Source connector

Clio connector

Clio integration for databases, warehouses and BI tools

Legal practice management for matters, time, and billing. Datrise captures Clio entities such as matters, contacts, time entries, bills, documents and calendar events, then lands normalized and typed models for warehouse reporting, attribution, and AI workflows.

The Clio Manage API v4 authenticates with OAuth 2.0, incremental runs key on updated_since, and Clio caps calls at 50 requests per minute per access token during peak hours (US/CA 04:00-19:00 PT, EU 07:00-22:00 GMT, AU 06:00-21:00 AET, Mon-Fri); limits are raised off-peak by an unpublished, region-dependent amount.

Of the 6 objects, 5 sync as upserts keyed on the primary key and 1 as append-only streams, so each incremental run moves only what changed since the last watermark. Every object lands in its own table (for example `clio_matters`) with a schema derived from the Clio API rather than a flattened CSV, in any of the 43 supported destinations.

Datrise is in early access: pick a destination below to open the Clio pipeline page, and join the waitlist to get the Clio connector (CRM) with guided onboarding.

Incremental syncSchema-aware mapping43 destinations available

What Clio data Datrise extracts

Each object lands in its own typed table. Sync mode is derived from the object: history-style objects append, everything else upserts.

Object	Landing table	Sync mode
matters	clio_matters	Upsert by primary key, incremental on updated-at
contacts	clio_contacts	Upsert by primary key, incremental on updated-at
time entries	clio_time_entries	Upsert by primary key, incremental on updated-at
bills	clio_bills	Upsert by primary key, incremental on updated-at
documents	clio_documents	Upsert by primary key, incremental on updated-at
calendar events	clio_calendar_events	Append-only, incremental by timestamp

Clio API: setup facts for the connector

Verified against the vendor documentation on 2026-09-02. Unknown values are left blank rather than guessed.

API	Clio Manage API v4
Authentication	OAuth 2.0 — Clio implements standard OAuth 2.0 authorization-code grant through a registered app; tokens are scoped per model (e.g. a matters scope, a webhooks scope).
Pagination	cursor — Cursor pagination is the default (order=id(asc), no offset) and follows `meta.paging.next` until absent; the alternative offset method is capped at 10,000 total records (50 pages) and index actions return 200 results per page unless otherwise noted.
Rate limit	50 requests per minute per access token during peak hours (US/CA 04:00-19:00 PT, EU 07:00-22:00 GMT, AU 06:00-21:00 AET, Mon-Fri); limits are raised off-peak by an unpublished, region-dependent amount
Incremental cursor	updated_since — List endpoints accept a documented `updated_since` (and `created_since`) standard query filter for delta syncs, e.g. `matters.json?updated_since=<ISO8601>`.
Webhooks	Yes — Clio Webhooks (created/updated/deleted events per model, HTTPS callback only)
Bulk export	No
Deletes detectable	Yes — no polling-based delete flag on core objects (matters/contacts); deletes are only observable in near-real time via a `deleted` event webhook subscription

Official API reference

What bites when replicating Clio

Peak-hour rate limiting is 50 requests/minute per access token and returns `429 Too Many Requests` with a `Retry-After` header; the off-peak increase is real but its size is unpublished and varies by region.
Offset pagination silently stops working past 10,000 records (50 pages of 200): large objects need cursor pagination (`order=id(asc)`, no `offset` param) with no upper bound instead.
The `fields` parameter is required to get anything beyond a minimal default field set on every index/show response, which is easy to miss when first wiring up an endpoint.
There is no `is_deleted` filter on core list endpoints (matters, contacts); detecting deletes requires a standing `deleted`-event webhook subscription rather than polling.

Compare this against every other documented API

Popular destinations for Clio

Choose a destination below to open the ready pipeline page.

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Amazon Athena
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Azure Data Lake Storage
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Azure Synapse
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Clio connector FAQ

What Clio data does the connector extract?: 6 objects: matters, contacts, time entries, bills, documents and calendar events. Each lands in its own table with types preserved; history-style objects (1: calendar events) load as append-only streams.
Is the Clio integration incremental?: Yes. After the initial full load, every run reads only records changed since the last watermark (updated-at or event timestamp) and applies an upsert or an append depending on the object.
Where can I load Clio data?: Into 43 destinations: relational databases, cloud warehouses, data lakes, spreadsheets and BI tools. Each Clio → destination pair has its own page with the object-to-table mapping.

Related CRM sources

Other sources in the same category, each with its own connector page.

Early access

Launch your Clio pipeline with guided onboarding

Join the waitlist to get priority access for Clio integrations with guided setup, schema-aware mapping, and production-grade incremental sync.