Manage your entire legal practice from Imperal: matters, contacts, documents (upload/download/versioning), billable time and expenses, bills, tasks, calendar, communications, notes, custom fields,...
What this app can do
57 tools registered
Connect ClioFree
Start connecting your Clio account: register your Developer Application's key/secret and region, then get back a one-time browser authorize_url. Open it, log into Clio, and approve access -- Clio redirects back here automatically and the connection finishes itself, no further action needed.
Disconnect ClioFree
Disconnect a Clio account: deletes the saved OAuth tokens. Nothing in Clio itself is changed -- matters/documents/bills already created stay untouched.
List ConnectionsFree
List the connected Clio accounts (region, firm/account name).
List Matters8 tok
List matters (legal cases/files) in the connected Clio account, optionally filtered by status, client, or a free-text search.
Get Matter8 tok
Read one matter in full -- description, status, client, practice area, responsible attorney, and dates.
Create Matter16 tok
Open a new matter (legal case/file) for a client. Clio requires both a client and a description.
Update Matter16 tok
Update selected fields of an existing matter -- description, status, responsible attorney, or dates. Only given fields change.
Set Matter Custom Field16 tok
Set a custom field value on a matter -- e.g. jurisdiction, case type, or any firm-specific field defined in Clio.
List Contacts8 tok
List contacts (people and companies) in the connected Clio account, optionally filtered by type or a free-text search.
Get Contact8 tok
Read one contact in full -- name, type, emails, phones, and client status.
Create Contact16 tok
Create a new Person or Company contact -- the record you attach as a matter's client, or as a party on a communication.
Update Contact16 tok
Update selected fields of an existing contact -- name, email, or phone. Only given fields change.
Delete Contact16 tok
Permanently delete a contact from Clio. Fails if the contact is attached to a matter as a client -- close or reassign the matter first.
List Documents8 tok
List documents stored in Clio, optionally filtered to one matter or by a free-text name search.
Get Document8 tok
Read one document's metadata -- name, matter, category, size, and upload status.
Upload Document16 tok
Upload a file to Clio and attach it to a matter. Runs Clio's full 3-step upload (create metadata, PUT bytes to the presigned URL, confirm) as one call -- give it the file's base64 content and it handles the rest.
Download Document8 tok
Download a document's file content from Clio as base64.
Delete Document16 tok
Permanently delete a document from Clio.
List Activities8 tok
List time entries and expense entries recorded in the connected Clio account, optionally filtered by matter or type.
Create Time Entry16 tok
Log a billable or non-billable time entry against a matter -- the core of legal timekeeping. Duration is given in seconds.
Create Expense Entry16 tok
Log a billable or non-billable expense (e.g. a filing fee, courier cost) against a matter.
Update Activity16 tok
Update an existing time entry or expense entry's note, duration/price, or billable flag.
Delete Activity16 tok
Permanently delete a time entry or expense entry. Cannot be undone -- fails if it is already included on an issued bill.
List Tasks8 tok
List to-do tasks in the connected Clio account, optionally filtered by matter, status, or assignee.
Create Task16 tok
Create a new to-do task in Clio, optionally attached to a matter and assigned to a user.
Update Task16 tok
Update a task's status, title, due date, or priority.
Delete Task16 tok
Permanently delete a task. Cannot be undone.
List Calendar Entries8 tok
List calendar entries (hearings, meetings, deadlines) in the connected Clio account, optionally filtered by matter or date range.
Create Calendar Entry16 tok
Create a new calendar entry (hearing, deposition, client meeting), optionally attached to a matter.
Update Calendar Entry16 tok
Update a calendar entry's title, time, or location.
Delete Calendar Entry16 tok
Permanently delete a calendar entry. Cannot be undone.
List Bills8 tok
List invoices (bills) in the connected Clio account, optionally filtered by matter or state.
Get Bill8 tok
Read one bill (invoice) in full -- its state, totals, and balance.
Create Bill16 tok
Generate a new bill (invoice) for a matter from its unbilled time/expense entries -- either explicit activity ids, or every unbilled activity on the matter by default.
Update Bill State16 tok
Move a bill through its lifecycle: 'awaiting_approval', 'approved', 'sent', or 'void'.
List Communications8 tok
List logged communications (emails/calls/notes) in the connected Clio account, optionally filtered by matter.
Log Communication16 tok
Log a communication (email, phone call, or note) against a matter in Clio, for the firm's own record-keeping.
List Custom Fields8 tok
List custom field definitions configured in the connected Clio account, optionally filtered by which record type they apply to (Matter/Contact/Communication).
List Custom Actions8 tok
List custom action buttons this connector (or others) has registered inside the connected Clio account's UI.
Create Custom Action16 tok
Add a custom action button to the connected Clio account's UI (e.g. on a matter's detail page) that opens an Imperal URL when clicked.
Delete Custom Action16 tok
Remove a custom action button from the connected Clio account's UI.
List Webhooks8 tok
List webhook subscriptions registered by this connector in the connected Clio account.
Create Webhook16 tok
Subscribe to real-time change events (created/updated/deleted) for a Clio model such as matters, contacts, documents, activities, or bills. Clio test-pings the endpoint immediately to confirm it is reachable.
Delete Webhook16 tok
Remove a webhook subscription from the connected Clio account.
List Users8 tok
List users (attorneys/staff) in the connected Clio account, optionally filtered by a free-text name/email search.
List Practice Areas8 tok
List practice areas (e.g. Litigation, Family Law, Real Estate) configured in the connected Clio account, used to classify matters.
Connect Grow ClioFree
Start connecting your Clio Grow account (a SEPARATE product from Clio Manage, for intake/lead CRM): register your Grow Developer Application's key/secret, then get back a one-time browser authorize_url. Open it, log into Clio Grow, and approve access -- Clio redirects back here automatically and the connection finishes itself.
Disconnect Grow ClioFree
Disconnect a Clio Grow account: deletes the saved OAuth key/secret/tokens. Nothing in Clio Grow itself is changed.
List Grow ConnectionsFree
List the connected Clio Grow accounts.
List Grow Contacts8 tok
List contacts (leads/clients) in the connected Clio Grow account.
List Inbox Leads8 tok
List intake leads captured in the connected Clio Grow account (e.g. from your website's contact form).
Get Inbox Lead8 tok
Read one intake lead in full from the connected Clio Grow account.
Create Inbox Lead16 tok
Create a new intake lead in Clio Grow -- e.g. to funnel a form submission from your own site's contact form straight into the firm's intake pipeline.
List Grow Sources8 tok
List lead sources configured in the connected Clio Grow account (e.g. 'Website', 'Referral', 'Google Ads').
Create Grow Source16 tok
Create a new lead source in the connected Clio Grow account, so incoming leads can be attributed to it.
List Grow Matters8 tok
List matters (intake cases) tracked in the connected Clio Grow account.
Create Grow Matter Note16 tok
Add a note to a matter in the connected Clio Grow account -- e.g. logging an intake call summary.