Clio Tables
The provider models the data in API into a list of tables that can be queried using standard SQL statements.
Generally, querying API tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns. These types of situations are clearly documented at the top of the table page linked below.
Clio Tables
| Name | Description |
| Activities | Return the data for all Activities. |
| ActivityDescriptions | Return the data for all ActivityDescriptions. |
| ActivityRates | Return the data for all ActivityRates. |
| Allocations | Return the data for all Allocations. |
| BankAccounts | Return the data for all BankAccounts. |
| BankTransactions | Return the data for all BankTransactions. |
| BillableClients | Return the data for all BillableClients. |
| BillableMatters | Return the data for all BillableMatters. |
| Bills | Return the data for all Bills. |
| BillThemes | Return the data for all BillThemes. |
| CalendarEntries | Return the data for all CalendarEntries. |
| Calendars | Return the data for all Calendars. |
| Comments | Return the data for all Comments. |
| Communications | Return the data for all Communications. |
| Contacts | Return the data for all Contacts. |
| ConversationMessages | Return the data for all ConversationMessages. |
| Conversations | Return the data for all Conversations. |
| CreditMemos | Return the data for all CreditMemos. |
| CurrentUser | Return the data for the current User. |
| CustomFields | Return the data for all custom fields. |
| CustomFieldSets | Return the data for all custom field sets. |
| DocumentCategories | Return the data for all DocumentCategories. |
| Documents | Return the data for all Documents. |
| ExpenseCategories | Return the data for all ExpenseCategories. |
| Folders | Return the data for all Folders. |
| Groups | Return the data for all Groups. |
| InterestCharges | Return the data for all InterestCharges. |
| Jurisdictions | Return the data for all Jurisdictions. |
| LineItems | Return the data for all LineItems. |
| LogEntries | Return the data for all LogEntries. |
| MatterClients | Return the client data for a single matter. |
| MatterContacts | Return the related contact data for a single matter. |
| MatterDockets | Return the data for all matter dockets. |
| Matters | Return the data for all Matters. |
| Notes | Return the data for all Notes. |
| OutstandingClientBalances | Return the data for all OutstandingClientBalances. |
| Relationships | Return the data for all Relationships. |
| Reminders | Return the data for all Reminders. |
| ServiceTypes | Return the data for all service types. |
| Tasks | Return the data for all Tasks. |
| TaskTemplates | Return the data for all TaskTemplates. |
| TaskTypes | Return the data for all TaskTypes. |
| Triggers | Return the data for all Triggers. |
| TrustLineItems | Return the data for all TrustLineItems. |
| Users | Return the data for all Users. |
| UtbmsCodes | Return the data for all UtbmsCodes. |
| UtbmsSets | Return the data for all UtbmsSets. |