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Clio Integration Guide

Integrate Clio Manage with enterprise systems through its versioned REST API, OAuth 2.0 authentication, selected webhook events, and scheduled synchronization workflows.

Clio integration options at a glance

Clio Manage provides a versioned REST API with JSON payloads for reading and writing Contacts, Matters, Activities, Calendar entries, Bills, Documents, and other supported resources. OAuth 2.0 controls application authorization, while webhook subscriptions provide notifications for selected resources and events. Collection endpoints require pagination, and incremental synchronization can use documented filters and modification-date fields where available. Document integrations require separate handling for metadata and binary content. Martini can consume Clio REST endpoints, receive supported webhook callbacks through an exposed API, schedule reconciliation workflows, map JSON structures, and protect OAuth credentials and refresh tokens with environment configuration or secrets.

Integration pointSupported by Clio?Common use casesHow Martini supports it
REST APIsYesClio Manage exposes versioned resource endpoints for Contacts, Matters, Activities, Calendar entries, Bills, Documents, and other supported objects. Integrations can list, retrieve, create, and update resources using JSON.Martini can consume Clio REST endpoints from workflows, paginate collection responses, map JSON payloads, apply business rules, and expose a controlled REST API for downstream callers.
Webhooks / outbound callbacksLimitedClio provides webhook subscriptions for selected resources and event types. Coverage does not imply that every object change produces a callback or that each callback contains the full resource.Martini can expose a REST API endpoint to receive callbacks, validate and deduplicate notifications, retrieve the current Clio resource, and route it through a workflow.
File / attachment APIsYesClio supports document-related API operations for metadata and content associated with Matters or Contacts. File name, MIME type, binary content, associations, and duplicate handling require explicit treatment.Martini can orchestrate metadata and binary transfers, transform document attributes, call downstream file APIs, and separate content retries from ordinary JSON processing.
AuthenticationYesClio applications use OAuth 2.0 with client credentials, bearer access tokens, permissions, scopes, and token refresh handling where applicable.Martini can keep client secrets, access tokens, and refresh tokens in protected configuration or secrets and use OAuth-authenticated REST requests in workflows.
Pagination and incremental retrievalYesClio collection endpoints use pagination. Documented filtering and modification-date capabilities can support incremental synchronization when available for a resource.Martini can maintain checkpoints, follow page links or documented paging conditions, use overlapping time windows, and process pages with controlled concurrency.
Bulk / async / batch APIsNot confirmedA general-purpose bulk or asynchronous batch API was not confirmed. Large transfers should be designed as paginated REST operations unless a resource-specific capability is verified.Martini can implement scheduled pagination, throttling, controlled concurrency, checkpointing, and retry workflows without assuming a Clio bulk API.
GraphQL APIsNot confirmedNo official Clio GraphQL API was confirmed in the reviewed material. New integrations should use Clio's REST API.Martini can consume Clio REST APIs; a GraphQL approach should not be assumed for Clio without separate vendor confirmation.
SOAP APIsNoNo official Clio SOAP API was confirmed. Clio's current developer integration model is REST-based.Martini can use REST and webhook patterns for Clio rather than relying on an unsupported SOAP interface.

How Clio exposes data and business events

Clio REST APIs

Clio Manage exposes a versioned REST API with resource-oriented JSON endpoints. The API supports reading and writing supported objects such as Contacts, Matters, Activities, Calendar entries, Bills, and Documents, with filtering, pagination, and related-resource expansion where documented.

Martini implementation pattern

Martini implementation pattern: configure OAuth 2.0 credentials outside workflow logic, call Clio endpoints from workflows, follow pagination, apply validation and transformation, and write the result to downstream APIs, databases, or files. Checkpoints and correlation IDs make scheduled synchronization restartable.

Implementation sequence

Authenticate with Clio using protected OAuth configuration
Retrieve the selected resource collection
Follow pagination until the documented completion condition
Map the Clio JSON object to the canonical model
Apply validation and business rules
Write or upsert the downstream object and store correlation IDs

Clio Webhook Callbacks

Clio supports webhook subscriptions for selected resources and event types. Coverage is limited and a callback may identify a changed object without including its complete current representation.

Martini implementation pattern

Martini implementation pattern: expose a REST API endpoint for the callback, validate the notification, apply idempotency, and retrieve the current Clio resource before processing it. Scheduled reconciliation should supplement webhook delivery for missed, unsupported, or incomplete notifications.

