Get a list of clients
query Parameters
query
stringSearch for clients matching the query string. Returns clients that match partially on either name or reference.
reference
stringReturn client matching the reference (exact match only)
select
stringUsed to include additional detail in the response with a comma separated list of object identifiers.. Fields can be prefixed with a minus sign to exclude them. Supported fields: contact, meta
sort
stringSorting parameters for clients. Supported sort fields: name, reference Example: "name,-reference" sorts by name ascending, then reference descending
limit
integer · int32Maximum number of items to return (default: 1000)
offset
integer · int32Number of items to offset (default: 0)
modifiedSince
string · date-timeOnly return results that have the ModifiedDate property after this date and time (optional)
Responses
OK
data
array | nullThe list of items returned by the API
pagination
objectPagination information
Create a new client
Request Body
name
string · minLength: 1 · requiredThe name of the client
reference
string | nullA reference number for the client
contact
objectnotes
string | nullNotes about the client
Responses
OK
data
objectA client of the firm with contact information and other detail
Example: {"id":"f7335cff-78fe-411b-adc7-c6a07b8fbdef","name":"Doe, John","contact":{"firstName":"John","lastName":"Doe","email":"[email protected]"}}
Get a client by id
path Parameters
id
string · uuid · requiredThe id of the client
Responses
OK
data
objectA client of the firm with contact information and other detail
Example: {"id":"f7335cff-78fe-411b-adc7-c6a07b8fbdef","name":"Doe, John","contact":{"firstName":"John","lastName":"Doe","email":"[email protected]"}}
Update a client
path Parameters
id
string · uuid · requiredThe id of the client to update
Request Body
name
string | nullThe name of the client, if not provided, the current name will not be changed
reference
string | nullA reference number for the client, if not provided, the current reference will not be changed
contact
objectnotes
string | nullNotes about the client, if not provided, the current notes will not be changed
Responses
OK
data
objectA client of the firm with contact information and other detail
Example: {"id":"f7335cff-78fe-411b-adc7-c6a07b8fbdef","name":"Doe, John","contact":{"firstName":"John","lastName":"Doe","email":"[email protected]"}}