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Welcome to the Clio developers Group. This group is a place for developers to share ideas about developing applications that integrate with the Clio Law Practice platform. Clio is a cloud based Law office practice management system developed in Ruby on Rails.

Clio has published an API with comprehensive documentation, a Ruby Gem and Examples:

Version 2: http://api-docs.goclio.com/v2/index.html
Ruby Gem: https://github.com/themis/clio_client
Sample app: https://github.com/themis/clio-api-demos
Version 4 Documentation: https://app.clio.com/api/v4/documentation

To give us more flexibility, Clio is rebuilding this community on a new Slack instance called clio-public.slack.com. (Need a Slack refresher? Please visit their support site).

The goal of this new forum is Clio Developers to work together to solve questions and provide feedback to #TeamClio as we grow the Clio Platform Community.

--> Join Clio Slack Now <--

Please note that this is public forum and your messages will be viewable by anyone in the channel where the message is posted. Keep in mind that new invitees to the channel will be able to view any past messages.

All invitees will have access to the #clio-announcements, #new-channels and #random channels by default.

This slack instance is used for a number of purposes including gathering feedback from end users and interacting with our Clio Cloud Consultant implementation teams. To give each group an isolated space a private #clio-app-developers group has been created. Please post a message in #new-channels in the thread of the channel that you’d like to be added to. Since this forum will be managed using private channels and each new channel will be set up as a private invite-only channel which will only be visible if you receive an invite.

For support issues with Clio that are not related to new releases, please continue to reach out to our support team using the support site, or by phone, email, or in-app chat for the fastest responses. The best channel for this group is to submit feature requests and post bugs via api@clio.com Please also connect with our support team if there are issues with clio-public.slack.com that can’t be addressed with the information available through Slack’s Help Center or Slack’s Getting Started guides.

We're looking forward to talking with you!

Cheers,

Matt Hoag - Clio Product Manager - Platform

0 selected

1/14/18

I posted a message from Matt Hoag at Clio about the start of a new Clio Product and Developer Slack

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I posted a message from Matt Hoag at Clio about the start of a new Clio Product and Developer Slack

1/14/18

11/8/24

Clio API Partnership Support

How long it takes to get a response from the API partnership support email api.part...@clio.com

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Clio API Partnership Support

How long it takes to get a response from the API partnership support email api.part...@clio.com

11/8/24

Bill Maya, Raj Saye3

7/31/21

Receive 401 Unauthorized "User is not authorized" error when trying to create new Matter

HI Bill, Do you have a code snippet because I am having a similar issue. I am trying to create a new

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Receive 401 Unauthorized "User is not authorized" error when trying to create new Matter

HI Bill, Do you have a code snippet because I am having a similar issue. I am trying to create a new

7/31/21

Alexey Chub, … Olaf Becker4

8/4/20

API authentication issue - CORS

Actually you can :-) You will have to create a simple NodeJS express server (javascript) to proxy to

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API authentication issue - CORS

Actually you can :-) You will have to create a simple NodeJS express server (javascript) to proxy to

8/4/20

Andrew Legrand, … Olaf Becker3

8/4/20

Anyone else want to Sync Clio API to a Google Sheet?

You can easily build this yourself, see https://github.com/report-zone/data-generator for example on

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Anyone else want to Sync Clio API to a Google Sheet?

You can easily build this yourself, see https://github.com/report-zone/data-generator for example on

8/4/20

6/23/20

Exception: Request failed for https://docs.google.com returned code 400. Truncated server response: <!DOCTYPE html><html lang="en" class="m2"><head><link rel="shortcut icon" sizes="16x16" href="https://ssl.gstatic.com/docs/spreadsheets/forms/favic...

function BajajBMT() { var wrkBK = SpreadsheetApp.getActiveSpreadsheet(); var wrkSht = wrkBK.

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Exception: Request failed for https://docs.google.com returned code 400. Truncated server response: <!DOCTYPE html><html lang="en" class="m2"><head><link rel="shortcut icon" sizes="16x16" href="https://ssl.gstatic.com/docs/spreadsheets/forms/favic...

function BajajBMT() { var wrkBK = SpreadsheetApp.getActiveSpreadsheet(); var wrkSht = wrkBK.

6/23/20

Sangamesh P, Tony Valenti2

6/20/19

download clio client documents

Take a look at http://App.Clio.com/api/v4/documentation. It will have everything you need! http://www

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download clio client documents

Take a look at http://App.Clio.com/api/v4/documentation. It will have everything you need! http://www

6/20/19

8/11/18

Fwd: Us congress hearing of maan alsaan Money laundry قضية الكونغجرس لغسيل الأموال للمليادير معن الصانع

YouTube videos of US Congress money laundering hearing of Saudi Billionaire " Maan Al sanea

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Fwd: Us congress hearing of maan alsaan Money laundry قضية الكونغجرس لغسيل الأموال للمليادير معن الصانع

YouTube videos of US Congress money laundering hearing of Saudi Billionaire " Maan Al sanea

8/11/18

7/27/18

How do I add new addresses (or email, phone) to an existing Contact?

I assume by using patch. However if I don't provide the id for the multi-data fields it will

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How do I add new addresses (or email, phone) to an existing Contact?

I assume by using patch. However if I don't provide the id for the multi-data fields it will

7/27/18

Kiran Peddikuppa

6/20/18

Logout API in Clio

Hi, Do we have any API for logout functionality in Clio. I am aware of authorization which I have

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Logout API in Clio

Hi, Do we have any API for logout functionality in Clio. I am aware of authorization which I have

6/20/18

Jade Tremblay, Tony Valenti2

5/30/18

Ruby GEM for API V4

Hi Jade, That's great! I run a .NET library for Clio and I think adding Ruby is awesome! Always

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Ruby GEM for API V4

Hi Jade, That's great! I run a .NET library for Clio and I think adding Ruby is awesome! Always

5/30/18

4/24/18

Somebody has worked with V4 Clio API retrieving reports?

I'm getting a forbidden error now. When I do a post for https://app.clio.com/api/v4/reports.json

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Somebody has worked with V4 Clio API retrieving reports?

I'm getting a forbidden error now. When I do a post for https://app.clio.com/api/v4/reports.json

4/24/18

Pavel Obrtlík, a...@yocierge.com3

4/24/18

invalid_client when trying to obtain Access & Refresh Tokens

Someone suggested that I should double check the client id and client secret, so when double checking

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invalid_client when trying to obtain Access & Refresh Tokens

Someone suggested that I should double check the client id and client secret, so when double checking

4/24/18

Kiran Peddikuppa, matthe...@clio.com2

4/16/18

Bulk Actions - bug in v4

Hi Kiran We have a number of developers who have built solutions with the Clio's API endpoint

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Bulk Actions - bug in v4

Hi Kiran We have a number of developers who have built solutions with the Clio's API endpoint

4/16/18

Azam Khan, … matthe...@clio.com8

3/15/18

Getting 403 on calendar_entries.json

Just a quick update - this is now resolved thanks to the awesome Clio dev team On Wednesday, January

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Getting 403 on calendar_entries.json

Just a quick update - this is now resolved thanks to the awesome Clio dev team On Wednesday, January

3/15/18

3/15/18

Creating a note to attach to a contact via v4

Hi team, How do we attach a note to a contact? I am creating a contact as part of my integration and

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Creating a note to attach to a contact via v4

Hi team, How do we attach a note to a contact? I am creating a contact as part of my integration and

3/15/18

babarab...@gmail.com

3/3/18

Create Matter with assigned_lists

Hi, I want to create a matter by assigning task_templates list with matter. But not been successfull.

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Create Matter with assigned_lists

Hi, I want to create a matter by assigning task_templates list with matter. But not been successfull.

3/3/18

Tony Valenti, … Tony Valenti3

1/24/18

Fully Developed C# Client

Hi Yannick, Of course! Install the following packages via NUGET: https://www.nuget.org/packages?q=MC.

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Fully Developed C# Client

Hi Yannick, Of course! Install the following packages via NUGET: https://www.nuget.org/packages?q=MC.

