# Clio integration > Legal practice management API for Clio Manage — matters, contacts, activities/time entries, billing, trust accounting, calendaring, documents, and tasks. - Authentication: oauth2 ## Tools (300) - **Change Safe Custody Record State**: Transition the custody state of a SafeCustodyRecord - **Clear My Notification**: Clear (delete) a single in-app notification event - **Copy Document**: Copy a Document - **Copy Task Template List**: Copy a TaskTemplateList - **Create Activity**: Create a new Activity - **Create Activity Description**: Create a new ActivityDescription - **Create Activity Rate**: Create a new ActivityRate - **Create Bank Account**: Create a new BankAccount - **Create Bank Transaction**: Create a new BankTransaction - **Create Calendar**: Create a new Calendar - **Create Calendar Entry**: Create a new CalendarEntry - **Create Calendar Entry Event Type**: Create a new calendar entry event type - **Create Clio Payments Link**: Create a new ClioPaymentsLink - **Create Comment**: Create a new Comment - **Create Communication**: Create a new Communication - **Create Contact**: Create a new Contact - **Create Conversation Message**: Create a new ConversationMessage - **Create Custom Action**: Create a new CustomAction - **Create Custom Field**: Create a new CustomField - **Create Custom Field Set**: Create a new CustomFieldSet - **Create Damage**: Creating a Damage - **Create Document**: Create a new Document - **Create Document Archive**: Create a new DocumentArchive - **Create Document Automation**: Create a new DocumentAutomation - **Create Document Category**: Create a new DocumentCategory - **Create Document Template**: Create a new DocumentTemplate - **Create Expense Category**: Create a new ExpenseCategory - **Create Folder**: Create a new Folder - **Create Grant**: Create a new grant - **Create Grant Funding Source**: Create a new grant funding source - **Create Group**: Create a new Group - **Create Matter**: Create a new Matter - **Create Matter Docket**: Creates a matter docket - **Create Matter Transfer**: Create a new MatterTransfer - **Create Medical Records Detail**: Creating a Medical Records Detail, Medical Records and Medical Bills - **Create Note**: Create a new Note - **Create Practice Area**: Create a new PracticeArea - **Create Relationship**: Create a new Relationship - **Create Reminder**: Create a new Reminder - **Create Report**: Create a new Report - **Create Report Preset**: Create a new ReportPreset - **Create Report Schedule**: Create a new ReportSchedule - **Create Safe Custody Packet**: Create a new SafeCustodyPacket - **Create Safe Custody Packet Location**: Create a new SafeCustodyPacketLocation - **Create Safe Custody Record**: Create a new SafeCustodyRecord - **Create Task**: Create a new Task - **Create Task Template**: Create a new TaskTemplate - **Create Task Template List**: Create a new TaskTemplateList - **Create Task Type**: Create a new TaskType - **Create Tax Rate Configuration**: Create a new TaxRateConfiguration - **Create Text Snippet**: Create a text snippet - **Create Trust Request**: Create a new TrustRequest - **Create Webhook**: Create a new Webhook - **Delete Activity**: Delete a single Activity - **Delete Activity Description**: Delete a single ActivityDescription - **Delete Activity Rate**: Delete a single ActivityRate - **Delete Bank Account**: Delete a single BankAccount - **Delete Bank Transaction**: Delete a single BankTransaction - **Delete Bill**: Delete or void a Bill - **Delete Calendar**: Delete a single Calendar - **Delete Calendar Entry**: Delete a single CalendarEntry - **Delete Calendar Entry Event Type**: Delete a single calendar entry event type - **Delete Comment**: Delete a single Comment - **Delete Communication**: Delete a single Communication - **Delete Contact**: Delete a single Contact - **Delete Custom Action**: Delete a single CustomAction - **Delete Custom Field**: Delete a single CustomField - **Delete Custom Field Set**: Delete a single CustomFieldSet - **Delete Damage**: Deleting a Damage - **Delete Document**: Delete a single Document - **Delete Document Category**: Delete a single DocumentCategory - **Delete Document Template**: Delete a single DocumentTemplate - **Delete Expense Category**: Delete a single ExpenseCategory - **Delete Folder**: Delete a single Folder - **Delete Grant**: Deletes a single grant - **Delete Grant Funding Source**: Delete a single grant funding source - **Delete Group**: Delete a single Group - **Delete Interest Charge**: Delete a single InterestCharge - **Delete Line Item**: Delete a single LineItem - **Delete Matter**: Delete a single Matter - **Delete Matter Docket**: Deletes the requested matter docket - **Delete Medical Bill**: Destroying a Medical Bill - **Delete Medical Record**: Destroying a Medical Record - **Delete