ClientBalances
balance
number · double · requiredCurrent account balance- includes all open final invoices
overdue
number · double · requiredTotal balances of all overdue invoices
overdue30
number · double · requiredTotal balances of all invoices that are overdue more than 30 days
overdue60
number · double · requiredTotal balances of all invoices that are overdue more than 60 days
overdue90
number · double · requiredTotal balances of all invoices that are overdue more than 90 days
ClientDetail
clientId
string · uuid · requiredThe unique id of the client
name
string · minLength: 1 · requiredThe name of the client - either company name or individual name
contact
object · required
reference
string | nullA reference number for the client
notes
string | nullInternal notes about the client
meta
object
ClientDetailResponse
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]"}}
ClientList
clientId
string · uuid · requiredThe unique id of the client
name
string · minLength: 1 · requiredThe name of the client - either company name or individual name
reference
string | nullA reference number for the client
contact
objectmeta
object
ClientListListResponse
data
array | nullThe list of items returned by the API
pagination
objectPagination information
ClientReference
name
string · minLength: 1 · requiredThe name of the Client - either company name or individual name
reference
string | nullA reference number for the Client
CodeDetail
code
string · minLength: 1 · requiredThe LEDES identifier for the code
label
string · minLength: 1 · requiredThe label of the code
codeSetId
string · minLength: 1 · requiredId of code set this code belongs to
parentCode
string | nullThe parent code, if this code has a parent
selectable
booleanThis code is selectable by the user. If this is false, the code is not valid for assigning to billable items but can still be shown to the user for informational purposes.
CodeList
activity
object[] · requiredThe list of activity codes
task
object[] · requiredThe list of activity codes
expense
object[] · requiredThe list of activity codes
codeSets
object[] · requiredList of code sets
CodeSet
codeSetId
string · minLength: 1 · requiredThe unique identifier of the code set
label
string · minLength: 1 · requiredThe label/name of the code set
description
string · minLength: 1 · requiredThe description of the code set
ConflictInformation
adverse
string | nullAdverse party information
relatedAdverse
string | nullRelated adverse party information
relatedClient
string | nullRelated client information
opposing
string | nullOpposing party information
Contact
companyName
string | nullThe company name if the client is a company.
firstName
string | nullThe first name of the client if an individual, or the billing contact in the company
lastName
string | nullThe last name of the client if an individual, or the billing contact in the company
middleName
string | nullThe middle name of the client if an individual, or the billing contact in the company
suffix
string | nullThe suffix of the client name (Jr., Sr., III, etc.)
email
string | nullThe email of the client or billing contact
emailCC
string | nullThe CC email address for the client or billing contact
phone
string | nullThe primary phone number of client or billing contact
cellPhone
string | nullThe cell phone number of client or billing contact
otherPhone
string | nullAdditional phone number of client or billing contact
fax
string | nullThe fax number of client or billing contact
street
string | nullThe street address of client or billing contact. Can have multiple lines.
city
string | nullThe city of client or billing contact
state
string | nullThe state or province of client or billing contact
zip
string | nullThe ZIP or postal code of client or billing contact
country
string | nullThe country of client or billing contact
CreateClient
name
string · minLength: 1 · requiredThe name of the client
reference
string | nullA reference number for the client
contact
objectnotes
string | nullNotes about the client
CreateExpense
matterId
string · uuid · requiredThe matter is required.
date
string · date · requiredThe date of the expense. Required
description
string · minLength: 1 · requiredThe description of the expense. Required
amount
number · double · requiredThe amount of the expense (Required)
userId
string | null · uuidThe user associated with the expense. If ommitted, the expense with associated with the firm
expenseCode
string | nullLEDES activity code
CreateFixedFee
matterId
string · uuid · requiredThe matter is required.
date
string · date · requiredThe date of the fixed fee. Required
description
string · minLength: 1 · requiredThe description of the fixed fee. Required
amount
number · double · requiredThe amount of the fixed fee (Required)
userId
string | null · uuidThe user associated with the fixed fee. If ommitted, the fixed fee with associated with the firm
activityCode
string | nullLEDES activity code
taskCode
string | nullLEDES task code
CreateMatter
name
string · minLength: 1 · requiredThe name of the matter
clientId
string · uuid · requiredThe client id of the matter (required)
responsibleId
string · uuid · requiredUser id for responsible attorney for matter
reference
string | nullA reference number for the matter (optional)
matterType
string · enumMatter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Enum values:hourlyfixedFeecontingencyprobonointernalopened
string | null · dateThe date the matter was opened
archived
booleanWhether the matter is archived (true) or active (false)
conflictInformation
objectConflict information for a matter
billingInstructions
string | nullBilling instructions for the matter
notes
string | nullNotes about the matter
referralSources
string | nullReferral sources for the matter
CreateTimeEntry
matterId
string · uuid · requiredThe matter is required.
