Clio
Clio is a cloud-based legal practice management platform used by law firms for matter management, contacts, calendaring, time and billing, trust accounting, document management, tasks, and client communications. The Clio Manage API is a REST/JSON API at app.clio.com/api/v4 that uses OAuth 2.0 (authorization code flow) for authentication and exposes the full data model behind Clio Manage, with regional endpoints for the U.S., Canada, EU/UK, and Australia. Webhooks deliver near real-time event notifications, and the Clio App Directory hosts certified third-party integrations.
Real signal across most facets with visible, nameable gaps — the contract exists but is thin, or the portal is good while governance and commercial terms are absent.
API Evangelist profiles Clio the way a machine reads it — 93 machine-readable artifacts across 85 APIs, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.
Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — Clio scores 49.1/100 (developing), with a separate agent-readiness read of 47/100 (agent ready). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.
Kin Score
This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.
Kin Score
How this is scored →scored 2026-07-27 · rubric v0.5
How we profile Clio
Each block below is one kind of artifact we hold for Clio. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.
APIs 85
Each API is captured as its own OpenAPI definition — every operation, parameter, and response. This is the single most useful machine-readable description of what an API does, and it's what lets us score, lint, mock, and generate against it without asking the provider for anything.
Individual APIs this provider publishes, each with its own machine-readable definition.
Clio Webhooks
Clio Webhooks deliver near real-time notifications when matters, contacts, activities, tasks, calendar entries, bills, and other Clio resources are created, updated, or deleted....
Clio App Directory
The Clio App Directory is the integration marketplace for certified third-party apps that connect to Clio Manage. Apps listed in the directory are reviewed by Clio's developer p...
Clio Activities API
Activities (Time Entries and Expense Entries) track work done at a firm. Activities are recorded in Clio and then posted on bills to clients. Time Entries can be either be hourl...
Clio Activity Descriptions API
Activity Descriptions are custom Time Entry templates. Activity Descriptions help firms expedite their process for recording Time Entries, and ensure that their Time Entry descr...
Clio Activity Rates API
The Activity Rates API from Clio — 2 operation(s) for activity rates.
Clio Allocations API
Once a [Payment](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments) or [Credit Note](https://help.clio.com/hc/en-us/articles/9285299888539-Credit-N...
Clio Bank Accounts API
These accounts are meant to mirror the firm’s accounts at their financial institution. Users can add a bank account to Clio to use with [Clio Payments](https://help.clio.com/hc/...
Clio Bank Transactions API
The Bank Transactions API from Clio — 2 operation(s) for bank transactions.
Clio Bank Transfers API
The Bank Transfers API from Clio — 1 operation(s) for bank transfers.
Clio Bill Themes API
The Bill Themes API from Clio — 2 operation(s) for bill themes.
Clio Billable Clients API
Users can view all Billable Clients, or clients with outstanding [Bills](https://help.clio.com/hc/en-us/articles/9285169278747-Generate-Bills), on the Billable Clients page, loc...
Clio Billable Matters API
Users can see all [Matters with outstanding bills](https://help.clio.com/hc/en-us/articles/9286116462747#filter-matters-clio-manage-0-0) attached to them by filtering out all no...
Clio Billing Settings API
The Billing Settings API from Clio — 1 operation(s) for billing settings.
Clio Bills API
Bills are statements of what a user’s client owes for their services over a particular billing period, including legal fees, expenses, and taxes. Users customize, preview, edit,...
Clio Calendar Entries API
Calendar Entries are used to track appointments or deadlines. Users can view Calendar Entries on any Calendar that they have “Viewer” or “Editor” permission for. Users can creat...
Clio Calendar Entry Event Types API
The Calendar Entry Event Types API from Clio — 2 operation(s) for calendar entry event types.
Clio Calendar Visibilities API
The Calendar Visibilities API from Clio — 2 operation(s) for calendar visibilities.
