Clio

# Naftiko capabilities profile for Clio.
# Capabilities map verbs against the high-value operations in the
# Clio Manage API v4 (https://docs.developers.clio.com/).
provider: clio
name: Clio
description: >-
  Clio is a cloud-based legal practice management platform. These
  capabilities cover matter management, contacts, time tracking,
  billing, trust accounting, calendaring, tasks, documents, and
  webhooks across the Clio Manage API v4.
capabilities:
  - id: clio.matters.list
    name: List matters
    description: Return matters with paging, filtering, and sparse fieldsets.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1matters/get
    inputs:
      - page
      - limit
      - fields
      - status
      - client_id
      - updated_since
    outputs:
      - data
      - meta

  - id: clio.matters.create
    name: Create matter
    description: Create a new matter for an existing client contact.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1matters/post
    inputs:
      - description
      - client
      - status
      - open_date
      - practice_area
    outputs:
      - id
      - display_number

  - id: clio.contacts.list
    name: List contacts
    description: Return contacts (people and companies) with filtering and paging.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1contacts/get
    inputs:
      - page
      - limit
      - fields
      - type
      - query
    outputs:
      - data
      - meta

  - id: clio.activities.create
    name: Log a time or expense activity
    description: Create a billable or non-billable activity entry on a matter.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1activities/post
    inputs:
      - type
      - date
      - quantity_in_seconds
      - rate
      - matter_id
      - user_id
      - note
      - billable
    outputs:
      - id

  - id: clio.bills.list
    name: List bills
    description: Return bills with paging and state filters.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1bills/get
    inputs:
      - page
      - limit
      - state
      - client_id
      - matter_id
    outputs:
      - data
      - meta

  - id: clio.calendar-entries.create
    name: Create calendar entry
    description: Create an event on a Clio calendar.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1calendar_entries/post
    inputs:
      - calendar_owner
      - summary
      - description
      - start_at
      - end_at
      - matter_id
    outputs:
      - id

  - id: clio.tasks.create
    name: Create task
    description: Create a task on a matter or for a user.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1tasks/post
    inputs:
      - name
      - description
      - due_at
      - assignee
      - matter_id
      - priority
    outputs:
      - id

  - id: clio.documents.upload
    name: Upload a document
    description: Upload a document and attach it to a matter.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1documents/post
    inputs:
      - filename
      - content
      - matter_id
      - description
    outputs:
      - id

  - id: clio.trust-accounts.list
    name: List trust accounts
    description: Return trust accounts and balances.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1trust_accounts/get
    inputs:
      - page
      - limit
    outputs:
      - data
      - meta

  - id: clio.webhooks.subscribe
    name: Create webhook subscription
    description: Subscribe an external URL to Clio resource events.
    api: clio:manage-api-v4
    operationRef: openapi/clio-manage-api-v4-openapi.yml#/paths/~1webhooks/post
    inputs:
      - url
      - model
      - events
      - shared_secret
    outputs:
      - id

  - id: clio.events.matter-updated
    name: Matter updated event
    description: Webhook event fired when a matter changes.
    api: clio:webhooks
    operationRef: asyncapi/clio-webhooks-asyncapi.yml#/channels/matter-updated