date
string · date · requiredThe date of the time entry. Required
description
string · minLength: 1 · requiredThe description of the time entry. Required
hours
number · double · requiredThe number of hours for the time entry. Required
userId
string · uuidThe user who created the time entry. This is required unless the userId is provided in the request header.
rate
number | null · doubleThe rate of the time entry. If not provided, the rate for the user will be used. In most scenarios the rate should not be provided directly here.
billingType
string · enumEnum values:nonBillablebillablefixedFeeactivityCode
string | nullLEDES activity code
taskCode
string | nullLEDES task code
ExpenseDetail
matterId
string · uuid · requiredThe id of the matter that the expense is associated with.
matter
object · requiredclientId
string · uuid · requiredThe client that the expense is associated with.
client
object · requireddate
string · date · requiredThe date of the expense.
description
string · minLength: 1 · requiredThe description of the expense.
billed
boolean · requiredWhether expense was billed or still waiting to be billed
amount
number · double · requiredThe amount of the expense.
expenseId
string · uuiduserId
string | null · uuidThe id of the user who is assigned to the expense (If null, the expense is associated with the firm).
user
objectA user in the firm
expenseCode
string | nullLEDES expense code
meta
object
ExpenseList
expenseId
string · uuid · requiredmatterId
string · uuid · requiredThe matter that the expense is associated with.
clientId
string · uuid · requiredThe client that the expense is associated with.
date
string · date · requiredThe date of the expense.
description
string · minLength: 1 · requiredThe description of the expense.
amount
number · double · requiredThe amount of the expense.
billed
boolean · requiredWhether expense was billed or still waiting to be billed
userId
string | null · uuidThe user who created the expense. If empty/null, the user is unassigned.
user
objectA user in the firm
matter
objectclient
objectmeta
object
ExpenseListListResponse
data
array | nullThe list of items returned by the API
pagination
objectPagination information
FixedFeeDetail
fixedFeeId
string · uuid · requiredmatterId
string · uuid · requiredThe id of the matter that the fixed fee is associated with.
matter
object · requiredclientId
string · uuid · requiredThe id of the client that the fixed fee is associated with.
client
object · requireddate
string · date · requiredThe date of the fixed fee.
description
string · minLength: 1 · requiredThe description of the fixed fee.
amount
number · double · requiredThe amount of the fixed fee.
billed
boolean · requiredWhether fixed fee was billed or still waiting to be billed
userId
string | null · uuidThe id of the user assigned to the fixed fee.
user
objectA user in the firm
activityCode
string | nullLEDES activity code
taskCode
string | nullLEDES task code
meta
object
FixedFeeList
fixedFeeId
string · uuid · requiredThe id of of the fixed fee
matterId
string · uuid · requiredThe id of the matter that the fixed fee is associated with.
clientId
string · uuid · requiredThe id of the client that the fixed fee is associated with.
date
string · date · requiredThe date of the fixed fee.
description
string · minLength: 1 · requiredThe description of the fixed fee.
amount
number · double · requiredThe amount of the fixed fee.
billed
boolean · requiredWhether fixed fee was billed or still waiting to be billed
userId
string | null · uuidThe id of the user assigned to the fixed fee. If null, the fixed fee is unassigned.
user
objectA user in the firm
matter
objectclient
objectmeta
object
FixedFeeListListResponse
data
array | nullThe list of items returned by the API
pagination
objectPagination information
InvoiceList
invoiceId
string · uuid · requiredThe id of the invoice.
clientId
string · uuid · requiredThe id of the client associated with the invoice.
matterId
string · uuid · requiredThe id of the matter associated with the invoice. Optional because some invoices may be associated with multiple matters.
date
string · date · requiredThe date of the invoice.
amount
number · double · requiredThe total amount of the invoice.
balance
number · double · requiredThe outstanding balance of the invoice.
invoiceNumber
string · minLength: 1 · requiredThe invoice number.