Clio Calendars API
Calendars contain Calendar Entries. All Clio accounts contain one firm Calendar ("AccountCalendar"), personal Calendars for each user ("UserCalendar"), and any number of manuall...
Clio Civil Certificated Rates API
This endpoint provides the Legal Aid civil certificated rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Link...
Clio Civil Controlled Rates API
This endpoint provides the Legal Aid civil controlled rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Link](...
Clio Clients API
The Clients API from Clio — 1 operation(s) for clients.
Clio Clio Payments Links API
The Clio Payments Links API from Clio — 2 operation(s) for clio payments links.
Clio Clio Payments Payments API
Payments allow users to record that funds (from checks, cash, credit cards, etc.) have been transferred from a client to the firm. In order to pay Bills, Payments must be [alloc...
Clio Comments API
Comments are short text messages which can be associated with either Documents or Folders. If the Comment is created in association with a Document, it will also be associated w...
Clio Communications API
Users can view all logged phone calls and emails under the Communications tab in Clio. This is also where they can use [Clio internal messages](https://help.clio.com/hc/en-us/ar...
Clio Contacts API
All clients, prospective clients, companies, and external co-counsels can be viewed as Contacts under the Contacts tab in Clio Manage. [Support Link](https://help.clio.com/hc/en...
Clio Conversation Messages API
The Conversation Messages API from Clio — 2 operation(s) for conversation messages.
Clio Conversations API
The Conversations API from Clio — 2 operation(s) for conversations.
Clio Credit Memos API
Credit Memos allow users to write off amounts that clients owe on approved Bills. They can be added in two "ways": when viewing a Bill, or when making a payment on a Bill. [Supp...
Clio Criminal Controlled Rates API
This endpoint provides the Legal Aid criminal controlled rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Lin...
Clio Currencies API
The Currencies API from Clio — 1 operation(s) for currencies.
Clio Custom Actions API
In Clio, applications can create custom actions in our interface. Links are unique across an application, user, location in the UI (`ui_reference`) and label. When the user clic...
Clio Custom Field Sets API
The Custom Field Sets API from Clio — 2 operation(s) for custom field sets.
Clio Custom Fields API
The Custom Fields API from Clio — 2 operation(s) for custom fields.
Clio Damages API
The Damages API from Clio — 2 operation(s) for damages.
Clio Document Archives API
The Document Archives API from Clio — 3 operation(s) for document archives.
Clio Document Automations API
Document Automation uses Document Templates to create standardized documents. Users select a Document Template (that they have created and uploaded) and a Matter to automaticall...
Clio Document Categories API
Clio users can add Document Categories to their account to help organize their Documents. When a Document is uploaded or edited, a Document Category can be assigned. Users can f...
Clio Document Templates API
Document Templates are files used to create standardized documents using Clio’s Document Automation feature. Document Templates contain merge fields, which are used to pull info...
Clio Document Versions API
Versions contain information about the version history of a document. Versioning allows users to track changes made to a document over time. [Support Link](https://help.clio.com...
Clio Documents API
Clio Documents are files uploaded to Clio. Files uploaded to Clio’s document integrations (e.g. Google Drive and Office365) are inaccessible through the API. [Support Link](http...
Clio Email Addresses API
Email Addresses are email addresses associated with a Contact. This endpoint returns all email addresses associated with a Contact.
Clio Event Metrics API
Event metrics keep track of firm users' unread web and mobile [In-app notifications](https://help.clio.com/hc/en-us/articles/9290346939547-Set-Up-Clio-Manage#settings-0-3) and u...
Clio Expense Categories API
This endpoint provides the Legal Aid expense category rates, which are the prescribed reimbursement rates for legal services provided under the Legal Aid Scheme. [Support Link](...
Clio Folders API
Files stored in Clio’s Documents section are organized in folders. Folders are automatically generated for new Contacts and Matters. Folders can also be manually created anywher...
Clio Grant Funding Sources API
The Grant Funding Sources API from Clio — 2 operation(s) for grant funding sources.
Clio Grants API
The Grants API from Clio — 2 operation(s) for grants.
Clio Groups API
In Clio, [permission levels](https://help.clio.com/hc/en-us/articles/9200279456667-Account-Users-and-Permissions#user-permissions-clio-manage--0-2) and [Matter permissions](http...
Clio Interest Charges API
The Interest Charges API from Clio — 2 operation(s) for interest charges.
Clio Jurisdictions API
There are over 1000 jurisdictions available to choose from when using Court Rules. These jurisdictions contain state, federal, appellate, and bankruptcy courts from across the U...
Clio Jurisdictions To Triggers API
Jurisdictions-to-Triggers calculates the effective dates of related court and agency rules that a lawyer must do for a Trigger. A Trigger is an activity or event which a lawyer ...
Clio Line Items API
The Line Items API from Clio — 2 operation(s) for line items.
Clio Log Entries API
Log Entries populate the “Recents” dropdown in the header. The “Recent” section displays the ten Matters and Contacts that the user most recently accessed. When a user accesses ...
Clio Matter Contacts API
All clients, prospective clients, companies, and external co-counsels can be viewed as Contacts under the Contacts tab in Clio Manage. [Support Link](https://help.clio.com/hc/en...
Clio Matter Dockets API
A Matter Docket connects a Matter with a Court Rule (and all of the Calendar Entries associated with the Court Rule). Matter Dockets are viewable on the Matter Edit screen under...
Clio Matter Stages API
The Matter Stages API from Clio — 1 operation(s) for matter stages.
Clio Matters API
[Matters](https://help.clio.com/hc/en-us/articles/9285920226075-Clio-Manage-Matters-Overview) in Clio represent a firm’s cases. All relevant information—Bills, Documents, Time E...
Clio Medical Bills API
Medical Bills are a subset of Medical Records Details and can be used to keep track of documents, bill dates, and liens. Note that these endpoints only handle Updating and Destr...
Clio Medical Records API
Medical Records are a subset of Medical Records Details and can be used to keep track of documents, start dates, and end dates. Note that these endpoints only handle Updating an...
Clio Medical Records Details API
Medical Records Details allow you to track requests for medical records and medical bills, track treatment dates, follow up on requests, upload medical files, and track liens an...
Clio My Events API
In-app notifications are used to notify firm users of important events or changes in Clio, initiated by other firm users. These events are displayed in the **Your firm** tab of ...
Clio Notes API
Notes can be added to Matters or Contacts in Clio to record meeting notes, research, or anything else a user might want. The field can hold hundreds of pages, so users can add p...
Clio Outstanding Client Balances API
The Outstanding Client Balances API from Clio — 1 operation(s) for outstanding client balances.
Clio Phone Numbers API
Phone Numbers are phone numbers associated with a Contact. This endpoint returns all phone numbers associated with a Contact.
Clio Practice Areas API
The practice area field can be added to Matters and used for filtering purposes, or just for reference. Users can create their own practice areas in their [Firm Preferences sett...
Clio Related Contacts API
The Related Contacts API from Clio — 1 operation(s) for related contacts.
Clio Relationships API
Relationships are used on a Matter to track Contacts related to the Matter. Relationships are can be found on the Contacts sub tab of a Matter. [Support Link](https://help.clio....
Clio Reminders API
Reminders can be added to Tasks or Calendar Entries. Reminder emails can be sent by a User to themselves, other Users, Clio For Co-Counsel/Clio Connect Contacts, or [any authori...
Clio Report Presets API
Report Presets can be created to streamline report generation workflow by saving report option parameters as a Preset. [Support Link](https://help.clio.com/hc/en-us/articles/929...
Clio Report Schedules API
Schedule report generation for an existing Report Preset using Report Schedules. A Report Schedule will generate reports from the specified Preset's report options on a daily, w...
Clio Reports API
The Reports API from Clio — 3 operation(s) for reports.
Clio Service Types API
Service Types are used when creating new Court Rules involving the delivery of documents. In order to calculate the correct deadline to send the document, an account will specif...
Clio Task Template Lists API
With Task Template Lists, users can create groups of [Task Templates](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Task-Templates) for the types of projects t...
Clio Task Templates API
Task Templates are the individual [Tasks](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Tasks) which comprise a [Task Template List](https://docs.developers.cl...
Clio Task Types API
Task Types are used to better categorize and filter tasks. This is a simple text field which is limited to 50 characters. Task Types are part of the Advanced Tasks feature which...
Clio Tasks API
Tasks are used to assign and track work. Users can set priorities, due dates, and add reminders. Tasks can be assigned to firm users as well as Contacts (such as clients or co-c...
Clio Tax Rate Configurations API
The Tax Rate Configurations API from Clio — 2 operation(s) for tax rate configurations.
Clio Text Snippets API
Clio's Text Snippets feature allows users to create a list of predefined abbreviations for commonly used phrases. For example, a user could configure their settings to have “mee...
Clio Timers API
Timers are used to track time spent on billable work. They are used with hourly-billable [Time Entries](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Activitie...
Clio Trust Line Items API
The Trust Line Items API from Clio — 2 operation(s) for trust line items.
Clio Trust Requests API
The Trust Requests API from Clio — 1 operation(s) for trust requests.
Clio Users API
A User is anyone with the ability to log in to Clio. This does not include Clio for Co-Counsel/Clio Connect users. [Support Link](https://help.clio.com/hc/en-us/articles/9200279...
Clio Utbms Codes API
[UTBMS codes](http://utbms.com/) standardize Time and Expense entries across the legal profession. Clio users can enter their Activities using UTBMS codes in order to provide el...
Clio Utbms Sets API
[UTBMS codes](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Utbms-Codes) are divided into code sets. Each set includes Activities relevant to a certain type of...
Clio Webhooks API
Webhooks are a way of detecting events in Clio without the need for polling. A webhook can be subscribed to a number of `events` on a model. Some events will be different depend...
Scroll within the panel for all 85 ·
Open Collections 1
Open, tool-agnostic collections carry the same runnable value as Postman without locking you to one client — the portable, forkable form of the same exercise.
Open, tool-agnostic API collections (OpenAPI-derived and Bruno).
Clio API Documentation
OPEN COLLECTIONGraphQL 1
Where a provider ships GraphQL, the schema is the contract. We profile it alongside the REST surface so the whole interface is legible in one place.
GraphQL schemas published by this provider.
Clio GraphQL Schema
This document describes a conceptual GraphQL schema for the Clio Manage API v4. Clio is a cloud-based legal practice management platform used by law firms for matter management,...
GRAPHQLSemantic Vocabularies 1
JSON-LD contexts give the data shared meaning across APIs. We profile them because semantics are what let a machine reconcile 'customer' here with 'customer' somewhere else.
JSON-LD contexts and semantic vocabularies used across these APIs.
Clio Context
JSON-LDSpectral Rules 1
Governance rulesets we run against this provider's specs — the automated checks behind parts of the score. Profiling them makes the quality bar explicit and re-runnable, not a matter of opinion.
Clio API Rules
SPECTRALSecurity Posture 3
Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Agentic Access 1
An x-agentic-access contract marks which operations are safe for an agent to run on its own and which need a human in the loop. It is the difference between an API an agent can use and one it can use safely.
Recommended x-agentic-access execution contracts for AI agents.
Resources
Every other property we hold for Clio — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.
Get Started 3
Portal, sign-up, and the first successful call
Documentation 2
Reference material describing how the API behaves
Agent Surfaces 1
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 2
Pagination, idempotency, versioning, errors, and events
Build 1
SDKs, sample code, and the tooling you integrate with
Access & Security 4
Authentication, authorization, and security posture
Operate 2
Status, limits, changes, and where to get help
Commercial 3
Pricing, plans, and the legal terms of use
Company 3
The organization behind the API
Other 1
Properties that don't map to a standard resource type
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