Requirements
Connecting Clio Manage takes an active account plus OAuth client credentials, granted by signing in with your account — no other setup is required.[3]
Get your Clio Manage credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Base URLselectRequired
Select the Clio production server for the applicable region.
[1] - Client IDtextRequired
Create a developer application in your Clio developer account (https://docs.developers.clio.com/api-docs/clio-manage/applications/), then copy the Key shown in the application settings. This is your client ID.
[1] - Client SecretpasswordRequired
In the same Clio developer application, copy the Secret shown in the application settings; this is your client secret.
[1]
Connect Clio Manage in WEXTL
- Log in to your WEXTL account, add the Clio Manage node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Clio Manage account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Clio Manage node modules
The list below is a reference of every Clio Manage node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Clio Manage node module below to see exactly what it takes in, what it returns, and what connection it needs.
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Type | text |
Date | date |
Quantity in hours | number |
Rounded quantity in hours | number |
Quantity | number |
Rounded quantity | number |
36other output fields
Output fields[3]
| Field | Type |
|---|---|
Account number | text |
Balance | number |
Bank transactions count | number |
Clio payment page link | text |
Clio payment page qr code | text |
Clio payments enabled | boolean |
Compliance region | text |
Controlled account | boolean |
17other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Type | text |
Etag | text |
Created at | date |
Updated at | date |
Bank account ID | number |
Source | text |
Confirmation | text |
18other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | text |
Issued at | date |
Created at | date |
Due at | date |
Tax rate | number |
Secondary tax rate | number |
48other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Etag | text |
Summary | text |
Description | text |
Location | text |
Start at | date |
Start date | date |
Start time | text |
24other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Color | text |
Light color | text |
Court rules default calendar | boolean |
Name | text |
Permission | text |
Type | text |
5other output fields
Output fields[3]
| Field | Type |
|---|---|
Active | boolean |
Amount | number |
Created at | date |
Currency | text |
Description | text |
Email address | |
Etag | text |
Expires at | date |
10other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Subject | text |
Body | text |
Type | text |
Date | date |
Time entries count | number |
Created at | date |
11other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
First name | text |
Middle name | text |
Last name | text |
Date of birth | date |
Type | text |
43other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Date | date |
Body | text |
Created at | date |
Updated at | date |
Sender | object |
Document | object |
ID | number |
Etag | text |
Created at | text |
Updated at | text |
Deleted at | text |
Type | text |
Locked | boolean |
Name | text |
Received at | text |
Filename | text |
2other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Archived | boolean |
Read only | boolean |
Current user is member | boolean |
Subject | text |
Message count | number |
Time entries count | number |
9other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
12other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Size | number |
Content type | text |
Filename | text |
Created at | date |
Updated at | date |
Document category | object |
ID | number |
Etag | text |
Name | text |
Created at | text |
Updated at | text |
1other output field
Output fields[3]
| Field | Type |
|---|---|
FieldsRequired | text |
ModelRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
8other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Funding code | text |
Funding code and name | text |
Funding source name | text |
Created at | date |
Updated at | date |
4other output fields
Output fields[3]
| Field | Type |
|---|---|
Client connect user | boolean |
Etag | text |
ID | number |
Name | text |
Type | text |
Updated at | date |
Users | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Date | text |
Description | text |
Total | number |
Created at | date |
Updated at | date |
Bill | object |
ID | number |
Etag | text |
Number | text |
Issued at | text |
Created at | text |
Due at | text |
Tax rate | number |
Secondary tax rate | number |
Updated at | text |
Subject | text |
2other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Bills follow up date | date |
Bills request date | date |
Bills status | text |
Description | text |
In treatment | boolean |
Records follow up date | date |
10other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Type | text |
Subject | text |
Detail | text |
Detail text type | text |
Date | date |
Created at | date |
7other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Duration | number |
Next delivery at | date |
State | text |
Created at | date |
Updated at | date |
Notification method | object |
ID | number |
Etag | text |
Type | text |
Email address | text |
Is default email address | boolean |
Created at | text |
Updated at | text |
1other output field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Description text type | text |
Priority | text |
Private | boolean |
Created at | date |
7other output fields
Output fields[3]
| Field | Type |
|---|---|
Account owner | boolean |
Clio connect | boolean |
Court rules default attendee | boolean |
Created at | date |
Default calendar ID | number |
Email | |
Enabled | boolean |
Etag | text |
19other output fields
Input fields[3]
| Field | Type |
|---|---|
Reminder IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Duration | number |
Next delivery at | date |
State | text |
Created at | date |
Updated at | date |
Notification method | object |
ID | number |
Etag | text |
Type | text |
Email address | text |
Is default email address | boolean |
Created at | text |
Updated at | text |
1other output field
Output fields[3]
| Field | Type |
|---|---|
Account owner | boolean |
Clio connect | boolean |
Court rules default attendee | boolean |
Created at | date |
Default calendar ID | number |
Email | |
Enabled | boolean |
Etag | text |
19other output fields
Input fields[3]
| Field | Type |
|---|---|
Activity Description ID | choice |
Calendar Entry ID | choice |
Communication ID | choice |
Contact Note ID | choice |
Created Since | date |
End Date | date |
Expense Category ID | choice |
Flat Rate | boolean |
14other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Type | text |
Date | date |
Quantity in hours | number |
Rounded quantity in hours | number |
Quantity | number |
Rounded quantity | number |
36other output fields
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Activity Description IDs | choice |
Updated Since | date |
User ID | choice |
Flat Rate | boolean |
Rate For | object |
Matter ID | choice |
User ID | choice |
Type | choice |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Visible to co counsel | boolean |
Created at | date |
Updated at | date |
Default | boolean |
12other output fields
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Bank Account IDs | choice |
Order | choice |
Show Empty Accounts | boolean |
Status | choice |
Type | choice |
Updated Since | date |
User ID | choice |
1other input field
Output fields[3]
| Field | Type |
|---|---|
Account number | text |
Balance | number |
Bank transactions count | number |
Clio payment page link | text |
Clio payment page qr code | text |
Clio payments enabled | boolean |
Compliance region | text |
Controlled account | boolean |
17other output fields
Input fields[3]
| Field | Type |
|---|---|
Bank Account ID | choice |
Client ID | choice |
Matter ID | choice |
Bank Transaction IDs | choice |
Created Since | date |
Updated Since | date |
Order | text |
Page Token | text |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Type | text |
Etag | text |
Created at | date |
Updated at | date |
Bank account ID | number |
Source | text |
Confirmation | text |
18other output fields
Input fields[3]
| Field | Type |
|---|---|
Client ID | choice |
Currency ID | number |
Matter ID | choice |
Originating Attorney ID | text |
Responsible Attorney ID | choice |
Bill Number | text |
Created Since | date |
Custom Field Values | text |
18other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Unbilled hours | number |
Unbilled amount | number |
Amount in trust | number |
Name | text |
Billable matters count | number |
Billable matters | array |
Input fields[3]
| Field | Type |
|---|---|
Client ID | choice |
Currency ID | number |
Matter ID | choice |
Originating Attorney ID | text |
Responsible Attorney ID | choice |
Bill Number | text |
Created Since | date |
Custom Field Values | text |
16other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | text |
Issued at | date |
Created at | date |
Due at | date |
Tax rate | number |
Secondary tax rate | number |
48other output fields
Input fields[3]
| Field | Type |
|---|---|
Calendar ID | choice |
Created Since | date |
Expanded | boolean |
External Property Name | text |
External Property Value | text |
From | date |
Has Court Rule | boolean |
Calendar Entry IDs | choice |
9other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Etag | text |
Summary | text |
Description | text |
Location | text |
Start at | date |
Start date | date |
Start time | text |
24other output fields
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Filter Inactive Users | boolean |
Calendar IDs | choice |
Order | choice |
Owner | boolean |
Source | choice |
Type | choice |
Updated Since | date |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Color | text |
Light color | text |
Court rules default calendar | boolean |
Name | text |
Permission | text |
Type | text |
5other output fields
Input fields[3]
| Field | Type |
|---|---|
Contact ID | choice |
Created Since | date |
Date | date |
External Property Name | text |
External Property Value | text |
Having Time Entries | boolean |
Communication IDs | choice |
Matter ID | choice |
9other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Subject | text |
Body | text |
Type | text |
Date | date |
Time entries count | number |
Created at | date |
11other output fields
Input fields[3]
| Field | Type |
|---|---|
Client Only | boolean |
Clio Connect Only | boolean |
Created Since | date |
Custom Field IDs | choice |
Custom Field Value Operator | choice |
Email Only | boolean |
Exclude Contact IDs | choice |
Contact IDs | choice |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
First name | text |
Middle name | text |
Last name | text |
Date of birth | date |
Type | text |
43other output fields
Input fields[3]
| Field | Type |
|---|---|
Conversation IDRequired | choice |
Created Since | date |
Order | choice |
Query | text |
Updated Since | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Date | date |
Body | text |
Created at | date |
Updated at | date |
Sender | object |
Document | object |
ID | number |
Etag | text |
Created at | text |
Updated at | text |
Deleted at | text |
Type | text |
Locked | boolean |
Name | text |
Received at | text |
Filename | text |
2other output fields
Input fields[3]
| Field | Type |
|---|---|
Archived | boolean |
Contact ID | choice |
Created Since | date |
Date | date |
For User | boolean |
Conversation IDs | choice |
Matter ID | choice |
Order | choice |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Archived | boolean |
Read only | boolean |
Current user is member | boolean |
Subject | text |
Message count | number |
Time entries count | number |
9other output fields
Input fields[3]
| Field | Type |
|---|---|
Contact ID | choice |
Created Since | date |
Document Category ID | choice |
External Property Name | text |
External Property Value | text |
Document IDs | choice |
Include Deleted | boolean |
Locked | boolean |
8other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
12other output fields
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Document Template IDs | choice |
Order | choice |
Updated Since | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Size | number |
Content type | text |
Filename | text |
Created at | date |
Updated at | date |
Document category | object |
ID | number |
Etag | text |
Name | text |
Created at | text |
Updated at | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
Contact ID | choice |
Created Since | date |
Document Category ID | choice |
External Property Name | text |
External Property Value | text |
Folder IDs | choice |
Include Deleted | boolean |
Matter ID | choice |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
8other output fields
Input fields[3]
| Field | Type |
|---|---|
Bill ID | choice |
Created Since | date |
Exclude IDs | choice |
IDs | choice |
Updated Since | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Date | text |
Description | text |
Total | number |
Created at | date |
Updated at | date |
Bill | object |
ID | number |
Etag | text |
Number | text |
Issued at | text |
Created at | text |
Due at | text |
Tax rate | number |
Secondary tax rate | number |
Updated at | text |
Subject | text |
2other output fields
Input fields[3]
| Field | Type |
|---|---|
Billable | boolean |
Client ID | choice |
Created Since | date |
Currency ID | choice |
Custom Field IDs | choice |
Evergreen Retainer Filter | boolean |
Grant ID | text |
Group ID | text |
12other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Fields | text |
Medical Record IDs | choice |
Treatment End Date | date |
Treatment Start Date | date |
Updated Since | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Bills follow up date | date |
Bills request date | date |
Bills status | text |
Description | text |
In treatment | boolean |
Records follow up date | date |
10other output fields
Input fields[3]
| Field | Type |
|---|---|
TypeRequired | choice |
Contact ID | choice |
Created Since | date |
Has Time Entries | boolean |
Matter ID | choice |
Order | choice |
Query | text |
Updated Since | date |
1other input field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Type | text |
Subject | text |
Detail | text |
Detail text type | text |
Date | date |
Created at | date |
7other output fields
Input fields[3]
| Field | Type |
|---|---|
Contact ID | choice |
Last Paid End Date | date |
Last Paid Start Date | date |
Newest Bill Due End Date | date |
Newest Bill Due Start Date | date |
Originating Attorney ID | number |
Page Token | text |
Responsible Attorney ID | number |
1other input field
Output fields[3]
| Field | Type |
|---|---|
Associated matter ids | array |
Etag | text |
ID | number |
Last payment date | date |
Last shared date | date |
Newest issued bill due date | date |
Pending payments total | number |
Reminders enabled | boolean |
6other output fields
Input fields[3]
| Field | Type |
|---|---|
Created since | date |
Reminder IDs | choice |
Notification method ID | choice |
Order | choice |
State | choice |
Subject ID | choice |
Subject type | choice |
Updated since | date |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Duration | number |
Next delivery at | date |
State | text |
Created at | date |
Updated at | date |
Notification method | object |
ID | number |
Etag | text |
Type | text |
Email address | text |
Is default email address | boolean |
Created at | text |
Updated at | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
Assignee ID | choice |
Assignee Type | choice |
Assigner ID | choice |
Cascading Source ID | text |
Client ID | choice |
Complete | boolean |
Created Since | date |
Due Date From | date |
16other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Task Template IDs | choice |
Order | choice |
Priority | choice |
Query | text |
Task Template List ID | choice |
Updated Since | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Description text type | text |
Priority | text |
Private | boolean |
Created at | date |
7other output fields
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Enabled | boolean |
User IDs | choice |
Include Co-Counsel | boolean |
Name | text |
Order | choice |
Pending Setup | boolean |
Role | choice |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
Account owner | boolean |
Clio connect | boolean |
Court rules default attendee | boolean |
Created at | date |
Default calendar ID | number |
Email | |
Enabled | boolean |
Etag | text |
19other output fields
Input fields[3]
| Field | Type |
|---|---|
CurrencyRequired | text |
NameRequired | text |
TypeRequired | choice |
Account Number | text |
Balance | number |
Client | object |
Client ID | choice |
Controlled Account | boolean |
Default Account | boolean |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
Account number | text |
Balance | number |
Bank transactions count | number |
Clio payment page link | text |
Clio payment page qr code | text |
Clio payments enabled | boolean |
Compliance region | text |
Controlled account | boolean |
17other output fields
Input fields[3]
| Field | Type |
|---|---|
AmountRequired | number |
Bank AccountRequired | object |
Bank Account IDRequired | choice |
Bank Account Transaction Type | text |
DateRequired | date |
Client | object |
Client ID | choice |
Confirmation | text |
Currency | text |
Description | text |
Exchange Rate | number |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Type | text |
Etag | text |
Created at | date |
Updated at | date |
Bank account ID | number |
Source | text |
Confirmation | text |
18other output fields
Input fields[3]
| Field | Type |
|---|---|
Calendar OwnerRequired | object |
Calendar IDRequired | choice |
End AtRequired | date |
Start AtRequired | date |
SummaryRequired | text |
Deleted | choice |
All Day | boolean |
Attendees | array |
ID | text |
Type | choice |
Destroy | boolean |
Calendar Entry Event Type | object |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Etag | text |
Summary | text |
Description | text |
Location | text |
Start at | date |
Start date | date |
Start time | text |
24other output fields
Input fields[3]
| Field | Type |
|---|---|
CurrencyRequired | text |
DescriptionRequired | text |
Destination accountRequired | object |
Bank Account IDRequired | choice |
DurationRequired | date |
SubjectRequired | object |
IDRequired | text |
TypeRequired | choice |
Amount | number |
Destination contact | object |
ID | number |
Email address | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
Active | boolean |
Amount | number |
Created at | date |
Currency | text |
Description | text |
Email address | |
Etag | text |
Expires at | date |
10other output fields
Input fields[3]
| Field | Type |
|---|---|
BodyRequired | text |
Received AtRequired | date |
SubjectRequired | text |
TypeRequired | choice |
External Properties | array |
Name | text |
Value | text |
Matter | object |
Matter ID | choice |
Notification Event Subscribers | array |
User IDRequired | choice |
Receivers | array |
Deleted | boolean |
ID | text |
Type | choice |
1other input field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Subject | text |
Body | text |
Type | text |
Date | date |
Time entries count | number |
Created at | date |
11other output fields
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
TypeRequired | choice |
Addresses | array |
Name | choice |
Street | text |
City | text |
Province | text |
Postal Code | text |
Country | text |
Avatar | object |
Image | text |
Destroy | boolean |
Clio Connect Email | text |
Co-Counsel Rate | object |
Rate | number |
Custom Field Set Associations | array |
Custom Field SetRequired | object |
Display Order | number |
Custom Field Values | array |
ValueRequired | text |
Custom FieldRequired | object |
15other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
First name | text |
Middle name | text |
Last name | text |
Date of birth | date |
Type | text |
43other output fields
Input fields[3]
| Field | Type |
|---|---|
BodyRequired | text |
ReceiversRequired | array |
Receiver IDRequired | text |
Receiver TypeRequired | choice |
SubjectRequired | text |
Attachment | object |
Document ID | choice |
Document Version ID | choice |
Conversation | object |
Conversation ID | choice |
Matter | object |
Matter ID | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Date | date |
Body | text |
Created at | date |
Updated at | date |
Sender | object |
Document | object |
ID | number |
Etag | text |
Created at | text |
Updated at | text |
Deleted at | text |
Type | text |
Locked | boolean |
Name | text |
Received at | text |
Filename | text |
2other output fields
Input fields[3]
| Field | Type |
|---|---|
Document nameRequired | text |
ParentRequired | object |
Parent IDRequired | choice |
Parent typeRequired | choice |
Communication ID | choice |
Content type | text |
Document category | object |
Document category ID | choice |
External properties | array |
Name | text |
Value | text |
Filename | text |
Multipart parts | array |
Part numberRequired | number |
Content lengthRequired | text |
Content MD5 | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
12other output fields
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
ParentRequired | object |
Parent IDRequired | choice |
Parent TypeRequired | choice |
Document Category | object |
Document Category ID | choice |
External Properties | array |
Name | text |
Value | text |
Restore | boolean |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
8other output fields
Input fields[3]
| Field | Type |
|---|---|
ClientRequired | object |
Client IDRequired | choice |
DescriptionRequired | text |
Billable | boolean |
Client Reference | text |
Close Date | date |
Currency | object |
Custom Field Set Associations | array |
Custom Field SetRequired | object |
Display Order | number |
Custom Field Values | array |
ValueRequired | text |
Custom FieldRequired | object |
24other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Input fields[3]
| Field | Type |
|---|---|
Bills StatusRequired | choice |
In TreatmentRequired | boolean |
Matter IDRequired | choice |
Medical Provider IDRequired | choice |
Bills Follow-Up Date | date |
Bills Request Date | date |
Description | text |
Medical Bills | array |
AdjustmentRequired | number |
AmountRequired | number |
BalanceRequired | number |
NameRequired | text |
Mark Balance Type AsRequired | choice |
Bill Date | date |
Bill Received Date | date |
Document ID | text |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Bills follow up date | date |
Bills request date | date |
Bills status | text |
Description | text |
In treatment | boolean |
Records follow up date | date |
10other output fields
Input fields[3]
| Field | Type |
|---|---|
DateRequired | date |
TypeRequired | choice |
Input Tax Settings | array |
Tax Settings | array |
Activity Description | object |
UTBMS Task ID | number |
UTBMS Activity ID | number |
Activity Description ID | choice |
Calendar Entry | object |
Calendar Entry ID | choice |
Client Portal | object |
ID | number |
Communication | object |
Communication ID | choice |
17other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Type | text |
Date | date |
Quantity in hours | number |
Rounded quantity in hours | number |
Quantity | number |
Rounded quantity | number |
36other output fields
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
Currency | object |
Default | boolean |
Description | text |
Groups | array |
Rate | object |
Amount | number |
Non-Billable Amount | number |
Type | choice |
Visible to Co-Counsel | boolean |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Visible to co counsel | boolean |
Created at | date |
Updated at | date |
Default | boolean |
12other output fields
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
Input Tax Settings | array |
Tax Settings | array |
Currency | object |
Description | text |
Entry Type | choice |
Groups | array |
Rate | number |
1other input field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Rate | number |
Entry type | text |
Created at | date |
Updated at | date |
8other output fields
Input fields[3]
| Field | Type |
|---|---|
Notification MethodRequired | object |
Notification Method IDRequired | choice |
SubjectRequired | object |
Subject IDRequired | choice |
Subject TypeRequired | choice |
Duration Unit | choice |
Duration Value | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Duration | number |
Next delivery at | date |
State | text |
Created at | date |
Updated at | date |
Notification method | object |
ID | number |
Etag | text |
Type | text |
Email address | text |
Is default email address | boolean |
Created at | text |
Updated at | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
AssigneeRequired | object |
IDRequired | choice |
TypeRequired | choice |
DescriptionRequired | text |
NameRequired | text |
Cascading | boolean |
Cascading Offset | number |
Cascading Offset Polarity | choice |
Cascading Offset Type | choice |
Cascading Source | text |
11other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
Cascading | boolean |
Cascading offset | number |
Cascading offset polarity | choice |
Cascading offset type | choice |
Cascading source | object |
ID | text |
Description | text |
Description text type | choice |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Description text type | text |
Priority | text |
Private | boolean |
Created at | date |
7other output fields
Input fields[3]
| Field | Type |
|---|---|