invoiceState
string · enum · requiredThe state of an invoice
Enum values:draftreviewapprovedfinal
client
objectmatter
objectdueDate
string | null · dateThe due date of the invoice. Only final invoices will have a due date.
meta
object
InvoiceListListResponse
data
array | nullThe list of items returned by the API
pagination
objectPagination information
MatterDetail
matterId
string · uuid · requiredThe unique identifier of the matter
name
string · minLength: 1 · requiredThe name of the matter - either company name or individual name
clientId
string · uuid · requiredThe unique identifier of the client
matterType
string · enum · requiredMatter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Enum values:hourlyfixedFeecontingencyprobonointernalclient
object · requiredRepresents a summary of a client for a matter
responsibleId
string · uuid · requiredUser id for responsible attorney for matter
responsible
object · requiredA user in the firm
archived
boolean · requiredWhether the matter is archived (true) or active (false)
reference
string | nullA reference number for the matter
originatorIds
array | nullList of user ids for originating attorneys for matter
originators
array | nullList of users that are originating attorneys for matter
practiceAreaId
string | null · uuidThe practice area id of the matter
practiceArea
objectRepresents a practice area
opened
string | null · dateThe date the matter was opened
conflictInformation
objectConflict information for a matter
billingInstructions
string | nullBilling instructions for the matter
notes
string | nullNotes about the matter
referralSources
string | nullReferral sources for the matter
ledesConfiguration
objectConfiguration for LEDES in a matter
meta
object
MatterDetailClient
name
string · minLength: 1 · requiredThe name of the client - either company name or individual name
reference
string | nullA reference number for the client
MatterLedesConfiguration
enabled
boolean · requiredWhether LEDES billing is enabled for the matter
activityCodeRequired
boolean · requiredWhether LEDES activity codes are required for time entries and fixed fees on the matter
taskCodeRequired
boolean · requiredWhether LEDES task codes are required for time entries and fixed fees on the matter
expenseCodeRequired
boolean · requiredWhether LEDES expense codes are required for expenses on the matter
codeSetIds
string[] · requiredCodeSets available for the matter
MatterList
matterId
string · uuid · requiredThe unique identifier of the matter
name
string · minLength: 1 · requiredThe name of the matter
matterType
string · enum · requiredMatter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Enum values:hourlyfixedFeecontingencyprobonointernalarchived
boolean · requiredWhether the matter is archived (true) or active (false)
clientId
string · uuid · requiredThe client id of the matter
responsibleId
string · uuid · requiredUser id for responsible attorney for matter
originatorIds
string[] · requiredList of user ids for originating attorneys for matter
reference
string | nullA reference number for the matter
opened
string | null · dateThe date the matter was opened
client
objectRepresents a summary of a client for a matter
responsible
objectA user in the firm
originators
array | nullUser details for originating attorneys for matter
practiceAreaId
string | null · uuidThe practice area id of the matter
practiceArea
objectRepresents a practice area
ledesConfiguration
objectConfiguration for LEDES in a matter
meta
object
MatterListClient
name
string · minLength: 1 · requiredThe name of the client - either company name or individual name
reference
string | nullA reference number for the client
MatterListListResponse
data
array | nullThe list of items returned by the API
pagination
objectPagination information
MatterReference
name
string · minLength: 1 · requiredThe name of the matter - either company name or individual name
reference
string | nullA reference number for the matter
MatterType
Matter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Metadata
createdAt
string · date-time · requiredThe date the entity was created.
modifiedAt
string · date-time · requiredThe date the entity was last modified.
Pagination
limit
integer · int32 · requiredMaximum number of items to return
offset
integer · int32 · requiredNumber of items to offset
total
integer · int32 · requiredTotal number of items available
sort
string | nullCurrent sort parameters applied to the results
PracticeAreaList
practiceAreaId
string · uuid · requiredThe unique identifier of the practice area
label
string · minLength: 1 · requiredThe label/name of the practice area
default
boolean · requiredIndicates whether this is the default practice area
Role
The role of the user
TimeEntryDetail
timeEntryId
string · uuid · requiredThe id of the time entry.
userId
string · uuid · requiredThe id of the user who created the time entry.
user
object · requiredA user in the firm
matterId
string · uuid · requiredThe matter id that the time entry is associated with.
matter
object · requiredclientId
string · uuid · requiredThe client id that the time entry is associated with.
client
object · requireddate
string · date · requiredThe date of the time entry. This date is used for billing.
description
string · minLength: 1 · requiredThe description of the time entry.
hours
number · double · requiredThe number of hours for the time entry.
billingType
string · enum · requiredEnum values:nonBillablebillablefixedFeebilled
boolean · requiredWhether time entry was billed or still waiting to be billed
startTime
string | null · date-timeThe date and time of the time entry. This will be returned as UTC time. Time entries might not have a starttime, only a date.
rate
number | null · doubleThe rate of the time entry. Only provided for billable time entries (where billingType = "billable"). Requires "read.rates" scope or it will be omitted.
activityCode
string | nullLEDES activity code
taskCode
string | nullLEDES task code
meta
object
TimeEntryList
timeEntryId
string · uuid · requiredThe id of the time entry.
userId
string · uuid · requiredThe id of the user who created the time entry.
matterId
string · uuid · requiredThe matter id that the time entry is associated with.
clientId
string · uuid · requiredThe client id that the time entry is associated with.
date
string · date · requiredThe date of the time entry.
description
string · minLength: 1 · requiredThe description of the time entry.
hours
number · double · requiredThe number of hours for the time entry.
billingType
string · enum · requiredEnum values:nonBillablebillablefixedFeebilled
boolean · requiredWhether time entry was billed or still waiting to be billed
user
objectA user in the firm
matter
objectclient
objectstartTime
string | null · date-timeThe date and time of the time entry. This will be returned as UTC time. Time entries might not have a starttime, only a date.
rate
number | null · doubleThe rate of the time entry. Only provided for billable time entries (where billingType = "billable"). Requires "read.rates" scope or it will be omitted.
activityCode
string | nullLEDES activity code
taskCode
string | nullLEDES task code
meta
object
TimeEntryListListResponse
data
array | nullThe list of items returned by the API
pagination
objectPagination information
UpdateClient
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
UpdateExpense
matterId
string | null · uuidUpdate the matter of the expense.
userId
string | null · uuidUpdate the user of the expense.
date
string | null · dateUpdate the date of the expense
description
string | nullUpdate the description of the expense, provide null to keep the current description
amount
number | null · doubleUpdate the amount of the expense, provide null to keep the current amount
expenseCode
string | nullLEDES expense code
UpdateFixedFee
date
string | null · dateThe date of the fixed fee.
matterId
string | null · uuidThe matter that the fixed fee is associated with.
userId
string | null · uuidThe user that the fixed fee is associated with.
description
string | nullThe description of the fixed fee.
amount
number | null · doubleThe amount of the fixed fee
activityCode
string | nullLEDES activity code
taskCode
string | nullLEDES task code
UpdateMatter
name
string | nullThe name of the matter, if not provided, the current name will not be changed
reference
string | nullA reference number for the matter; if not provided, the current reference will not be changed
clientId
string | null · uuidThe client id of the matter - if not provided, the client will not be changed
responsibleId
string | null · uuidUser id for responsible attorney for matter, if not provided, the current responsible will not be changed
opened
string | null · dateThe date the matter was opened, if not provided, the current opened date will not be changed
archived
boolean | nullWhether the matter is archived (true) or active (false), if not provided, the current archived state will not be changed
conflictInformation
objectConflict information for a matter
billingInstructions
string | nullBilling instructions for the matter, if not provided, the current billing instructions will not be changed
notes
string | nullNotes about the matter, if not provided, the current notes will not be changed
referralSources
string | nullReferral sources for the matter, if not provided, the current referral sources will not be changed
UpdateTimeEntry
userId
string | null · uuidUpdate the user of the time entry.
matterId
string | null · uuidUpdate the matter of the time entry.
date
string | null · dateUpdate the date of the time entry
description
string | nullUpdate the description of the time entry, provide null to keep the current description
hours
number | null · doubleUpdate the hours of the time entry, provide null to keep the current hours
rate
number | null · doubleThe rate of the time entry.
billingType
string · enumEnum values:nonBillablebillablefixedFeeactivityCode
string | nullLEDES activity code
taskCode
string | nullLEDES task code
UserList
userId
string · uuid · requiredThe unique identifier of the user
name
string · minLength: 1 · requiredThe name of the user
firstName
string · minLength: 1 · requiredThe first name of the user
lastName
string · minLength: 1 · requiredThe last name of the user
role
string · enum · requiredThe role of the user
Enum values:principalattorneyparalegaltimekeeperoperatoraccountantemail
string · minLength: 1 · requiredThe email address of the user
initials
string | nullThe initials of the user