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Knowledge Center

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This section contains answers to developer questions, and solutions to issues encountered by developers.

  • Deleted Custom Fields being Returned in API Request
  • How Long Does It Take Clio To Index a Search Result After A Record is Created or Updated?
  • How to Filtering Tasks by Statuses
  • How do I tell the recipient of a Reminder through the API?
  • Are Customer Actions Visible Account-wide?
  • Is There A Request To Return All Data For All Contacts And Matters?
  • Can I Upload A Document Through the API Using a URL Instead of a Local Path?
  • What Is the destination_account field and How Do I Use It?
  • Creating a Contact Using the Name Field
  • How to Create "Client" Contacts via the API
  • 403 Response When Attempting to use the Refresh Token
  • Where does the "body_html" Field Display in Clio Manage when Creating a Communication Log
  • How Do I Change the Logo of My Application as Seen in Clio?
  • How Long Does Clio's API Re-attempt a Webhook After a Failure
  • How Do I Test Clio API Webhooks using Postman?
  • Error: "Invalid Grant" When Attempting to Authenticate an Application
  • What access does the "Calendars" API Permission grant my app?
  • What access does the "Billing" API Permission grant my app?
  • What access does the "Activities" API Permission grant my app?
  • What is the Maximum Value for the expires_at Webhook Field?
  • How are Rate Limits enforced?
  • What Are The Rate Limit Headers Returned After Each API Call?
  • How Do I PATCH a Calendar Entry in a Recurring Event Series to be an Exception?
  • Issue: Improper API Documentation for Creating Matter Trust Requests
  • How to I give EU Users access to my integration?
  • How do I request more than 200 results?
  • Why can't I update a Calendar Entry to not have a Matter associated with it?
  • How do I upload a Document to a Contact?
  • Can I Record a Payment in Clio via the API?
  • Why doesn't the Custom Field ID from a Matters API request match the Custom Field ID needed to make a Custom Fields API Request?
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