Clio Manage

The Clio Manage modules allow you to monitor, create, update, retrieve, and delete the matters, tasks, contacts, Calendar Entries, communications, activities, folders, notes, documents, bills, and users in your Clio Manage account.

Prerequisites

  • A Clio Manage account

In order to use Clio Manage with Make, it is necessary to have a Clio Manage account. If you do not have one, you can create a Clio Manage account at clio.com/manage/.

1. Go to Make and open the Clio Manage module's Create a connection dialog.

2. Enter a name for the connection and select your region. Either the US or Europe. Click Continue.

clioConnect.gif

2. Enter your Clio Manage login credentials and click Sign In.

3. Confirm the access by clicking ALLOW ACCESS.

clioConnectAllowAccess.png

The connection has been established.

Note

You do not have to add the webhooks in the Clio Manage as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a matter is created, updated, or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events whose matters you want to watch.

Expires At

Enter (map) the date to watch the matters that expire on the specified date.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook. If no time period is specified, the webhook expires after three days.

Searches for matters or lists them all.

Connection

Establish a connection to your Clio Manage account.

Billable

Select whether the matter is billable to search all the billable matters.

Client ID

Select or map the Client ID to search all the matters related to the client ID.

Close Date

Enter (map) the date to search the matters that are expected to close on the specified date. See the list of supported date and time formats.

Created Since

Enter (map) the date to search the matters that are created on or after the specified date. See the list of supported date and time formats.

Group ID

Select or map the Group ID whose associated matters you want to search.

Matter ID

Select or map the Matter ID to search the matters that match the specified ID.

Open Date

Enter (map) the date to search the matters that were open on the specified date. See the list of supported date and time formats.

Order

Select or map the order in which you list the matters. For example, ID (asc).

Originating Attorney ID

Select or map the Originating Attorney ID to search the matter that matches the specified ID.

Pending Due

Select the option to select the pending date of the matter you want to search:

  • Is Later Than

  • Is Later Than or Equals to

  • Equals to

  • Is Earlier Than or Equals to

  • Is Earlier Than

Pending Date Value

Enter (map) the date to search the matters that were pending on the specified date. See the list of supported date and time formats.

Practice Area

Select or map the Group ID to search the matters that belong to the specified Group.

Gets an existing matter.

Connection

Establish a connection to your Clio Manage account.

Matter ID

Select or map the Matter ID whose details you want to retrieve.

Creates a new matter.

Connection

Establish a connection to your Clio Manage account.

Contact ID

Select or map the Contact ID associated with the matter.

Description

Enter (map) the details of the matter.

Type

Select or map the custom rate type for the matter. For example, Hourly Rate.

Rates

Add the rates of the matter:

User ID

Select or map the User ID to whom

Award

Enter the full amount of the award given for the matter. This field is only valid for Contingency Fee.

Note

Enter (map) the description of the rate. This note is only valid for Contingency Fee.

Date

Enter (map) the date on which the rate is applicable. See the list of supported date and time formats.

Rate

Enter (map) the matter rate.

  • Hourly Rate: Enter the dollar amount of the custom rate of the user or group for the matter.

  • Flat Rate: The dollar amount of the custom flat rate for the matter.

  • Contingency Fee: Enter the percentage of the contingency fee awarded to the user for the matter.

Activity Description ID

Select or map the Activity Description ID associated with the matter.

Group ID

Select or map the Group ID associated with the matter.

Custom Field Set Associations

Add the custom field set associations:

Display Order

Enter (map) the order to display the custom field set in the contact details. For example, 3. If not specified anything, it is added as the last Custom Field Set of the Contact.

Custom Field Set ID

Select or map the custom field set ID.

Custom Field Values

Add the custom field values:ValueEnter the custom field value.Custom Field IDSelect or map the Custom Field ID for the value.

Matter Bill Receipts

Add the matter bill recipients. You can add multiple recipients.

Relationships

Add the matter relationships:DescriptionEnter the details of the relationship between a contact and a matter.Contact IDSelect or map the Contact ID associated with the relationship.

Status

Select or map the statute of limitations type:

  • Pending

  • In Progress

  • In Review

  • Complete

Due At

Enter (map) the date on which the statute of limitations. See the list of supported date and time formats.

Reminders

Add a reminder of the matter:

Duration Value

Enter the time to remind the user about the matter.

Duration Unit

Enter the unit to measure the time. For example, minutes, hours.

Notification Method ID

Select or map the Notification Method ID associated with the reminder.

Task Template List Instances

Add the task template list instance for the matter:

Task Template List ID

Select or map the Assignee ID associated with the task template list instance.

