Technical Setup & API Usage

API Access

Clio provides a REST API for developers to build custom integrations and automate workflows. Access the developer program at clio.com/developers to obtain API credentials and review the documentation.

# Example: Authenticate with Clio's OAuth 2.0 flow
curl -X POST https://app.clio.com/oauth/token \
  -d "grant_type=authorization_code" \
  -d "code=YOUR_AUTH_CODE" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET" \
  -d "redirect_uri=YOUR_REDIRECT_URI"

Key Integration Points

300+ native integrations including Google Workspace, Microsoft Outlook, QuickBooks, Dropbox, and court e-filing systems
Webhooks for real-time event-driven automation (matter updates, billing events, document changes)
Document Automation API — programmatically generate documents from reusable templates with auto-fill from matter data
Court E-Filing — submit filings digitally directly from the platform

Security & Compliance

SOC 2 Type 2 certified; PCI DSS compliant for payment processing
Trust accounting built-in with full audit trails
AI features do not train external models on client data — all inference is scoped to firm-owned matter context

AI Architecture

Clio's AI layer (Clio Work) ingests case files, contracts, transcripts, PDFs, audio, and video, connecting facts to statutes, regulations, and case law to surface risks and strategy recommendations directly within the matter workflow.