---
canonical_url: "https://docs.composio.dev/toolkits/clio_manage"
markdown_url: "https://docs.composio.dev/toolkits/clio_manage.md"
product: "platform"
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---

# Clio Manage

Clio Manage legal practice management for US, EU, Canada, and Australia accounts. Manage clients, matters, calendars, tasks, time, and billing.

- **Category:** legal & public records
- **Auth:** OAUTH2
- **Composio-managed OAuth available?** No
- **Tools:** 99
- **Triggers:** 0
- **Slug:** `CLIO_MANAGE`
- **Version:** 20261014_00

## Tools

### Assign Task Template List

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `due_at` | string | No | Due date to apply to the generated tasks in YYYY-MM-DD format. |
| `matter_id` | integer | Yes | Matter to receive the tasks. |
| `assignee_id` | integer | No | User ID to assign the generated tasks to; omit to use template defaults. |
| `task_template_list_id` | integer | Yes | Task template list whose tasks Clio should create on the matter. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Activity

**Slug:** `CLIO_MANAGE_CREATE_ACTIVITY`

Create a Clio time or expense activity. Requires Clio's Activities write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | Date performed in YYYY-MM-DD format. |
| `note` | string | No | Description of the work or expense. |
| `price` | number | No | Hourly or flat rate for time, or amount for an expense; omit to let Clio's rate hierarchy apply. |
| `task_id` | integer | No | Task associated with the activity. |
| `user_id` | integer | No | User who performed or owns the activity. |
| `matter_id` | integer | No | Matter associated with the activity. |
| `no_charge` | boolean | No | Show an eligible non-billable activity on the bill at no charge. |
| `non_billable` | boolean | No | Prevent an eligible time activity from appearing as a bill line item. |
| `activity_type` | string ("TimeEntry" | "ExpenseEntry" | "HardCostEntry" | "SoftCostEntry") | Yes | Time or expense activity type. |
| `quantity_seconds` | number | No | Duration in seconds for current API TimeEntry records; also the provider quantity for applicable expense entries. |
| `activity_description_id` | integer | No | Activity description ID used for rate and category defaults. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Calendar

**Slug:** `CLIO_MANAGE_CREATE_CALENDAR`

Create a Clio custom calendar. Requires the Calendars write permission selected on the Clio developer application.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Non-empty custom calendar name. |
| `color` | string ("#367B9C" | "#FFA5A4" | "#83D17F" | "#FFAC7B" | "#8E3F64" | "#C75300" | "#009CEC" | "#62D6B1" | "#9EEDCB" | "#F9A2C4" | "#616161" | "#BBDA81" | "#DFD3F8" | "#D6C4A5" | "#FFD478" | "#6AC9DE" | "#EABBB0" | "#BFC2E1" | "#DADADA" | "#CDE2F5") | No | Calendar color shown in the Clio Web UI. |
| `source` | string ("web" | "mobile") | No | Client surface to which the visibility setting applies. |
| `visible` | boolean | No | Whether the calendar is visible by default for the selected source. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Calendar Entry

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_at` | string | Yes | End timestamp in ISO-8601 format, not before start_at and on or after 1900-01-01T00:00:00Z. |
| `all_day` | boolean | No | Whether this is an all-day event. |
| `summary` | string | Yes | Non-empty short event summary. |
| `location` | string | No | Event location. |
| `start_at` | string | Yes | Start timestamp in ISO-8601 format, on or after 1900-01-01T00:00:00Z. |
| `attendees` | array | No | Writable Clio calendars to add as attendees. Contact attendees are unsupported because Clio always emails them. |
| `matter_id` | integer | No | Matter associated with the event. |
| `description` | string | No | Detailed event description. |
| `recurrence_rule` | string | No | Recurrence rule accepted by Clio; omit for a non-recurring event. |
| `calendar_owner_id` | integer | Yes | Writable calendar owner ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Communication

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `body` | string | Yes | Main content of the communication record. |
| `type` | string ("PhoneCommunication" | "EmailCommunication") | Yes | Whether to record a phone communication or an email communication. |
| `matter` | object | No | Matter associated with the communication. |
| `senders` | array | No | Clio users or contacts who sent the communication. |
| `subject` | string | Yes | Subject of the communication record. |
| `receivers` | array | No | Clio users or contacts who received the communication. |
| `received_at` | string | Yes | Date and time the communication occurred, in ISO-8601 format. |
| `external_properties` | array | No | External-system properties to attach; Clio permits at most five. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Contact

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Required non-empty name when contact_type is Company. |
| `title` | string | No | Job title for a Person contact. |
| `last_name` | string | No | Person last name; a Person requires first_name or last_name. |
| `company_id` | integer | No | Existing company contact associated with a person. |
| `first_name` | string | No | Person first name; a Person requires first_name or last_name. |
| `contact_type` | string ("Person" | "Company") | Yes | Whether to create a Person or Company. |
| `phone_numbers` | array | No | New phone numbers to add to the contact. |
| `email_addresses` | array | No | New email addresses to add to the contact. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Document Upload Initiation

**Slug:** `CLIO_MANAGE_CREATE_DOCUMENT`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Document name. |
| `parent` | object | Yes | Folder, contact, or matter parent. |
| `filename` | string | No | Original filename; Clio otherwise uses name. |
| `received_at` | string | No | Time the document was received. |
| `content_type` | string | No | MIME type; Clio can infer it from filename. |
| `upload_parts` | array | No | Optional parts to initialize; Clio accepts at most 50 per request. |
| `communication_id` | integer | No | Optional related communication ID. |
| `document_category_id` | integer | No | Optional document-category ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Document Template

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `file` | object | Yes | Non-sensitive template file uploaded directly to Clio. |
| `filename` | string | No | Optional stored filename override; otherwise Clio uses the uploaded name. |
| `document_category_id` | integer | No | Optional document-category ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Matter

**Slug:** `CLIO_MANAGE_CREATE_MATTER`

Create a Clio matter for a client. Requires Clio's Matters write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `status` | string ("open" | "closed" | "pending") | No | Initial matter lifecycle status. |
| `billable` | boolean | No | Whether work on this matter is billable. |
| `client_id` | integer | Yes | Client contact ID for the new matter. |
| `open_date` | string | No | Matter open date in YYYY-MM-DD format. |
| `close_date` | string | No | Matter close date in YYYY-MM-DD format. |
| `description` | string | Yes | Non-empty description for the new matter. |
| `client_reference` | string | No | Client-provided reference for the matter. |
| `practice_area_id` | integer | No | Practice area ID; pass null to create the matter without an association. |
| `responsible_staff_id` | integer | No | User ID of responsible staff. |
| `responsible_attorney_id` | integer | No | User ID of the responsible attorney. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Matter Folder

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Name of the new Matter subfolder. |
| `matter_id` | integer | Yes | Matter in which to create the subfolder. |
| `external_properties` | array | No | External-system properties to attach; Clio permits at most five. |
| `document_category_id` | integer | No | Document category to associate with the folder. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Matter Note