Assignee ID

Select or map the Assignee ID of the user to whom you want to assign the task template list.

Notify Assignees

Select whether you want to notify the task list assignees should be notified when the task list is assigned to a matter

Due At

Enter (map) the date when the matter task template list is due. See the list of supported date and time formats.

Billable

Select whether the matter is billable.

Client Reference

Enter (map) the client reference number for external uses.

Close Date

Enter (map) the date on which the matter was set to close.

Create Microsoft Team

Select whether to create an associated Microsoft team.

Display Number

Enter (map) the matter reference number and label.

Group ID

Select or map the Group ID associated with the matter.

Location

Enter (map) the location of the matter.

Destroy

Select whether the matter budget associated with the matter should be destroyed.

Budget

Enter (map) the amount allocated for the matter.

Include Expenses

Select whether the matter budget includes expenses in the calculation.

Notification Threshold

Enter (map) the percentage of the budget when it starts notifying users.

Notify Users

Select whether to notify users when the matter reaches the notification threshold.

Open Date

Enter (map) the date on which the matter was set to open. See the list of supported date and time formats.

User ID

Select or map the User ID who is the originating attorney of the matter.

Pending Date

Enter (map) the date on which the matter was set to pending. See the list of supported date and time formats.

Practice Area ID

Select or map the Practice Area ID of the matter. For example, Corporate.

Reset Matter Number

Select whether you want to reset the matter's number based on the account's matter numbering scheme.

User ID

Select or map the User ID who is the responsible attorney of the matter.

Status

Select or map the matter status:

  • Open

  • Pending

  • Closed

Updates an existing matter.

Connection

Establish a connection to your Clio Manage account.

Matter ID

Select or map the Matter ID whose details you want to update.

Contact ID

Select or map the Contact ID associated with the matter.

Description

Enter (map) the details of the matter.

Type

Select or map the custom rate type for the matter. For example, Hourly Rate.

Rates

Add the rates of the matter:

User ID

Select or map the User ID to whom

Award

Enter the full amount of the award given for the matter. This field is only valid for Contingency Fee.

Note

Enter (map) the description of the rate. This note is only valid for Contingency Fee.

Date

Enter the date on which the rate is applicable. See the list of supported date and time formats.

Rate

Enter (map) the matter rate.

  • Hourly Rate: Enter the dollar amount of the custom rate of the user or group for the matter.

  • Flat Rate: The dollar amount of the custom flat rate for the matter.

  • Contingency Fee: Enter the percentage of the contingency fee awarded to the user for the matter.

Activity Description ID

Select or map the Activity Description ID associated with the matter.

Group ID

Select or map the Group ID associated with the matter.

Custom Field Set Associations

Add the custom field set associations:

Display Order

Enter (map) the order to display the custom field set in the contact details. For example, 3. If not specified anything, it is added as the last Custom Field Set of the Contact.

Custom Field Set ID

Select or map the custom field set ID.

Custom Field Values

Add the custom field values:

Value

Enter the custom field value.

Custom Field ID

Select or map the Custom Field ID for the value.

Matter Bill Receipts

Add the matter bill recipients. You can add multiple recipients.

Relationships

Add the matter relationships:

Description

Enter (map) the details of the relationship between a contact and a matter.

Contact ID

Select or map the Contact ID associated with the relationship.

Status

Select or map the statute of limitations type:

  • Pending

  • In Progress

  • In Review

  • Complete

Due At

Enter (map) the date on which the statute of limitations. See the list of supported date and time formats.

Reminders

Add a reminder of the matter:

Duration Value

Enter (map) the time to remind the user about the matter.

Duration Unit

Enter the unit to measure the time. For example, minutes, hours.

Notification Method ID

Select or map the Notification Method ID associated with the reminder.

Task Template List Instances

Add the task template list instance for the matter:

Task Template List ID

Select or map the Assignee ID associated with the task template list instance.

Assignee ID

Select or map the Assignee ID of the user to whom you want to assign the task template list.

Notify Assignees

Select whether you want to notify the task list assignees should be notified when the task list is assigned to a matter

Due At

Enter (map) the date when the matter task template list is due. See the list of supported date and time formats.

Billable

Select whether the matter is billable.

Client Reference

Enter (map) the client reference number for external uses.

Close Date

Enter (map) the date on which the matter was set to close.

Create Microsoft Team

Select whether to create an associated Microsoft team.

Display Number

Enter (map) the matter reference number and label.

Group ID

Select or map the Group ID associated with the matter.

Location

Enter (map) the location of the matter.

Destroy

Select whether the matter budget associated with the matter should be destroyed.

Budget

Enter (map) the amount allocated for the matter.

Include Expenses

Select whether the matter budget includes expenses in the calculation.

Notification Threshold

Enter (map) the percentage of the budget when it starts notifying users.

Notify Users

Select whether to notify users when the matter reaches the notification threshold.

Open Date

Enter (map) the date on which the matter was set to open. See the list of supported date and time formats.

User ID

Select or map the User ID who is the originating attorney of the matter.

Pending Date

Enter (map) the date on which the matter was set ro pending. See the list of supported date and time formats.

Practice Area ID

Select or map the Practice Area ID of the matter. For example, Corporate.

Reset Matter Number

Select whether you want to reset the matter's number based on the account's matter numbering scheme.

User ID

Select or map the User ID who is the responsible attorney of the matter.

Status

Select or map the matter status:

  • Open

  • Pending

  • Closed

Deletes a matter by identificator.

Connection

Establish a connection to your Clio Manage account.

Matter ID

Select or map the Matter ID you want to delete.

Note

You do not have to add the webhooks in Clio Manage as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a task is created, updated or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events whose matters you want to watch.

Expires At

Enter (map) the date to watch the matters that expire on the specified date. See the list of supported date and time formats.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook connection. If no time period is specified, the webhook expires after three days.

Gets an existing task.

Connection

Establish a connection to your Clio Manage account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Creates a new task.

Connection

Establish a connection to your Clio Manage account.

Assignee Type

Select or map the assignee type for the task:

  • User

  • Contact

User ID

Select or map the User ID to whom the task is assigned.

Name

Enter (map) the task name.

Description

Enter (map) the details of the task.

Due at

Enter (map) the date on which the task is due for completion.

Matter ID

Select or map the Matter ID associated with the task.

Notify Assignee

Select whether you want to notify the assignee about the task creation.

Notify Completion

Select whether you want to notify the assignee on completion of the task.

Permission

Select or map the permissions of the task:

  • Public

  • Private

Priority

Select or map the priority of the task:

  • High

  • Low

  • Medium

Status

Select or map the status of the task:

  • Pending

  • In Progress

  • In Review

  • Complete

Statute of Limitations

Select whether the task should be a statute of limitations.

Task Type ID

Select or map the Task Type ID applicable for the task.

Time Estimated

Enter (map) the time estimated for the task. Time settings in the account are considered.

Updates an existing contact.

Connection

Establish a connection to your Clio Manage account.

Task ID

Select or map the Task ID whose details you want to update.

Assignee Type

Select or map the assignee type for the task:

  • User

  • Contact

User ID

Select or map the User ID to whom the task is assigned.

Name

Enter (map) the task name.

Description

Enter (map) the details of the task.

Due at

Enter (map) the date on which the task is due for completion. See the list of supported date and time formats.

Matter ID

Select or map the Matter ID associated with the task.

Notify Assignee

Select whether you want to notify the assignee about the task creation.

Notify Completion

Select whether you want to notify the assignee on completion of the task.

Permission

Select or map the permissions of the task:

  • Public

  • Private

Priority

Select or map the priority of the task:

  • High

  • Low

  • Medium

Status

Select or map the status of the task:

  • Pending

  • In Progress

  • In Review

  • Complete

Statute of Limitations

Select whether the task should be a statute of limitations.

Task Type ID

Select or map the Task Type ID applicable for the task.

Time Estimated

Enter (map) the time estimated for the task. Time settings in the account are considered.

Deletes a contact by identificator.

Connection

Establish a connection to your Clio Manage account.

Task ID

Select or map the Task ID you want to delete.

Note

You do not have to add the webhooks in Clio Manage as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a contact is created, updated, or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events whose matters you want to watch.

Expires At

Enter (map) the date to watch the matters that expire on the specified date. See the list of supported date and time formats.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook connection. If no time period is specified, the webhook expires after three days.

Searches for contacts or lists them all.

Connection

Establish a connection to your Clio Manage account.

Client Only

Select whether you want to search only the contacts that are related to the client.

Clio Connect Only

Select whether you want to search only the contacts that are Clio connect users.

Created Since

Enter (map) the date to search the contacts that were created on or after the specified date. See the list of supported date and time formats.

Email Only

Select whether you want to search only the contact with the email address.

Exclude ID

Select or map the Exclude ID to search the contact that is not included in the specified ID.

Contact ID

Select or map the Contact ID to search for the contact that matches the specified ID.

Initial

Select or map the contacts or company initial to list the contacts that match the specified initial.

Order

Select or map the order to list the searched contacts:

  • ID (asc)

  • ID (desc)

  • Name (asc)

  • Name (desc)

Query

Enter the keyword or phrase to search the contacts that match the specified query. For example, title, email_address, address, phone_number, web_site, instant_messenger, custom_fields, related_matter_name, or company_name.

