---
title: "Clio API Documentation"
account: clio
slug: clio-api-documentation
---

# Clio API Documentation

- Operations: 301
- Versions: 2 (latest `73791ddd1207`)
- Source: https://docs.developers.clio.com/openapi.json
- OpenAPI document: https://skmtc-service-production.skmtc.workers.dev/v1/apis/clio/clio-api-documentation/revisions/73791ddd1207/schema

## Operations

301 in total, by tag:

- Activities (5)
- Activity Rates (5)
- Activity Descriptions (5)
- Allocations (2)
- Bank Accounts (5)
- Bank Transactions (5)
- Bank Transfers (1)
- Matter Transfers (3)
- Bill Themes (2)
- Billable Clients (1)
- Billable Matters (2)
- Bills (5)
- Calendar Entries (5)
- Calendar Entry Event Types (5)
- Calendars (5)
- Safe Custody Packets (4)
- Safe Custody Records (5)
- Safe Custody Packet Locations (2)
- Clio Payments Links (4)
- Clio Payments Payments (2)
- Communications (5)
- Email Addresses (1)
- Phone Numbers (1)
- Contacts (5)
- Conversation Messages (3)
- Conversations (3)
- Jurisdictions To Triggers (2)
- Jurisdictions (2)
- Matter Dockets (5)
- Service Types (2)
- Credit Memos (2)
- Currencies (1)
- Custom Fields (5)
- Custom Field Sets (5)
- Custom Actions (5)
- Damages (5)
- Expense Categories (6)
- Grants (5)
- Grant Funding Sources (4)
- Groups (5)
- Event Metrics (1)
- My Events (3)
- Interest Charges (2)
- Line Items (3)
- Log Entries (1)
- Clients (1)
- Related Contacts (1)
- Matter Contacts (1)
- Matter Protected Funds (1)
- Matters (5)
- Matter Stages (1)
- Medical Records (2)
- Medical Records Details (5)
- Medical Bills (2)
- Notes (5)
- Outstanding Client Balances (1)
- Practice Areas (5)
- Relationships (5)
- Reminders (5)
- Reports (4)
- Report Presets (6)
- Report Schedules (5)
- Billing Settings (1)
- Text Snippets (5)
- Tasks (5)
- Calendar Visibilities (3)
- Task Templates (5)
- Task Template Lists (6)
- Task Types (4)
- Tax Rate Configurations (5)
- Timers (3)
- Trust Line Items (2)
- Trust Requests (1)
- Users (3)
- Utbms Sets (1)
- Utbms Codes (2)
- Webhooks (5)
- Civil Certificated Rates (1)
- Civil Controlled Rates (1)
- Criminal Controlled Rates (1)
- Comments (5)
- Document Archives (3)
- Documents (7)
- Document Versions (2)
- Document Automations (3)
- Document Categories (5)
- Document Templates (6)
- Folders (6)

Every operation, with a link to its markdown: https://skmtc.dev/clio/apis/clio-api-documentation/llms.txt