Clio

This plugin will periodically query the clio application for new and updated matters.

If the customer is hosted by Clio in the EU, change the base url to https://eu.app.clio.com/ (opens new window) and also use that url to request an token.

Check the Clio documentation for the exact base-url. currently 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). See Clio Developer site (opens new window)

An access token is required. The token can be created via:

• Login into Clio

• Open this url https://app.clio.com/settings/developer_applications (opens new window) or https://eu.app.clio.com/settings/developer_applications (opens new window) (use the correct base url!)

• Add the application

• Specify for website url https://www.epona.com/ (opens new window)

• Register the redirect url https://oauth2.eponalegal.com (opens new window)

• Give the application permissions to Read:

  • Contacts
  • General
  • API
  • Matters
  • Users

• Add the App Key and App Secret to the site provisioning configurator in the Clio configuration part.

• Open this url in the browser, replace APPKEY with the AppKey/ClientId.

https://app.clio.com/oauth/authorize?response_type=code&client_id=APPKEY&redirect_uri=https%3A%2F%2Foauth2.eponalegal.com (opens new window)

or for the EU

https://eu.app.clio.com/oauth/authorize?response_type=code&client_id=APPKEY&redirect_uri=https%3A%2F%2Foauth2.eponalegal.com (opens new window)

• Click on "Yes Let's connect"

• Copy the code to the clipboard and add the code to the Clio Config in the App Code key in the site provisioning configuration.

When a new authorization code is generated always remove the cached file in the \Config\Clio\<currentsharepointconfig>.json.

After generating the authorizationcode, the first request should be done very quickly (within minutes), or else the code is not valid anymore.

After the first connection from the site prov. Service an access token is generated and stored in the configuration. Remove this token and regenerate the app_code when unauthorized message is returned.

The Map* keys in the configuration can be used to optionally specify the sharepoint column name. If empty, the field is skipped.

MatterCode

Specify the fieldname for the mattercode value, see the API Documentation (opens new window) for all possible fields. Always use a field that will NOT change in Clio. If left empty display_number is used in combination with an optional split character in the MatterCodeSplit config option. The part before the split character will be used as mattercode.

MatterName

Specify the fieldname for the mattercode value, see the API Documentation (opens new window) for all possible fields. If left empty the mattername is filled with the display_number, but set the MatterNameDescription to true, to use the description for the mattername.