Shared Resource ID

Select or map the Shared Resource ID to search the contacts that currently have access to a given shared resource.

Type

Select or map the option to search the contacts based on the specified contact type:

  • Company

  • Person

Updated Since

Enter (map) the date to search the contacts that were updated on or after the specified date. See the list of supported date and time formats.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

Gets an existing contact.

Connection

Establish a connection to your Clio Manage account.

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Creates a new contact.

Connection

Establish a connection to your Clio Manage account.

Type

Select or map the contact type you want to create:

  • Person

  • Company

Name

Enter (map) the company name.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Middle Name

Enter (map) the contact's middle name.

Prefix

Enter (map) the prefix of the contact. For example, Dr., Mr.

Company ID

Select or map the Company ID the contact is associated with.

Title

Enter (map) the contact's job title. For example, Engineering Manager.

Avatar Image Name

Enter (map) the contact's or company's avatar image name. For example, test.png. The supported format are .jpg, .png, .gif.

Avatar Image Data

Enter (map) the contact's or company's avatar image data.

Destroy Avatar Image

Select whether you want to enable to destroy the avatar image option.

Email Addresses

Add the contact's or company's email addresses:

Name

Select the email type:

  • Home

  • Work

  • Others

Address

Enter (map) the email address.

Default Email

Select whether this is the contact's or the company's default email address.

Phone Number

Add the contact's or company's phone numbers:

Name

Select the phone number type:

  • Home

  • Fax

  • Pager

  • Skype

  • Work

  • Others

Number

Enter (map) the contact's or company's phone number.

Default Number

Select whether this is the contact's or the company's default phone number.

Websites

Add the contact's or company's web site:

Name

Select the web site type:

  • Work

  • Personal

  • Twitter

  • Facebook

  • LinkedIn

  • Instant Messenger

  • Others

Address

Enter (map) the website URL address.

Default Web Site

Select whether this is the default website of the contact or company.

Instant Messengers

Add the contact's or company's instant messenger details:

Name

Select or map the web site type:

  • Work

  • Personal

  • Other

Address

Enter (map) the instant messenger address. For example, Skype ID.

Addresses

Add the contact or company's address:

Name

Select or (map) the address type:

  • Work

  • Home

  • Billing

  • Others

Street

Enter (map) the street name.

City

Enter (map) the city name.

Province

Enter (map) the state or province name.

Postal Code

Enter (map) the area postal code.

Country

Enter (map) the country name.

Custom Field Set Associations

Add the custom field set association for the contact:Display OrderEnter the order to display the custom field set in the contact details. For example, 3. If not specified anything, it is added as the last Custom Field Set of the Contact.Custom Field Set IDSelect or map the custom field set ID.

Custom Field Values

Add the custom field set association for the contact:ValueEnter the order to display the custom field.Custom Field IDSelect or map the custom field ID.

Clio Connect Email

Enter (map) the contact's Clio Connect email address to which notifications will be sent.

Co Counsel Rate

Enter (map) the billing rate if the contact is a co-counsel.

Ledes Client ID

Select or map the Ledes Clio Client ID.

Updates an existing contact.

Connection

Establish a connection to your Clio Manage account.

Contact ID

Select or map the Contact ID whose details you want to update.

Type

Select or map the contact type you want to create:

  • Person

  • Company

Name

Enter (map) the company name.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Middle Name

Enter (map) the contact's middle name.

Prefix

Enter (map) the prefix of the contact. For example, Dr., Mr..

Company ID

Select or map the Company ID the contact is associated with.

Title

Enter (map) the contact's job title. For example, Engineering Manager.

Avatar Image Name

Enter (map) the contact's or company's avatar image name. For example, test.png. The supported formats is .jpg, .png, .gif.

Avatar Image Data

Enter (map) the contact's or company's avatar image data.

Destroy Avatar Image

Select whether you want to enable to destroy the avatar image option.

Email Addresses

Add the contact's or company's email addresses:

Name

Select or map the email type:

  • Home

  • Work

  • Others

Address

Enter (map) the email address.

Default Email

Select whether this is the contact's or the company's default email address.

Phone Number

Add the contact's or company's phone numbers:

Name

Select or map the phone number type:

  • Home

  • Fax

  • Pager

  • Skype

  • Work

  • Others

Number

Enter (map) the contact's or company's phone number.

Default Number

Select whether this is the contact's or the company's default phone number.

Websites

Add the contact's or company's website:

Name

Select or map the website type:

  • Work

  • Personal

  • Twitter

  • Facebook

  • LinkedIn

  • Instant Messenger

  • Others

Address

Enter (map) the website URL address.

Default Web Site

Select whether this is the default website of the contact or company.

Instant Messengers

Add the contact's or company's instant messenger details:

Name

Select or map the website type:

  • Work

  • Personal

  • Other

Address

Enter (map) the instant messenger address. For example, Skype ID.

Addresses

Add the contact or company's address:

Name

Enter (map) the address type:

  • Work

  • Home

  • Billing

  • Others

Street

Enter (map) the street name.

City

Enter (map) the city name.

Province

Enter (map) the state or province name.

Postal Code

Enter (map) the area postal code.

Country

Enter (map) the country name.

Custom Field Set Associations

Add the custom field set association for the contact:Display OrderEnter the order to display the custom field set in the contact details. For example, 3. If not specified anything, it is added as the last Custom Field Set of the Contact.Custom Field Set IDSelect or map the custom field set ID.

Custom Field Values

Add the custom field set association for the contact:ValueEnter or map the order to display the custom field.Custom Field IDSelect or map the custom field ID.

Clio Connect Email

Enter (map) the contact's Clio Connect email address to which notifications will be sent.

Co Counsel Rate

Enter (map) the billing rate if the contact is a co-counsel.

Ledes Client ID

Select or map the Ledes Clio Client ID.

Deletes a contact by identificator.

Connection

Establish a connection to your Clio Manage account.

Contact ID

Select or map the Contact ID you want to delete.

Note

You do not have to add the webhooks in Clio Manage as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a bill is created, updated, or deleted.

Webhook Name

Enter (map) a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events whose matters you want to watch.

Expires At

Enter (map) the date to watch the matters that expire on the specified date. See the list of supported date and time formats.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook connection. If no time period is specified, the webhook expires after 3 days.

Gets an existing calendar entry.

Connection

Establish a connection to your Clio Manage account.

Calendar ID

Select or map the Calendar Entry ID whose details you want to retrieve.

Creates a new calendar entry.

Connection

Establish a connection to your Clio Manage account.

Summary

Enter brief information about the calendar entry.

Start At

Enter the time when the calendar entry starts. See the list of supported date and time formats.

End At

Enter the time when the calendar entry ends. See the list of supported date and time formats.

Calendar ID

Select or map the Calendar ID associated with the calendar entry.

All Day

Select whether the calendar entry is for all day.

Location

Enter the geographic location of the calendar entry.

Conference Meeting

(Optional) Select or map the conference meeting type for the calendar entry. For example, Zoom.

Matter ID

(Optional) Select or map the Matter ID associated with the calendar entry.

Description

Enter (map) the details of the calendar entry.

Attendees

Add the attendees to the calendar entry:

Attendee ID

Select or map the Attendee ID whom you want to add.

Type

Select or map the attendee type:

  • Calendar

  • Contact

Destroy

Select whether you want to delete the attendee.

External Properties

Add the external property name and its value. You can add a maximum of five properties.

Recurrence Rule

Select or map the recurrence rule for the calendar entry:

  • Daily

  • Weekly

  • Monthly

  • Yearly

Send Email Notification

Select whether you want the calendar entry to send email notifications to attendees.

Deleted

Select whether you want to delete the specific instance of the recurring event.

Updates an existing calendar entry.

Connection

Establish a connection to your Clio Manage account.

Calendar Entry ID

Select or map the Calendar Entry ID whose details you want to update.

Summary

Enter (map) brief information about the calendar entry.

Start At

Enter (map) the time when the calendar entry starts. See the list of supported date and time formats.

End At

Enter (map) the time when the calendar entry ends. See the list of supported date and time formats.

Calendar ID

Select or map the Calendar ID associated with the calendar entry.

All Day

Select whether the calendar entry is for all day.

Location

Enter (map) the geographic location of the calendar entry.

Conference Meeting

(Optional) Select or map the conference meeting type for the calendar entry. For example, Zoom.

Matter ID

(Optional) Select or map the Matter ID associated with the calendar entry.

Description

Enter (map) the details of the calendar entry.

Attendees

Add the attendees to the calendar entry:Attendee IDSelect or map the Attendee ID whom you want to add.TypeSelect or map the attendee type:

  • Calendar

  • Contact

DestroySelect whether you want to delete the attendee.

External Properties

Add the external property name and its value. You can add a maximum of five properties.

Recurrence Rule

Select or map the recurrence rule for the calendar entry:

  • Daily

  • Weekly

  • Monthly

  • Yearly

Interval

Enter (map) the interval of the calendar entry. For example, 30 minutes.

