Custom Actions
Third-party applications in Clio have the ability to create custom actions within the Clio Manage interface. Custom actions enable Clio Manage users to launch cross-application workflows from within Clio Manage, reducing the time it takes to switch between applications. Custom actions appear as dropdown menu options on Activities, Contacts, Documents, Folders, or Matters. When a user selects the custom action, they are sent to a URL specified by the integration partner.
Custom Fields
Custom fields let a firm store data Clio Manage doesn't model natively, such as a USCIS receipt number, a referral source, or an internal case code. They exist on matters and contacts, and they are one of the most common sources of "where is this field?" confusion in the API.
Personal Injury API
Third-party applications in Clio have the ability to interact with the Personal Injury Add-On by adding entities for the Medical Records, Damages and Settlement pages.
Clio Payments API
Third-party applications in Clio have the ability to leverage Clio Payments by generating links to our hosted payment pages and sharing them to their clients.
Webhooks
Webhooks let your application receive notifications when records change in Clio Manage, instead of polling the API for changes. You register a callback URL, subscribe it to a model and a set of events, and Clio sends a signed HTTP request to that URL whenever one of those events occurs.
Matters
A matter is the central organizing record for legal work in Clio Manage. Most billable work (activities, bills, documents, calendar entries, tasks) is associated with a matter, so integrations commonly spend time creating matters, finding the right one, or reading fields from it.