The first step in building your app is to create a developer application in your Clio account and build support for the OAuth authorization flow so that users can integrate their Clio account with our app.
When building an app or integration that uses Clio's API, here are a few general points to help you get started:
Security of Clio's customer data is one of Clio's top priorities, and this extends to app ecosystem. Your app should follow our security and data guidelines. We also maintain a list of recommended security tools that can help you during development. Note that, as part of the launch process for your application, we will ask you to complete a security questionnaire via OneTrust.
We believe that Clio and our integrations should be available to everyone who wants to use them. While we don’t have specific accessibility requirements for launching an integration in Clio's App Directory, we do ask that you meet certain standards as part of the App Partner Program. Here is a resource to reference as you build.
Usability and level of polish in your app's user experience can be a key differentiator in helping you gain users and solve real-world customer problems. While we don't have any baseline usability requirements, we will assess the user experience during the demo as part of the launch process for your integration.
To ensure the best user experience, we require that your integration support the latest two (2) versions of Microsoft Edge, Google Chrome, Mozilla Firefox, and Apple Safari if it's a web-based app, or is compatible with the latest OS version if it's a desktop app. We may ask for this to be demonstrated before launch.
We strongly encourage making versioned requests when using Clio's API to ensure stability in your integration. Read Clio's API versioning policy for a detailed understanding of how API versioning works and how we release, support, and deprecate versions of our API.
Make sure you test your app functionality on your developer account. Avoid using customer accounts for testing and troubleshooting. Clio does not provide a test/sandbox environment at this time.