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Date of the note in YYYY-MM-DD format. |
| `detail` | string | No | Note body. For rich_text, Clio supports a, b, br, div, em, i, li, ol, p, s, strong, u, and ul tags, with href, rel, type, and target attributes. |
| `subject` | string | No | Note subject. |
| `matter_id` | integer | Yes | Matter to which the note belongs. |
| `detail_text_type` | string ("plain_text" | "rich_text") | No | Whether detail is plain text or Clio-supported rich text. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Task

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Non-empty name for the new task. |
| `due_at` | string | No | Task due date or date-time in ISO-8601 format. |
| `status` | string ("pending" | "in_progress" | "in_review" | "draft") | No | Initial non-complete status. Accounts without Advanced Tasks may use only Pending or Complete; because CREATE_TASK rejects Complete, create as pending and call UPDATE_TASK with status complete. |
| `priority` | string ("High" | "Normal" | "Low") | No | Task priority using Clio's write values. |
| `matter_id` | integer | No | Matter associated with the task. |
| `permission` | string ("private" | "public") | No | Who can see the task; defaults to public. |
| `assignee_id` | integer | Yes | User or contact ID assigned to the new task. |
| `description` | string | Yes | Task details; an empty string is accepted. Clio supports rich text when description_text_type is rich_text, with a, b, br, div, em, i, li, ol, p, s, strong, u, and ul tags and href, rel, type, and target attributes. |
| `assignee_type` | string ("User" | "Contact") | Yes | Model type for assignee_id. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Non-Empty Task Template List

**Slug:** `CLIO_MANAGE_CREATE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Task-template-list name. |
| `templates` | array | Yes | One to ten non-notifying task templates to create in the new list. |
| `description` | string | Yes | Task-template-list description. |
| `practice_area_id` | integer | No | Optional associated practice-area ID. |
| `notifications_enabled` | boolean | No | Safety invariant: reminders and notification-producing controls remain off. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Activity

**Slug:** `CLIO_MANAGE_DELETE_ACTIVITY`

Permanently delete one Clio time or expense activity by ID. Requires Clio's Activities write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `activity_id` | integer | Yes | Unique ID of the time or expense activity to permanently delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bill

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | integer | Yes | Unique ID of the owned Draft or Pending Approval bill to delete. |
| `confirm` | boolean | Yes | Must be true to confirm permanent deletion. |
| `expected_etag` | string | Yes | ETag observed when deletion was approved. |
| `owned_fixture` | boolean | Yes | Must be true to attest this is an owned disposable bill. |
| `expected_number` | string | Yes | Bill number observed when deletion was approved. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Calendar

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `calendar_id` | integer | Yes | Unique ID of the manually created calendar to permanently delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Calendar Entry

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `parent_series_id` | integer | No | Parent recurring-series ID; required for series scope, where calendar_entry_id must be this same parent ID. |
| `recurrence_scope` | string ("occurrence" | "future" | "series") | No | Required for recurring deletion: occurrence deletes one occurrence; future deletes it and following occurrences; series deletes the parent series. |
| `calendar_entry_id` | string | Yes | Calendar entry or expanded occurrence ID to permanently delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Communication

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `confirm` | boolean | Yes | Must be true to confirm permanent deletion. |
| `communication_id` | integer | Yes | Unique Clio communication ID to delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Contact

**Slug:** `CLIO_MANAGE_DELETE_CONTACT`

Permanently delete one Clio contact by ID. Requires Clio's Contacts write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | integer | Yes | Unique ID of the contact to permanently delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Document

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `confirm` | boolean | Yes | Must be true to confirm moving the document to trash. |
| `document_id` | integer | Yes | Unique Clio document ID. |
| `expected_name` | string | Yes | Current name used as an identity guard. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Document Template

**Slug:** `CLIO_MANAGE_DELETE_DOCUMENT_TEMPLATE`

Permanently delete a Clio document template after an exact ID-and-filename preflight and explicit confirmation. Requires Documents write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `confirm` | boolean | Yes | Must be true to confirm permanent template deletion. |
| `expected_filename` | string | Yes | Current filename used as an identity guard. |
| `document_template_id` | integer | Yes | Unique Clio document-template ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Folder

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `confirm` | boolean | Yes | Must be true to confirm moving the folder to trash. |
| `folder_id` | integer | Yes | Unique Clio folder ID to trash. |
| `expected_name` | string | Yes | Current folder name used as an identity guard. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Matter

**Slug:** `CLIO_MANAGE_DELETE_MATTER`

Permanently delete one Clio matter by ID. Requires Clio's Matters write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `matter_id` | integer | Yes | Unique ID of the matter to permanently delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Note

**Slug:** `CLIO_MANAGE_DELETE_NOTE`

Permanently delete one Clio note after an exact-ID preflight and explicit confirmation. This does not notify subscribers. Requires Notes write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `confirm` | boolean | Yes | Must be true to confirm permanent deletion. |
| `note_id` | integer | Yes | Unique Clio note ID to delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Task

**Slug:** `CLIO_MANAGE_DELETE_TASK`

Permanently delete one Clio task by ID. Requires Clio's Tasks write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `task_id` | integer | Yes | Unique ID of the task to permanently delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Task Template List

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `confirm` | boolean | Yes | Must be true to confirm permanent list deletion. |
| `expected_name` | string | Yes | Current list name used as an identity guard. |
| `task_template_list_id` | integer | Yes | Unique Clio task-template-list ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Download Document

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `document_id` | integer | Yes | Unique Clio document ID. |
| `document_version_id` | integer | No | Specific version ID; omit for the latest version. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Bill

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `state` | string ("draft" | "awaiting_approval" | "awaiting_payment" | "paid" | "void" | "deleted") | No | Optional state filter; cannot be the only lookup criterion. |
| `client_id` | integer | No | Exact client contact ID; provide this, matter_id, or invoice_number. |
| `matter_id` | integer | No | Exact matter ID; provide this, client_id, or invoice_number. |
| `invoice_number` | string | No | Exact bill number; provide this, client_id, or matter_id. Whitespace is ignored. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Company Contact

**Slug:** `CLIO_MANAGE_FIND_COMPANY_CONTACT`

Exhaustively find exact Clio company contacts without choosing an arbitrary duplicate. Requires Contacts read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | No | Exact email address that the company must also have. |
| `company_name` | string | Yes | Exact company name to find. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Contact by Custom Field

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `value` | string | Yes | Exact typed custom-field value or reference ID. |
| `contact_type` | string ("Company" | "Person") | No | Optionally require a company or person contact. |
| `custom_field_id` | integer | Yes | Unique active Contact custom-field ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Matter

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `status` | string ("open" | "closed" | "pending") | No | Optional lifecycle-status filter; cannot be the only lookup criterion. |
| `client_id` | integer | No | Optional client filter; cannot be the only lookup criterion. |
| `matter_id` | integer | No | Exact matter ID; when supplied, omit every other selector. |
| `description` | string | No | Exact description; a primary selector when matter_id is omitted. |
| `display_number` | string | No | Exact displayed number; a primary selector when matter_id is omitted. |
| `client_reference` | string | No | Exact client reference; a primary selector when matter_id is omitted. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Matter by Custom Field