Bank Account IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Bank Transaction IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Bill IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Calendar IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Calendar Entry IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Communication IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Document IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Document Template IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Folder IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Grant IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Group IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Matter IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Medical Records Detail IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Activity IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Activity Description IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Activity Rate IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Expense Category IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
TypeRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Reminder IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Task Template IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Bank Account IDRequired | choice |
Currency | text |
Name | text |
Type | choice |
Account Number | text |
Balance | number |
Client | object |
Client ID | choice |
Controlled Account | boolean |
8other input fields
Output fields[3]
| Field | Type |
|---|---|
Account number | text |
Balance | number |
Bank transactions count | number |
Clio payment page link | text |
Clio payment page qr code | text |
Clio payments enabled | boolean |
Compliance region | text |
Controlled account | boolean |
17other output fields
Input fields[3]
| Field | Type |
|---|---|
Bank Transaction IDRequired | choice |
Amount | number |
Bank Account | object |
Bank Account ID | choice |
Bank Account Transaction Type | text |
Date | date |
Client | object |
Client ID | choice |
Confirmation | text |
Currency | text |
Description | text |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Type | text |
Etag | text |
Created at | date |
Updated at | date |
Bank account ID | number |
Source | text |
Confirmation | text |
18other output fields
Input fields[3]
| Field | Type |
|---|---|
Bill IDRequired | choice |
Bill Theme | object |
Bill Theme ID | choice |
Currency ID | number |
Discount | object |
Discount Rate | number |
Discount Type | choice |
Discount Note | text |
Due Date | date |
Interest | object |
Interest Rate | number |
Interest Type | choice |
Interest Period | number |
Issued Date | date |
Memo | text |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | text |
Issued at | date |
Created at | date |
Due at | date |
Tax rate | number |
Secondary tax rate | number |
48other output fields
Input fields[3]
| Field | Type |
|---|---|
Calendar Entry IDRequired | choice |
Calendar Owner | object |
Calendar ID | choice |
End At | date |
Start At | date |
Summary | text |
Deleted | choice |
All Day | boolean |
Attendees | array |
ID | text |
Type | choice |
Destroy | boolean |
8other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Etag | text |
Summary | text |
Description | text |
Location | text |
Start at | date |
Start date | date |
Start time | text |
24other output fields
Input fields[3]
| Field | Type |
|---|---|
Clio Payments Link IDRequired | choice |
Currency | text |
Description | text |
Destination account | object |
Bank Account ID | choice |
Duration | number |
Subject | object |
ID | text |
Type | choice |
Amount | number |
Destination contact | object |
ID | number |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
Active | boolean |
Amount | number |
Created at | date |
Currency | text |
Description | text |
Email address | |
Etag | text |
Expires at | date |
10other output fields
Input fields[3]
| Field | Type |
|---|---|
Communication IDRequired | choice |
Body | text |
Received At | date |
Subject | text |
Type | choice |
External Properties | array |
Name | text |
Value | text |
Matter | object |
Matter ID | choice |
Notification Event Subscribers | array |
User ID | choice |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Subject | text |
Body | text |
Type | text |
Date | date |
Time entries count | number |
Created at | date |
11other output fields
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Name | text |
Type | choice |
Addresses | array |
Name | choice |
Street | text |
City | text |
Province | text |
Postal Code | text |
Country | text |
Avatar | object |
Image | text |
Destroy | boolean |
Clio Connect Email | text |
Co-Counsel Rate | object |
Rate | number |
Custom Field Set Associations | array |
Custom Field Set | object |
Display Order | number |
16other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
First name | text |
Middle name | text |
Last name | text |
Date of birth | date |
Type | text |
43other output fields
Input fields[3]
| Field | Type |
|---|---|
Document IDRequired | choice |
Document name | text |
Parent | object |
Parent ID | choice |
Parent type | choice |
Communication ID | choice |
Content type | text |
Document category | object |
Document category ID | choice |
External properties | array |
Name | text |
Value | text |
Filename | text |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
12other output fields
Input fields[3]
| Field | Type |
|---|---|
Document Template IDRequired | choice |
File | text |
Document category | object |
ID | choice |
Filename | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Size | number |
Content type | text |
Filename | text |
Created at | date |
