to first call

Direct Clio integration: 3-5 days for OAuth setup, region selection, token refresh, and pagination across 282 endpoints. Through Jentic: under 1 hour from search to first executed call.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Clio API (US)

Same v4 API surface but hosted in the US data region for US firms.

Choose app.clio.com for US-based firms; use au.app.clio.com only when the firm's Clio account is provisioned in the Australian region.

Complementary

Stripe API

Stripe powers payment links and card-on-file charges that pair with Clio invoices.

Choose Stripe when the workflow needs to collect payment on a Clio bill rather than create or query the bill itself.

Complementary

HubSpot CRM API

HubSpot manages marketing and intake before a contact becomes a Clio client.

Choose HubSpot for top-of-funnel enquiry capture and nurture; use Clio for the engagement letter onwards.

FAQs

Specific to using Clio API Documentation (Australia) API through Jentic.

Why is there no official OpenAPI spec for Clio API Documentation (Australia)?

Clio publishes a hosted Swagger UI at au.app.clio.com/api/v4/documentation but does not distribute a downloadable OpenAPI file. Jentic generates and maintains this spec so that AI agents and developers can call Clio API Documentation (Australia) via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Clio Australia API use?

The Clio Australia API uses OAuth 2.0 authorization-code flow against au.app.clio.com. Apps register in the Australian developer portal, exchange an authorization code for an access and refresh token, and pass the access token as a Bearer header. Through Jentic the OAuth tokens are stored in the vault and refreshed automatically.

Can I create matters and log time with the Clio Australia API?

Yes. POST /matters.json creates a matter with a description, client_id, and responsible solicitor, and POST /activities.json logs billable or non-billable time against a matter_id with a duration and activity_description_id. The same endpoints support PATCH for edits and DELETE for removal.

What are the rate limits for the Clio Australia API?

Clio enforces a rolling per-application rate limit and a per-token concurrency limit. Limits are not declared in the spec; the documented production figure on the Clio developer portal is 100 requests per 15 seconds per application, with bursts above that returning 429. Use the X-RateLimit response headers to back off.

How do I generate a bill for a matter through Jentic?

Run jentic search 'create a Clio bill for a matter', load the schema for POST /bills.json, and execute it with the matter_id and a bill_theme_id. The OAuth token is resolved from the Jentic vault at execution time. With pip install jentic an agent can produce the draft invoice in one async call.

Does the Australian region keep data in Australia?

Yes. au.app.clio.com is the Australian data region, separate from the US (app.clio.com), Canadian (ca.app.clio.com), and EU (eu.app.clio.com) regions. Calls made against this base URL keep matter, client, and document data resident in Australia.