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `value` | string | Yes | Exact typed custom-field value. |
| `status` | string ("open" | "closed" | "pending") | No | Optional exact matter lifecycle status. |
| `client_id` | integer | No | Optional exact client contact ID. |
| `custom_field_id` | integer | Yes | Exact Matter custom-field ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Newest Matter by Client Email

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `status` | string ("open" | "closed" | "pending") | No | Optional matter lifecycle status. |
| `client_email` | string | Yes | Exact client email address. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find or Create Company Contact

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | No | Stable exact email; required unless both custom-field identity parameters are supplied. |
| `company_name` | string | Yes | Exact company name to find or create. |
| `create_fields` | object | No | Additional non-identity fields used only when creating. |
| `identity_custom_field_id` | integer | No | Stable Contact custom-field ID; always supply with identity_custom_field_value. |
| `identity_custom_field_value` | string | No | Exact typed custom-field value; always supply with identity_custom_field_id. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find or Create Matter

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `status` | string ("open" | "closed" | "pending") | No | Matter lifecycle status for creation. |
| `billable` | boolean | No | Whether the created matter is billable. |
| `client_id` | integer | No | Exact client contact ID. Use this ID instead of client_email. |
| `open_date` | string | No | Matter open date in YYYY-MM-DD format. |
| `close_date` | string | No | Matter close date in YYYY-MM-DD format. |
| `description` | string | Yes | Exact matter description and create value. |
| `client_email` | string | No | Exact email used to resolve one client. Use this email instead of client_id. |
| `client_reference` | string | No | Stable client reference; required unless both custom-field identity parameters are supplied. |
| `practice_area_id` | integer | No | Practice area ID. |
| `responsible_staff_id` | integer | No | Responsible staff user ID. |
| `responsible_attorney_id` | integer | No | Responsible attorney user ID. |
| `identity_custom_field_id` | integer | No | Stable Matter custom-field ID; always supply with identity_custom_field_value. |
| `identity_custom_field_value` | string | No | Exact typed custom-field value; always supply with identity_custom_field_id. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find or Create Person Contact

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | No | Stable exact email; required unless both custom-field identity parameters are supplied. |
| `last_name` | string | Yes | Exact last name to find or create. |
| `first_name` | string | Yes | Exact first name to find or create. |
| `create_fields` | object | No | Additional non-identity fields used only when creating. |
| `identity_custom_field_id` | integer | No | Stable Contact custom-field ID; always supply with identity_custom_field_value. |
| `identity_custom_field_value` | string | No | Exact typed custom-field value; always supply with identity_custom_field_id. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Person Contact

**Slug:** `CLIO_MANAGE_FIND_PERSON_CONTACT`

Exhaustively find exact Clio person contacts without choosing an arbitrary duplicate. Requires Contacts read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | No | Exact email address that the person must also have. |
| `last_name` | string | Yes | Exact last name to find. |
| `first_name` | string | Yes | Exact first name to find. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find User

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Exact full name. Choose a single selector: user_id, email, or name. Compared with Unicode case folding. |
| `email` | string | No | Exact email. Choose a single selector: user_id, email, or name. Compared case-insensitively after trimming. |
| `enabled` | boolean | No | Optional enabled-state filter for email or name searches; invalid with user_id. |
| `user_id` | integer | No | Exact user ID. Choose a single selector: user_id, email, or name. Do not use search filters with user_id. |
| `include_co_counsel` | boolean | No | Include co-counsel in email or name searches; leave false when using user_id. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Generate Document From Template

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `formats` | array | Yes | One or both output formats: pdf and original. |
| `filename` | string | Yes | Filename for the generated document, without assuming generation is complete. |
| `matter_id` | integer | Yes | Matter whose data will populate the document. |
| `document_template_id` | integer | Yes | Document template to use for generation. |
| `poll_timeout_seconds` | number | No | Polling deadline between status-request starts, from 1 to 60 seconds. An in-flight status request may finish up to 10 seconds later. Expiry returns still_pending with the automation ID instead of creating another automation. |
| `poll_interval_seconds` | number | No | Seconds between Clio status requests, from 2 to 10. Clio publishes no polling cadence; use a slower interval to reduce rate-limit pressure. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Activity

**Slug:** `CLIO_MANAGE_GET_ACTIVITY`

Get one Clio time or expense activity by ID, including billing state and its user and matter references.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `activity_id` | integer | Yes | Unique Clio activity ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Bill

**Slug:** `CLIO_MANAGE_GET_BILL`

Get one Clio bill with its ETag, lifecycle state, permitted transitions, and concrete financial totals. Requires Billing read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | integer | Yes | Unique bill ID. |
| `next_bill_id` | integer | No | Optional next bill ID for Clio navigation. |
| `previous_bill_id` | integer | No | Optional previous bill ID for Clio navigation. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Calendar

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `calendar_id` | integer | Yes | Unique Clio calendar ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Calendar Entry

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `calendar_entry_id` | string | Yes | Calendar entry ID. Composite string IDs identify expanded recurring occurrences and are preserved unchanged. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Communication

**Slug:** `CLIO_MANAGE_GET_COMMUNICATION`

Retrieve one recorded Clio communication. This does not send a message or notify subscribers. Requires Communications read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `communication_id` | integer | Yes | Unique Clio communication ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Contact

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | integer | Yes | Unique Clio contact ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Current User

**Slug:** `CLIO_MANAGE_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.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Document

**Slug:** `CLIO_MANAGE_GET_DOCUMENT`

Get one Clio document and its latest-version metadata by ID. Requires Documents read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `document_id` | integer | Yes | Unique Clio document ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Folder

**Slug:** `CLIO_MANAGE_GET_FOLDER`

Retrieve one Clio folder by ID. Requires Documents read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `folder_id` | integer | Yes | Unique Clio folder ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Matter

**Slug:** `CLIO_MANAGE_GET_MATTER`

Get one Clio matter by ID with lifecycle, client, staffing, practice area, dates, and billing method. Requires read access to Matters.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `matter_id` | integer | Yes | Unique Clio matter ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Matter Client

**Slug:** `CLIO_MANAGE_GET_MATTER_CLIENT`

Retrieve the client contact for one Clio matter. Requires Contacts and Matters read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `matter_id` | integer | Yes | Matter whose client is retrieved. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Note

**Slug:** `CLIO_MANAGE_GET_NOTE`

Retrieve one Clio matter or contact note. Reading a note does not notify subscribers. Requires Notes read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `note_id` | integer | Yes | Unique Clio note ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Task

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `task_id` | integer | Yes | Unique Clio task ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get User

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `user_id` | integer | Yes | Unique Clio firm user ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Activity Descriptions

