openapi: 3.0.0 info: title: Clio API Documentation Activities Bank Transactions API contact: name: Clio API Support email: api@clio.com description: "# Developer Support and Feedback\n* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio's API Support team at [api@clio.com](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> This document assumes the US region is being used (app.clio.com). If you're building in one of the other regions, you should adapt the links and examples as necessary.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI v4 supports multiple minor versions. Versions are of the form '4.X.Y'. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you're requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n **This is the default version**\n\n * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n" version: v4 x-logo: url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png servers: - url: https://app.clio.com/api/v4 description: US region Production Server - url: https://eu.app.clio.com/api/v4 description: Europe region Production Server - url: https://ca.app.clio.com/api/v4 description: Canada region Production Server - url: https://au.app.clio.com/api/v4 description: Australia region Production Server tags: - name: Bank Transactions description: '' paths: /bank_transactions.json: get: tags: - Bank Transactions summary: Return the data for all BankTransactions operationId: BankTransaction#index description: Outlines the parameters, optional and required, used when requesting the data for all BankTransactions parameters: - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: bank_account_id in: query description: The unique identifier for a single BankAccount. The keyword `null` is not valid for this field. The list will be filtered to include only the BankTransaction records with the matching property. required: false schema: type: integer format: int64 - name: client_id in: query description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list will be filtered to include only the BankTransaction records with the matching property. required: false schema: type: integer format: int64 - name: created_since in: query description: Filter BankTransaction records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp). required: false schema: type: string format: date-time - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string - name: ids[] in: query description: Filter BankTransaction records to those having the specified unique identifiers. required: false schema: type: integer format: int64 - name: limit in: query description: 'A limit on the number of BankTransaction records to be returned. Limit can range between 1 and 200. Default: `200`.' required: false schema: type: integer format: int32 - name: matter_id in: query description: The unique identifier for a single Matter. The keyword `null` is not valid for this field. The list will be filtered to include only the BankTransaction records with the matching property. required: false schema: type: integer format: int64 - name: order in: query description: 'Orders the BankTransaction records by the given field. Default: `id(asc)`.' required: false schema: type: string - name: page_token in: query description: A token specifying which page to return. required: false schema: type: string - name: type in: query description: Filter BankTransaction records to those having a specific type. required: false schema: type: string enum: - asset - liability - name: unreconciled_only in: query description: Filter BankTransaction records to only those that are unreconciled required: false schema: type: boolean - name: updated_since in: query description: Filter BankTransaction records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp). required: false schema: type: string format: date-time responses: '200': description: Ok content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/BankTransaction_List' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' post: tags: - Bank Transactions summary: Create a new BankTransaction operationId: BankTransaction#create description: Outlines the parameters and data fields used when creating a new BankTransaction parameters: - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string responses: '201': description: Created content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/BankTransaction_Show' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '404': description: Not Found content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '422': description: Unprocessable Entity content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' requestBody: description: Request Body for Bank Transactions content: application/json: schema: type: object required: - data properties: data: type: object properties: amount: type: number format: double description: The amount of the transaction. bank_account: type: object properties: id: type: integer format: int64 description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field. required: - id bank_account_transaction_type: type: string description: The type of bank account transaction (e.g., trust_interest, bank_charge). client: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field. confirmation: type: string description: The reference code for the transaction. currency: type: string description: The currency of the transaction. date: type: string format: date description: The date of the BankTransaction (Expects an ISO-8601 date). description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. matter: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field. source: type: string description: Where the transaction came from. transaction_type: type: string description: What kind of transaction. required: - amount - bank_account - date application/x-www-form-urlencoded: schema: type: object required: - data properties: data: type: object properties: amount: type: number format: double description: The amount of the transaction. bank_account: type: object properties: id: type: integer format: int64 description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field. required: - id bank_account_transaction_type: type: string description: The type of bank account transaction (e.g., trust_interest, bank_charge). client: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field. confirmation: type: string description: The reference code for the transaction. currency: type: string description: The currency of the transaction. date: type: string format: date description: The date of the BankTransaction (Expects an ISO-8601 date). description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. matter: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field. source: type: string description: Where the transaction came from. transaction_type: type: string description: What kind of transaction. required: - amount - bank_account - date multipart/form-data: schema: type: object required: - data properties: data: type: object properties: amount: type: number format: double description: The amount of the transaction. bank_account: type: object properties: id: type: integer format: int64 description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field. required: - id bank_account_transaction_type: type: string description: The type of bank account transaction (e.g., trust_interest, bank_charge). client: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field. confirmation: type: string description: The reference code for the transaction. currency: type: string description: The currency of the transaction. date: type: string format: date description: The date of the BankTransaction (Expects an ISO-8601 date). description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. matter: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field. source: type: string description: Where the transaction came from. transaction_type: type: string description: What kind of transaction. required: - amount - bank_account - date required: false /bank_transactions/{id}.json: get: tags: - Bank Transactions summary: Return the data for a single BankTransaction operationId: BankTransaction#show description: Outlines the parameters, optional and required, used when requesting the data for a single BankTransaction parameters: - name: IF-MODIFIED-SINCE in: header description: The server will send the requested resource with a 200 status, but only if it has been modified after the given date. (Expects an RFC 2822 timestamp). required: false schema: type: string format: date - name: IF-NONE-MATCH in: header description: The server will send the requested resource with a 200 status, but only if the existing resource's [ETag](#section/ETags) doesn't match any of the values listed. required: false schema: type: string - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string - name: id in: path description: The unique identifier for the BankTransaction. required: true schema: type: integer format: int64 responses: '200': description: Ok content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/BankTransaction_Show' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '404': description: Not Found content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '304': description: Not Modified patch: tags: - Bank Transactions summary: Update a single BankTransaction operationId: BankTransaction#update description: Outlines the parameters and data fields used when updating a single BankTransaction parameters: - name: IF-MATCH in: header description: The server will update the requested resource and send back a 200 status, but only if value in the header matches the existing resource's [ETag](#section/ETags). required: false schema: type: string - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string - name: id in: path description: The unique identifier for the BankTransaction. required: true schema: type: integer format: int64 responses: '200': description: Ok content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/BankTransaction_Show' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '404': description: Not Found content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '422': description: Unprocessable Entity content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '412': description: Precondition Failed content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' requestBody: description: Request Body for Bank Transactions content: application/json: schema: type: object required: - data properties: data: type: object properties: amount: type: number format: double description: The amount of the transaction. bank_account: type: object properties: id: type: integer format: int64 description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field. bank_account_transaction_type: type: string description: The type of bank account transaction (e.g., trust_interest, bank_charge). client: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field. confirmation: type: string description: The reference code for the transaction. currency: type: string description: The currency of the transaction. date: type: string format: date description: The date of the BankTransaction (Expects an ISO-8601 date). description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. matter: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field. source: type: string description: Where the transaction came from. transaction_type: type: string description: What kind of transaction. application/x-www-form-urlencoded: schema: type: object required: - data properties: data: type: object properties: amount: type: number format: double description: The amount of the transaction. bank_account: type: object properties: id: type: integer format: int64 description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field. bank_account_transaction_type: type: string description: The type of bank account transaction (e.g., trust_interest, bank_charge). client: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field. confirmation: type: string description: The reference code for the transaction. currency: type: string description: The currency of the transaction. date: type: string format: date description: The date of the BankTransaction (Expects an ISO-8601 date). description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. matter: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field. source: type: string description: Where the transaction came from. transaction_type: type: string description: What kind of transaction. multipart/form-data: schema: type: object required: - data properties: data: type: object properties: amount: type: number format: double description: The amount of the transaction. bank_account: type: object properties: id: type: integer format: int64 description: The unique identifier for a single BankAccount associated with the BankTransaction. The keyword `null` is not valid for this field. bank_account_transaction_type: type: string description: The type of bank account transaction (e.g., trust_interest, bank_charge). client: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Contact associated with the BankTransaction. The keyword `null` is not valid for this field. confirmation: type: string description: The reference code for the transaction. currency: type: string description: The currency of the transaction. date: type: string format: date description: The date of the BankTransaction (Expects an ISO-8601 date). description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. matter: type: object properties: id: type: integer format: int64 description: The unique identifier for a single Matter associated with the BankTransaction. The keyword `null` is not valid for this field. source: type: string description: Where the transaction came from. transaction_type: type: string description: What kind of transaction. required: false delete: tags: - Bank Transactions summary: Delete a single BankTransaction operationId: BankTransaction#destroy description: Outlines the parameters, optional and required, used when deleting the record for a single BankTransaction parameters: - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: id in: path description: The unique identifier for the BankTransaction. required: true schema: type: integer format: int64 responses: '204': description: No Content '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' components: schemas: BankTransaction: allOf: - $ref: '#/components/schemas/BankTransaction_base' - type: object properties: client: $ref: '#/components/schemas/Contact_base' description: Contact matter: $ref: '#/components/schemas/Matter_base' description: Matter bank_account: $ref: '#/components/schemas/BankAccount_base' description: BankAccount bill: $ref: '#/components/schemas/Bill_base' description: Bill allocation: $ref: '#/components/schemas/Allocation_base' description: Allocation Bill_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Bill* etag: type: string description: ETag for the *Bill* number: type: string description: The *Bill* identifier (not necessarily numeric)' issued_at: type: string format: date description: The time the *Bill* was issued (as a ISO-8601 date) created_at: type: string format: date-time description: The time the *Bill* was created (as a ISO-8601 timestamp) due_at: type: string format: date description: The date the *Bill* is due (as a ISO-8601 date) tax_rate: type: number format: double description: The tax rate to the *Bill* secondary_tax_rate: type: number format: double description: A secondary tax rate applied to the *Bill* updated_at: type: string format: date-time description: The time the *Bill* was last updated (as a ISO-8601 timestamp) subject: type: string description: The subject of the *Bill* purchase_order: type: string description: The purchase order of the *Bill* type: type: string enum: - MatterBill - ClientBill description: The type of the *Bill* memo: type: string description: A memo for the *Bill* start_at: type: string format: date description: The time the billing period starts (as a ISO-8601 date) end_at: type: string format: date description: The time the billing period ends (as a ISO-8601 date) balance: type: number format: double description: The outstanding balance of the *Bill* state: type: string enum: - draft - awaiting_approval - awaiting_payment - paid - void - deleted description: The billing state the *Bill* is in kind: type: string enum: - revenue_kind - summary_kind - trust_kind - aggregate_all - aggregate_split - aggregate_services - aggregate_expenses description: The kind of the *Bill* total: type: number format: double description: The total with interest of the *Bill* paid: type: number format: double description: The total amount paid for the *Bill* paid_at: type: string format: date-time description: The date of the last payment on the *Bill* pending: type: number format: double description: The amount of pending credit card payments on the *Bill* due: type: number format: double description: The total amount of the *Bill* with interest and less discounts discount_services_only: type: string description: The selected discount is applied to services only. can_update: type: boolean description: This value indicates if your *Bill*'s line items and information can be updated. credits_issued: type: number format: double description: The total credits issued for the *Bill* shared: type: boolean description: Whether the *Bill* is a shared last_sent_at: type: string format: date-time description: The last time the *Bill* was sent (as a ISO-8601 date) services_secondary_tax: type: number format: double description: The total secondary tax of the bill's line items of a service kind services_sub_total: type: number format: double description: The sub total of all the bill's line items of a service kind services_tax: type: number format: double description: The total tax of the bill's line items of a service kind services_taxable_sub_total: type: integer format: int64 description: The services portion of the bill's primary tax services_secondary_taxable_sub_total: type: integer format: int64 description: The services portion of the bill's secondary tax taxable_sub_total: type: integer format: int64 description: The total taxable bill amount secondary_taxable_sub_total: type: integer format: int64 description: The subtotal of the bill's secondary tax sub_total: type: number format: double description: Sub total for the *Bill* tax_sum: type: number format: double description: Sum of primary tax for the model secondary_tax_sum: type: number format: double description: Sum of secondary tax for the model total_tax: type: number format: double description: The