Medical Records Detail**: Destroying a Medical Records Detail - **Delete Note**: Delete a single Note - **Delete Practice Area**: Delete a single PracticeArea - **Delete Relationship**: Delete a single Relationship - **Delete Reminder**: Delete a single Reminder - **Delete Report Preset**: Delete a single ReportPreset - **Delete Report Schedule**: Delete a single ReportSchedule - **Delete Task**: Delete a single Task - **Delete Task Template**: Delete a single TaskTemplate - **Delete Task Template List**: Delete a single TaskTemplateList - **Delete Tax Rate Configuration**: Delete a single TaxRateConfiguration - **Delete Text Snippet**: Destroy a text snippet - **Delete Timer**: Delete a single Timer - **Delete Webhook**: Delete a single Webhook - **Download Document**: Download the Document. Will return a 303 See Other redirecting to the download URL for the Document - **Download Document Archive**: Download the DocumentArchive. Will return a 303 See Other redirecting to the download URL for the DocumentArchive - **Download Document Template**: Get the contents of the DocumentTemplate - **Download Report**: Download the completed Report - **Generate Report From Preset**: Generate a new report for a given preset - **Get Activity**: Return the data for a single Activity - **Get Activity Description**: Return the data for a single ActivityDescription - **Get Activity Rate**: Return the data for a single ActivityRate - **Get Allocation**: Return the data for a single Allocation - **Get Bank Account**: Return the data for a single BankAccount - **Get Bank Transaction**: Return the data for a single BankTransaction - **Get Bank Transfer**: Return the data for a single BankTransfer - **Get Bill**: Return the data for a single Bill - **Get Billing Settings**: Return the billing settings - **Get Calendar**: Return the data for a single Calendar - **Get Calendar Entry**: Return the data for a single CalendarEntry - **Get Calendar Entry Event Type**: Return the data for a single calendar entry event type - **Get Clio Payments Link**: Return the data for a single ClioPaymentsLink - **Get Clio Payments Payment**: Return the data for a single ClioPaymentsPayment - **Get Comment**: Return the data for a single Comment - **Get Communication**: Return the data for a single Communication - **Get Contact**: Return the data for a single Contact - **Get Conversation**: Return the data for a single Conversation - **Get Conversation Message**: Return the data for a single ConversationMessage - **Get Credit Memo**: Return the data for a single CreditMemo - **Get Current User**: Return the data for the current User - **Get Custom Action**: Return the data for a single CustomAction - **Get Custom Field**: Return the data for a single CustomField - **Get Custom Field Set**: Return the data for a single CustomFieldSet - **Get Damage**: Return a specific Damage - **Get Document**: Return the data for a single Document - **Get Document Archive**: Return the data for a single DocumentArchive - **Get Document Automation**: Return the data for a single DocumentAutomation - **Get Document Category**: Return the data for a single DocumentCategory - **Get Document Template**: Return the data for a single DocumentTemplate - **Get Expense Category**: Return the data for a single ExpenseCategory - **Get Folder**: Return the data for a single Folder - **Get Grant**: Return the data for a single grant - **Get Group**: Return the data for a single Group - **Get Jurisdiction**: Return the data for the jurisdiction - **Get Jurisdiction Trigger**: Return the data for the trigger - **Get Matter**: Return the data for a single Matter - **Get Matter Client**: Return the client data for a single matter - **Get Matter Docket**: Return the data for the matter docket - **Get Matter Transfer**: Return the data for a single MatterTransfer - **Get Medical Records Detail**: Return the data for a single Medical Records Detail - **Get Note**: Return the data for a single Note - **Get Practice Area**: Return the data for a single PracticeArea - **Get Relationship**: Return the data for a single Relationship - **Get Reminder**: Return the data for a single Reminder - **Get Report**: Return the data for a single Report - **Get Report Preset**: Return the data for a single ReportPreset - **Get Report Schedule**: Return the data for a single ReportSchedule - **Get Running Timer**: Return the data for a single Timer - **Get Safe Custody Packet**: Return the data for a single SafeCustodyPacket - **Get Safe Custody Record**: Return the data for a single SafeCustodyRecord - **Get Service Type**: Return the data for the service type - **Get Task**: Return the data for a single Task - **Get Task Calendar**: Return the data for a single CalendarVisibility - **Get Task Template**: Return the data for a single TaskTemplate - **Get