**Slug:** `CLIO_MANAGE_LIST_ACTIVITY_DESCRIPTIONS`

List selectable Clio activity descriptions and resolved rates for time entries. Requires Activities read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum records in this page (1-200). |
| `cursor` | string | No | Opaque next_cursor from a prior call; pass it back unchanged. |
| `user_id` | integer | No | Return activity descriptions available to this user ID. |
| `flat_rate` | boolean | No | Filter by whether the activity description has a flat rate. |
| `activity_type` | string ("utbms" | "clio") | No | Filter to UTBMS or Clio activity descriptions. |
| `created_since` | string | No | Return records created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return records updated after this ISO-8601 timestamp. |
| `rate_for_user_id` | integer | No | Calculate returned rates for this user ID. |
| `rate_for_matter_id` | integer | No | Calculate returned rates for this matter ID. |
| `activity_description_ids` | array | No | Return only these Clio activity description IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Calendars

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum calendars in this page (1-200). |
| `cursor` | string | No | Opaque next_cursor from a previous call; when set, continue that exact listing. |
| `source` | string ("web" | "mobile") | No | Filter by calendar visibility source: Clio Web or mobile. |
| `visible` | boolean | No | Filter calendar visibility for source; Clio Web visibility applies when source is omitted. |
| `writable` | boolean | No | Optionally filter calendars by whether the user can write to them. |
| `calendar_type` | string ("AccountCalendar" | "AdhocCalendar" | "UserCalendar") | No | Filter by Clio calendar type. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Communications

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Filter by exact communication date. |
| `type` | string ("EmailCommunication" | "PhoneCommunication") | No | Filter by communication type. |
| `limit` | integer | No | Page size (1-200). |
| `query` | string | No | Search body or subject text. |
| `cursor` | string | No | Opaque next cursor from a prior call; pass it back unchanged. |
| `user_id` | integer | No | Filter by participant user ID. |
| `matter_id` | string | No | Filter by matter ID, or 'null' for no associated matter. |
| `contact_id` | integer | No | Filter by participant contact ID. |
| `received_at` | string | No | Filter by exact occurrence timestamp. |
| `created_since` | string | No | Return records created after this timestamp. |
| `updated_since` | string | No | Return records updated after this timestamp. |
| `received_since` | string | No | Return communications on or after this date. |
| `received_before` | string | No | Return communications on or before this date. |
| `communication_ids` | array | No | Return only these communication IDs. |
| `having_time_entries` | boolean | No | Filter by associated time entries. |
| `external_property_name` | string | No | External-property name filter. |
| `external_property_value` | string | No | External-property value filter; requires its name. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Contact Email Addresses

**Slug:** `CLIO_MANAGE_LIST_CONTACT_EMAIL_ADDRESSES`

Return one bounded page of email addresses for a Clio contact. Requires Contacts read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `cursor` | string | No | Opaque next cursor from a prior call; pass it back unchanged. |
| `contact_id` | integer | Yes | Contact whose email addresses are listed. |
| `created_since` | string | No | Return addresses created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return addresses updated after this ISO-8601 timestamp. |
| `email_address_ids` | array | No | Return only these email-address IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Contact Phone Numbers

**Slug:** `CLIO_MANAGE_LIST_CONTACT_PHONE_NUMBERS`

Return one bounded page of phone numbers for a Clio contact. Requires Contacts read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `cursor` | string | No | Opaque next cursor from a prior call; pass it back unchanged. |
| `contact_id` | integer | Yes | Contact whose phone numbers are listed. |
| `created_since` | string | No | Return numbers created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return numbers updated after this ISO-8601 timestamp. |
| `phone_number_ids` | array | No | Return only these phone-number IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Document Automations

**Slug:** `CLIO_MANAGE_LIST_DOCUMENT_AUTOMATIONS`

Return one bounded page of Clio document-generation automations. Requires Documents read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `cursor` | string | No | Opaque next cursor from a prior call. |
| `created_since` | string | No | Return automations created after this timestamp. |
| `updated_since` | string | No | Return automations updated after this timestamp. |
| `document_automation_ids` | array | No | Return only these automation IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Documents

**Slug:** `CLIO_MANAGE_LIST_DOCUMENTS`

Return one bounded provider page of Clio documents. Requires Documents read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum documents in this page (1-200). |
| `query` | string | No | Wildcard search against document names. |
| `scope` | string ("children" | "descendants") | No | Limit parent filtering to children or all descendants. |
| `cursor` | string | No | Opaque next_cursor from a prior response; pass it back unchanged. |
| `locked` | boolean | No | Filter by document lock state. |
| `matter_id` | integer | No | Filter by associated matter ID. |
| `parent_id` | integer | No | Filter by parent folder ID. |
| `contact_id` | integer | No | Filter by associated contact ID. |
| `document_ids` | array | No | Return only these document IDs. |
| `created_since` | string | No | Return documents created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return documents updated after this ISO-8601 timestamp. |
| `include_deleted` | boolean | No | Include documents currently in trash. |
| `show_uncompleted` | boolean | No | Include documents whose signed upload is incomplete. |
| `document_category_id` | integer | No | Filter by document-category ID. |
| `external_property_name` | string | No | Filter by external-property name. |
| `external_property_value` | string | No | Filter by external-property value; requires its name. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Document Templates

**Slug:** `CLIO_MANAGE_LIST_DOCUMENT_TEMPLATES`

List Clio document templates and IDs for document automation. Requires Documents read permission; availability can depend on the Clio plan.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum templates in this page (1-200). |
| `cursor` | string | No | Opaque next_cursor from a prior call; pass it back unchanged. |
| `created_since` | string | No | Return templates created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return templates updated after this ISO-8601 timestamp. |
| `document_template_ids` | array | No | Return only these Clio document template IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Expense Categories

**Slug:** `CLIO_MANAGE_LIST_EXPENSE_CATEGORIES`

List selectable Clio expense categories and rates for expense entries. Requires Activities read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum categories in this page (1-200). |
| `query` | string | No | Match expense categories by name. |
| `cursor` | string | No | Opaque next_cursor from a prior call; pass it back unchanged. |
| `entry_type` | string ("hard_cost" | "soft_cost" | "unassociated") | No | Filter by supported expense entry type. |
| `created_since` | string | No | Return records created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return records updated after this ISO-8601 timestamp. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Folder Contents

**Slug:** `CLIO_MANAGE_LIST_FOLDER_CONTENTS`

Return one bounded page of Clio documents and folders, optionally below a parent folder. Requires Documents read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `query` | string | No | Wildcard item-name search. |
| `scope` | string ("children" | "descendants") | No | Limit results to children or descendants. |
| `cursor` | string | No | Opaque next cursor from a prior call. |
| `item_ids` | array | No | Return only these document or folder IDs. |
| `matter_id` | string | No | Filter by matter ID, or 'null' for no matter. |
| `parent_id` | integer | No | Parent folder ID; omit for the account root. |
| `contact_id` | string | No | Filter by contact ID, or 'null' for no contact. |
| `created_since` | string | No | Return items created after this timestamp. |
| `updated_since` | string | No | Return items updated after this timestamp. |
| `include_deleted` | boolean | No | Include trashed items. |
| `show_uncompleted` | boolean | No | Include documents whose upload is incomplete. |
| `document_category_id` | string | No | Filter by category ID, or 'null' for no category. |
| `external_property_name` | string | No | External-property name filter. |
| `external_property_value` | string | No | External-property value filter; requires its name. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Folders

