Clio API (Overview, Docs, Integration)

About the Clio API

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices. Clio Manage API allows users to access functionality of the system and data stored inside the firm’s Clio instance such as matters, client info, activities, communications, bills, and case files.

Quickstart guide to the Clio API

The easiest and fastest way to start using the Clio API is with a free Workload account. By signing up for Workload, you can have access to the entire Clio API library including all webhooks (triggers) and actions including deletes. Start your free account by signing up here .

Step 1: Sign up and create a new workflow

Once you’ve logged into your free account (3 clicks), click on the “Create New” button in the left sidebar navigation menu:

Step 2: Add the Clio API

Click on the trigger app to open the side bar menu. From the sidebar pane, select “Clio” as the trigger app.

Step 4: Authorize your Clio account

After selecting Clio app and pressing the “Next” button, add the proper authorization. This allows Workload to make API calls on your account’s behalf. This is a necessary step to use the Clio API and to build automated workflows and integrations using Clio.

Click on “Add New”

Step 5: Choose the trigger

A trigger is an action that causes a workflow to execute. It is some kind of change inside of the Clio application. It is the starting point of the task you want to automate.

Step 6: Test the trigger

This is the fun part! After selecting your trigger, go to your Clio app and “do the thing” that would execute a change in your account. If you select “Activity#updated” as your trigger, you should go to Clio and update one of your “Activities”. The changes will now reflect inside of Workload. This data will now become available to use in future steps of your workflow.

Note: The workflow will temporarily turn to “ON” while listening for changes to your Clio account.

Save and close the trigger step by clicking the “Save & Close” button.

Step 7: Add an Action

Add an “Action” to your workflow. Actions occur after the trigger happens. You can add an Action step that will automatically create a Communication in Clio using dynamic data from the original Activity that started the workflow.

Create an action by dragging the “handle” of the trigger onto the empty canvas.