Task Template List**: Return the data for a single TaskTemplateList - **Get Task Type**: Return the data for a single TaskType - **Get Tax Rate Configuration**: Return the data for a single TaxRateConfiguration - **Get Text Snippet**: Return the data for the text snippet - **Get Unread Notification Count**: Unread in-app notification events - **Get User**: Return the data for a single User - **Get UTBMS Code**: Return the data for a single UtbmsCode - **Get Webhook**: Return the data for a single Webhook - **List Activities**: Return the data for all Activities - **List Activity Descriptions**: Return the data for all ActivityDescriptions - **List Activity Rates**: Return the data for all ActivityRates - **List Allocations**: Return the data for all Allocations - **List Bank Accounts**: Return the data for all BankAccounts - **List Bank Transactions**: Return the data for all BankTransactions - **List Billable Clients**: Return the data for all BillableClients - **List Billable Matter IDs**: Returns the unique identifiers of all BillableMatter - **List Billable Matters**: Return the data for all BillableMatters - **List Bills**: Return the data for all Bills - **List Bill Themes**: Return the data for all BillThemes - **List Calendar Entries**: Return the data for all CalendarEntries - **List Calendar Entry Event Types**: Return the data for all calendar entry event types - **List Calendars**: Return the data for all Calendars - **List Clio Payments Links**: Return the data for all ClioPaymentsLinks - **List Clio Payments Payments**: Return the data for all ClioPaymentsPayments - **List Comments**: Return the data for all Comments - **List Communications**: Return the data for all Communications - **List Contact Email Addresses**: Return the data for all EmailAddresses - **List Contact Phone Numbers**: Return the data for all PhoneNumbers - **List Contacts**: Return the data for all Contacts - **List Conversation Messages**: Return the data for all ConversationMessages - **List Conversations**: Return the data for all Conversations - **List Credit Memos**: Return the data for all CreditMemos - **List Currencies**: Return the data for all Currencies - **List Custom Actions**: Return the data for all CustomActions - **List Custom Fields**: Return the data for all CustomFields - **List Custom Field Sets**: Return the data for all CustomFieldSets - **List Damages**: Return the data for all Damages - **List Document Automations**: Return the data for all DocumentAutomations - **List Document Categories**: Return the data for all DocumentCategories - **List Documents**: Return the data for all Documents - **List Document Templates**: Return the data for all DocumentTemplates - **List Document Versions**: Return the data for all DocumentVersions - **List Expense Categories**: Return the data for all ExpenseCategories - **List Folder Contents**: Return the data of the contents of a Folder - **List Folders**: Return the data for all Folders - **List Grant Funding Sources**: Return the data for all grant funding sources - **List Grants**: Return the data for all grants - **List Groups**: Return the data for all Groups - **List Interest Charges**: Return the data for all InterestCharges - **List Jurisdictions**: Return the data for all jurisdictions - **List Jurisdiction Triggers**: Return the data for all triggers - **List LAUK Civil Certificated Rates**: List Civil Certificated Rates - **List LAUK Civil Controlled Rates**: List Civil Controlled Rates - **List LAUK Criminal Controlled Rates**: List Criminal Controlled Rates - **List LAUK Expense Categories**: List Expense Categories - **List Line Items**: Return the data for all LineItems - **List Log Entries**: Return the data for all LogEntries - **List Matter Contacts**: Return the related contact data for a single matter - **List Matter Dockets**: Return the data for all matter dockets - **List Matter Related Contacts**: Return the related contact data for a single matter - **List Matters**: Return the data for all Matters - **List Matter Stages**: Return the data for all MatterStages - **List Medical Records Details**: Return the data for all Medical Records Details - **List My Notifications**: Return the data for all of my in-app notification events - **List Notes**: Return the data for all Notes - **List Outstanding Client Balances**: Return the data for all OutstandingClientBalances - **List Practice Areas**: Return the data for all PracticeAreas - **List Relationships**: Return the data for all Relationships - **List Reminders**: Return the data for all Reminders - **List Report Presets**: Return the data for all ReportPresets - **List Reports**: Return the data for all Reports - **List Report Schedules**: Return the data for all ReportSchedules - **List Safe Custody Packet Locations**: Return the data for all