Query and sync contacts and matters from the Clio legal practice management API

Steps

1. Authenticate via Clio's OAuth 2.0 flow; request scopes including contacts:read, matters:read, and any write scopes needed (contacts:write, matters:write).
2. Retrieve paginated contact records via GET /api/v4/contacts.json with fields parameter to request only needed fields; use the page[number] and page[size] query parameters to page through results.
3. Retrieve matters via GET /api/v4/matters.json; filter by status (open, closed, pending) using the status query parameter; join related client contact via the client relationship field.
4. Map Clio field names to your internal schema; note that Clio uses a fields-based sparse fieldset pattern — request nested associations explicitly using the fields[] syntax (e.g., fields[]=client{name,email}).
5. On incremental sync, use the updated_since query parameter (ISO 8601 timestamp) to retrieve only records modified since last sync; store the sync timestamp and advance it after each successful sync.
6. Use Clio's webhook API (POST /api/v4/webhooks.json) to subscribe to real-time events for contact and matter changes to reduce polling frequency.