Clio API

Overview

Clio is the dominant cloud practice management platform for law firms, used by more than 150,000 legal professionals across matters, contacts, time entries, billing, documents, and trust accounting. Its REST API v4 is one of the most complete in the legaltech space, covering 282 endpoints across more than 40 resource families.

At production scale, however, three gaps push engineering teams to look beyond the official API. The shared OAuth application rate limit of 3 requests per second becomes a hard ceiling during bulk document operations: moving a large matter archive, syncing billing records across hundreds of clients, or running nightly data pipelines all compete against the same per-application quota, regardless of how many individual users are involved. Certain administrative reporting views visible inside the Clio web interface are not exposed through the API, which forces teams to either build fragile screen-reading scripts or export manually. And maintaining the OAuth token refresh lifecycle across multiple environments adds operational overhead that grows with team size.

Integuru generates a production-ready HTTP API for Clio using direct HTTP requests against the same endpoints the Clio web application uses internally. The result is a managed service that covers the same core workflows as the official API, adds the bulk operations and reporting views the official API omits, and removes the OAuth maintenance burden from your engineering team entirely.

Why Teams Need This Integration

Law firms and legaltech companies request Integuru for Clio across three recurring scenarios.

Bulk document operations at scale. Court filings, matter archives, and client document vaults grow quickly. A team migrating a firm onto a new platform, or running a nightly sync between Clio and an external document management system, will hit the 3-request-per-second limit before completing a single matter folder. Integuru routes these operations through direct HTTP calls that are not subject to the shared OAuth application quota.

Reporting views the official API does not expose. Firm-wide utilization reports, originating attorney breakdowns, and certain trust ledger summaries are available in the Clio web interface but absent from the v4 API. Finance and operations teams that need these numbers in downstream systems (business intelligence tools, billing platforms, partner compensation dashboards) currently extract them by hand or with fragile browser automation. Integuru exposes these views as structured API calls.

Managed maintenance instead of DIY OAuth. OAuth 2.0 token refresh is straightforward until it is not: scope changes, token rotation, and Clio API version migrations all require engineering attention at unpredictable times. Integuru's Production plan includes 24/7 on-call maintenance. When Clio changes something upstream, Integuru's team resolves the break, not yours.

Legal Workflows This Integration Covers

The ten planned actions cover the core operational loop of a litigation or transactional practice:

• Matter management: list_matters and get_matter_detail give downstream systems a complete, structured view of the firm's active caseload, including custom fields that the official API requires explicit fields parameter requests to surface.
• Contact management: list_contacts and create_contact support client intake flows, conflict-check systems, and CRM sync without requiring a manual import step.
• Time and billing: list_time_entries, create_time_entry, and get_billing_summary enable automated time capture from external tools (calendar integrations, email plugins, or AI assistants that draft time entries from correspondence) and push them directly into Clio without the attorney touching the Clio interface.
• Document handling: list_documents and upload_document cover the full document lifecycle, including uploading court filings and correspondence received outside Clio.
• Task tracking: list_tasks feeds external project management tools and deadline tracking systems with live task state from Clio.

Adjacent Integrations

Legal real estate practices often work across court filings, contract review, and commercial property due diligence. The Dealground integration gives the same Integuru account programmatic access to commercial real estate listing data, useful for real estate attorneys and legaltech platforms that track deal flow alongside matter management. The Wefunder integration demonstrates Integuru's approach to authentication-gated financial platforms, a pattern that maps directly to law firm portals with complex login flows.