total amount of tax for the bill. available_state_transitions: type: array items: type: string enum: - awaiting_approval - awaiting_payment - paid - void - deleted description: The available *Bill* state transitions. Error: type: object required: - error properties: error: $ref: '#/components/schemas/ErrorDetail' BankTransaction_Show: type: object required: - data properties: data: $ref: '#/components/schemas/BankTransaction' BankTransaction_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *BankTransaction* type: type: string description: The type of the *BankTransaction* etag: type: string description: ETag for the *BankTransaction* created_at: type: string format: date-time description: The time the *BankTransaction* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *BankTransaction* was last updated (as a ISO-8601 timestamp) bank_account_id: type: integer format: int64 description: The associated bank account. source: type: string description: Where the transaction came from. confirmation: type: string description: The reference code for the transaction. date: type: string format: date description: The date of the transaction. amount: type: number format: double description: The amount of the transaction. currency: type: string description: The currency of the transaction. currency_id: type: integer format: int64 description: The id of the currency of the transaction. description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. transaction_type: type: string description: What kind of transaction. funds_in: type: number format: double description: The amount of funds received in this transaction. funds_out: type: number format: double description: The amount of funds withdrawn in this transaction. clio_payments_transaction: type: boolean description: Whether the transaction was created through online payments. current_account_balance: type: number format: double description: The current account balance. read_only_confirmation: type: boolean description: Whether the transaction's reference code is read-only. Matter_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Matter* etag: type: string description: ETag for the *Matter* number: type: integer format: int32 description: The number given to the *Matter* within an account display_number: type: string description: The reference and label of the *Matter*. Depending on the account's manual_matter_numbering setting, this is either read only (generated) or customizable. custom_number: type: string description: User defined custom number of the *Matter* currency: type: object description: Currency of the matter description: type: string description: The detailed description of the *Matter* status: type: string enum: - Pending - Open - Closed description: The current status of the *Matter* location: type: string description: The location of the *Matter* client_reference: type: string description: Client Reference string for external uses client_id: type: integer format: int64 description: Client ID billable: type: boolean description: Whether this matter is billable maildrop_address: type: string description: A unique Maildrop email address for the matter billing_method: type: string enum: - flat - contingency - hourly description: Billing method of this matter open_date: type: string format: date description: The date the matter was set to open (as a ISO-8601 date) close_date: type: string format: date description: The date the matter was set to closed (as a ISO-8601 date) pending_date: type: string format: date description: The date the matter was set to pending (as a ISO-8601 date) created_at: type: string format: date-time description: The time the *Matter* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *Matter* was last updated (as a ISO-8601 timestamp) shared: type: boolean description: Whether the matter is currently shared with Clio Connect has_tasks: type: boolean description: Whether or not the matter has any tasks. last_activity_date: type: string format: date description: The greatest date out of all of the activities on the matter (as a ISO-8601 date) matter_stage_updated_at: type: string format: date-time description: The date the matter stage was last updated (as a ISO-8601 date) BankTransaction_List: type: object required: - data properties: data: type: array description: BankTransaction List Response items: $ref: '#/components/schemas/BankTransaction' Contact_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Contact* etag: type: string description: ETag for the *Contact* name: type: string description: The full name of the *Contact* first_name: type: string description: First name of the Person middle_name: type: string description: Middle name of the Person last_name: type: string description: Last name of the Person date_of_birth: type: string format: date description: Date of birth type: type: string enum: - Company - Person description: The type of the *Contact* created_at: type: string format: date-time description: The time the *Contact* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *Contact* was last updated (as a ISO-8601 timestamp) prefix: type: string description: The prefix of the *Contact* (Mr, Mrs, etc) title: type: string description: The designated title of the *Contact* initials: type: string description: The initials of the *Contact* clio_connect_email: type: string description: Clio Connect email if the *Contact* is a ClioConnect User locked_clio_connect_email: type: boolean description: A boolean indicating if the ability to modify this *Contacts Clio connect email is locked. client_connect_user_id: type: integer format: int64 description: The ID for the Clio Connect user associated with this *Contact* primary_email_address: type: string description: The primary email address associated with this *Contact*. secondary_email_address: type: string description: The secondary email address associated with this *Contact*. primary_phone_number: type: string description: The primary phone number associated with this *Contact*. secondary_phone_number: type: string description: The secondary phone number of the *Contact*. ledes_client_id: type: string description: LEDES client id of the Contact has_clio_for_clients_permission: type: boolean