How to connect Clio Manage (US) to Claude

Assign one Clio task template list to a matter, creating its tasks with assignee notifications disabled.

Create a Clio time or expense activity with Activities write permission.

Create a Clio custom calendar.

Create a Clio calendar entry.

Record a phone or email communication in Clio.

Create a Clio person or company, including new email addresses and phone numbers.

Create only the Clio document record and signed-upload initiation.

Upload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or GENERATE_DOCUMENT_FROM_TEMPLATE.

Create a Clio matter for a client.

Create a subfolder inside a Clio Matter.

Create a note associated with a Clio Matter.

Create a non-complete Clio task with assignee notifications disabled.

Create a Clio task-template list with one to ten private, non-cascading, plain-text task templates without reminders, and read it back to confirm the template count.

Permanently delete one Clio activity by ID, including a time entry, expense entry, or fixed fee.

Delete a Draft or Pending Approval bill after confirming its ID, number, ETag and state, with an ownership attestation and deletion confirmation.

Permanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar.

Permanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series.

Permanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation.

Permanently delete one Clio contact by ID.

Move a Clio document to trash after an exact ID-and-name preflight and explicit confirmation.

Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation.

Move a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation.

Permanently delete one Clio matter by ID.

Permanently delete one Clio note after an exact-ID preflight and explicit confirmation.

Permanently delete one Clio task by ID.

Permanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation.

Download the latest or a specified Clio document version as a managed file, up to 100 MB.

Find Clio bills by client, matter, bill number, and state, combining supplied criteria with AND; provide client_id, matter_id, or invoice_number, with state narrowing the lookup.

Find Clio company contacts by exact name and optional email, returning matches without choosing among duplicates.

Search Clio contacts by a validated active Contact custom field and typed value, reporting matches, duplicate ambiguity, and candidates with incomplete comparisons.

Find a matter by matter_id alone, or search by display_number, description, or client_reference, optionally narrowed by client_id and status.

Find matters by a validated Matter custom field and value, optionally filtering by client and status.

Find the newest matter for a contact matched by email, optionally filtered by status, using created_at and greatest ID as the tie-break; matching ignores case and surrounding ASCII whitespace.

Find or create a Clio company contact by company name and email or a complete custom-field ID/value pair; when both are supplied, both must match.

Find or create a matter using a required description, either client ID or email, and a client reference or complete custom-field ID/value pair.

Find or create a Clio person contact by first and last name plus email or a complete custom-field ID/value pair, searching accessible contacts before creation and checking afterward for race conflicts.

Find Clio person contacts matching first and last name and optionally email, without choosing an arbitrary duplicate.

Find a Clio user by ID, email, or full name; email and name searches support enabled and co-counsel filters, scan ID-ascending pages, report multiple exact matches as ambiguous, and identify users whose fields prevented comparison.

Create a persistent Clio document automation from a template and poll its status within a bounded interval and timeout, requiring Documents read/write access and access to the Matter and template.

Get one Clio time or expense activity by ID, including billing state and its user and matter references.

Get one Clio bill with its ETag and lifecycle state, along with available state transitions and financial totals when provided.

Get one Clio calendar by ID, including its type, permission, visibility, source, and colors.

Get one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details.

Retrieve one recorded Clio communication.

Get one Clio person or company by its known ID, including primary and structured email and phone details.

Return the authenticated Clio user and role information for identity checks and default user references.

Get one Clio document and its latest-version metadata by ID; requires Documents read permission.

Retrieve one Clio folder by ID.

Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method.

Retrieve the client contact for one Clio matter.

Retrieve one Clio matter or contact note.

Get one Clio task by its known ID, including description, status, due date, priority, one assignee, matter, and completion-notification state; tasks with multiple firm-user assignees return only one of them.

Get one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information.

List selectable Clio activity descriptions and resolved rates for time entries.

List visible or writable Clio calendars to resolve the owner ID for calendar entries.

Return one bounded page of recorded Clio email or phone communications.

Return one bounded page of email addresses for a Clio contact.

Return one bounded page of phone numbers for a Clio contact.

Return one bounded page of Clio document-generation automations.

Return one bounded provider page of Clio documents.

List Clio document templates and IDs for document automation.

List selectable Clio expense categories and rates for expense entries.

Return one bounded page of Clio documents and folders, optionally below a parent folder.

Return one bounded page of Clio folders using documented filters.

List Clio groups and IDs for matter assignments and user grouping.

Return one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, is_client, matter reference, and contact details.

Return one bounded page of protected funds for a Clio matter.

Return one bounded page of Clio related-contact relationship records, including relationship ID, contact_id, and whether the contact is also the matter client.

List Clio matter stages and practice-area associations for selecting a matter stage.

Return one bounded page of Clio matter or contact notes.

List Clio practice areas and IDs for matter and task-template selection.

List Clio task template lists and IDs for assigning templates to matters.

List Clio users for attorney, staff, task-assignee, and activity-user references, defaulting to enabled users but allowing disabled users to be requested.

Render one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline.

Search and filter Clio activities, including multiple activity IDs, one page at a time.

Search Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time.

Search and filter Clio contacts, including multiple contact IDs, one page at a time.

Search and filter Clio matters, including multiple matter IDs, one page at a time.

Search and filter Clio tasks, including multiple task IDs, one page at a time.

Start Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present.

Irreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks.

Update at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition; posted or billed activities may be immutable, and Activities write permission is required.

Update ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag.

Update at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag.

Update at least one field on a Clio calendar entry without sending calendar notifications.

Update a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties.

Update at least one field on a Clio person or company, including adding or updating nested email and phone records.

Update only Clio document metadata with an If-Match ETag.

Rename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag.

Update at least one field on an existing Clio matter, optionally using its ETag for concurrency safety.

Update a Clio note using its current ETag.

Update at least one field on an existing Clio task; reassignment selects one user or contact, replacing any multiple assignees, with assignee notifications disabled.

Irreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks.