Clio Manage

clio manage is a cloud based legal practice management software that helps law firms manage cases, documents, billing, and client communications integrating clio manage with make com enables automated case updates, streamlined document workflows, and efficient client billing processes this is ai generated content based on official clio manage documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www clio com/contact/ directly requirements to use the clio manage app in make, you must have a clio account and a registered developer application, https //www clio com/manage/ for subscription, refer to the https //www clio com/manage/ connect clio manage and {{product name}} to get started, you must first create a connection between clio manage and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your clio manage account create the connection in make obtain your oauth2 credentials in your clio manage account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your clio manage account to obtain your oauth2 credentials navigate to the developer portal dashboard click the button to create a new application select the relevant region for your application enter the callback uri https //www integromat com/oauth/cb/clio manage copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs developers clio com/api docs/applications/ create the connection in {{product name}} https //www make com/en/register , add the clio manage module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your clio manage account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page clio manage modules after connecting to the clio manage app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a calendar entry creates a new event in your calendar create a communication creates and sends a new message or communication within the selected platform create a contact adds a new contact to your address book or contact list create a folder creates a new folder in your specified location create a matter creates a new legal case record (matter) in the system create a note creates a new note entry in your selected application create a task creates a new task in your selected project or workspace create an activity creates a new activity record in your account delete a calendar entry deletes a specific calendar event using its unique identifier delete a communication deletes a specific communication using its unique identifier delete a contact deletes a specific contact using its unique identifier delete a folder deletes a specific folder using its unique identifier delete a matter deletes a specific matter using its unique identifier delete a note deletes a specific note using its unique identifier delete a task deletes a specific task using its unique identifier delete an activity deletes a specific activity using its unique identifier get a calendar entry retrieves the details of a specific calendar event get a communication retrieves the details of a specific existing communication get a contact retrieves detailed information about a specific existing contact get a folder retrieves the details of a specified existing folder get a matter retrieves detailed information about a specific existing matter get a note retrieves the details of a specific existing note get a task retrieves detailed information about a specific existing task get an activity retrieves detailed information about a specific existing activity make an api call executes a custom api request to the connected service using your authorized credentials search bills searches for specific bills or retrieves a complete list of all bills search contacts searches for specific contacts or retrieves a list of all contacts search matters searches for specific matters or retrieves a complete list of all matters search users searches for specific users or retrieves a complete list of all users update a calendar entry updates the details of an existing event in your calendar update a communication modifies the details of an existing communication record update a contact updates the details of an existing contact in your account update a folder modify the details or properties of an existing folder update a matter updates the details of an existing matter in your system update a note modifies the content of an existing note with new information update a task modifies the details of a previously created task update an activity modifies the details of a specified existing activity upload a document generates a new blank document in your selected workspace watch activities triggers when a contact is added, modified, or removed in your system watch bills triggers when a new bill is created, an existing bill is updated, or a bill is deleted in your account watch calendar entries triggers when a bill is newly created, modified, or removed from your account watch communications triggers when a new communication is created, an existing communication is updated, or a communication is deleted in your system watch contacts triggers when a contact is added, modified, or removed from your system watch documents triggers when a new document is added to your account watch matters triggers when a matter is added, modified, or removed in your system watch notes triggers when a new note is added to your account watch tasks triggers when a new task is created, an existing task is updated, or a task is deleted in your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} clio manage resources you can have access to more resources related to this app on the following links https //community make com/search?q=clio%20manage https //www clio com/manage/ https //app clio com/api/v4/documentation https //www make com/en/integrations/clio manage