description: True if at least one resource has been shared with the contact using Clio for Clients. is_client: type: boolean description: Whether or not the Contact is a client is_clio_for_client_user: type: boolean description: Whether or not this contact has client_login and client_user (can be created due to addition to client portal or client_share_permissions) is_co_counsel: type: boolean description: Whether or not the Contact has matters shared as co-counsel is_bill_recipient: type: boolean description: Whether the Contact is a bill recipient on at least one matter. sales_tax_number: type: string description: The sales tax number of the *Contact* currency: type: object description: Currency of the *Contact* Allocation_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Allocation* etag: type: string description: ETag for the *Allocation* date: type: string format: date description: The date the allocation was applied (as a ISO-8601 date) amount: type: number format: double description: The total amount of money that the user has allocated interest: type: boolean description: Whether the allocation is applied to interest amount voided_at: type: string format: date-time description: Time the *Allocation* was voided (as a ISO-8601 timestamp) created_at: type: string format: date-time description: The time the *Allocation* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *Allocation* was last updated (as a ISO-8601 timestamp) description: type: string description: The description from the associated Credit Memo (if applicable) has_online_payment: type: boolean description: Whether this allocation is associated with an online payment or not destroyable: type: boolean description: Whether the record can be deleted or not payment_type: type: string description: A string indicating whether the payment is a card or an eCheck payment. BankAccount_base: type: object properties: account_number: type: string description: The account number for *BankAccount* balance: type: number format: double description: The current balance of the *BankAccount* bank_transactions_count: type: integer format: int32 description: The number of bank transactions associated with the account. clio_payment_page_link: type: string description: Link to Single Payment Page which allows to transfer funds without logging in. clio_payment_page_qr_code: type: string description: A QR code that links to a Single Payment Page which allows to transfer funds without logging in. clio_payments_enabled: type: boolean description: Whether the bank account is connected to Clio Payments controlled_account: type: boolean description: Whether is a controlled account created_at: type: string format: date-time description: The time the *BankAccount* was created (as a ISO-8601 timestamp) currency: type: string description: The currency type of the *BankAccount* currency_symbol: type: string description: The currency symbol of the *BankAccount* currency_id: type: number format: double description: The currency ID of the *BankAccount* default_account: type: boolean description: Whether it is the default account domicile_branch: type: string description: The name of the branch where the account was opened etag: type: string description: ETag for the *BankAccount* general_ledger_number: type: string description: General ledger number holder: type: string description: The name of the person or business that owns the *BankAccount* id: type: integer format: int64 description: Unique identifier for the *BankAccount* institution: type: string description: The financial institution where the *BankAccount* is registered name: type: string description: The name of the *BankAccount* swift: type: string description: A unique identification code for the financial institution transit_number: type: string description: Transit number for the bank account branch type: type: string enum: - Operating - Trust description: The type of the *BankAccount* updated_at: type: string format: date-time description: The time the *BankAccount* was last updated (as a ISO-8601 timestamp) ErrorDetail: type: object required: - type - message properties: type: type: string description: Unique name for this error message: type: string description: Detailed message about the error x-tagGroups: - name: Api tags: - Custom Actions - Webhooks - name: Activities tags: - Activities - Activity Descriptions - Activity Rates - Expense Categories - Timers - Utbms Codes - Utbms Sets - name: Accounting tags: - Bank Accounts - Bank Transactions - Bank Transfers - name: Billing tags: - Bills - Billable Clients - Billable Matters - Bill Themes - Interest Charges - Line Items - Outstanding Client Balances - name: Calendars tags: - Calendars - Calendar Entries - Calendar Entry Event Types - Calendar Visibilities - Reminders - name: Clio Payments tags: - Clio Payments Links - Clio Payments Payments - name: Communications tags: - Communications - Conversations - Conversation Messages - name: Contacts tags: - Contacts - Email Addresses - Phone Numbers - Notes - Log Entries - name: Court Rules tags: - Jurisdictions To Triggers - Jurisdictions - Matter Dockets - Service Types - name: Custom Fields tags: - Custom Fields - Custom Field Sets - name: Documents tags: - Documents - Document Versions - Folders - Document Archives - Document Automations - Document Categories - Document Templates - Comments - name: In-app Notifications tags: - My Events - Event Metrics - name: Matters tags: - Matters - Relationships - Clients - Related Contacts - Matter Contacts - Notes - Practice Areas - Log Entries - Matter Stages - Medical Records Details - Medical Records - Medical Bills - Damages - name: Payments tags: - Allocations - Credit Memos - name: Reporting tags: - Reports - Report Presets - Report Schedules - name: Settings tags: - Text Snippets - Billing Settings - Currencies - Tax Rate Configurations - name: Tasks tags: - Tasks - Task Templates - Task Template Lists - Task Types - name: Trust tags: - Trust Line Items - Trust Requests - name: Users tags: - Users - Groups - name: Legal Aid US tags: - Grants - Grant Funding Sources - name: Legal Aid England & Wales tags: - Civil Controlled Rates - Civil Certificated Rates - Criminal Controlled Rates - Expense Categories