SafeCustodyPacketLocations - **List Safe Custody Packets**: Return the data for all SafeCustodyPackets - **List Safe Custody Records**: Return the data for all SafeCustodyRecords - **List Service Types**: Return the data for all service types - **List Task Calendars**: Return the data for all CalendarVisibilities - **List Tasks**: Return the data for all Tasks - **List Task Template Lists**: Return the data for all TaskTemplateLists - **List Task Templates**: Return the data for all TaskTemplates - **List Task Types**: Return the data for all TaskTypes - **List Tax Rate Configurations**: Return the data for all TaxRateConfigurations - **List Text Snippets**: Return all text snippets - **List Trust Line Items**: Return the data for all TrustLineItems - **List Users**: Return the data for all Users - **List UTBMS Codes**: Return the data for all UtbmsCodes - **List UTBMS Sets**: Return the data for all the utbms sets - **List Webhooks**: Return the data for all Webhooks - **Preview Bill HTML**: Returns the pre-rendered html for the Bill - **Preview Matter Docket Dates**: Preview calendar dates for the docket - **Save Document Version As Latest**: Save a specific document version as the latest version of the document - **Start Timer**: Create a new Timer - **Update Activity**: Update a single Activity - **Update Activity Description**: Update a single ActivityDescription - **Update Activity Rate**: Update a single ActivityRate - **Update Bank Account**: Update a single BankAccount - **Update Bank Transaction**: Update a single BankTransaction - **Update Bill**: Update a single Bill - **Update Bill Theme**: Update a single BillTheme - **Update Calendar**: Update a single Calendar - **Update Calendar Entry**: Update a single CalendarEntry - **Update Calendar Entry Event Type**: Update a single calendar entry event type - **Update Clio Payments Link**: Update a single ClioPaymentsLink - **Update Comment**: Update a single Comment - **Update Communication**: Update a single Communication - **Update Contact**: Update a single Contact - **Update Conversation**: Update a single Conversation - **Update Custom Action**: Update a single CustomAction - **Update Custom Field**: Update a single CustomField - **Update Custom Field Set**: Update a single CustomFieldSet - **Update Damage**: Updating a Damage - **Update Document**: Update a single Document - **Update Document Category**: Update a single DocumentCategory - **Update Document Template**: Update a single DocumentTemplate - **Update Expense Category**: Update a single ExpenseCategory - **Update Folder**: Update a single Folder - **Update Grant**: Update a single grant - **Update Grant Funding Source**: Update a single grant funding source - **Update Group**: Update a single Group - **Update Line Item**: Update a single LineItem - **Update Matter**: Update a single Matter - **Update Matter Transfer**: Update a single MatterTransfer - **Update Medical Bill**: Updating a Medical Bill - **Update Medical Record**: Updating a Medical Record - **Update Medical Records Detail**: Updating a Medical Records Detail - **Update My Notification**: Mark a single in-app notification event as read/unread - **Update Note**: Update a single Note - **Update Practice Area**: Update a single PracticeArea - **Update Relationship**: Update a single Relationship - **Update Reminder**: Update a single Reminder - **Update Report Preset**: Update a single ReportPreset - **Update Report Schedule**: Update a single ReportSchedule - **Update Safe Custody Packet**: Update a single SafeCustodyPacket - **Update Safe Custody Record**: Update a single SafeCustodyRecord - **Update Task**: Update a single Task - **Update Task Calendar**: Update a single CalendarVisibility - **Update Task Template**: Update a single TaskTemplate - **Update Task Template List**: Update a single TaskTemplateList - **Update Task Type**: Update a single TaskType - **Update Tax Rate Configuration**: Update a single TaxRateConfiguration - **Update Text Snippet**: Update a text snippet - **Update Trust Line Item**: Update a single TrustLineItem - **Update Webhook**: Update a single Webhook ## Related prompts - [File signed Docusign documents into the right Clio matter](https://www.generalinput.com/prompts/file-signed-docusign-documents-into-the-right-clio-matter.md) - [Turn client intake forms into Clio matters and contacts](https://www.generalinput.com/prompts/turn-client-intake-forms-into-clio-matters-and-contacts.md) - [Auto-onboard new Clio matters with tasks and tracking](https://www.generalinput.com/prompts/auto-onboard-new-clio-matters-with-tasks-and-tracking.md) - [Weekly unbilled legal work digest to protect revenue](https://www.generalinput.com/prompts/weekly-unbilled-legal-work-digest-to-protect-revenue.md) Connect Clio in General Input: https://www.generalinput.com/apps/clio