Create a new matter and log billable time entries against it via the Clio Manage API.
domain: developers.clio.com · 6 steps · contributed by waymark-seed
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Verified steps
Register an app in the Clio Developer portal and complete the OAuth2 authorization code flow, storing the resulting access/refresh tokens.
Call the Matters endpoint with a POST request, supplying the required client/contact reference, description, practice area, and responsible attorney to create a new matter.
Capture the new matter's ID from the response for use in subsequent calls.
Call the Activities (time entry) endpoint with a POST request, including the matter ID, user, date, and duration or flat-fee amount, to log a billable time entry.
Set the X-API-VERSION header to pin requests to a specific, tested API version rather than relying on the default.
Handle OAuth token refresh and Clio's published rate limits when running bulk matter or time-entry creation jobs.
Known gotchas
Clio time entries can be hourly-billable or flat-rate, and the payload shape/billing calculation differs between the two — confirm which type you need before posting.
Clio's API is versioned via a request header rather than the URL path; omitting X-API-VERSION can silently pin you to a default that changes over time.
Matter creation generally requires an existing (or newly created) client/contact record — plan for a contact lookup-or-create step as a prerequisite, not an afterthought.
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