**Slug:** `CLIO_MANAGE_LIST_FOLDERS`

Return one bounded page of Clio folders using documented filters. Requires Documents read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `query` | string | No | Wildcard folder-name search. |
| `scope` | string ("children" | "descendants") | No | Limit parent filtering to children or descendants. |
| `cursor` | string | No | Opaque next cursor from a prior call. |
| `matter_id` | string | No | Filter by matter ID, or 'null' for no matter. |
| `parent_id` | string | No | Filter by parent ID, or 'null' for no parent. |
| `contact_id` | string | No | Filter by contact ID, or 'null' for no contact. |
| `folder_ids` | array | No | Return only these folder IDs. |
| `created_since` | string | No | Return folders created after this timestamp. |
| `updated_since` | string | No | Return folders updated after this timestamp. |
| `include_deleted` | boolean | No | Include trashed folders. |
| `document_category_id` | string | No | Filter by category ID, or 'null' for no category. |
| `external_property_name` | string | No | External-property name filter. |
| `external_property_value` | string | No | External-property value filter; requires its name. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Groups

**Slug:** `CLIO_MANAGE_LIST_GROUPS`

List Clio groups and IDs for matter assignments and user grouping. Requires Groups read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Match an exact group name. |
| `limit` | integer | No | Maximum groups in this page (1-200). |
| `query` | string | No | Wildcard search against group names. |
| `cursor` | string | No | Opaque next_cursor from a prior call; pass it back unchanged. |
| `user_id` | integer | No | Return groups containing this user ID. |
| `archived` | boolean | No | Filter by archived status. |
| `group_ids` | array | No | Return only these Clio group IDs. |
| `group_type` | string ("AccountGroup" | "AdhocGroup" | "UserGroup") | No | Filter by Clio group type. |
| `created_since` | string | No | Return records created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return records updated after this ISO-8601 timestamp. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Matter Contacts

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `cursor` | string | No | Opaque next cursor from a prior call; pass it back unchanged. |
| `matter_id` | integer | Yes | Matter whose contacts are listed. |
| `custom_field_ids` | array | No | Include values for these custom-field IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Matter Protected Funds

**Slug:** `CLIO_MANAGE_LIST_MATTER_PROTECTED_FUNDS`

Return one bounded page of protected funds for a Clio matter. Requires Matters read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `cursor` | string | No | Opaque next cursor from a prior call; pass it back unchanged. |
| `matter_id` | integer | Yes | Matter whose protected funds are listed. |
| `created_since` | string | No | Return funds created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return funds updated after this ISO-8601 timestamp. |
| `protected_fund_ids` | array | No | Return only these protected-fund IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Matter Related Contacts

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Page size (1-200). |
| `cursor` | string | No | Opaque next cursor from a prior call; pass it back unchanged. |
| `matter_id` | integer | Yes | Matter whose related contacts are listed. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Matter Stages

**Slug:** `CLIO_MANAGE_LIST_MATTER_STAGES`

List Clio matter stages and practice-area associations for selecting a matter stage. Requires Matters read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum stages in this page (1-200). |
| `cursor` | string | No | Opaque next_cursor from a prior call; pass it back unchanged. |
| `created_since` | string | No | Return stages created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return stages updated after this ISO-8601 timestamp. |
| `matter_stage_ids` | array | No | Return only these Clio matter stage IDs. |
| `practice_area_id` | integer | No | Return stages belonging to this practice area ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Notes

**Slug:** `CLIO_MANAGE_LIST_NOTES`

Return one bounded page of Clio matter or contact notes. Reading notes does not notify subscribers. Requires Notes read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string ("Matter" | "Contact") | Yes | Required note association type. |
| `limit` | integer | No | Page size (1-200). |
| `query` | string | No | Search note subject and detail. |
| `cursor` | string | No | Opaque next cursor from a prior call; pass it back unchanged. |
| `note_ids` | array | No | Return only these note IDs. |
| `matter_id` | integer | No | Filter by matter ID. |
| `contact_id` | integer | No | Filter by contact ID. |
| `created_since` | string | No | Return notes created after this timestamp. |
| `updated_since` | string | No | Return notes updated after this timestamp. |
| `has_time_entries` | boolean | No | Filter by associated time entries. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Practice Areas

**Slug:** `CLIO_MANAGE_LIST_PRACTICE_AREAS`

List Clio practice areas and IDs for matter and task-template selection. Requires Matters read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `code` | string | No | Match an exact practice area code. |
| `name` | string | No | Match an exact practice area name. |
| `limit` | integer | No | Maximum practice areas in this page (1-200). |
| `cursor` | string | No | Opaque next_cursor from a prior call; pass it back unchanged. |
| `matter_id` | integer | No | Apply Clio's matter-specific practice-area eligibility filtering. |
| `created_since` | string | No | Return records created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return records updated after this ISO-8601 timestamp. |
| `practice_area_ids` | array | No | Return only these Clio practice area IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Task Template Lists

**Slug:** `CLIO_MANAGE_LIST_TASK_TEMPLATE_LISTS`

List Clio task template lists and IDs for assigning templates to matters. Requires Tasks read permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `empty` | boolean | No | Filter by whether lists contain no task templates. |
| `limit` | integer | No | Maximum lists in this page (1-200). |
| `query` | string | No | Wildcard search against task template list names. |
| `cursor` | string | No | Opaque next_cursor from a prior call; pass it back unchanged. |
| `created_since` | string | No | Return lists created after this ISO-8601 timestamp. |
| `updated_since` | string | No | Return lists updated after this ISO-8601 timestamp. |
| `practice_area_id` | integer | No | Return lists associated with this practice area ID. |
| `task_template_list_ids` | array | No | Return only these Clio task template list IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Users

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Filter users by name. |
| `role` | string ("admin" | "accounts" | "billing" | "reports") | No | Filter users that have this Clio role. |
| `limit` | integer | No | Maximum users in this page (1-2000). |
| `cursor` | string | No | Opaque next_cursor from a previous call. Pass it back unchanged to continue that exact listing. |
| `enabled` | boolean | No | Return enabled or disabled users; defaults to enabled users. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Preview Bill

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | integer | Yes | Unique bill ID to preview. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Save Activity

