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Clio Manage

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Clio Manage
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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 Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more, 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 Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more

1. Go to Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more 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 moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more to your scenario.

Watch Matters

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

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
Matter ID	Select or map the Matter ID whose details you want to retrieve.

Create a Matter

Creates a new matter.

Connection Establish a connection to your Clio Manage account.

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.

Connection Establish a connection to your Clio Manage account.

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.

Connection	Establish a connection to your Clio Manage account.
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 moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more to your scenario.

Watch Tasks

Triggers when a task is created, updated or deleted.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
Task ID	Select or map the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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 moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more to your scenario.

Watch Contacts

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

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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 Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more should return during one scenario execution cycle.

Get a Contact

Gets an existing contact.

Connection	Establish a connection to your Clio Manage account.
Contact ID	Select or map the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection Establish a connection to your Clio Manage account.

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.

Connection Establish a connection to your Clio Manage account.

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 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.

Connection	Establish a connection to your Clio Manage account.
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 moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more to your scenario.

Watch Calendar Entries

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

Webhook Name	Enter (map) a name for the webhook.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
Calendar ID	Select or map the Calendar Entry ID whose details you want to retrieve.

Create a Calendar Entry

Creates a new calendar entry.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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 moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more to your scenario.

Watch Communication

Triggers when communication is created, updated or deleted.

Webhook Name	Enter (map) a name for the webhook.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
Communication ID	Select or map the Matter ID whose details you want to retrieve.

Create a Communication

Creates a new communication.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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 moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more to your scenario.

Watch Activities

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

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
Activity ID	Select or map the Activity ID whose details you want to retrieve.

Create an Activity

Creates a new activity.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
Activity ID	Select or map the Activity ID you want to delete.

Folders

Get a Folder

Gets an existing folder.

Connection	Establish a connection to your Clio Manage account.
Folder ID	Select or map the Folder ID whose details you want to retrieve.

Create a Folder

Creates a new folder.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
Folder ID	Select or map the Folder ID you want to delete.

Notes

Watch Notes

Triggers when a new note is created.

Connection	Establish a connection to your Clio Manage account.
Type	Select or map the note type you want to watch: Contact Matter
Limit	Set the maximum number of notes Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more should return during one execution cycle.

Get a Note

Gets an existing note.

Connection	Establish a connection to your Clio Manage account.
Note ID	Select or map the Note ID whose details you want to retrieve.

Create a Note

Creates a new note.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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 moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more to your scenario.

Watch Bills

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

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Clio Manage account.
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.

Connection	Establish a connection to your Clio Manage account.
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 Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more should return during one execution cycle.

Users

Search Users

Searches for users or lists them all.

Connection	Establish a connection to your Clio Manage account.
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 Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more should return during one execution cycle.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Clio Manage account.
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:

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Clio Manage

Getting Started with Clio Manage

Connecting Clio Manage to Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. read more

Matters

Watch Matters

Search Matters

Get a Matter

Create a Matter

Update a Matter

Delete a Matter

Tasks

Watch Tasks

Get a Task

Create a Task

Update a Task

Delete a Task

Contacts

Watch Contacts

Search Contacts

Get a Contact

Create a Contact

Update a Contact

Delete a Contact

Calendar Entries

Watch Calendar Entries

Get a Calendar Entry

Create a Calendar Entry

Update a Calendar Entry

Delete a Calendar Entry

Communications

Watch Communication

Get a Communication

Create a Communication

Update a Communication

Delete a Communication

Activities

Watch Activities

Get an Activity

Create an Activity

Update an Activity

Delete an Activity

Folders

Get a Folder

Create a Folder

Update a Folder

Delete a Folder

Notes

Watch Notes

Get a Note

Create a Note

Update a Note

Delete a Note

Documents

Watch Documents

Upload a Document.

Bills

Watch Bills

Search Bills

Users

Search Users

Other

Example of Use – List Bills

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