End

Select or map the option to end the recurring calendar entries:

  • Quantity Recurrence

  • Until Date

Count

Enter (map) the number of recurrences after which you want to end the calendar entry.

Until

Enter (map) the date after which you want to end the calendar entry. See the list of supported date and time formats.

Send Email Notification

Select whether you want the calendar entry to send email notifications to attendees.

Deleted

Select whether you want to delete the specific instance of the recurring event.

Deletes a calendar entry by identificator.

Connection

Establish a connection to your Clio Manage account.

Calendar Entry ID

Select or map the Calendar Entry ID you want to delete.

Note

You do not have to add the webhooks in Clio Manage as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when communication is created, updated or deleted.

Webhook Name

Enter (map) a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events whose matters you want to watch.

Expires At

Enter (map) the date to watch the matters that expire on the specified date. See the list of supported date and time formats.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook connection. If no time period is specified, the webhook expires after three days.

Gets an existing communication.

Connection

Establish a connection to your Clio Manage account.

Communication ID

Select or map the Matter ID whose details you want to retrieve.

Creates a new communication.

Connection

Establish a connection to your Clio Manage account.

Type

Select or map the communication type:

  • Phone Communication

  • Email Communication

Subject

Enter (map) the communication subject line.

Body

Enter (map) the communication body text.

Body HTML

Enter (map) the communication body text in HTML format.

Date

Enter (map) the date on which you want to send the communication. See the list of supported date and time formats.

External Properties

Add the external property name and its value. You can add a maximum of five properties.

Matter ID

Select or map the Matter ID associated with the communication.

Received At

Enter (map) the date and time for the communication. See the list of supported date and time formats.

Receivers

Add the senders:DeletedSelect whether you want the senders to be deleted.TypeSelect or map the sender type:

  • Users

  • Contacts

User IDSelect or map the user ID who is receiving the communication.Contact IDSelect or map the contact ID who is receiving the communication.

Senders

Add the senders:DeletedSelect whether you want the senders to be deleted.TypeSelect or map the sender type:

  • Users

  • Contacts

User IDSelect or map the user ID who is sending the communication.Contact IDSelect or map the contact ID who is sending the communication.

Updates an existing communication.

Connection

Establish a connection to your Clio Manage account.

Type

Select the communication type:

  • Phone Communication

  • Email Communication

Subject

Enter (map) the communication subject line.

Body

Enter (map) the communication body text.

Body HTML

Enter (map) the communication body text in HTML format.

Date

Enter (map) the date on which you want to send the communication.

External Properties

Add the external property name and its value. You can add a maximum of five properties.

Matter ID

Select or map the Matter ID associated with the communication.

Received At

Enter the date and time for the communication. See the list of supported date and time formats.

Receivers

Add the senders:DeletedSelect whether you want the senders to be deleted.TypeSelect or map the sender type:

  • Users

  • Contacts

User IDSelect or map the user ID who is receiving the communication.Contact IDSelect or map the contact ID who is receiving the communication.

Senders

Add the senders:DeletedSelect whether you want the senders to be deleted.TypeSelect or map the sender type:

  • Users

  • Contacts

User IDSelect or map the user ID who is sending the communication.Contact IDSelect or map the contact ID who is sending the communication.

Deletes a communication by identificator.

Connection

Establish a connection to your Clio Manage account.

Communication ID

Select or map the Communication ID you want to delete.

Note

You do not have to add the webhooks in Clio Manage as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a contact is created, updated, or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events whose matters you want to watch.

Expires At

Enter (map) the date to watch the matters that expire on the specified date. See the list of supported date and time formats.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook connection. If no time period is specified, the webhook expires after three days.

Gets an existing activity.

Connection

Establish a connection to your Clio Manage account.

Activity ID

Select or map the Activity ID whose details you want to retrieve.

Creates a new activity.

Connection

Establish a connection to your Clio Manage account.

Date

Enter (map) the date on which the activity was performed. See the list of supported date and time formats.

Type

Select or map the activity type:

  • Time Entry

  • Expense Entry

  • Hard Cose Entry

  • Soft Cost Entry

Activity Description ID

Select or map the Activity Description ID.

UTBMS Task ID

Select or map the UTBMS Task ID. UTBMS is the Uniform Task-Based Management System codes used by the legal vendor to classify the legal services.

UTBMS Activity ID

Select or map the UTBMS Activity ID. UTBMS is the Uniform Task-Based Management System codes used by the legal vendor to classify the legal services.

Associated Type

Select or map the activity associated type and its ID:

  • Calendar Entry

  • Communication

  • Contact Type

  • Expense Category

  • Matter

  • Matter Note

  • Users

  • UTBMS Expense

Note

Enter (map) the information about the activity.