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Date performed in YYYY-MM-DD format; required when creating. |
| `etag` | string | No | Current activity ETag for concurrency-safe updates; omit to update without a precondition. |
| `note` | string | No | Description of the work or expense. |
| `price` | number | No | Hourly or flat rate for time, or amount for an expense; omit to let Clio's rate hierarchy apply. |
| `task_id` | integer | No | Task associated with the activity. |
| `user_id` | integer | No | User who performed or owns the activity; pass null on update to clear it. |
| `matter_id` | integer | No | Matter associated with the activity. |
| `no_charge` | boolean | No | Show an eligible non-billable activity on the bill at no charge. |
| `activity_id` | integer | No | Activity to update; omit to create a new activity. |
| `non_billable` | boolean | No | Prevent a non-billed TimeEntry from appearing as a bill line item; valid only for non-billed TimeEntries except when no_charge is true. |
| `activity_type` | string ("TimeEntry" | "ExpenseEntry" | "HardCostEntry" | "SoftCostEntry") | No | Time or expense activity type; required when creating. |
| `quantity_seconds` | number | No | Duration in seconds for current API TimeEntry records; also the provider quantity for applicable expense entries. |
| `activity_description_id` | integer | No | Activity description ID used for rate and category defaults. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Save Calendar

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Calendar name. Required and non-empty when creating. |
| `color` | string ("#367B9C" | "#FFA5A4" | "#83D17F" | "#FFAC7B" | "#8E3F64" | "#C75300" | "#009CEC" | "#62D6B1" | "#9EEDCB" | "#F9A2C4" | "#616161" | "#BBDA81" | "#DFD3F8" | "#D6C4A5" | "#FFD478" | "#6AC9DE" | "#EABBB0" | "#BFC2E1" | "#DADADA" | "#CDE2F5") | No | Calendar color shown in the Clio Web UI. |
| `source` | string ("web" | "mobile") | No | Client surface to which the visibility setting applies. |
| `visible` | boolean | No | Whether the calendar is visible by default for the selected source. |
| `calendar_id` | integer | No | Unique Clio calendar ID to update; omit to create a custom calendar. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Save Calendar Entry

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_at` | string | No | End timestamp in ISO-8601 format; required when creating, not before start_at, and on or after 1900-01-01T00:00:00Z. |
| `all_day` | boolean | No | Whether this is an all-day event. |
| `summary` | string | No | Short event summary; required and non-empty when creating. |
| `location` | string | No | Event location. |
| `start_at` | string | No | Start timestamp in ISO-8601 format; required when creating and must be on or after 1900-01-01T00:00:00Z. |
| `attendees` | array | No | Writable Clio calendars to add or remove as attendees. Contact attendees are unsupported because Clio always emails them. |
| `matter_id` | integer | No | Matter associated with the event; pass null on update to clear it. |
| `description` | string | No | Detailed event description. |
| `recurrence_rule` | string | No | Recurrence rule accepted by Clio; omit for a non-recurring event or explicitly pass null to clear an existing rule. |
| `parent_series_id` | integer | No | Parent recurring-series ID; required for series scope, where calendar_entry_id must be this same parent ID. |
| `recurrence_scope` | string ("occurrence" | "series") | No | Required for recurring updates: occurrence updates one expanded occurrence; series updates the parent series. Future-series updates are unsupported because Clio has no atomic operation. |
| `calendar_entry_id` | string | No | Calendar entry or expanded occurrence ID to update; omit to create. |
| `calendar_owner_id` | integer | No | Writable calendar owner ID; required when creating. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Save Contact

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | No | Current contact ETag for concurrency-safe updates; omit to update without a precondition. |
| `name` | string | No | Company name; required when creating or renaming a company. |
| `title` | string | No | Job title for a Person contact; requires contact_type=Person. |
| `last_name` | string | No | Last name for creating or renaming a person contact. |
| `company_id` | integer | No | Existing company contact ID associated with a person. |
| `contact_id` | integer | No | Contact to update; omit to create a new contact. |
| `first_name` | string | No | First name for creating or renaming a person contact. |
| `contact_type` | string ("Person" | "Company") | No | Person or Company; required when creating and when updating name fields. |
| `phone_numbers` | array | No | Phone numbers to save on the contact. |
| `email_addresses` | array | No | Email addresses to save on the contact. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Save Matter

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | No | Current matter ETag for concurrency-safe updates; omit to update without a precondition. |
| `status` | string ("open" | "closed" | "pending") | No | Matter lifecycle status. |
| `billable` | boolean | No | Whether work on this matter is billable. |
| `client_id` | integer | No | Client contact ID; required when creating. |
| `matter_id` | integer | No | Matter to update; omit to create a new matter. |
| `open_date` | string | No | Matter open date in YYYY-MM-DD format. |
| `close_date` | string | No | Matter close date in YYYY-MM-DD format. |
| `description` | string | No | Matter description; required when creating. |
| `client_reference` | string | No | Client-provided reference for the matter. |
| `practice_area_id` | integer | No | Practice area ID; pass null on update to clear the association. |
| `responsible_staff_id` | integer | No | User ID of responsible staff. |
| `responsible_attorney_id` | integer | No | User ID of the responsible attorney. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Save Task

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | No | Current task ETag for concurrency-safe ordinary updates. Completion uses the fresh ETag from its required safety preflight. |
| `name` | string | No | Task name; required and non-empty when creating. |
| `due_at` | string | No | Task due date or date-time in ISO-8601 format. |
| `status` | string ("pending" | "in_progress" | "in_review" | "complete" | "draft") | No | Task status; accounts without Advanced Tasks may use only Pending or Complete. Complete existing tasks through UPDATE_TASK. |
| `task_id` | integer | No | Task to update; omit to create a new task. |
| `priority` | string ("High" | "Normal" | "Low") | No | Task priority using Clio's write values. |
| `matter_id` | integer | No | Matter associated with the task. |
| `permission` | string ("private" | "public") | No | Who can see the task; defaults to public when creating. |
| `assignee_id` | integer | No | User or contact ID assigned to the task; required when creating. |
| `description` | string | No | Task details; required when creating and may be an empty string. Clio supports rich text when description_text_type is rich_text, with a, b, br, div, em, i, li, ol, p, s, strong, u, and ul tags and href, rel, type, and target attributes. |
| `assignee_type` | string ("User" | "Contact") | No | Model type for assignee_id; provide both assignee fields together. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search Activities

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum activities in this page (1-200); when activity_ids is supplied, limit must be at least the number of IDs. |
| `query` | string | No | Wildcard search across activity notes. |
| `cursor` | string | No | Opaque next_cursor from a previous call; pass it back unchanged to continue that search. |
| `status` | string ("billed" | "draft" | "unbilled" | "non_billable" | "billable" | "written_off") | No | Filter by billing status. |
| `task_id` | string | No | Filter by task ID, or pass 'null' for activities without a task. |
| `user_id` | string | No | Filter by user ID, or pass 'null' for activities without a user. |
| `end_date` | string | No | Return activities on or before this date. |
| `matter_id` | string | No | Filter by matter ID, or pass 'null' for activities without a matter. |
| `start_date` | string | No | Return activities on or after this date. |
| `activity_ids` | array | No | Filter the collection to these activity IDs. The number of IDs cannot exceed limit (and is always at most 200). For one known ID and full billing details, use Get Activity. |
| `activity_type` | string ("TimeEntry" | "ExpenseEntry" | "HardCostEntry" | "SoftCostEntry") | No | Filter by time or expense activity type. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search Calendar Entries