Implementation sequence

Receive the Clio webhook callback
Validate the request and identify the affected resource
Check whether the notification has already been processed
Retrieve the current object from Clio
Map and route the canonical resource
Acknowledge the callback and record processing status

Clio Documents

Clio provides document-related API operations for metadata and content associated with Matters or Contacts. Document synchronization differs from ordinary JSON resources because it includes binary transfer, file attributes, associations, and version concerns.

Martini implementation pattern

Martini implementation pattern: retrieve document metadata, apply matter and access rules, transfer content through the appropriate target API, and persist source and destination identifiers. Metadata failures and binary transfer failures should be classified and retried independently.

Implementation sequence

Retrieve the Clio Document metadata
Resolve its Matter or Contact association
Retrieve or upload the document content
Validate file name, MIME type, size, and access rules
Persist source and destination identifiers
Record completion or route the transfer to retry handling

Scheduled Reconciliation

Clio collection endpoints require pagination, and incremental synchronization can use documented filtering and modification-date fields where available. Scheduled reconciliation remains important because webhook coverage is resource- and event-specific.

Martini implementation pattern

Martini implementation pattern: invoke a workflow on a schedule, read a bounded overlapping time window, continue through all pages, compare stable identifiers, and advance the checkpoint only after successful target writes. Overlap and idempotent upserts reduce missed changes.

Implementation sequence

Start the scheduled synchronization window
Load the last successful checkpoint
Retrieve changed Clio objects using documented filters
Process every paginated response
Upsert targets using stable identifiers
Advance the checkpoint after successful completion

Common Clio integration patterns

Pattern 1: Sync Clio Contacts and Matters to a CRM

When to use this pattern

Use this pattern when a firm needs Clio client and matter information available in Salesforce or another CRM. It supports scheduled synchronization or approved reverse updates while preserving the relationship between Contacts and Matters.

Integration direction
Clio
Martini
Salesforce
Example Mapping
Clio FieldCanonical FieldTarget Field
Contact.idparty.externalIdSalesforce Contact.ExternalClioId
Contact.nameparty.nameSalesforce Contact.Name
Matter.descriptionmatter.nameSalesforce Account or Matter.Name
Matter.statusmatter.statusSalesforce Matter.Status
Martini implementation pattern

A scheduled Martini workflow retrieves changed Contacts and Matters using documented filters and pagination, matches existing CRM records by stored external IDs, and upserts the appropriate objects. It validates required ownership and status fields, applies privacy rules, and sends unmatched or rejected records to an exception path with retry-safe correlation data.

Martini capabilities used
  • scheduled workflows
  • REST API consumption
  • data mapping
  • business rules
  • validation
  • idempotent upserts
  • error handling

Pattern 2: Send Clio Bills to accounting

When to use this pattern

Use this pattern to connect legal billing operations with QuickBooks Online or Xero. It is appropriate for newly issued or updated Bills where line items, client identity, Matter context, balances, and payment status must remain traceable.

Integration direction
Clio
Martini
QuickBooks Online
Example Mapping
Clio FieldCanonical FieldTarget Field
Bill.idinvoice.externalIdQuickBooks Online Invoice.PrivateNote
Bill.subjectinvoice.referenceQuickBooks Online Invoice.DocNumber
Bill.line_items.amountinvoice.lines.amountQuickBooks Online Invoice.Line.Amount
Bill.balanceinvoice.outstandingAmountQuickBooks Online Invoice.Balance
Martini implementation pattern

Martini polls Clio Bills, retrieves required related Contact or Matter data, maps billing dimensions, and upserts the accounting invoice. Business rules determine eligible statuses and account mappings; rate-limit responses are retried with backoff, while validation and duplicate conflicts are routed for review.

Martini capabilities used
  • REST API consumption
  • pagination
  • data mapping
  • enrichment
  • business rules
  • retry handling
  • reconciliation

Pattern 3: Synchronize Clio Calendar entries

When to use this pattern

Use this pattern when court dates, deadlines, and appointments need to be coordinated with Microsoft Outlook or Google Calendar. Governance rules should determine which users, event categories, and matter details may leave Clio.

Integration direction
Clio
Martini
Microsoft Outlook
Example Mapping
Clio FieldCanonical FieldTarget Field
CalendarEntry.idevent.externalIdOutlook Event.SingleValueExtendedProperties
CalendarEntry.summaryevent.subjectOutlook Event.Subject
CalendarEntry.start_atevent.startOutlook Event.Start
CalendarEntry.end_atevent.endOutlook Event.End
Martini implementation pattern

A scheduled workflow retrieves changed Calendar entries, normalizes date and time-zone values, applies privacy and event-category rules, and upserts target events using persisted Clio and calendar IDs. Overlapping polling windows and retry-safe lookups prevent missed changes and duplicate events.

Martini capabilities used
  • scheduled workflows
  • REST API consumption
  • date transformation
  • business rules
  • data mapping
  • idempotency
  • error handling

Pattern 4: Process webhook-driven Clio updates

When to use this pattern

Use this pattern for supported Clio resource and event combinations where downstream systems need low-latency notification. The callback is treated as a change signal rather than as the complete source record.

Integration direction
Clio
Martini
Salesforce
Example Mapping
Clio FieldCanonical FieldTarget Field
webhook.resource_idchange.externalIdSalesforce integration key
webhook.resource_typechange.objectTypeSalesforce routing rule
Contact.emailparty.emailSalesforce Contact.Email
Matter.statusmatter.statusSalesforce Matter.Status
Martini implementation pattern

Martini exposes a REST API endpoint for Clio callbacks, validates and deduplicates each notification, retrieves the current resource, and routes it to the appropriate downstream workflow. Failed retrievals or target writes use bounded retries, while scheduled reconciliation covers missed or unsupported events.

Martini capabilities used
  • REST API creation
  • webhook consumption
  • REST API consumption
  • validation
  • routing
  • idempotency
  • retry handling
  • scheduled reconciliation

Applications commonly integrated with Clio

Clio data can be coordinated with accounting, customer relationship, calendar, document-management, and payment applications. Exact capabilities depend on the target application's API, Clio subscription, and the firm's governance requirements; Martini provides the orchestration, mapping, validation, and retry controls around those endpoints.

Application Scenario Direction Martini Pattern
QuickBooks Online Transfer Clio Bills, line items, clients, payments, and accounting status into financial workflows and support reconciliation. Clio → Martini → QuickBooks Online Use a scheduled workflow to retrieve changed Bills and related Contacts or Matters, resolve accounting identifiers, map invoice fields, upsert records in QuickBooks Online, and persist cross-system IDs for safe retries.
Xero Synchronize legal billing and payment information with accounting ledgers and reconciliation processes. Clio → Martini → Xero Poll Clio for eligible Bills, transform line items and tax or account dimensions to the Xero model, apply duplicate detection, write the invoice, and route rejected or unmatched records to exception handling.
Salesforce Align Clio Contacts, prospective clients, and matter-related information with relationship-management and business-development processes. Salesforce → Martini → Clio Expose or schedule an integration workflow that matches Salesforce contacts to Clio Contacts, creates or updates approved Matters, stores external identifiers, and validates required legal or ownership fields before writing.
Microsoft Outlook Coordinate Clio Calendar entries, appointments, deadlines, and selected communications with Microsoft 365 calendars. Clio → Martini → Microsoft Outlook Retrieve changed Calendar entries, apply privacy and event-category rules, map dates and time zones, upsert Outlook events using stored IDs, and prevent duplicates during overlapping polling windows.
Google Calendar Make court dates, appointments, and deadlines available to users' Google calendars where permitted by firm policy. Clio → Martini → Google Calendar Schedule incremental Clio reads, transform Calendar entries into Google event structures, preserve source identifiers and time-zone data, and use upsert and retry logic for recurring synchronization.
Dropbox Exchange or archive matter-related documents and associated metadata in a file repository. Clio → Martini → Dropbox Retrieve Clio Document metadata and content, validate matter association and file type, transfer files to Dropbox, store destination IDs and checksums where available, and separately retry binary transfers.
NetDocuments Synchronize matter documents and metadata with an enterprise legal document-management repository. Clio → Martini → NetDocuments Orchestrate metadata and content transfer, map matter and access attributes, preserve source and destination versions, apply retention rules, and isolate permission or duplicate-file failures for review.
LawPay Connect legal billing and payment-processing workflows with Clio billing information and payment status. Clio → Martini → LawPay Send eligible billing information through the target API, correlate payment results with Clio Bills or Payments, apply reconciliation rules, and make status updates idempotent.

How to build a Clio integration in Martini

Objective

Establish the Clio application authorization and target-system connections without embedding credentials in workflow logic.

Instructions in Martini

  • Register or obtain the required Clio OAuth application details
  • Configure OAuth 2.0 client credentials, scopes, and token settings
  • Store client secrets and refresh tokens in protected Martini configuration or secrets
  • Confirm target-system authentication and least-privilege access

Objective

Select an event-driven or scheduled entry point based on Clio webhook coverage and synchronization latency requirements.

Instructions in Martini

  • Use a Martini REST API endpoint for supported Clio webhook callbacks
  • Use a scheduler for polling, reconciliation, or resources without webhook coverage
  • Define the synchronization window and checkpoint strategy
  • Treat callbacks as change signals unless the complete resource is explicitly available

Objective

Read the current Clio resource set reliably, including all pages and any related data needed by the target model.

Instructions in Martini

  • Call the versioned Clio REST API
  • Apply documented filters and modification-date criteria where available
  • Follow pagination and preserve stable ordering assumptions
  • Retrieve the current resource after a webhook notification
  • Separate Document metadata retrieval from binary content transfer

Objective

Coordinate routing, enrichment, validation, target writes, and durable processing state in a maintainable Martini workflow.

Instructions in Martini

  • Route by Clio object type and business event
  • Resolve related Contacts, Matters, Bills, or Documents as required
  • Persist checkpoints and source-to-target correlation identifiers
  • Classify retryable and non-retryable failures

Objective

Convert Clio JSON structures and legal-business fields into canonical and target-system models.

Instructions in Martini

  • Map actual Clio object fields to the canonical model
  • Normalize dates, time zones, statuses, amounts, and identifiers
  • Apply privacy, matter-association, and accounting rules
  • Validate required fields before writing downstream data

Objective

Create or update downstream objects without producing duplicates or losing relationships.

Instructions in Martini

  • Use lookup-before-create or target upsert behavior
  • Preserve Clio IDs and destination IDs
  • Write related objects in dependency order
  • Record successful writes and isolate rejected records for review

Common Clio data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
ContactsRepresent clients, prospective clients, organizations, and other people or entities associated with a firm.Salesforce, QuickBooks Online, Xero, Microsoft OutlookMartini retrieves or receives change signals for Contacts, validates identity and required fields, maps contact data, and uses stable Clio and target IDs for upserts.
MattersRepresent legal matters or cases, including status, responsible users, practice areas, and associated Contacts.Salesforce, NetDocuments, Dropbox, internal data storesMartini resolves Contact relationships, applies matter-status and privacy rules, maps matter attributes, and synchronizes associations with downstream systems.
ActivitiesCapture time entries, expenses, communications, and other work performed on a Matter.QuickBooks Online, Xero, reporting platformsMartini retrieves Activities with relevant Matter and billing context, transforms dates and amounts, validates accounting dimensions, and routes invalid entries for review.
Calendar entriesRepresent appointments, court dates, deadlines, and other scheduled events.Microsoft Outlook, Google CalendarMartini maps event titles, dates, time zones, categories, and associations, then performs ID-based upserts with duplicate prevention.
BillsRepresent billing records associated with Matters and Contacts, including line items, balances, and payment status.QuickBooks Online, Xero, LawPayMartini retrieves changed Bills, enriches them with related data, maps invoice and payment fields, applies reconciliation rules, and records target identifiers.
DocumentsRepresent files and document metadata associated with Matters or Contacts.NetDocuments, Dropbox, file repositoriesMartini handles metadata and binary content as related but distinct payloads, preserves associations and MIME types, and applies size, version, duplicate, and retry controls.

Authentication and security considerations

OAuth 2.0 and protected credentials

Clio uses OAuth 2.0 with application credentials, bearer access tokens, permissions, and scopes. Martini can keep client secrets, access tokens, and refresh tokens in protected environment configuration or secrets rather than workflow payloads.

Least-privilege access

  • Request only the Clio scopes and resource permissions required by the integration.
  • Restrict access to the target applications and environments used by each workflow.
  • Handle token expiry, refresh, revocation, and authorization changes explicitly.

Legal-data protection

Contacts, Matters, Documents, billing data, and trust-related information can be confidential. Limit diagnostic logging, avoid recording tokens or document content, and apply appropriate access controls to Martini APIs and runtime configuration.

Operational considerations for Clio integrations

Rate limits and pagination

Clio collection endpoints are paginated. Limit concurrency, respect HTTP 429 responses and retry guidance, and avoid repeatedly requesting unchanged objects.

Checkpoints and idempotency

Persist Clio IDs, target IDs, webhook processing keys, and synchronization checkpoints. Use overlapping polling windows with upsert or lookup-before-create behavior so retries do not create duplicate Contacts, Matters, Bills, Calendar entries, or Documents.

Webhook coverage

Webhook support is resource- and event-specific. Retrieve the current resource after a notification and use scheduled reconciliation to cover missed, unsupported, or incomplete callbacks.

Schema, dates, and documents

Pin the documented API version, tolerate unknown response fields, validate required fields, and monitor vendor deprecations. Preserve time-zone information for Calendar entries and deadlines. Treat Document metadata and binary content as separate synchronization concerns.

Testing and monitoring

Test pagination, token refresh, rate limiting, duplicate delivery, partial failures, time-zone conversion, document retries, and API-version changes. Monitor workflow outcomes and maintain an operational path for reconciliation and exception review.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration beyond point-to-point calls

Martini separates Clio API consumption, webhook reception, transformation, business rules, and target-system writes into maintainable workflows. This avoids duplicating synchronization logic across scripts and point-to-point connections.

Reliable synchronization

  • Combine selected Clio webhook events with scheduled reconciliation.
  • Handle pagination, checkpoints, retries, rate limits, and idempotency consistently.
  • Reuse mappings, validation, authentication, and error-handling assets across workflows.

Controlled APIs and extensibility

Martini can expose controlled REST APIs for downstream applications, map Clio JSON into canonical models, and use custom logic when resource-specific rules require it. This provides an integration layer that can evolve as Clio resources, target systems, and firm policies change.

Frequently asked questions

How can Clio be integrated with enterprise systems?

Clio Manage can be integrated through its versioned REST API using JSON payloads and OAuth 2.0 authentication. Selected resources and events can also use Clio webhook callbacks, while scheduled workflows support pagination, incremental retrieval, reconciliation, and synchronization with accounting, CRM, calendar, document, and payment applications.

Can Martini integrate with Clio?

Yes. Martini can consume the Clio REST API, authenticate with OAuth 2.0, receive supported Clio webhook callbacks through an exposed REST API, and orchestrate scheduled synchronization, mapping, validation, target writes, retries, and reconciliation.

Do I need a connector to integrate Clio with Martini?

No dedicated Clio connector is required. Martini can integrate using Clio's confirmed native mechanisms, including its REST API, OAuth 2.0 authentication, selected webhook callbacks, document operations, and scheduled API workflows.

Is there any extra Lonti cost to integrate Clio with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Clio. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Clio, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.

Which Clio integration methods should new implementations use?

The primary method is Clio's versioned REST API with OAuth 2.0 and JSON payloads. Selected webhook subscriptions can reduce latency, while scheduled paginated REST workflows should provide reconciliation and cover resources or events without webhook support. No official Clio GraphQL or SOAP API was confirmed.

Are Clio webhooks available for all data changes?

No. Clio webhook functionality is available for selected resources and event types, and coverage should not be generalized to every object or change. A robust Martini design validates the callback, retrieves the current resource, applies idempotency, and supplements webhooks with scheduled reconciliation.

How does synchronization and data mapping work between Clio and another system?

Martini can retrieve Clio objects by page, use documented modification-date filters where available, and persist a high-water mark or checkpoint. It maps Contacts, Matters, Activities, Calendar entries, Bills, Documents, and related objects into canonical and target models while preserving source and destination identifiers for upserts and reconciliation.

How are Clio errors, retries, duplicates, and documents handled?

Workflows should classify rate-limit, network, authentication, validation, and target-system errors separately, use bounded backoff for retryable failures, and apply stable IDs or lookup-before-create logic for idempotency. Documents require separate handling for metadata, binary content, MIME type, size, association, versioning, permissions, and duplicate detection. Martini can expose an API façade for controlled downstream access to the resulting integration services.

Related Martini documentation

API Integration

Workflows

Security

Operations

Connect Clio with your enterprise systems

Use Martini to build maintainable Clio integrations around REST APIs, selected webhook events, OAuth 2.0, scheduled synchronization, document handling, and enterprise workflow orchestration.

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