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Questions tagged [clio-api]

Clio-API enables development of integrations that interact with the cloud-based legal practice management platform Clio, which is used by over 150,000 legal professionals around the world. Implementation questions and challenges are discussed using the clio-api tag in Stack Overflow.

Questions specific to the OAuth or REST APIs documented here: https://app.clio.com/api/v4/documentation

Clio is in the process of shifting over to the new Clio API V4 and preparing to deprecate Clio API V2 in October 2018.

56 questions
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Clio API - What is the correct format to Update (PATCH) a custom field value for a matter

Anyone been able to successfully update the custom_field_values for a matter via Clio's API? I'm trying to update the value for custom_field_values under a single matter. I'm able to send a JSON string using PATCH and update the default values for…
Patrick Sharooz
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PHP stdClass Object with array inside

I have this array. I have tried a few things but not getting what I want. I tried a foreach loop but it does not seem to do it easly and the process takes a long time. stdClass Object ( [data] => Array ( [0] => stdClass…
jbalter
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Debugging an OAuth client bad response. I'm using PHP, Laravel5.3, PHPLeague OAuth Client and Guzzle

Let me start by thank you for taking the time. I'm a newbie so let me know if you need more information. So I'm trying to setup an OAUTH2 client in Laravel to connect up to an API provided by CLIO. I'm using PHPLeague's OAuth2 Client Library which…
user6890934
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How to get actual document from Clio API?

I want to create a webhook that is notified whenever a document is uploaded or changed, so that I can analyze that document for the user. I have looked at the APIs for documents, but I don't see how to get the actual document itself. I'm new to the…
mlissner
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API and Clio Manage

I'm trying to implement OAuth flow for Clio API. During OAuth process it sends me to Clio Manage login page and I'm unable to login into it. At the same time I can login to https://eu.app.clio.com/ using same credentials. The question is for the…
eshangin
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How to create a sandbox environment in Clio Manage?

We need to perform tests in Clio Manage, including for the integration with QBO. We can create a QBO sandbox, but I cannot find how to create a Clio sandbox... any idea? How do you test your custom API integrations without messing up the live data?
flo5783
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How do I print the value of a single custom field called "status" for all matters to use for status updates?

I have been using a custom field called "status" (type is text_area) to track the status of a bunch of cases I have for one client. The id is 12164466. I can print a list of matters using a python script and the API. I want to add the value for…
user21775705
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I'm trying to export all open matters in Clio and my get requests aren't returning anything

I'm trying to use Python to export all open matters in Clio using their api. My Python skills are not as sharp as I'd like but I think the syntax looks good. The response I'm getting is always empty, however. mattersUrl = mattersEndpoint +…
BornTexan
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Extract metadata for all documents in Clio

Clio Service desk have pointed me in the direction of the API for extracting key document metadata such as doc ID, name, creation date, modified date. Has anyone done this?
Rinadin
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Is X-Bulk header supported for Europe and Canada regions?

Currently, we have integration with Clio USA API. We want to support also Europe and Canada regions. To get data we add X-Bulk header with value true. It works fine for USA API but returns 403 for EU and CA APIs. Is X-Bulk header supported for…
Pavlo
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Clio API Filter data based on nested resource

Filtering data based on a top level resource is straightforward, but what is the proper syntax for the url when attempting to filter based on a nested resource? For example, if I want to return all tasks but only for open matters, how should I enter…
David Feeney
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Create and upload document to Clio fails but no error message is returned

I'm having trouble creating a document and uploading it using the Clio API. My POST request appears to be successful. Here is the HTTP Response: { "data": { "id": 8357259141, "latest_document_version": { "uuid":…
sebrenner
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Clio refresh token is getting expires after 30 days

I have a scenario where I'm integrating Clio API with another API for communicating. It's mentioned in the Clio API documentation that the refresh token is for a lifetime but getting expires after 30 days. Can anyone help me with that?
Asher Baig
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Create UK / CA region Clio accounts from India

I am from India and I would like to sign up for a developer account from the UK and CA regions. It is always redirecting to a US region by default. Basically, I would like to test my development integration with all three regions. Can you please…
Ramaraj Karuppusamy
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Authentication when creating Webhooks

Consider this scenario: I have an integration API that communicates with Clio. There are several clients (unique Clio accounts) each with different users that will integrate with the API aka the Clio Application. I want to use the Clio webhooks but…
MArken
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