- How can I create Clients in Clio Manage Via the API
- Clio Manage
- Clio API
A Client is defined in Clio Manage as any contact that has at least 1 matter in which they are they are the primary contact.
Using the matters endpoint, create a matter for the appropriate contact that you wish to have labeled as a Client. You can then confirm that the contact is labeled as a client by using a Get request to return the contact's info including a "fields" query parameter for "is_client".