Updated at | date |
Document category | object |
ID | number |
Etag | text |
Name | text |
Created at | text |
Updated at | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
Folder IDRequired | choice |
Name | text |
Parent | object |
Parent ID | choice |
Parent Type | choice |
Document Category | object |
Document Category ID | choice |
External Properties | array |
Name | text |
Value | text |
Restore | boolean |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Created at | date |
Updated at | date |
Deleted at | date |
Type | text |
Locked | boolean |
Name | text |
8other output fields
Input fields[3]
| Field | Type |
|---|---|
Matter IDRequired | choice |
Client | object |
Client ID | choice |
Description | text |
Billable | boolean |
Client Reference | text |
Close Date | date |
Currency | object |
Custom Field Set Associations | array |
Custom Field Set | object |
Display Order | number |
25other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Input fields[3]
| Field | Type |
|---|---|
Medical Records Detail IDRequired | choice |
Bills Status | choice |
In Treatment | boolean |
Matter ID | choice |
Medical Provider ID | choice |
Bills Follow-Up Date | date |
Bills Request Date | date |
Description | text |
8other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Bills follow up date | date |
Bills request date | date |
Bills status | text |
Description | text |
In treatment | boolean |
Records follow up date | date |
10other output fields
Input fields[3]
| Field | Type |
|---|---|
Activity IDRequired | choice |
Date | date |
Type | choice |
Input Tax Settings | array |
Tax Settings | array |
Activity Description | object |
UTBMS Task ID | number |
UTBMS Activity ID | number |
Activity Description ID | choice |
Calendar Entry | object |
Calendar Entry ID | choice |
Client Portal | object |
ID | number |
18other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Type | text |
Date | date |
Quantity in hours | number |
Rounded quantity in hours | number |
Quantity | number |
Rounded quantity | number |
36other output fields
Input fields[3]
| Field | Type |
|---|---|
Activity Description IDRequired | choice |
Name | text |
Currency | object |
Default | boolean |
Description | text |
Groups | array |
Rate | object |
Amount | number |
Non-Billable Amount | number |
Type | choice |
Visible to Co-Counsel | boolean |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Visible to co counsel | boolean |
Created at | date |
Updated at | date |
Default | boolean |
12other output fields
Input fields[3]
| Field | Type |
|---|---|
Expense Category IDRequired | choice |
Name | text |
Input Tax Settings | array |
Tax Settings | array |
Currency | object |
Description | text |
Entry Type | choice |
Groups | array |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Rate | number |
Entry type | text |
Created at | date |
Updated at | date |
8other output fields
Input fields[3]
| Field | Type |
|---|---|
Reminder IDRequired | choice |
Duration Unit | choice |
Duration Value | number |
Notification Method | object |
Notification Method ID | choice |
Subject | object |
Subject ID | choice |
Subject Type | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Duration | number |
Next delivery at | date |
State | text |
Created at | date |
Updated at | date |
Notification method | object |
ID | number |
Etag | text |
Type | text |
Email address | text |
Is default email address | boolean |
Created at | text |
Updated at | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Assignee | object |
ID | choice |
Type | choice |
Description | text |
Name | text |
Cascading | boolean |
Cascading Offset | number |
Cascading Offset Polarity | choice |
Cascading Offset Type | choice |
12other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Number | number |
Display number | text |
Custom number | text |
Currency | object |
ID | number |
Etag | text |
Code | text |
Sign | text |
Created at | date |
Updated at | date |
Description | text |
Status | text |
40other output fields
Input fields[3]
| Field | Type |
|---|---|
Task Template IDRequired | choice |
Name | text |
Cascading | boolean |
Cascading offset | number |
Cascading offset polarity | choice |
Cascading offset type | choice |
Cascading source | object |
ID | text |
Description | text |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Etag | text |
Name | text |
Description | text |
Description text type | text |
Priority | text |
Private | boolean |
Created at | date |
7other output fields
Templates
Look for Clio Manage templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Clio Grow[2]Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake.
- DaySmart VetCloud veterinary practice management for scheduling, records, and client communication.
- CharmHealthCloud EHR for patients, appointments, encounters, and clinical records.
- EasyPracticePractice management software for clinics to schedule appointments, manage clients, and send invoices.
- DentallyBrowser-based dental practice software with charting, recalls, and NHS or private workflows.
References
- WEXTL® Clio Manage Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Clio Manage.
- WEXTL® visual workflow builder data.
Last updated: Oct 18, 2026 14:28