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum entries in this page (1-200); when calendar_entry_ids is supplied, limit must be at least the number of IDs. |
| `query` | string | No | Search matching calendar entries. |
| `cursor` | string | No | Opaque next_cursor from a previous call; pass it back unchanged to continue that search. |
| `all_day` | boolean | No | Filter all-day or timed entries. |
| `to_time` | string | No | Return entries beginning on or before this ISO-8601 timestamp. |
| `expanded` | boolean | No | Expand recurring events into individual occurrences. |
| `from_time` | string | No | Return entries ending on or after this ISO-8601 timestamp. |
| `matter_id` | string | No | Filter by matter ID, or pass 'null' for entries without a matter. |
| `calendar_id` | integer | No | Filter entries on this calendar; Clio does not accept the null keyword. |
| `calendar_entry_ids` | array | No | Filter by entry or expanded-occurrence IDs; occurrence IDs may be composite strings. The number of IDs cannot exceed limit (and is always at most 200). With expanded recurrence, Clio may also return sibling occurrences, so inspect returned IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search Contacts

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum contacts in this page (1-200); when contact_ids is supplied, limit must be at least the number of IDs. |
| `query` | string | No | Wildcard search for name, title, email address, address, phone number, web site, instant messenger address, custom fields, related matter name, or company name matching a given string. |
| `cursor` | string | No | Opaque next_cursor from a previous call; omit for the first page. |
| `contact_ids` | array | No | Filter the collection to these contact IDs. The number of IDs cannot exceed limit (and is always at most 200). For one known ID and full contact details, use Get Contact. |
| `contact_type` | string ("Person" | "Company") | No | Filter contacts by person or company. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search Matters

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum matters in this page (1-200); when matter_ids is supplied, limit must be at least the number of IDs. |
| `query` | string | No | Wildcard search for display_number, number, or description, and for the first_name, last_name, or name of the associated client. |
| `cursor` | string | No | Opaque next_cursor from a previous call; omit for the first page. |
| `status` | string ("open" | "closed" | "pending") | No | Filter by matter status. |
| `client_id` | integer | No | Filter matters for this client contact ID. |
| `matter_ids` | array | No | Filter the collection to these matter IDs. The number of IDs cannot exceed limit (and is always at most 200). For one known ID and full lifecycle, staffing, and billing details, use Get Matter. |
| `practice_area_id` | integer | No | Filter matters by practice area ID. |
| `responsible_attorney_id` | integer | No | Filter matters assigned to this responsible attorney user ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search Tasks

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum tasks in this page (1-200); when task_ids is supplied, limit must be at least the number of IDs. |
| `query` | string | No | Wildcard search across task name and description. |
| `cursor` | string | No | Opaque next_cursor from a previous call; pass it back unchanged to continue that search. |
| `due_to` | string | No | Return tasks due on or before this date. |
| `status` | string ("pending" | "in_progress" | "in_review" | "complete" | "draft") | No | Filter by task status; advanced statuses require the corresponding Clio feature. |
| `due_from` | string | No | Return tasks due on or after this date. |
| `priority` | string ("high" | "normal" | "low") | No | Filter by task priority. |
| `task_ids` | array | No | Filter the collection to these task IDs. The number of IDs cannot exceed limit (and is always at most 200). For one known ID and full task details, use Get Task. |
| `matter_id` | string | No | Filter by matter ID, or pass 'null' for tasks without a matter. |
| `assignee_id` | string | No | Filter by assigned user or contact ID with assignee_type, or pass 'null' without assignee_type for tasks without an assignee. |
| `assignee_type` | string ("user" | "contact") | No | Type of assignee_id; supply with assignee_id. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Start Document From Template

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `formats` | array | Yes | One or both output formats: pdf and original. |
| `filename` | string | Yes | Filename for the generated document, without assuming generation is complete. |
| `matter_id` | integer | Yes | Matter whose data will populate the document. |
| `document_template_id` | integer | Yes | Document template to use for generation. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Transition Bill State

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | Yes | ETag observed when the transition was approved. |
| `bill_id` | integer | Yes | Unique bill ID. |
| `confirm` | boolean | Yes | Must be true to confirm the lifecycle transition. |
| `target_state` | string ("paid" | "void" | "deleted") | Yes | Confirmed irreversible target state. |
| `expected_number` | string | Yes | Bill number observed when the transition was approved. |
| `expected_current_state` | string ("draft" | "awaiting_approval" | "awaiting_payment" | "paid" | "void" | "deleted") | Yes | Bill state observed when the transition was approved. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Activity

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Updated date performed in YYYY-MM-DD format. |
| `etag` | string | No | Current activity ETag for a concurrency-safe update; omit to update without a precondition. |
| `note` | string | No | Updated work or expense description. |
| `price` | number | No | Updated hourly rate, flat rate, or expense amount. |
| `task_id` | integer | No | Updated task associated with the activity. |
| `user_id` | integer | No | Updated user who performed or owns the activity; pass null to clear it. |
| `matter_id` | integer | No | Updated matter associated with the activity. |
| `no_charge` | boolean | No | Updated no-charge setting. |
| `activity_id` | integer | Yes | Activity to update. |
| `non_billable` | boolean | No | Updated non-billable setting. |
| `activity_type` | string ("TimeEntry" | "ExpenseEntry" | "HardCostEntry" | "SoftCostEntry") | No | Updated time or expense activity type. |
| `quantity_seconds` | number | No | Updated duration in seconds or provider quantity. |
| `activity_description_id` | integer | No | Updated activity description used for rate and category defaults. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Bill

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | Yes | Current bill ETag, required to prevent stale financial writes. |
| `memo` | string | No | New bill memo. |
| `due_at` | string | No | New due date. |
| `number` | string | No | New bill number. |
| `bill_id` | integer | Yes | Unique bill ID. |
| `subject` | string | No | New bill subject. |
| `tax_rate` | number | No | New primary tax rate as a percentage. |
| `issued_at` | string | No | New issue date. |
| `currency_id` | integer | No | New currency ID. |
| `bill_theme_id` | integer | No | New bill theme ID. |
| `discount_note` | string | No | Note explaining the discount. |
| `discount_rate` | number | No | Discount amount; discount_type selects percentage or money. |
| `discount_type` | string ("percentage" | "money") | No | Discount calculation type. |
| `interest_rate` | number | No | Interest rate as a percentage. |
| `interest_type` | string ("simple" | "compound") | No | Simple or compound interest. |
| `purchase_order` | string | No | New purchase order information. |
| `interest_period` | integer | No | Provider interest period; Clio's documented example permits zero. |
| `use_grace_period` | boolean | No | Use the client's grace period, overriding an explicitly supplied due_at. |
| `secondary_tax_rate` | number | No | New secondary tax rate as a percentage. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Calendar

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Updated calendar name. |
| `color` | string ("#367B9C" | "#FFA5A4" | "#83D17F" | "#FFAC7B" | "#8E3F64" | "#C75300" | "#009CEC" | "#62D6B1" | "#9EEDCB" | "#F9A2C4" | "#616161" | "#BBDA81" | "#DFD3F8" | "#D6C4A5" | "#FFD478" | "#6AC9DE" | "#EABBB0" | "#BFC2E1" | "#DADADA" | "#CDE2F5") | No | Updated calendar color shown in the Clio Web UI. |
| `source` | string ("web" | "mobile") | No | Updated client surface to which the visibility setting applies. |
| `visible` | boolean | No | Updated default visibility for the selected source. |
| `calendar_id` | integer | Yes | Unique Clio calendar ID to update. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Calendar Entry

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_at` | string | No | Changed end timestamp, not before start_at when both are supplied. |
| `all_day` | boolean | No | Changed all-day setting. |
| `summary` | string | No | Changed non-empty event summary. |
| `location` | string | No | Changed event location. |
| `start_at` | string | No | Changed start timestamp, on or after 1900-01-01T00:00:00Z. |
| `attendees` | array | No | Writable Clio calendars to add or remove. Contact attendees are unsupported because Clio always emails them. |
| `matter_id` | integer | No | Changed associated matter; pass null to clear it. |
| `description` | string | No | Changed event description. |
| `recurrence_rule` | string | No | Changed recurrence rule; pass null to clear it. |
| `parent_series_id` | integer | No | Parent recurring-series ID; required for series scope, where calendar_entry_id must be this same parent ID. |
| `recurrence_scope` | string ("occurrence" | "series") | No | Required for recurring updates: occurrence updates one expanded occurrence; series updates the parent series. Future-series updates are unsupported because Clio has no atomic operation. |
| `calendar_entry_id` | string | Yes | Calendar entry or expanded occurrence ID to update. |
| `calendar_owner_id` | integer | No | Changed writable calendar owner ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Communication

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `body` | string | No | Changed communication body. |
| `etag` | string | Yes | Current communication ETag. |
| `type` | string ("EmailCommunication" | "PhoneCommunication") | No | Changed communication type. |
| `matter` | object | No | Changed associated matter. |
| `senders` | array | No | Changed sender associations. |
| `subject` | string | No | Changed communication subject. |
| `receivers` | array | No | Changed receiver associations. |
| `received_at` | string | No | Changed occurrence timestamp. |
| `communication_id` | integer | Yes | Unique Clio communication ID. |
| `external_properties` | array | No | External properties to add, change, or delete. |
| `confirm_external_property_deletion` | boolean | No | Must be true when deleting an external property. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Contact

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | No | Current contact ETag for concurrency-safe updates; omit to update without a precondition. |
| `name` | string | No | Changed company name. |
| `title` | string | No | Changed job title; requires contact_type=Person. |
| `last_name` | string | No | Changed person last name. |
| `company_id` | integer | No | Changed associated company contact ID. |
| `contact_id` | integer | Yes | Contact to update. |
| `first_name` | string | No | Changed person first name. |
| `contact_type` | string ("Person" | "Company") | No | Person or Company; required when updating name fields. |
| `phone_numbers` | array | No | Phone numbers to add, update by ID, or irreversibly delete by ID. |
| `email_addresses` | array | No | Email addresses to add, update by ID, or irreversibly delete by ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Document Metadata

**Slug:** `CLIO_MANAGE_UPDATE_DOCUMENT`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | Yes | Current ETag; stale values fail once with HTTP 412. |
| `name` | string | No | Replacement name. |
| `parent` | object | No | Replacement folder, contact, or matter parent. |
| `document_id` | integer | Yes | Unique Clio document ID. |
| `received_at` | string | No | Replacement receipt timestamp. |
| `communication_id` | integer | No | Replacement related communication ID. |
| `document_category_id` | integer | No | Replacement document-category ID. Omit to leave unchanged. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Folder

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | Yes | Current folder ETag. |
| `name` | string | No | Replacement folder name. |
| `parent` | object | No | Replacement parent resource. |
| `restore` | boolean | No | Whether to restore a trashed folder. |
| `folder_id` | integer | Yes | Unique Clio folder ID. |
| `external_properties` | array | No | External properties to add, change, or delete. |
| `document_category_id` | integer | No | Replacement category ID; null clears it. |
| `confirm_external_property_deletion` | boolean | No | Must be true when deleting an external property. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Matter

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | No | Current matter ETag; omit to update without a precondition. |
| `status` | string ("open" | "closed" | "pending") | No | Updated matter lifecycle status. |
| `billable` | boolean | No | Whether work on this matter is billable. |
| `client_id` | integer | No | Client contact ID. |
| `matter_id` | integer | Yes | Matter to update. |
| `open_date` | string | No | Matter open date in YYYY-MM-DD format. |
| `close_date` | string | No | Matter close date in YYYY-MM-DD format. |
| `description` | string | No | Updated matter description. |
| `client_reference` | string | No | Client-provided reference for the matter. |
| `practice_area_id` | integer | No | Practice area ID; pass null to clear the association. |
| `responsible_staff_id` | integer | No | User ID of responsible staff. |
| `responsible_attorney_id` | integer | No | User ID of the responsible attorney. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Note

**Slug:** `CLIO_MANAGE_UPDATE_NOTE`

Update a Clio note using its current ETag. Notification subscribers are intentionally unsupported. Requires Notes write permission.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Changed note date. |
| `etag` | string | Yes | Current note ETag. |
| `detail` | string | No | Changed note body. |
| `note_id` | integer | Yes | Unique Clio note ID. |
| `subject` | string | No | Changed note subject. |
| `detail_text_type` | string ("plain_text" | "rich_text") | No | Changed note text format. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Task

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `etag` | string | No | Current task ETag for ordinary updates. Completion uses the fresh ETag from its required safety preflight. |
| `name` | string | No | Updated task name. |
| `due_at` | string | No | Task due date or date-time in ISO-8601 format. |
| `status` | string ("pending" | "in_progress" | "in_review" | "complete" | "draft") | No | Updated task status; accounts without Advanced Tasks may use only Pending or Complete. Use status complete here rather than on CREATE_TASK. |
| `task_id` | integer | Yes | Task to update. |
| `priority` | string ("High" | "Normal" | "Low") | No | Task priority using Clio's write values. |
| `matter_id` | integer | No | Matter associated with the task. |
| `permission` | string ("private" | "public") | No | Who can see the task. |
| `assignee_id` | integer | No | User or contact ID assigned to the task; provide with assignee_type. |
| `description` | string | No | Updated task details; an empty string is accepted. Clio supports rich text when description_text_type is rich_text, with a, b, br, div, em, i, li, ol, p, s, strong, u, and ul tags and href, rel, type, and target attributes. |
| `assignee_type` | string ("User" | "Contact") | No | Model type for assignee_id; provide both assignee fields. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Void Bill

**Slug:** `CLIO_MANAGE_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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | integer | Yes | Unique Unpaid bill ID to void. |
| `confirm` | boolean | Yes | Must be true to confirm irreversible voiding. |
| `expected_etag` | string | Yes | ETag observed when voiding was approved. |
| `expected_number` | string | Yes | Bill number observed when voiding was approved. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |