Supergood | Clio API
Access Clio legal practice management data via reliable API. Supergood creates and maintains production-ready APIs for Clio without traditional integration costs or engineering resources.
Access Clio legal practice management data via reliable API. Supergood creates and maintains production-ready APIs for Clio without traditional integration costs or engineering resources.
What is Clio?
Clio provides comprehensive tools for case management, billing, document automation, and client communications. The platform has facilitated billions in legal transactions annually and serves law firms ranging from solo practitioners to large practices across 130+ countries.
The Clio Integration Challenge
While Clio offers extensive features and some API capabilities, accessing operational data programmatically for advanced workflows presents unique challenges:
- Limited API scope: Public APIs don't expose all operational data visible in the Clio dashboard and mobile apps, plus require a partnership and marketplace approval.
- Two-factor authentication complexity: Security features including 2FA and SSO complicate automated access patterns
- Mobile app exclusivity: Rich operational data and features exist in Clio's iOS and Android apps not available via standard APIs
- Multi-account complexity: Managing data across Clio Manage, Clio Grow, and client portals requires sophisticated handling
How Supergood Creates Clio APIs
Supergood reverse-engineers Clio's mobile APIs at the network level to create a production-ready REST API.
Our platform authenticates through Clio's standard login flow including 2FA handling, maintains active sessions with automatic token refresh, and continuously monitors the integration to adapt when Clio updates its mobile applications. This provides programmatic access to the same comprehensive data that Clio's own mobile apps use, including features not available through traditional APIs.
Use Cases
Practice Analytics Automation
Extract matter lists, billing data, and time tracking information automatically. Monitor case progress, track attorney productivity, and generate custom reports without manual dashboard access or limited API constraints.
Document Workflow Automation
Sync legal documents between Clio and your document management systems. Automatically fetch signed documents, track folder structures, and maintain complete audit trails across platforms with full metadata preservation.
Multi-Matter Management
Aggregate data across multiple matters and practice areas for comprehensive oversight. Track case milestones, monitor billing realization rates, and identify workflow bottlenecks programmatically across your entire practice.
Financial Integration
Automate the extraction of billing data, trust accounting information, and payment records for enhanced financial reporting. Sync with accounting systems, generate custom financial reports, and maintain compliance documentation automatically.
Available Endpoints
Authentication
POST /authenticate: Login with username and password. Supergood handles all 2FA requirements including SMS verification and authenticator apps. Returns an auth token valid for the session duration.
POST /reauthenticate: Refresh authentication token before expiry to maintain continuous access without re-authentication.
Document Management
GET /fetch_files_by_updated_at: Retrieves all files modified after a specified timestamp, including metadata, folder location, and version history.
GET /fetch_signed_documents: Fetches all electronically signed documents with signature details, timestamps, and signer information.
GET /fetch_folder_by_id: Retrieves complete folder contents including subfolders, documents, and associated metadata for a specified folder ID.
Matter Management
GET /fetch_matters: Retrieves comprehensive list of all matters including status, client information, billing data, and associated team members.
GET /fetch_single_matter: Fetches detailed information for a specific matter including all related documents, tasks, time entries, and communications.
Configuration
GET /fetch_instance_configuration_variables: Retrieves account-level configuration settings, custom fields, billing rates, and practice-specific variables.
Technical Specifications
- Authentication: Username/Password with comprehensive 2FA support (SMS, Email, TOTP). Supports both managed service accounts and customer credentials.
- Response Format: JSON
- Rate Limits: Optimized for high-throughput operations while respecting Clio's platform limits
- Session Management: Automatic token refresh with continuous session maintenance
- Data Freshness: Real-time access to matters, documents, and billing data as they're updated in Clio
- Webhook Support: Asynchronous request processing available with callback URL support
Performance Characteristics
- Latency: Sub-second response times for matter and document queries
- Throughput: Production-tested for high-volume data operations and bulk synchronization
- Reliability: Built-in retry logic and error handling for enterprise-grade stability
- Compliance: Respects Clio's security certifications and bar association requirements
Getting Started
1. Schedule Integration Assessment
Book a 30-minute call to review your Clio data requirements and authentication configuration.
2. Supergood Generates and Validates Your API
We'll create a production-ready version of your Clio API leveraging mobile app capabilities for comprehensive data access.
3. Deploy with Monitoring
Launch to production with built-in monitoring and automatic adaptation to Clio platform changes.
Related Integrations
Neos Integration - Access the Neos API with Supergood
Frequently Asked Questions
Q: What happens if Clio updates their mobile apps?
Supergood continuously monitors the Clio integration across iOS and Android platforms and automatically adapts when Clio updates its mobile applications. You'll receive notifications of any temporary disruptions while we adjust to app updates.
Q: Can I access data from both Clio Manage and Clio Grow?
Yes. The API provides access to data across Clio's product suite, including Clio Manage for practice management and Clio Grow for client intake, respecting your account's permissions and access level
