Clio API Documentation (Europe)

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

✓ Official Vendor SpecProductivityTask Managementoauth2282 EndpointsREST

For Agents

Manage matters, contacts, activities, bills and calendar entries in a legal practice on Clio's European region with OAuth 2.0 access.

Connect the Clio API Documentation (Europe) to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Clio API Documentation (Europe), or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Install Jentic One Beta (Self-Hosted)

Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

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

Create and update matters that represent legal cases for a client

Log time and expense activities against a matter for billing

Manage contacts and their roles such as client, attorney or vendor

Generate and retrieve bills for billable matters with line items

GET STARTED

Start building with Clio API Documentation (Europe) API

Explore with Jentic

View OpenAPI Document

The Clio API (EU region) is the OAuth 2.0 REST interface for Clio's legal practice management platform, hosted on European data centres. It exposes 282 endpoints covering matters, contacts, activities, bills, documents, calendar entries, tasks and trust accounting, so legal tech integrations can read and write the full case lifecycle. Versioning is controlled by the X-API-VERSION header, with 4.0.13 as the current default. Use the EU base URL for clients whose data must remain in the European region; the same surface is mirrored on US, Canada and Australia regional endpoints.

Use Cases

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

★ Time and billing automation

Log time entries against a matter as soon as they happen and roll them up into bills at month-end. POST /activities.json creates an activity with the matter ID, billable flag and quantity in seconds, and the activity then appears on the matter's draft bill. This replaces a manual timesheet flow that typically takes paralegals an hour each week.

POST /activities.json with matter_id, type Time, quantity in seconds and rate visibility, then verify the activity appears on GET /activities.json filtered by that matter_id.

Matter intake from website forms

Convert a new client enquiry from a website form into a Clio contact and matter so the firm can begin work immediately. POST /contacts.json creates the contact, then POST /matters.json links the contact to a new matter with display_number and practice_area. Integration takes around two days against the live API.

POST /contacts.json with name and email from the form, capture the contact ID, then POST /matters.json with that ID and the chosen practice_area.

Document management sync

Sync document metadata between Clio and an external DMS so attorneys can find files in either tool. The /documents.json endpoints expose name, category, matter association and version metadata; a nightly job calls GET /documents.json with updated_since to pull deltas. The 4.0.6 changelog notes the removal of the document_versions collection field, so version handling now uses a separate endpoint.

GET /documents.json with updated_since set to last sync timestamp, then upsert each document into the external DMS by matter ID.

Trust account reconciliation

Reconcile client trust account balances against bank statements every month so the firm stays compliant with bar association rules. The /bank_accounts.json and /bank_transactions.json endpoints expose account totals and individual transactions which can be tied back to a matter for IOLTA compliance.

GET /bank_accounts.json filtered to trust accounts, then GET /bank_transactions.json for the period and group by matter_id.

Agent-driven case automation via Jentic

An AI agent triages incoming client emails, finds the related matter via search, logs a brief activity and schedules a follow-up calendar entry through Clio. Jentic mediates the OAuth 2.0 access token so the agent never holds the long-lived refresh token, and discovers the right endpoint by intent.

Search Jentic for 'log time on a matter', load the schema for POST /activities.json, and execute with matter_id parsed from the email subject.

Key Endpoints

282 endpoints — the clio api (eu region) is the oauth 2.

METHOD

PATH

DESCRIPTION

GET

/activities.json

List activities

POST

/activities.json

Create an activity (time or expense entry)

PATCH

/activities/{id}.json

Update an activity

GET

/activity_rates.json

List activity rates

POST

/activity_rates.json

Create a new activity rate

GET

/activity_descriptions.json

List activity descriptions

POST

/activity_descriptions.json

Create an activity description

DELETE

/activities/{id}.json

Delete an activity

GET

/activities.json

List activities

POST

/activities.json

Create an activity (time or expense entry)

PATCH

/activities/{id}.json

Update an activity

GET

/activity_rates.json

List activity rates

POST

/activity_rates.json

Create a new activity rate

Why though Jentic?

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

Credential isolation

Clio's OAuth 2.0 access and refresh tokens are stored in the Jentic MAXsystem vault and rotated automatically. Agents receive only a scoped access token at execution time, never the refresh token or client secret.

Intent-based discovery

Agents search by intent such as 'create a Clio matter' and Jentic returns the matching POST /matters.json operation with its required contact_id and display_number schema, so the agent does not have to navigate 282 endpoints manually.

Time to first call

Direct Clio integration: 4-7 days to wire OAuth, version pinning, pagination, ETag handling and rate-limit backoff. Through Jentic: under an hour - search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Clio API (US region)

Same Clio surface but on the US data region

Use the US region when the firm's Clio account is hosted in the United States rather than Europe

Alternative

Salesforce API

Salesforce can serve as a generic CRM substitute for firms that build matter tracking on top of opportunities

Choose Salesforce when the firm already runs on Salesforce and matter management is a custom object rather than a Clio install

Complementary

Xero Accounting API

Xero handles the firm's general accounting once Clio bills are issued

Use alongside Clio when the agent needs to push generated bills into the firm's accounting ledger

FAQs

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

What authentication does the Clio API (Europe) use?

Clio uses OAuth 2.0. Create a developer application in the EU developer portal at https://eu.developers.clio.com, then use the standard authorization-code flow to obtain an access token and refresh token. Through Jentic the refresh token sits in the MAXsystem vault and the agent only sees a short-lived access token.

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

Yes. POST /matters.json creates a matter for a contact, and POST /activities.json logs a time or expense activity against that matter. Activity quantity is stored in seconds (per the 4.0.4 changelog), so multiply hours by 3600 before sending.

How do I pin to a specific Clio API minor version?

Send the X-API-VERSION header with a value such as 4.0.13. Without the header you get the default version, which is currently 4.0.13. An invalid or unsupported version returns 410 Gone, so wire up version negotiation explicitly in production clients.

What are the rate limits for the Clio API?

Clio applies per-application rate limits documented at https://docs.developers.clio.com/api-docs/rate-limits. The OpenAPI spec does not encode the exact ceiling - watch for 429 responses and the X-RateLimit headers in production.

How do I sync documents through Jentic?

Use the Jentic search query 'list Clio documents updated since', which resolves to GET /documents.json with the updated_since query parameter. Run pip install jentic, load the operation, and execute with your last sync timestamp.

Is there a difference between the EU and US Clio APIs?

The endpoints and shapes are identical, but the base URL and developer portal differ by region: eu.app.clio.com for EU, app.clio.com for US, plus AU and CA equivalents. Pick the region where the firm's data is hosted - they are not interchangeable.