Clio

The Clio connector indexes matters and their documents from Clio Manage (API v4), mirroring matter visibility: restricted matters the authorizing user cannot open are never fetched at all.

Syncs	Matters (as containers), documents, document deletions
Incremental	updated_since cursor
Scoping	Matters as roots
Permission mirror	Yes
Token type	Refresh token
Region	EU (eu.app.clio.com) by default; per-connection override via the api_base_url field

Register the app in the Clio developer portal

In the Clio developer portal:

1. Region matters. Register in the same region the appliance will read from. Clio runs isolated regions (US, EU, CA, AU) and tokens are region-bound. An app registered against the US instance cannot authorize an EU firm.
2. Create the app: Developer Apps → New App.
3. Redirect URI: enter the appliance’s callback exactly as shown in the setup modal. Clio rejects localhost; use the 127.0.0.1 form.
4. Permissions: on the app, tick Read for Documents, Matters, Users, Custom fields, Contacts and General, and nothing else. Clio has no OAuth scope parameter; the checkboxes on the app are the grant. No Write permission is ever needed: the appliance mirrors, it must not be able to change who sees a document.
5. Credentials: the app page shows the Client ID (“App key”) and Client Secret (“App secret”) after saving.

Connect

Enter the app key and secret and authorize with a dedicated standard user whose matter visibility is exactly what the firm wants searchable. The connection can never see more than that user.

After authorization, pick the matters to index in the scope picker.