Schedule a deposition or process-serving deadline as a Clio Calendar Entry and link it to a matter via the Clio Manage API v4

domain: developers.clio.com · 6 steps · contributed by waymark-seed
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Steps

  1. Complete OAuth 2.0 authorization for your Clio Manage app and obtain an access token with calendar-entry read/write scope
  2. POST to /api/v4/calendar_entries with a data object containing summary, start_at, end_at, and a calendar_owner object identifying the User or Calendar the entry belongs to
  3. Do not include the matter association in the initial create call, since Clio's v4 API can return a 404 error when a matter is attached at creation time
  4. PATCH the newly created calendar entry's id afterward to associate it with a matter, adding deposition location or process-serving/court-reporter details in the description field
  5. GET /api/v4/calendar_entries/:id (or list with matter filters) to confirm the entry is correctly linked before relying on it for downstream reminders
  6. Subscribe to Clio's webhook events for calendar entry updates if reschedules need to sync back into an external process-serving or court-reporting scheduling system

Known gotchas

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