Price

Enter the price applicable for the activity. For an ExpenseEntry, HardCostEntry, and SoftCostEntry, it is the expense amount. For a TimeEntry, it is the hourly or flat amount.

Updates an existing activity.

Connection

Establish a connection to your Clio Manage account.

Activity ID

Select or map the Activity ID whose details you want to update.

Date

Enter (map) the date on which the activity was performed. See the list of supported date and time formats.

Type

Select or map the activity type:

  • Time Entry

  • Expense Entry

  • Hard Cose Entry

  • Soft Cost Entry

Activity Description ID

Select or map the Activity Description ID.

UTBMS Task ID

Select or map the UTBMS Task ID. UTBMS is the Uniform Task-Based Management System codes used by the legal vendor to classify the legal services.

UTBMS Activity ID

Select or map the UTBMS Activity ID. UTBMS is the Uniform Task-Based Management System codes used by the legal vendor to classify the legal services.

Associated Type

Select or map the activity associated type and its ID:

  • Calendar Entry

  • Communication

  • Contact Type

  • Expense Category

  • Matter

  • Matter Note

  • Users

  • UTBMS Expense

Note

Enter (map) the information about the activity.

Price

Enter (map) the price applicable for the activity. For an ExpenseEntry, HardCostEntry, and SoftCostEntry, it is the expense amount. For a TimeEntry, it is the hourly or flat amount.

Deletes an activity by identificator.

Connection

Establish a connection to your Clio Manage account.

Activity ID

Select or map the Activity ID you want to delete.

Gets an existing folder.

Connection

Establish a connection to your Clio Manage account.

Folder ID

Select or map the Folder ID whose details you want to retrieve.

Creates a new folder.

Connection

Establish a connection to your Clio Manage account.

Name

Enter a name for the folder.

Type

Select or map the Parent type for the folder:

  • Folder

  • Matter

Folder ID

Select or map the Folder ID to which this is a subfolder.

Matter ID

Select the Matter ID associated with this folder.

Document Category ID

Select or map the Document Category ID associated with the folder.

External Properties

Add the external property name and its value. You can add a maximum of five properties.

Restore

Select whether you want to restore a trashed folder.

Updates an existing folder.

Connection

Establish a connection to your Clio Manage account.

Folder ID

Select or map the Folder ID whose details you want to update.

Name

Enter a name for the folder.

Type

Select or map the Parent type for the folder:

  • Folder

  • Matter

Folder ID

Select or map the Folder ID to which this is a subfolder.

Matter ID

Select the Matter ID associated with this folder.

Document Category ID

Select or map the Document Category ID associated with the folder.

External Properties

Add (map) the external property name and its value. You can add a maximum of five properties.

Restore

Select whether you want to restore a trashed folder.

Deletes a folder by identificator.

Connection

Establish a connection to your Clio Manage account.

Folder ID

Select or map the Folder ID you want to delete.

Triggers when a new note is created.

Connection

Establish a connection to your Clio Manage account.

Type

Select or map the note type you want to watch:

  • Contact

  • Matter

Limit

Set the maximum number of notes Make should return during one execution cycle.

Gets an existing note.

Connection

Establish a connection to your Clio Manage account.

Note ID

Select or map the Note ID whose details you want to retrieve.

Creates a new note.

Connection

Establish a connection to your Clio Manage account.

Type

Select or map the note type:

  • Matter

  • Contact

Contact ID

Select or map the Contact ID for whom you want to create the note.

Matter ID

Select or map the Matter ID associated with the note.

Subject

Enter (map) the subject line of the note.

Date

Enter (map) the date on which you are creating the note. See the list of supported date and time formats.

Detail

Enter the note body text.

Updates an existing note.

Connection

Establish a connection to your Clio Manage account.

Note Type

Select or map the note type:

  • Matter

  • Contact

Contact Note ID

Select or map the Contact Note ID whose details you want to update.

Matter Note ID

Select or map the Matter Note ID whose details you want to update.

Subject

Enter (map) the subject line of the note.

Date

Enter the date on which you are creating the note. See the list of supported date and time formats.

Detail

Enter the note body text.

Deletes a note by identificator.

Connection

Establish a connection to your Clio Manage account.

Note ID

Select or map the Note ID you want to delete.

Triggers when a new document is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events for which matters you want to watch.

Expires At

Enter (map) the date to watch the matters that expire on the specified date. See the list of supported date and time formats.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook connection. If no time period is specified, the webhook expires after 3 days.

Creates a new document.

Connection

Establish a connection to your Clio Manage account.

Name

Enter the document name.

Type

Select or map the parent document type:

  • Document

  • Folder

  • Matter

Document ID

Select or map the Document ID you want to upload.

Folder ID

Select or map the Folder ID whose document you want to upload.

Matter ID

Select or map the Matter ID whose document you want to upload.

File Data

Enter or map the file data.

File Name

Enter the file name with the extension. For example, sample.pdf.

Communication ID

Select or map the Communication ID of the document.

Content Type

Enter (map) the content type of the document. For example, image.

Document Category ID

Select or map the Documentation Category ID of the document you want to upload.

External Property

Add the external property name and its value. For example, First post.

Received At

Enter (map) the date and time when the document was received. See the list of supported date and time formats.

Note

You do not have to add the webhooks in Clio Manage as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new bill is created, updated, or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Clio Manage account.

Events

Select or map the events you want to watch:

  • Created

  • Updated

  • Deleted

Expires At

Enter (map) the date to watch the bills that expire on the specified date. See the list of supported date and time formats.

Note

A webhook expires automatically after the specified time period. You can set a webhook for a maximum of 31 days. If you want to extend the webhook expiry date, update the Expires At field accordingly when creating the webhook connection. If no time period is specified, the webhook expires after three days.

Searches for bills or lists them all.

Connection

Establish a connection to your Clio Manage account.

Client ID

Enter (map) the name to search for the users that match the specified name.

Created Since

Enter (map) the date to search for the bills that were created on or after the specified date.

Custom Field ID

Select or map the Custom Field ID to search for the bills that match the specified ID.

Filter Condition

Enter the conditions of the bill to search for the bills that match the specified filter. For example, [<=50, >=45], >=105.4, =40

Due After

Enter the date to search the bills that are due after the specified date.

Due At

Enter the date to search the bills that are due on the specified date. See the list of supported date and time formats.

Due Before

Enter the date to search the bills that are due before the specified date. See the list of supported date and time formats.

Bill ID

Select or map the Bill ID to search for the bills that match the specified ID.

Last Sent End Date

Enter the date to search the bills that were sent after the specified end date. See the list of supported date and time formats.

Last Sent Start Date

Enter the date to search the bills that were sent after the specified start date. See the list of supported date and time formats.

Legal Aid UK Only

Select whether you want to search the bills related only to the legal aid in the UK.

Matter ID

Select or map the Matter ID whose bills you want to search.

Order

Select or map the Order ID whose bills you want to search.

Originating Attorney ID

Select or map the Originating Attorney ID to search the bills that match the specified ID.

Overdue Only

Select whether to search only the overdue bills.

Query

Enter (map) the invoice number to search for the bills that match the specified number.

Responsible Attorney ID

Select or map the Attorney ID who is responsible for the bill to search for the bills that match the specified ID.

State

Select or map the bill state you want to search:

  • Draft

  • Awaiting Approval

  • Awaiting payment

  • Paid

  • Void

  • Deleted

Status

Select or map the status of the bills you want to search:

  • All

  • Overdue

Type

Select or map the bill type you want to search:

  • Revenue

  • Trust

Updated Since

Enter (map) the date to search the bills that were updated on or after the specified date. See the list of supported date and time formats.

Limit

Set the maximum number of bills Make should return during one execution cycle.

Searches for users or lists them all.

Connection

Establish a connection to your Clio Manage account.

Name

Enter (map) the name to search for the users that match the specified name.

Created Since

Enter (map) the date to search the users created on or after the specified date. See the list of supported date and time formats.

Enabled

Select whether to search the active enabled users.

User ID

Select or map the User ID that matches the specified IDs.

Include Co Counsel

Select whether to include co-counsel users.

Order

Select or map the order in which you want to list the users.

Pending Setup

Select the users based on whether or not they are still being set up.

Role

Select or map the role of the users you want to search:

  • Admin

  • Accounts

  • Billing

  • Reports

Subscription Type

Select or map the subscription type of the users you want to search:

  • Attorney

  • Non-Attorney

Updated Since

Enter (map) the date to search the users updated on or after the specified date. See the list of supported date and time formats.

Limit

Set the maximum number of users Make should return during one execution cycle.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Clio Manage account.

URL

Enter a path relative to https://app.clio.com/. For example: api/v4/tasks.json

For the list of available endpoints, refer to the Clio Manage API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Bills

The following API call returns all the bills from your Clio Manage account:

URL:

/api/v4/bills.json

Method:

GET

clioApiCall.png

Matches of the search can be found in the module's Output under Bundle > Body > data.

In our example, 3 bills were returned:

clioAPIOutput.png