--- title: Clio Manage slug: clio-manage description: How to integrate Clio Manage with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_clio-manage.png docTags: createdAt: 2025-02-03T13:29:10.708Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/clio-manage.png" alt="Clio Manage logo" caption size="50" width="512" height="512"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Clio Manage](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, [create your account on Clio Manage](https://www.clio.com/manage/). For subscription, refer to the [Clio Manage pricing page](https://www.clio.com/manage/). # Connect Clio Manage and Make To get started, you must first create a connection between Clio Manage and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your Clio Manage account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2 credentials in your Clio Manage account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your Clio Manage account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Developer Portal dashboard**. ::: :::WorkflowBlockItem Click the** button** to create a new application. ::: :::WorkflowBlockItem Select the relevant region for your application. ::: :::WorkflowBlockItem Enter the callback URI: `https://www.integromat.com/oauth/cb/clio-manage`. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://docs.developers.clio.com/api-docs/applications/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Clio Manage module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](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 scenarios. :::ExpandableHeading ### Create a Calendar Entry Creates a new event in your calendar. ::: :::ExpandableHeading ### Create a Communication Creates and sends a new message or communication within the selected platform. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book or contact list. ::: :::ExpandableHeading ### Create a Folder Creates a new folder in your specified location. ::: :::ExpandableHeading ### Create a Matter Creates a new legal case record (matter) in the system. ::: :::ExpandableHeading ### Create a Note Creates a new note entry in your selected application. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected project or workspace. ::: :::ExpandableHeading ### Create an Activity Creates a new activity record in your account. ::: :::ExpandableHeading ### Delete a Calendar Entry Deletes a specific calendar event using its unique identifier. ::: :::ExpandableHeading ### Delete a Communication Deletes a specific communication using its unique identifier. ::: :::ExpandableHeading ### Delete a Contact Deletes a specific contact using its unique identifier. ::: :::ExpandableHeading ### Delete a Folder Deletes a specific folder using its unique identifier. ::: :::ExpandableHeading ### Delete a Matter Deletes a specific matter using its unique identifier. ::: :::ExpandableHeading ### Delete a Note Deletes a specific note using its unique identifier. ::: :::ExpandableHeading ### Delete a Task Deletes a specific task using its unique identifier. ::: :::ExpandableHeading ### Delete an Activity Deletes a specific activity using its unique identifier. ::: :::ExpandableHeading ### Get a Calendar Entry Retrieves the details of a specific calendar event. ::: :::ExpandableHeading ### Get a Communication Retrieves the details of a specific existing communication. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific existing contact. ::: :::ExpandableHeading ### Get a Folder Retrieves the details of a specified existing folder. ::: :::ExpandableHeading ### Get a Matter Retrieves detailed information about a specific existing matter. ::: :::ExpandableHeading ### Get a Note Retrieves the details of a specific existing note. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific existing task. ::: :::ExpandableHeading ### Get an Activity Retrieves detailed information about a specific existing activity. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Bills Searches for specific bills or retrieves a complete list of all bills. ::: :::ExpandableHeading ### Search Contacts Searches for specific contacts or retrieves a list of all contacts. ::: :::ExpandableHeading ### Search Matters Searches for specific matters or retrieves a complete list of all matters. ::: :::ExpandableHeading ### Search Users Searches for specific users or retrieves a complete list of all users. ::: :::ExpandableHeading ### Update a Calendar Entry Updates the details of an existing event in your calendar. ::: :::ExpandableHeading ### Update a Communication Modifies the details of an existing communication record. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact in your account. ::: :::ExpandableHeading ### Update a Folder Modify the details or properties of an existing folder. ::: :::ExpandableHeading ### Update a Matter Updates the details of an existing matter in your system. ::: :::ExpandableHeading ### Update a Note Modifies the content of an existing note with new information. ::: :::ExpandableHeading ### Update a Task Modifies the details of a previously created task. ::: :::ExpandableHeading ### Update an Activity Modifies the details of a specified existing activity. ::: :::ExpandableHeading ### Upload a Document Generates a new blank document in your selected workspace. ::: :::ExpandableHeading ### Watch Activities Triggers when a contact is added, modified, or removed in your system. ::: :::ExpandableHeading ### Watch Bills Triggers when a new bill is created, an existing bill is updated, or a bill is deleted in your account. ::: :::ExpandableHeading ### Watch Calendar Entries Triggers when a bill is newly created, modified, or removed from your account. ::: :::ExpandableHeading ### Watch Communications Triggers when a new communication is created, an existing communication is updated, or a communication is deleted in your system. ::: :::ExpandableHeading ### Watch Contacts Triggers when a contact is added, modified, or removed from your system. ::: :::ExpandableHeading ### Watch Documents Triggers when a new document is added to your account. ::: :::ExpandableHeading ### Watch Matters Triggers when a matter is added, modified, or removed in your system. ::: :::ExpandableHeading ### Watch Notes Triggers when a new note is added to your account. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Clio Manage resources You can have access to more resources related to this app on the following links - [Clio Manage topics on Make community](https://community.make.com/search?q=Clio%20Manage) - [Clio Manage website](https://www.clio.com/manage/) - [Clio Manage API documentation](https://app.clio.com/api/v4/documentation) - [Clio Manage page on make](https://www.make.com/en/integrations/clio-manage) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::