Depending on the purpose of your app and how you’ll distribute or sell it, you first need to choose what type of app you’ll build. App types can’t be changed after the app has been created, so be sure you understand the different capabilities and requirements of each type. There are two app types:
Public apps
Public apps are meant for developers who want to distribute their apps to many Clio customers. These are the key features of public apps:
- They can be discovered and installed by any Clio customer.
- They must go through Clio's app approval process.
- You can publish them in the Clio App Directory.
- They manage authentication with OAuth.
- Once you launch the app you can access the benefits of the Clio App Partner program.
- They need to follow the guidelines and terms listed under the Customer trust and security guidelines as well as the Developer terms of services.
Private apps
Private apps are built for either your own practice, or a single client. Currently Clio does not support the ability to convert private apps into public apps.These are the key features of private apps:
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They are designed to be used for a single Clio account, whether that's for your client's account or your own practice.
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They don’t go through Clio's app approval process.
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You can’t list them in the Clio app directory.
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They manage authentication with OAuth.
- They need to follow the terms listed under the Developer terms of services.