Get a Developer Account
Signing up for a developer account has a slightly different process depending which Clio product(s) you're integrating with.
Clio Grow (via Clio Platform developer portal)
If you're integrating with Clio Grow, you'll be using the Clio Platform developer portal. The first step is to sign up for a free developer account (also called a "team") in the region(s) in which your integration will operate. If your app will work across multiple regions, you must create a developer account for each region. These accounts should use separate email addresses (e.g. developer+us@app.com, developer+eu@app.com, developer+ca@app.com, developer+au@app.com).
Use the links below to sign up in the region(s) you need:
The Clio Platform Developer Portal uses Clio Identity as its authentication service, so if you already have an account with a Clio product, make sure to use the same email address as that account. This will ensure you can use the same credentials to sign into the developer portal.
Managing your Clio Platform developer account
After your developer team is created, you can invite other team members as needed in the developer portal's team management page. Note that there are two user roles available: Admin and Developer. The developer role can create and edit OAuth applications. Admins share these permissions and can also manage team members (add/remove/change roles) and delete OAuth applications.
Requesting a Grow product testing account
After you have a developer team created in the developer portal, you'll need a product account in Clio Grow to test your integration. Follow the steps below to sign up for a trial account in Clio Manage, then email api.partnerships@clio.com and request to be granted access to Clio Grow.
Building your app
Once you have access to the Clio Platform developer portal and have a Grow test account, continue to Building your app for next steps.
Clio Manage
Sign up for a trial account
As an app developer, you can sign up for a free Clio Manage account which will help you learn the platform and scope the integration. This trial account will be active for 7 days. You must sign up for the trial in the region(s) in which your integration will operate. If your app will work across multiple regions, you must create a trial account for each region. These accounts should use separate email addresses (e.g. developer+us@app.com, developer+eu@app.com, developer+ca@app.com, developer+au@app.com).
Use the links below to sign up for a trial account in the region(s) you need:
Apply For a Developer Account
After signing up for your trial, you have 7 days to create an app and test out Clio's API capabilities. If, at the end of the trial, you wish to continue building, you can apply for a free developer account – an email will be sent to you containing a link to the intake form for this process. Our team will review the application and, if eligible, your trial account will be converted to a developer account. This form also ensures we have correct contact information for communicating any changes to our API or new features you'll want to be aware of as a developer.
Once your application has been approved, and you have access to an App Developer account, continue to Building your app for next steps.