Clio API Documentation

Name: Clio API Documentation API
Brand: Clio API Documentation
Availability: InStock

★ Only Publicly Available OpenAPI DocumentProductivityTask Managementoauth2282 EndpointsREST

For Agents

Manage Clio matters, contacts, activities, bills, calendar entries, documents, and trust accounting through a 282-endpoint OAuth-secured legal practice API.

Quickstart

Get started with Clio API Documentation 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 Clio activity entry"

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

Capabilities

What an agent can do with Clio API Documentation API.

Manage matters, contacts, and activities across the legal practice lifecycle

Create and progress bills, bill themes, and allocations for time and expense recovery

Schedule and update calendar entries and calendar entry event types

Track bank accounts, bank transactions, and bank transfers for trust accounting

GET STARTED

Start building with Clio API Documentation API

Explore with Jentic

View OpenAPI Document

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

Jentic publishes the only available OpenAPI specification for Clio API, keeping it validated and agent-ready. Clio is the dominant cloud practice management platform for law firms, covering matters, contacts, activities, billing, calendar entries, documents, and trust accounting. The v4 API exposes 282 endpoints across more than 40 resource families — activities, bills, bank accounts, calendar entries, documents, matters, tasks, trust requests, and many more — so integrators can build deep practice-management workflows. The API is regional (US, EU, AU, CA), uses OAuth 2.0 authorisation, and supports versioned minor releases via the X-API-VERSION header.

Use Cases

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

★ Time Capture from External Tools

Lawyers capture billable activity from Outlook, Word, or a phone-call assistant rather than logging into Clio directly. POST /activities.json records the entry against a matter and an activity description, while GET /activity_rates.json supplies the right billable rate so timekeepers do not have to look it up. The activity then flows naturally into Clio's billing cycle.

Call POST /activities.json with the matter ID, activity description ID, quantity, and date for the work done.

Trust Accounting Reconciliation

Operations teams reconcile firm and client trust bank balances against external bank feeds. GET /bank_accounts.json lists the configured accounts, GET /bank_transactions.json walks the underlying ledger, and bank transfers move funds between trust and operating accounts so the books match the bank without manual key-in.

List bank accounts via GET /bank_accounts.json, pull GET /bank_transactions.json for the trust account, and match each transaction to the matter it relates to.

Calendar and Court Date Sync

Practice administrators synchronise court dates and meetings between Clio and Outlook or Google Calendar so missed appearances do not happen. The Calendar Entries family creates and updates events, and Calendar Entry Event Types lets administrators standardise the categories firm-wide.

Create a calendar entry on a matter for an upcoming court date with the appropriate event type and attendees.

Billing and Invoice Automation

Billing teams trigger draft bills, apply themes, and progress matters through to payment without clicking through every screen. The Bills, Bill Themes, Billable Clients, and Billable Matters resources together let an integration pre-stage every billable matter at month end and surface them in Clio for the partner to approve.

List billable matters, generate draft bills against each, apply the firm's standard theme, and surface them for partner review.

AI Agent Legal Assistant

An AI assistant that helps a lawyer summarise a matter, log time, or schedule a court date uses Jentic to call Clio without managing OAuth tokens directly. Jentic exposes the matter, activity, calendar, and document operations by intent across 282 endpoints, so the agent only has to express what the lawyer wants to do.

Search Jentic for 'create a Clio activity', load the POST /activities.json schema, and execute it with the matter ID and the lawyer's quantity for the day.

Key Endpoints

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

METHOD

PATH

DESCRIPTION

GET

/activities.json

List activity entries across the firm.

POST

/activities.json

Create a new activity entry.

PATCH

/activities/{id}.json

Update a single activity entry.

GET

/activity_rates.json

List configured activity (billable) rates.

GET

/bank_accounts.json

List bank accounts for trust and operating accounting.

GET

/bank_transactions.json

List bank transactions for reconciliation.

POST

/bank_accounts.json

Create a new bank account record.

GET

/allocations.json

List allocations of payments across bills.

GET

/activities.json

List activity entries across the firm.

POST

/activities.json

Create a new activity entry.

PATCH

/activities/{id}.json

Update a single activity entry.

GET

/activity_rates.json

List configured activity (billable) rates.

GET

/bank_accounts.json

List bank accounts for trust and operating accounting.

Why though Jentic?

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

Credential isolation

Clio OAuth 2.0 access tokens are stored in the encrypted Jentic vault (MAXsystem) and injected at call time. The raw token never enters the agent's context, which matters because the token can read every matter, activity, and trust transaction the user can see.

Intent-based discovery

Clio exposes 282 endpoints across more than 40 resource families. Agents search Jentic by intent (e.g., 'create a Clio activity' or 'list trust account transactions') and receive the right operation with its full input schema, so the agent does not have to navigate the docs for the right resource.

Time to first call

Direct Clio integration: 1-2 weeks for OAuth, version pinning, regional host handling, and 429 backoff across the 282-endpoint surface. Through Jentic: under 4 hours once OAuth credentials are stored — search, load schema, execute the operations the workflow needs.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Complementary

Salesforce API

Sync Clio matters and contacts into Salesforce for cross-functional CRM and intake reporting.

Use when a firm runs business development out of Salesforce and Clio is the practice management system of record.

Complementary

HubSpot Marketing API

Surface Clio matter activity in HubSpot for legal-marketing teams running intake campaigns.

Use when intake and marketing live in HubSpot and Clio represents the active matter pipeline.

Alternative

ClickTime API

General-purpose time tracking and billable-hour platform without legal-specific trust accounting.

Choose ClickTime when the firm prefers a lightweight time-tracking layer and does not need Clio's matter and trust functionality.

FAQs

Specific to using Clio API Documentation API through Jentic.

Why is there no official OpenAPI spec for Clio API?

Clio publishes its developer reference as HTML at app.clio.com/api/v4/documentation rather than as a downloadable OpenAPI document. Jentic generates and maintains this spec so that AI agents and developers can call Clio API 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 API use?

Clio uses OAuth 2.0 authorisation. Register a developer application in the Clio Developer Portal, send the user through the authorisation flow, exchange the code for an access token, and pass it as a bearer token on every call. Through Jentic the OAuth credential is stored encrypted in the vault and injected at call time, so the agent never sees the raw token.

Can I pin a specific minor version of the Clio API?

Yes. Send an X-API-VERSION header (for example X-API-VERSION: 4.0.13) on any request to pin the response shape to that minor version. If the header is missing you receive the current default version, and an unsupported value returns 410 Gone. Successful responses echo the active version back to you.

Is the Clio API available in Europe and other regions?

Yes. Clio runs region-specific data centres and the API mirrors them: app.clio.com (US), eu.app.clio.com (EU), ca.app.clio.com (Canada), and au.app.clio.com (Australia). Use the host that matches the firm's data residency; this spec documents the US host.

What are the rate limits for the Clio API?

Clio applies per-application and per-user rate limits described in the Clio Developer Hub at docs.developers.clio.com/api-docs/rate-limits, which surface as 429 responses when exceeded. For bulk reads, paginate results and respect the Retry-After header rather than retrying immediately.

How do I create a Clio activity through Jentic?

Run pip install jentic, then search Jentic for 'create a Clio activity', load the schema for POST /activities.json, and execute it with the matter ID, activity description, quantity in seconds, and date. Jentic injects the OAuth token from your stored Clio credentials. Sign up at https://app.jentic.com/sign-up.