Clio Create Activity
A tool for creating a new time entry or expense in a connected Clio legal practice management instance.
Clio Create Calendar Entry
A tool for creating a new calendar entry (event) in a connected Clio legal practice management instance.
Clio Create Company
A tool for for creating a company record in a connected Clio legal practice management instance.
Clio Create Contact
A tool for for creating a contact record in a connected Clio legal practice management instance.
Clio Create Matter
A tool for creating a new matter in a connected Clio legal practice management instance.
Clio Create Note
A tool for creating a new note in a connected Clio legal practice management instance.
Clio Create Task
A tool for creating a new task in a connected Clio legal practice management instance.
Clio Download Document
A tool for getting a document download URL from a connected Clio legal practice management instance.
Clio Get Activities
A tool for retrieving activities (time entries, expenses) from a connected Clio legal practice management instance. Activities can be filtered by matter, user, date range, type, and status.
Clio Get Calendar Entries
A tool for retrieving calendar entries (events) from a connected Clio legal practice management instance. Calendar entries can be filtered by date range, matter, and calendar.
Clio Get Current User
A tool for retrieving the current authenticated user's information from a connected Clio legal practice management instance.
Clio Get Documents
A tool for retrieving documents from a connected Clio legal practice management instance. Documents can be filtered by matter, folder, contact, name query, and more.
Clio Get Folders
A tool for retrieving folders from a connected Clio legal practice management instance.
Clio Get Matter
A tool for retrieving a single matter by ID from a connected Clio legal practice management instance.
Clio Get Matters
A tool for retrieving matters from a connected Clio legal practice management instance. You can search for matters by query (searches display number, description, and client name), filter by status, client, responsible attorney, and more.
Clio Get Notes
A tool for retrieving notes from a connected Clio legal practice management instance.
Clio Get Practice Areas
A tool for retrieving practice areas from a connected Clio legal practice management instance.
Clio Get Tasks
A tool for retrieving tasks from a connected Clio legal practice management instance. Tasks can be filtered by matter, assignee, completion status, due date range, and more.
Clio Get Users
A tool for retrieving users (attorneys, staff) from a connected Clio legal practice management instance.
Clio Search Contacts
A tool for searching contacts in a connected Clio legal practice management instance.
Clio Upload Document
A tool for uploading a document to a matter or folder in a connected Clio legal practice management instance.