+Beyond-Bot.ai + Clio Manage (US)
Clio Manage legal practice management for United States-region accounts on app.clio.com. Manage clients, matters, calendars, tasks, time, and billing. Canada, EU, and Australia accounts require separate regional OAuth applications and hosts.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Clio Manage (US).
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Clio Manage (US).
Trigger Workflows
Start automated workflows in Clio Manage (US) based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Clio Manage (US).
Assign Task Template List
Assign one Clio task template list to a matter, creating its tasks with assignee notifications disabled. The action reads the current Matter ETag before the PATCH and does not retry a rejected write. Clio does not return guaranteed generated Task IDs or provide atomic undo; find and delete generated tasks separately if cleanup is needed. Requires Matters and Tasks access.
Create Activity
Create a Clio time or expense activity. Requires Clio's Activities write permission.
Create Calendar
Create a Clio custom calendar. Requires the Calendars write permission selected on the Clio developer application.
Create Calendar Entry
Create a Clio calendar entry. Only internal Clio calendars can be attendees because Clio always emails contact attendees. Calendar notifications are disabled. Requires Clio's Calendars write permission.
Create Communication
Record a phone or email communication in Clio. This creates a communication log; it does not place a call or send an email. Notification subscribers are intentionally unsupported. Requires Communications write permission in the Clio developer application.
Create Contact
Create a Clio person or company, including new email addresses and phone numbers. A Company requires name; a Person requires first_name or last_name. Requires Clio's Contacts write permission.
Create Document Upload Initiation
Create only the Clio document record and signed-upload initiation. This action does not upload bytes, follow signed destinations, finalize an upload, or create a version of an existing document. Upload without Clio OAuth, then use a separate finalization operation. Requires Documents write permission.
Create Document Template
Upload one non-sensitive file directly to Clio's documented multipart route and create a document template suitable for START_DOCUMENT_FROM_TEMPLATE or GENERATE_DOCUMENT_FROM_TEMPLATE. Requires Documents write permission.
Create Matter
Create a Clio matter for a client. Requires Clio's Matters write permission.
Create Matter Folder
Create a subfolder inside a Clio Matter. Clio creates each Matter's root folder automatically; this action creates a child folder and always uses the supplied Matter as its parent. Requires Documents write permission.
Create Matter Note
Create a note associated with a Clio Matter. The action fixes the note type to Matter and intentionally does not support notification subscribers. Requires Notes and Matter access in the Clio developer application.
Create Task
Create a non-complete Clio task with assignee notifications disabled. To complete it safely, create it as pending and then call UPDATE_TASK with status complete. Requires Clio's Tasks write permission.
Create Non-Empty Task Template List
Create a Clio task-template list plus one to ten documented task templates, read it back to confirm it is non-empty, and clean up partial creation on failure. Templates are private, non-cascading, plain text, and have no reminders; this does not assign a list to a matter or notify assignees. Requires Tasks write permission.
Delete Activity
Permanently delete one Clio time or expense activity by ID. Requires Clio's Activities write permission.
Delete Bill
Permanently delete an owned Draft or Pending Approval bill after exact ID, number, ETag, state, ownership, and confirmation checks. Clio only accepts bills without recorded payments. Unpaid bills must use Void Bill. Requires Billing write permission.
Delete Calendar
Permanently delete one manually created Clio calendar after verifying it is an owner-controlled AdhocCalendar. Built-in firm and user calendars are refused. This tool does not check whether the calendar contains entries, and Clio does not document whether deletion preserves, migrates, or deletes them. Requires Calendars write permission.
Delete Calendar Entry
Permanently delete a non-recurring Clio calendar entry or an explicitly scoped recurring occurrence, future sequence, or series. Fails closed when Contact attendees exist because Clio would email them. Clio DELETE has no atomic ETag guard, so a concurrent attendee change after preflight remains a notification risk for non-recurring or series deletion. Requires Calendars write permission.
Delete Communication
Permanently delete one recorded Clio communication after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Communications write permission.
Delete Contact
Permanently delete one Clio contact by ID. Requires Clio's Contacts write permission.
Delete Document
Move a Clio document to trash after an exact ID-and-name preflight and explicit confirmation. Clio permanently deletes trashed documents after 30 days. Requires Documents write permission.
Delete Document Template
Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Requires Documents write permission.
Delete Folder
Move a non-root, unlocked Clio folder to trash after an exact ID-and-name preflight and explicit confirmation. Trashed folders are permanently deleted after 30 days. Requires Documents write permission.
Delete Matter
Permanently delete one Clio matter by ID. Requires Clio's Matters write permission.
Delete Note
Permanently delete one Clio note after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Notes write permission.
Delete Task
Permanently delete one Clio task by ID. Requires Clio's Tasks write permission.
Delete Task Template List
Permanently delete a Clio task-template list after an exact ID-and-name preflight and explicit confirmation. This does not assign tasks or send notifications. Requires Tasks write permission.
Download Document
Download the latest or a specified Clio document version as a managed file. The runtime follows Clio's 303 with cross-host authorization stripping, so Clio OAuth is never sent to the signed download host. Requires Documents read permission.
Find Bill
Exhaustively find Clio bills by exact client, matter, bill number, and state criteria. Provide client_id, matter_id, or invoice_number; state only narrows that lookup. All supplied criteria are combined with AND; duplicate exact bills are returned as ambiguous rather than selecting one. Requires Billing read permission on the Clio developer application.
Find Company Contact
Exhaustively find exact Clio company contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
Find Contact By Custom Field
Validate a Clio Contact custom field, exhaustively search its exact typed value, and report duplicate ambiguity. Requires Custom Fields read and Contacts read permissions.
Find Matter
Find by matter_id alone, or exhaustively search using display_number, description, or client_reference, optionally narrowed by client_id and status. All collection results are exact-filtered; multiple matches are reported as ambiguous. Requires Matters read permission.
Find Matter By Custom Field
Validate a dynamic Matter custom field, exhaustively scan all exact provider candidates, and report zero, one, or every ambiguous exact match. Requires Custom Fields and Matters read permissions.
Find Newest Matter By Client Email
Resolve exactly one contact by exact email, exhaust all of that client's matters, and select the greatest created_at with greatest ID as the tie-break. If any candidate lacks a valid created_at, return comparison_incomplete and do not select a newest matter. Requires Contacts and Matters read permissions.
Find Or Create Company Contact
Exhaustively preflight a Clio company identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom Fields read permissions.
Find Or Create Matter
Choose either client_id or client_email, not both, plus client_reference or a complete custom-field ID/value pair. Resolve exactly one client, exhaustively find an exact matter identity, create only when absent, then repeat the exhaustive search to detect concurrent duplicates. Requires Matters write and relevant Contacts/Custom Fields access.
Find Or Create Person Contact
Exhaustively preflight a Clio person identity using email or a complete custom-field ID/value pair, create only when absent, then postflight for races. Requires Contacts write and, when used, Custom Fields read permissions.
Find Person Contact
Exhaustively find exact Clio person contacts without choosing an arbitrary duplicate. Requires Contacts read permission.
Find User
Find one Clio user using a single selector: user_id, email, or full name. enabled and include_co_counsel apply only to email or name searches. ID uses the documented single-user endpoint; email and name searches exhaust all id-ascending pages and report duplicate exact users as ambiguous. Requires Users read permission on the Clio developer application.
Generate Document From Template
Create a Clio document automation, then poll its documented status endpoint within the caller's bounded interval and timeout. This creates a persistent automation and generated Documents; completed returns those documents, failed or empty returns that terminal outcome, and polling expiry returns still_pending with the automation ID and latest state so callers do not start a duplicate. Clio publishes no polling SLA. Requires Documents read/write access and access to the Matter and template.
Get Activity
Get one Clio time or expense activity by ID, including billing state and its user and matter references.
Get Bill
Get one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals. Requires Billing read permission.
Get Calendar
Get one Clio calendar by ID, including its type, permission, visibility, source, and colors. Requires the Calendars read permission selected on the Clio developer application.
Get Calendar Entry
Get one Clio calendar entry or expanded recurring occurrence by ID with recurrence, attendee, owner, and matter details. Requires the Calendars read permission selected on the Clio developer application.
Get Communication
Retrieve one recorded Clio communication. This does not send a message or notify subscribers. Requires Communications read permission.
Get Contact
Get one Clio person or company by its known ID, including primary and structured email and phone details. Use Search Contacts to discover an ID. Requires Contacts read permission on the Clio developer application.
Get Current User
Return the authenticated Clio user and role information for identity checks and default user references. Requires the Users read permission selected on the Clio developer application.
Get Document
Get one Clio document and its latest-version metadata by ID. Requires Documents read permission.
Get Folder
Retrieve one Clio folder by ID. Requires Documents read permission.
Get Matter
Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method. Requires read access to Matters.
Get Matter Client
Retrieve the client contact for one Clio matter. Requires Contacts and Matters read permission.
Get Note
Retrieve one Clio matter or contact note. Reading a note does not notify subscribers. Requires Notes read permission.
Get Task
Get one Clio task by its known ID, including description, status, due date, priority, assignee, matter, and completion-notification state. Requires read access to Tasks in the Clio developer application.
Get User
Get one Clio firm user by ID with identity, account role, locale, time zone, and default calendar information. Requires the Users read permission selected on the Clio developer application.
List Activity Descriptions
List selectable Clio activity descriptions and resolved rates for time entries. Requires Activities read permission.
List Calendars
List visible or writable Clio calendars to resolve the owner ID for calendar entries. Requires the Calendars read permission selected on the Clio developer application.
List Communications
Return one bounded page of recorded Clio email or phone communications. This reads logs and does not send messages or notify subscribers. Requires Communications read permission.
List Contact Email Addresses
Return one bounded page of email addresses for a Clio contact. Requires Contacts read permission.
List Contact Phone Numbers
Return one bounded page of phone numbers for a Clio contact. Requires Contacts read permission.
List Document Automations
Return one bounded page of Clio document-generation automations. Requires Documents read permission.
List Documents
Return one bounded provider page of Clio documents. Requires Documents read permission.
List Document Templates
List Clio document templates and IDs for document automation. Requires Documents read permission; availability can depend on the Clio plan.
List Expense Categories
List selectable Clio expense categories and rates for expense entries. Requires Activities read permission.
List Folder Contents
Return one bounded page of Clio documents and folders, optionally below a parent folder. Requires Documents read permission.
List Folders
Return one bounded page of Clio folders using documented filters. Requires Documents read permission.
List Groups
List Clio groups and IDs for matter assignments and user grouping. Requires Groups read permission.
List Matter Contacts
Return one bounded page of Clio matter-contact association records, including association ID and ETag, relationship label, is_client, matter reference, and contact details. Use LIST_MATTER_RELATED_CONTACTS for the related-contact relationship view. Requires Contacts and Matters read permissions.
List Matter Protected Funds
Return one bounded page of protected funds for a Clio matter. Requires Matters read permission.
List Matter Related Contacts
Return one bounded page of Clio related-contact relationship records, including relationship ID, contact_id, and whether the contact is also the matter client. Use LIST_MATTER_CONTACTS for matter-contact association labels. Requires Contacts and Matters read permissions.
List Matter Stages
List Clio matter stages and practice-area associations for selecting a matter stage. Requires Matters read permission.
List Notes
Return one bounded page of Clio matter or contact notes. Reading notes does not notify subscribers. Requires Notes read permission.
List Practice Areas
List Clio practice areas and IDs for matter and task-template selection. Requires Matters read permission.
List Task Template Lists
List Clio task template lists and IDs for assigning templates to matters. Requires Tasks read permission.
List Users
List Clio users available for attorney, staff, task-assignee, and activity-user references. Requires the Users read permission selected on the Clio developer application.
Preview Bill
Render one Clio bill as HTML, cap the response at 2 MB, and offload it as a file instead of returning active HTML inline. This does not change or send the bill. Requires Billing read permission.
Save Activity
Deprecated compatibility action. Use CREATE_ACTIVITY when activity_id is omitted and UPDATE_ACTIVITY when it is provided. Preserves the combined Clio time-or-expense create/update behavior. Requires Activities write permission.
Save Calendar
Deprecated compatibility action. Use CREATE_CALENDAR when calendar_id is omitted and UPDATE_CALENDAR when it is provided. Preserves custom-calendar creation and ETag-safe updates. Requires Calendars write permission.
Save Calendar Entry
Deprecated compatibility action. Use CREATE_CALENDAR_ENTRY when calendar_entry_id is omitted and UPDATE_CALENDAR_ENTRY when it is provided. Contact attendees are unsupported because Clio always emails them, so updates fail closed when any already exist. Recurring updates require occurrence or series scope; future-series updates are unsupported. Calendar notifications are disabled. Requires Clio's Calendars write permission.
Save Contact
Deprecated compatibility action. Use CREATE_CONTACT when contact_id is omitted and UPDATE_CONTACT when it is provided. Person writes intentionally use first_name/last_name because live Clio rejects the OpenAPI-documented name field for Person. Nested records can be irreversibly deleted.
Save Matter
Deprecated compatibility action. Use CREATE_MATTER when matter_id is omitted and UPDATE_MATTER when it is provided. Preserves combined matter create/update behavior. Requires Clio's Matters write permission.
Save Task
Deprecated compatibility action. Use CREATE_TASK when task_id is omitted and UPDATE_TASK when it is provided. Assignee notifications are disabled on creation and reassignment; completion notifications are disabled and verified before a complete status transition. Requires Clio's Tasks write permission.
Search Activities
Search and filter Clio activities, including multiple activity IDs, one page at a time. Use Get Activity for one known ID and full billing details. Requires Activities read permission in the Clio developer application.
Search Calendar Entries
Search Clio calendar entries by time window, text, calendar, matter, or ID, one page at a time. Requires read access to the Calendars permission in the Clio developer application.
Search Contacts
Search and filter Clio contacts, including multiple contact IDs, one page at a time. Use Get Contact for one known ID and full contact details. Requires Contacts read permission in the Clio developer application.
Search Matters
Search and filter Clio matters, including multiple matter IDs, one page at a time. Use Get Matter for one known ID and full lifecycle, staffing, and billing details. Requires Matters read permission in the Clio developer application.
Search Tasks
Search and filter Clio tasks, including multiple task IDs, one page at a time. Use Get Task for one known ID and full task details. Requires Tasks read permission in the Clio developer application.
Start Document From Template
Start Clio's asynchronous create-document-from-template generation and return the automation ID, current state, and any documents already present. This action does not wait for completion because Clio documents no polling SLA. Check GET /document_automations/{id}.json using Platform Equivalent via proxy, or a future show action, before treating the document as generated. Requires Clio Documents write access and access to the Matter and template.
Transition Bill State
Irreversibly transition a bill to paid, void, or deleted only after exact identity, ETag, expected current state, available transition, and explicit confirmation checks. Uses Clio's official PATCH bill operation and requires Billing write permission.
Update Activity
Update at least one field on an existing Clio time or expense activity, optionally using its ETag as a concurrency precondition. Posted or billed activities may be immutable. Requires Clio's Activities write permission.
Update Bill
Update ordinary bill presentation, financial, tax, discount, or interest fields using the required current ETag. Lifecycle state is deliberately excluded; use Transition Bill State for a confirmed state change. Requires Billing write permission.
Update Calendar
Update at least one of an existing Clio calendar's name, color, source, or visibility after reading its current ETag. Requires the Calendars write permission selected on the Clio developer application.
Update Calendar Entry
Update at least one field on a Clio calendar entry without sending calendar notifications. Existing contact attendees cause the update to fail closed because Clio always emails them. Recurring updates require occurrence or series scope; future-series updates are unsupported. Requires Clio's Calendars write permission.
Update Communication
Update a recorded Clio communication using its current ETag, including explicitly confirmed irreversible deletion of external properties. Notification subscribers are intentionally unsupported. Requires Communications write permission.
Update Contact
Update at least one field on a Clio person or company, including adding or updating nested email and phone records. Setting destroy=true with a nested record ID irreversibly deletes that record. Requires Clio's Contacts write permission.
Update Document Metadata
Update only Clio document metadata with an If-Match ETag. It cannot restore a trashed document, initialize or finalize uploads, create versions, or mutate external properties. HTTP 412 is surfaced without retry. Requires Documents write permission.
Update Folder
Rename, move, recategorize, or restore a Clio folder, and add, change, or explicitly and irreversibly delete external properties, using its current ETag. Requires Documents write permission.
Update Matter
Update at least one field on an existing Clio matter, optionally using its ETag for concurrency safety. Requires Clio's Matters write permission.
Update Note
Update a Clio note using its current ETag. Notification subscribers are intentionally unsupported. Requires Notes write permission.
Update Task
Update at least one field on an existing Clio task. Assignee notifications are disabled on reassignment. Completion notifications are disabled and verified before a complete status transition. Requires Clio's Tasks write permission.
Void Bill
Irreversibly void an Unpaid bill after exact ID, number, ETag, state, and confirmation checks. Clio only accepts bills without recorded payments. Draft and Pending Approval bills must use Delete Bill. Uses Clio's official DELETE bill operation and requires Billing write permission.