1/24/18

John W. Murray, … matthe...@clio.com5

1/22/18

400 Bad Request response: "Cannot update contingency fee matters"

Hi Jacob & John. The details about how to update fee structures for matters is detailed here in

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400 Bad Request response: "Cannot update contingency fee matters"

Hi Jacob & John. The details about how to update fee structures for matters is detailed here in

1/22/18

mw35tin_, … matthe...@clio.com6

1/22/18

System.Net.WebException: The remote server returned an error: (500) Internal Server Error.

Hi. The behaviour that you are seeing is unusual. It is strange that you are getting a valid response

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System.Net.WebException: The remote server returned an error: (500) Internal Server Error.

Hi. The behaviour that you are seeing is unusual. It is strange that you are getting a valid response

1/22/18

Maarten Haubrich, matthe...@clio.com2

1/22/18

Document Upload in API V4

Hi Maarten, Thanks for reaching out with a question. For issues like this, we'd really appreciate

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Document Upload in API V4

Hi Maarten, Thanks for reaching out with a question. For issues like this, we'd really appreciate

1/22/18

Jacob M. Small, Tony Valenti4

12/28/17

422 Error When Creating Document Automation

There we go. getting rid of the pipe and sending the value as an array did it. Thanks! As for .net...

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422 Error When Creating Document Automation

There we go. getting rid of the pipe and sending the value as an array did it. Thanks! As for .net...

12/28/17

Brian, Tony Valenti3

12/12/17

OpenAPI Definition (Swagger File)

Thank you. I was not aware of the V4 site. On Tuesday, December 12, 2017 at 9:39:31 AM UTC-6, Tony

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OpenAPI Definition (Swagger File)

Thank you. I was not aware of the V4 site. On Tuesday, December 12, 2017 at 9:39:31 AM UTC-6, Tony

12/12/17

12/10/17

.NET Clio API Client

Hi All, I wanted to let you know I've built a high-performance .NET library for working with the

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.NET Clio API Client

Hi All, I wanted to let you know I've built a high-performance .NET library for working with the

12/10/17

Jon Balter, Luke Lawlor2

11/23/17

trying to query one matter number from the display number

Try https://app.clio.com/api/v4/matters??fields=id,display_number&query=100140 you will need to

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trying to query one matter number from the display number

Try https://app.clio.com/api/v4/matters??fields=id,display_number&query=100140 you will need to

11/23/17

Testing Test, Jon Balter2

11/16/17

PHP client for Clio Api

I have functioning PHP script for Clio. And I am building a library as I go. On Tuesday, November 7,

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PHP client for Clio Api

I have functioning PHP script for Clio. And I am building a library as I go. On Tuesday, November 7,

11/16/17

Dan Webster, … Tony Valenti16

11/8/17

Word and/or Excel "plugin" to allow for editing/creation/saving of files directly into Clio

Hi Gennaro, I'd love to talk with you about what you're looking for. Please go to this link:

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Word and/or Excel "plugin" to allow for editing/creation/saving of files directly into Clio

Hi Gennaro, I'd love to talk with you about what you're looking for. Please go to this link:

11/8/17

11/8/17

ANNOUNCEMENT: Getting started with C# & the Clio API

Hi All, For those of you who do C# and need to interact with the Clio API, take a look at the

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ANNOUNCEMENT: Getting started with C# & the Clio API

Hi All, For those of you who do C# and need to interact with the Clio API, take a look at the

11/8/17

mw35tin_, Tony Valenti2

10/31/17

Basic posting to clio using C# and .NET

Hi MW, I'm sure my response is a little late, but I wanted to let you know that I'm in the

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Basic posting to clio using C# and .NET

Hi MW, I'm sure my response is a little late, but I wanted to let you know that I'm in the

10/31/17

a...@yocierge.com, Jon Balter3

10/26/17

V4 API / json in url

Ok, thanks. On Wednesday, October 25, 2017 at 9:54:43 PM UTC+2, Jon Balter wrote: I believe the json

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V4 API / json in url

Ok, thanks. On Wednesday, October 25, 2017 at 9:54:43 PM UTC+2, Jon Balter wrote: I believe the json

10/26/17

10/23/17

"Creator" not available through Notes?

We are currently using the v2 API and I noticed when we accessed the notes resource, there doesn'

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"Creator" not available through Notes?

We are currently using the v2 API and I noticed when we accessed the notes resource, there doesn'

10/23/17

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