{
  "slug": "clio",
  "url": "https://apps.sectorgrowth.com/integrations/clio/",
  "name": "Clio Manage",
  "vendor": "Clio",
  "aliases": [
    "Clio",
    "Clio legal software",
    "Clio practice management",
    "Clio API"
  ],
  "website": "https://www.clio.com/",
  "category": {
    "slug": "insurance-legal-and-nonprofit",
    "name": "Insurance, legal and nonprofit",
    "url": "https://apps.sectorgrowth.com/categories/insurance-legal-and-nonprofit/"
  },
  "summary": "Clio Manage runs the matter, the clock and the bill for a law firm. HubSpot publishes the app, and firms outgrow it once the contact match starts missing.",
  "answer": "Yes. HubSpot publishes a Clio Manage app itself, listed in the HubSpot App Marketplace as of September 2026, and it is the honest first step for a firm. Installing it and mapping the fields runs 8 to 24 hours. It is deal focused, carries few fields, and needs an exact contact match, so firms outgrow it and move to a keyed sync on the v4 API.",
  "nativeApp": {
    "status": "hubspot-built",
    "name": "Clio Manage",
    "developer": "HubSpot",
    "verifiedAt": "2026-09-22"
  },
  "api": {
    "style": "rest",
    "auth": "oauth2",
    "webhooks": "yes",
    "changedSince": "yes",
    "sandbox": "unknown",
    "rateLimit": "50 requests per minute per access token at peak, raised off peak by region",
    "docsUrl": "https://docs.developers.clio.com/clio-manage/api-reference/"
  },
  "objects": [
    {
      "source": "Contact, person",
      "hubspot": "contact",
      "direction": "two_way",
      "key": "Clio contact identifier in a unique property on the contact",
      "notes": "The contact type comes with it, so opposing parties stay off lists."
    },
    {
      "source": "Contact, company",
      "hubspot": "company",
      "direction": "to_hubspot",
      "key": "Clio contact identifier where the record type is company"
    },
    {
      "source": "Matter",
      "hubspot": "deal",
      "direction": "to_hubspot",
      "key": "Clio matter identifier, with matter status mapped to a stage"
    },
    {
      "source": "Task",
      "hubspot": "ticket",
      "direction": "to_hubspot",
      "key": "Clio task identifier, associated to the matter's deal"
    },
    {
      "source": "Activity",
      "hubspot": "engagement",
      "direction": "to_hubspot",
      "key": "Clio activity identifier, associated to the contact",
      "notes": "The fact of the time entry, never the narrative written on it."
    },
    {
      "source": "Bill",
      "hubspot": "custom",
      "direction": "to_hubspot",
      "key": "Clio bill identifier, associated to the contact"
    }
  ],
  "approaches": [
    {
      "kind": "native",
      "fit": "recommended",
      "why": "HubSpot publishes the Clio Manage app, so a firm can put matters beside contacts with no build at all. For a practice that wants visibility and nothing more, the project ends there."
    },
    {
      "kind": "custom",
      "fit": "possible",
      "why": "A keyed service is worth it once the exact contact match starts losing records, once the field list runs short, or once a matter has to drive a campaign or a ticket rather than just appear. Budget 70 to 150 build hours for it."
    },
    {
      "kind": "ipaas",
      "fit": "avoid",
      "why": "Per-task pricing works badly against a documented ceiling of 50 requests per minute per token, so the result is expensive and slow at once."
    }
  ],
  "effort": {
    "discoveryHours": [
      4,
      8
    ],
    "buildHours": [
      8,
      24
    ],
    "buildBand": "8 to 24 hours",
    "typicalElapsed": "1 to 2 weeks"
  },
  "pattern": "webhook-queue",
  "faqs": [
    {
      "q": "Is the Clio Manage app in the HubSpot App Marketplace built by HubSpot?",
      "a": "Yes. The Clio Manage listing is published by HubSpot rather than by Clio or a third party. It connects from inside the portal and needs an administrator on both sides to authorize it, which makes it the fastest route to matters being visible beside contacts."
    },
    {
      "q": "Where does the HubSpot Clio Manage app stop being enough?",
      "a": "Three places. It is built around deals, so anything that is not a matter has nowhere to land. It carries a short field list, so practice area, referral source and closing dates may not come across. And it matches contacts exactly, so a name or address that differs by one character does not match at all and the record is missed."
    },
    {
      "q": "Does the Clio API send webhooks when a matter changes?",
      "a": "Yes. You register a model with the events you want from created, updated and deleted, plus an HTTPS callback, and complete a handshake by echoing a secret header. Every delivery carries an HMAC-SHA256 signature computed over the raw body, so a receiver can verify authenticity before it acts on anything."
    },
    {
      "q": "What is the Clio API rate limit?",
      "a": "Fifty requests per minute per access token during peak hours, raised off peak by an amount that differs per region. Every response carries the limit, the remaining count and the reset timestamp, and a 429 includes a retry delay in seconds. A worker should pace from those headers rather than from a fixed sleep."
    },
    {
      "q": "Which Clio regional endpoint should an integration use?",
      "a": "Whichever region the firm's own Clio account lives in. Clio runs separate bases for the United States, Canada, the European Union and Australia, and a token issued against one region is not valid against another. A Canadian firm pointed at the American base fails with an authorization error that looks exactly like a bad credential."
    },
    {
      "q": "Should a Clio matter be a HubSpot deal?",
      "a": "Yes, and it is the one place a legal sync maps cleanly onto a standard object. A matter has a status that moves in one direction, an owner, a practice area and dates, which is a pipeline in everything but name. Tasks become tickets instead, because a task has an assignee and a due date rather than a stage."
    },
    {
      "q": "How do you keep opposing parties out of marketing lists?",
      "a": "By carrying the Clio contact type across with every record and filtering every list on it. A law firm's contact list holds opposing parties, expert witnesses, court staff and referral sources alongside clients. Syncing on email alone puts all of them in the same bucket, and the first campaign is the moment everyone finds out."
    },
    {
      "q": "How many hours does a Clio and HubSpot integration take?",
      "a": "Budget 4 to 8 hours of discovery and 8 to 24 hours of setup for the Clio Manage app and its field mapping. The extension is a keyed build at 10 to 20 hours of discovery and 70 to 150 hours of build, covering contacts, matters, tasks and bills with webhook delivery, signature verification, subscription renewal and the timestamp sweep."
    }
  ],
  "sections": [
    {
      "depth": 2,
      "text": "Why teams connect Clio Manage to HubSpot",
      "anchor": "#why-teams-connect-clio-manage-to-hubspot",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#why-teams-connect-clio-manage-to-hubspot"
    },
    {
      "depth": 2,
      "text": "What syncs",
      "anchor": "#what-syncs",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#what-syncs"
    },
    {
      "depth": 2,
      "text": "Architecture",
      "anchor": "#architecture",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#architecture"
    },
    {
      "depth": 2,
      "text": "Three ways to connect",
      "anchor": "#three-ways-to-connect",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#three-ways-to-connect"
    },
    {
      "depth": 2,
      "text": "What breaks and how we prevent it",
      "anchor": "#what-breaks-and-how-we-prevent-it",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#what-breaks-and-how-we-prevent-it"
    },
    {
      "depth": 3,
      "text": "The wrong regional base",
      "anchor": "#the-wrong-regional-base",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#the-wrong-regional-base"
    },
    {
      "depth": 3,
      "text": "Lapsed webhook subscriptions",
      "anchor": "#lapsed-webhook-subscriptions",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#lapsed-webhook-subscriptions"
    },
    {
      "depth": 3,
      "text": "Fifty requests a minute at peak",
      "anchor": "#fifty-requests-a-minute-at-peak",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#fifty-requests-a-minute-at-peak"
    },
    {
      "depth": 3,
      "text": "Opposing parties on campaign lists",
      "anchor": "#opposing-parties-on-campaign-lists",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#opposing-parties-on-campaign-lists"
    },
    {
      "depth": 2,
      "text": "Our approach",
      "anchor": "#our-approach",
      "url": "https://apps.sectorgrowth.com/integrations/clio/#our-approach"
    }
  ],
  "caseStudies": [],
  "guides": [
    "https://apps.sectorgrowth.com/guides/choose-a-hubspot-integration-approach/"
  ],
  "builtBySectorGrowth": false,
  "status": "published",
  "verifiedAt": "2026-09-22",
  "updatedAt": "2026-09-25",
  "authors": [
    {
      "name": "Prash",
      "role": "Lead of Technical Integrations and AI Solutions"
    }
  ],
  "sources": [
    {
      "title": "Clio API V4 Documentation | Clio Developer Documentation",
      "url": "https://docs.developers.clio.com/clio-manage/api-reference/"
    },
    {
      "title": "FAQ | Clio Developer Documentation",
      "url": "https://docs.developers.clio.com/faq/"
    },
    {
      "title": "Rate Limits | Clio Developer Documentation",
      "url": "https://docs.developers.clio.com/api-docs/clio-manage/rate-limits/"
    },
    {
      "title": "Clio Manage API | Clio Developer Documentation",
      "url": "https://docs.developers.clio.com/api-docs/clio-manage/"
    }
  ]
}