• Documentation >
• Apps >
• Productivity >
• Clio Manage

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.

Getting Started with Clio Manage

Prerequisites

• A Clio Manage account

In order to use Clio Manage with Ibexa Connect, 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/.

Connecting Clio Manage to Ibexa Connect

1. Go to Ibexa Connect 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.

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

3. Confirm the access by clicking ALLOW ACCESS.

The connection has been established.

Matters

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.

Watch Matters

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

Webhook Name	Enter a name for the webhook.
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.

Search Matters

Searches for matters or lists them all.

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.

Get a Matter

Gets an existing matter.

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

Create a Matter

Creates a new matter.

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

Update a Matter

Updates an existing matter.

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

Delete a Matter

Deletes a matter by identificator.

Matter ID	Select or map the Matter ID you want to delete.

Tasks

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.

Watch Tasks

Triggers when a task is created, updated or deleted.

Webhook Name	Enter a name for the webhook.
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.

Get a Task

Gets an existing task.

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

Create a Task

Creates a new task.

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.

Update a Task

Updates an existing contact.

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.

Delete a Task

Deletes a contact by identificator.

Task ID	Select or map the Task ID you want to delete.

Contacts

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.

Watch Contacts

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

Webhook Name	Enter a name for the webhook.
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.

Search Contacts

Searches for contacts or lists them all.

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 Ibexa Connect should return during one scenario execution cycle.

Get a Contact

Gets an existing contact.

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

Create a Contact

Creates a new contact.

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.

Update a Contact

Updates an existing contact.

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.

Delete a Contact

Deletes a contact by identificator.

Contact ID	Select or map the Contact ID you want to delete.

Calendar Entries

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.

Watch Calendar Entries

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

Webhook Name	Enter (map) a name for the webhook.
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.

Get a Calendar Entry

Gets an existing calendar entry.

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

Create a Calendar Entry

Creates a new calendar entry.

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.

Update a Calendar Entry

Updates an existing calendar entry.

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.

Delete a Calendar Entry

Deletes a calendar entry by identificator.

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

Communications

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.

Watch Communication

Triggers when communication is created, updated or deleted.

Webhook Name	Enter (map) a name for the webhook.
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.

Get a Communication

Gets an existing communication.

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

Create a Communication

Creates a new communication.

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.

Update a Communication

Updates an existing communication.

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.

Delete a Communication

Deletes a communication by identificator.

Communication ID	Select or map the Communication ID you want to delete.

Activities

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.

Watch Activities

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

Webhook Name	Enter a name for the webhook.
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.

Get an Activity

Gets an existing activity.

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

Create an Activity

Creates a new activity.

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.

Update an Activity

Updates an existing activity.

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.

Delete an Activity

Deletes an activity by identificator.

Activity ID	Select or map the Activity ID you want to delete.

Folders

Get a Folder

Gets an existing folder.

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

Create a Folder

Creates a new folder.

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.

Update a Folder

Updates an existing folder.

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.

Delete a Folder

Deletes a folder by identificator.

Folder ID	Select or map the Folder ID you want to delete.

Notes

Watch Notes

Triggers when a new note is created.

Type	Select or map the note type you want to watch: Contact Matter
Limit	Set the maximum number of notes Ibexa Connect should return during one execution cycle.

Get a Note

Gets an existing note.

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

Create a Note

Creates a new note.

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.

Update a Note

Updates an existing note.

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.

Delete a Note

Deletes a note by identificator.

Note ID	Select or map the Note ID you want to delete.

Documents

Watch Documents

Triggers when a new document is created.

Webhook Name	Enter a name for the webhook.
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.

Upload a Document.

Creates a new document.

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.

Bills

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.

Watch Bills

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

Webhook Name	Enter a name for the webhook.
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.

Search Bills

Searches for bills or lists them all.

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 Ibexa Connect should return during one execution cycle.

Users

Search Users

Searches for users or lists them all.

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 Ibexa Connect should return during one execution cycle.

Other

Make an API Call

Performs an arbitrary authorized API call.

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

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

In our example, 3 bills were returned: