99 available actions

What your AI agent can do in Clio Manage (US)

Clio Manage legal practice management for United States-region accounts on app.clio.com. Manage clients, matters, calendars, tasks, time, and billing. Canada, EU, and Australia accounts require separate regional OAuth applications and hosts. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Find Company ContactExhaustively find exact Clio company contacts without choosing an arbitrary duplicate.
Find Newest Matter by Client EmailResolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break.
Create CalendarCreate a Clio custom calendar.
Create Calendar EntryCreate a Clio calendar entry.
Update CalendarUpdate at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag.
Update Calendar EntryUpdate at least one field on a Clio calendar entry without sending calendar notifications.

Browse all 99 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 51 actionsHide actions

Download DocumentDownload the latest or a specified Clio document version as a managed file.
Find BillExhaustively find Clio bills by exact client, matter, bill number, and state criteria.
Find Company ContactExhaustively find exact Clio company contacts without choosing an arbitrary duplicate.
Find Contact by Custom FieldValidate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity.
Find MatterFind by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status.
Find Matter by Custom FieldValidate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match.
Find Newest Matter by Client EmailResolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break.
Find or Create Company ContactExhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races.
Find or Create MatterChoose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair.
Find or Create Person ContactExhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races.
Find Person ContactExhaustively find exact Clio person contacts without choosing an arbitrary duplicate.
Find UserFind one Clio user using a single selector: user_id, email, or full name.
Get ActivityGet one Clio time or expense activity by ID, including billing state and its user and matter references.
Get BillGet one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals.
Get CalendarGet one Clio calendar by ID, including its type, permission, visibility, source, and colors.
Get Calendar EntryGet one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details.
Get CommunicationRetrieve one recorded Clio communication.
Get ContactGet one Clio person or company by its known ID, including primary and structured email and phone details.
Get Current UserReturn the authenticated Clio user and role information for identity checks and default user references.
Get DocumentGet one Clio document and its latest-version metadata by ID.
Get FolderRetrieve one Clio folder by ID.
Get MatterGet one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method.
Get Matter ClientRetrieve the client contact for one Clio matter.
Get NoteRetrieve one Clio matter or contact note.
Get TaskGet one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state.
Get UserGet one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information.
List Activity DescriptionsList selectable Clio activity descriptions and resolved rates for time entries.
List CalendarsList visible or writable Clio calendars to resolve the owner ID for calendar entries.
List CommunicationsReturn one bounded page of recorded Clio email or phone communications.
List Contact Email AddressesReturn one bounded page of email addresses for a Clio contact.
List Contact Phone NumbersReturn one bounded page of phone numbers for a Clio contact.
List Document AutomationsReturn one bounded page of Clio document-generation automations.
List DocumentsReturn one bounded provider page of Clio documents.
List Document TemplatesList Clio document templates and IDs for document automation.
List Expense CategoriesList selectable Clio expense categories and rates for expense entries.
List Folder ContentsReturn one bounded page of Clio documents and folders, optionally below a parent folder.
List FoldersReturn one bounded page of Clio folders using documented filters.
List GroupsList Clio groups and IDs for matter assignments and user grouping.
List Matter ContactsReturn one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, is_client, matter reference, and contact…
List Matter Protected FundsReturn one bounded page of protected funds for a Clio matter.
List Matter Related ContactsReturn one bounded page of Clio related-contact relationship records, including relationship ID, contact_id, and whether the contact is also the matter client.
List Matter StagesList Clio matter stages and practice-area associations for selecting a matter stage.
List NotesReturn one bounded page of Clio matter or contact notes.
List Practice AreasList Clio practice areas and IDs for matter and task-template selection.
List Task Template ListsList Clio task template lists and IDs for assigning templates to matters.
List UsersList Clio users available for attorney, staff, task-assignee, and activity-user references.
Search ActivitiesSearch and filter Clio activities, including multiple activity IDs, one page at a time.
Search Calendar EntriesSearch Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time.
Search ContactsSearch and filter Clio contacts, including multiple contact IDs, one page at a time.
Search MattersSearch and filter Clio matters, including multiple matter IDs, one page at a time.
Search TasksSearch and filter Clio tasks, including multiple task IDs, one page at a time.

Create & communicateCreate records or send supported messagesView 13 actionsHide actions

Create ActivityCreate a Clio time or expense activity.
Create CalendarCreate a Clio custom calendar.
Create Calendar EntryCreate a Clio calendar entry.
Create CommunicationRecord a phone or email communication in Clio.
Create ContactCreate a Clio person or company, including new email addresses and phone numbers.
Create Document Upload InitiationCreate only the Clio document record and signed-upload initiation.
Create Document TemplateUpload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or…
Create MatterCreate a Clio matter for a client.
Create Matter FolderCreate a subfolder inside a Clio Matter.
Create Matter NoteCreate a note associated with a Clio Matter.
Create TaskCreate a non-complete Clio task with assignee notifications disabled.
Create Non-Empty Task Template ListCreate a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure.
Generate Document From TemplateCreate a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout.

Update & manageChange and manage existing recordsView 19 actionsHide actions

Assign Task Template ListAssign one Clio task template list to a matter, creating its tasks with assignee notifications disabled.
Save ActivityDeprecated compatibility action.
Save CalendarDeprecated compatibility action.
Save Calendar EntryDeprecated compatibility action.
Save ContactDeprecated compatibility action.
Save MatterDeprecated compatibility action.
Save TaskDeprecated compatibility action.
Start Document From TemplateStart Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present.
Update ActivityUpdate at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition.
Update BillUpdate ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag.
Update CalendarUpdate at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag.
Update Calendar EntryUpdate at least one field on a Clio calendar entry without sending calendar notifications.
Update CommunicationUpdate a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties.
Update ContactUpdate at least one field on a Clio person or company, including adding or updating nested email and phone records.
Update Document MetadataUpdate only Clio document metadata with an If-Match ETag.
Update FolderRename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag.
Update MatterUpdate at least one field on an existing Clio matter, optionally using its ETag for concurrency safety.
Update NoteUpdate a Clio note using its current ETag.
Update TaskUpdate at least one field on an existing Clio task.

Remove & cancelRemove records or cancel supported workView 13 actionsHide actions

Delete ActivityPermanently delete one Clio time or expense activity by ID.
Delete BillPermanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks.
Delete CalendarPermanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar.
Delete Calendar EntryPermanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series.
Delete CommunicationPermanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation.
Delete ContactPermanently delete one Clio contact by ID.
Delete DocumentMove a Clio document to trash after an exact ID-and-name preflight and explicit confirmation.
Delete Document TemplatePermanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation.
Delete FolderMove a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation.
Delete MatterPermanently delete one Clio matter by ID.
Delete NotePermanently delete one Clio note after an exact-ID preflight and explicit confirmation.
Delete TaskPermanently delete one Clio task by ID.
Delete Task Template ListPermanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation.

Other actionsSpecialist and administrative actions.View 3 actionsHide actions

Preview BillRender one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline.
Transition Bill StateIrreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks.
Void BillIrreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks.

Connection record

A connection you can control.

Sign-in: OAuth sign-in
Setup: Sign in with your own Clio Manage (US) account. Access is limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Clio Manage (US)

How does the agent connect to Clio Manage (US)?

You sign in with your own Clio Manage (US) account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Clio Manage (US) at any time.

What can the agent actually do in Clio Manage (US)?

The page above lists the 99 actions currently available through the Clio Manage (US) connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Clio Manage (US) included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Clio Manage (US) is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Clio Manage (US) to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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