Clio Manage

• Create matter

  Create a Clio matter for a client.

• Create matter folder

  Create a subfolder inside a Clio Matter.

• Create matter note

  Create a note associated with a Clio Matter.

• Create task

  Create a non-complete Clio task with assignee notifications disabled.

• Create task template list

  Create 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.

• Delete activity

  Permanently delete one Clio time or expense activity by ID.

• Delete bill

  Permanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks.

• Delete calendar

  Permanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar.

• Delete calendar entry

  Permanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series.

• Delete communication

  Permanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation.

• Delete contact

  Permanently delete one Clio contact by ID.

• Delete document

  Move a Clio document to trash after an exact ID-and-name preflight and explicit confirmation.

• Delete document template

  Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation.

• Delete folder

  Move a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation.

• Delete matter

  Permanently delete one Clio matter by ID.

• Delete note

  Permanently delete one Clio note after an exact-ID preflight and explicit confirmation.

• Delete task

  Permanently delete one Clio task by ID.

• Delete task template list

  Permanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation.

• Download document

  Download the latest or a specified Clio document version as a managed file.

• Find bill

  Exhaustively find Clio bills by exact client, matter, bill number, and state criteria.

• Find company contact

  Exhaustively find exact Clio company contacts without choosing an arbitrary duplicate.

• Find contact by custom field

  Validate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity.

• Find matter

  Find by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status.

• Find matter by custom field

  Validate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match.

• Find newest matter by client email

  Resolve 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.

• Find or create company contact

  Exhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races.

• Find or create matter

  Choose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair.

• Find or create person contact

  Exhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races.

• Find person contact

  Exhaustively find exact Clio person contacts without choosing an arbitrary duplicate.

• Find user

  Find one Clio user using a single selector: user_id, email, or full name.

• Generate document from template

  Create a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout.

• Get activity

  Get one Clio time or expense activity by ID, including billing state and its user and matter references.

• Get bill

  Get one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals.

• Get calendar

  Get one Clio calendar by ID, including its type, permission, visibility, source, and colors.

• Get calendar entry

  Get one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details.

• Get communication

  Retrieve one recorded Clio communication.

• Get contact

  Get one Clio person or company by its known ID, including primary and structured email and phone details.

• Get current user

  Return the authenticated Clio user and role information for identity checks and default user references.

• Get document

  Get one Clio document and its latest-version metadata by ID.

• Get folder

  Retrieve one Clio folder by ID.

• Get matter

  Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method.

• Get matter client

  Retrieve the client contact for one Clio matter.

• Get note

  Retrieve one Clio matter or contact note.

• Get task

  Get one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state.

• Get user

  Get one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information.

• List activity descriptions

  List selectable Clio activity descriptions and resolved rates for time entries.

• List calendars

  List visible or writable Clio calendars to resolve the owner ID for calendar entries.

• List communications

  Return one bounded page of recorded Clio email or phone communications.

• List contact email addresses

  Return one bounded page of email addresses for a Clio contact.

• List contact phone numbers

  Return one bounded page of phone numbers for a Clio contact.

• List document automations

  Return one bounded page of Clio document-generation automations.

• List documents

  Return one bounded provider page of Clio documents.

And 39 more in Definable.