slug: clio
provider: Clio
generated_by: planning/capability-mapping/scripts/classify_capabilities.py
model: claude-opus-5
frame:
- Healthcare Providers
min_confidence: 0.7
capability_model:
  source: https://github.com/vincentmakes/turbo-ea-capabilities
  license: CC-BY-4.0
  attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities,
    CC BY 4.0
  notice: NOTICE
edge_count: 9
edges:
- tag: Webhooks
  spec_file: clio-webhooks-api-openapi.yml
  capability_id: BC-4270.80
  capability_id_l1: BC-4270
  capability_name: Webhook & Event Subscription Management
  confidence: 0.9
  evidence: POST /webhooks.json  Webhook#create  Create a new Webhook
  reason: Full CRUD lifecycle over outbound webhook subscriptions exposed to API consumers, which is exactly
    Webhook & Event Subscription Management within the developer platform capability.
  recovered_from: sweep-20260828T235257Z-edges.json
- tag: Outstanding Client Balances
  spec_file: clio-outstanding-client-balances-api-openapi.yml
  capability_id: BC-200.30
  capability_id_l1: BC-200
  capability_name: Accounts Receivable Management
  confidence: 0.8
  evidence: GET /outstanding_client_balances.json  OutstandingClientBalance#index  Return the data for
    all OutstandingClientBalances; schemas OutstandingClientBalance, Bill_base, Currency_base, Contact_base
  reason: 'Reports unpaid client bill balances by contact with currency — receivables/collections visibility,
    i.e. Accounts Receivable Management for the firm. Not healthcare revenue cycle: the vendor bills legal
    clients, not payers.'
- tag: Bills
  spec_file: clio-bills-api-openapi.yml
  capability_id: BC-200.30
  capability_id_l1: BC-200
  capability_name: Accounts Receivable Management
  confidence: 0.78
  evidence: GET /bills/{id}.json  Bill#show  Return the data for a single Bill; DELETE /bills/{id}.json  Bill#destroy  Delete
    or void a Bill
  reason: 'Bills here are client invoices with discounts, interest, balances and split invoices — i.e.
    customer invoicing and receivables against matters, matching Accounts Receivable Management. Not healthcare
    revenue cycle: the vendor is a legal practice platform.'
- tag: Contacts
  spec_file: clio-contacts-api-openapi.yml
  capability_id: BC-420.10
  capability_id_l1: BC-420
  capability_name: Customer Data Management
  confidence: 0.75
  evidence: '''Contact#create  Create a new Contact''; schemas ''EmailAddress_base'', ''PhoneNumber_base'',
    ''PaymentProfile_base'', ''AccountBalance_base'''
  reason: Master record of clients/contacts with addresses, phone numbers, payment profiles and balances
    — customer/client master data management.
- tag: Matters
  spec_file: clio-matters-api-openapi.yml
  capability_id: BC-150.50
  capability_id_l1: BC-150
  capability_name: Legal Operations Management
  confidence: 0.75
  evidence: 'POST /matters.json  Matter#create  Create a new Matter; schemas: MatterBudget_base, AttorneyAllocation_base,
    MatterCustomRate_base'
  reason: Full CRUD over legal matters with budgets, attorney allocation and rates — the core matter management
    surface, mapped to legal operations/matter management.
- tag: Clients
  spec_file: clio-clients-api-openapi.yml
  capability_id: BC-420.10
  capability_id_l1: BC-420
  capability_name: Customer Data Management
  confidence: 0.72
  evidence: GET /matters/{matter_id}/client.json Client#show Return the client data for a single matter
  reason: Returns the client master record with Address_base, EmailAddress_base, PhoneNumber_base, Contact_base
    — customer/client data records, i.e. customer data management. Read-only and matter-scoped, hence
    moderate confidence.
  recovered_from: sweep-20260828T235257Z-edges.json
- tag: Clio Payments Payments
  spec_file: clio-clio-payments-payments-api-openapi.yml
  capability_id: BC-200.30
  capability_id_l1: BC-200
  capability_name: Accounts Receivable Management
  confidence: 0.72
  evidence: GET /clio_payments/payments/{id}.json  ClioPaymentsPayment#show  Return the data for a single
    ClioPaymentsPayment
  reason: Payments recorded against Bills with Allocation_base and BankTransaction_base schemas — client
    payment receipt and cash application against invoices, i.e. Accounts Receivable Management.
- tag: Credit Memos
  spec_file: clio-credit-memos-api-openapi.yml
  capability_id: BC-200.30
  capability_id_l1: BC-200
  capability_name: Accounts Receivable Management
  confidence: 0.72
  evidence: '''CreditMemo#index  Return the data for all CreditMemos''; schemas ''Contact_base'', ''Allocation_base'''
  reason: Credit memos allocated against client billing are a receivables/customer-invoicing accounting
    artefact.
- tag: Matter Dockets
  spec_file: clio-matter-dockets-api-openapi.yml
  capability_id: BC-150.20
  capability_id_l1: BC-150
  capability_name: Litigation & Dispute Management
  confidence: 0.7
  evidence: POST /court_rules/matter_dockets.json  MatterDocket#create  Creates a matter docket; GET /court_rules/matter_dockets/preview.json  Preview
    calendar dates for the docket
  reason: Court dockets and court-rule-driven calendar dates for a matter are litigation/dispute management
    activity.