ClientBalances
balancenumber · double · requiredCurrent account balance- includes all open final invoices
overduenumber · double · requiredTotal balances of all overdue invoices
overdue30number · double · requiredTotal balances of all invoices that are overdue more than 30 days
overdue60number · double · requiredTotal balances of all invoices that are overdue more than 60 days
overdue90number · double · requiredTotal balances of all invoices that are overdue more than 90 days
ClientDetail
clientIdstring · uuid · requiredThe unique id of the client
namestring · minLength: 1 · requiredThe name of the client - either company name or individual name
contactobject · required
referencestring | nullA reference number for the client
notesstring | nullInternal notes about the client
metaobject
ClientDetailResponse
dataobjectA 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
clientIdstring · uuid · requiredThe unique id of the client
namestring · minLength: 1 · requiredThe name of the client - either company name or individual name
referencestring | nullA reference number for the client
contactobjectmetaobject
ClientListListResponse
dataarray | nullThe list of items returned by the API
paginationobjectPagination information
ClientReference
namestring · minLength: 1 · requiredThe name of the Client - either company name or individual name
referencestring | nullA reference number for the Client
CodeDetail
codestring · minLength: 1 · requiredThe LEDES identifier for the code
labelstring · minLength: 1 · requiredThe label of the code
codeSetIdstring · minLength: 1 · requiredId of code set this code belongs to
parentCodestring | nullThe parent code, if this code has a parent
selectablebooleanThis 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
activityobject[] · requiredThe list of activity codes
taskobject[] · requiredThe list of activity codes
expenseobject[] · requiredThe list of activity codes
codeSetsobject[] · requiredList of code sets
CodeSet
codeSetIdstring · minLength: 1 · requiredThe unique identifier of the code set
labelstring · minLength: 1 · requiredThe label/name of the code set
descriptionstring · minLength: 1 · requiredThe description of the code set
ConflictInformation
adversestring | nullAdverse party information
relatedAdversestring | nullRelated adverse party information
relatedClientstring | nullRelated client information
opposingstring | nullOpposing party information
Contact
companyNamestring | nullThe company name if the client is a company.
firstNamestring | nullThe first name of the client if an individual, or the billing contact in the company
lastNamestring | nullThe last name of the client if an individual, or the billing contact in the company
middleNamestring | nullThe middle name of the client if an individual, or the billing contact in the company
suffixstring | nullThe suffix of the client name (Jr., Sr., III, etc.)
emailstring | nullThe email of the client or billing contact
emailCCstring | nullThe CC email address for the client or billing contact
phonestring | nullThe primary phone number of client or billing contact
cellPhonestring | nullThe cell phone number of client or billing contact
otherPhonestring | nullAdditional phone number of client or billing contact
faxstring | nullThe fax number of client or billing contact
streetstring | nullThe street address of client or billing contact. Can have multiple lines.
citystring | nullThe city of client or billing contact
statestring | nullThe state or province of client or billing contact
zipstring | nullThe ZIP or postal code of client or billing contact
countrystring | nullThe country of client or billing contact
CreateClient
namestring · minLength: 1 · requiredThe name of the client
referencestring | nullA reference number for the client
contactobjectnotesstring | nullNotes about the client
CreateExpense
matterIdstring · uuid · requiredThe matter is required.
datestring · date · requiredThe date of the expense. Required
descriptionstring · minLength: 1 · requiredThe description of the expense. Required
amountnumber · double · requiredThe amount of the expense (Required)
userIdstring | null · uuidThe user associated with the expense. If ommitted, the expense with associated with the firm
expenseCodestring | nullLEDES activity code
CreateFixedFee
matterIdstring · uuid · requiredThe matter is required.
datestring · date · requiredThe date of the fixed fee. Required
descriptionstring · minLength: 1 · requiredThe description of the fixed fee. Required
amountnumber · double · requiredThe amount of the fixed fee (Required)
userIdstring | null · uuidThe user associated with the fixed fee. If ommitted, the fixed fee with associated with the firm
activityCodestring | nullLEDES activity code
taskCodestring | nullLEDES task code
CreateMatter
namestring · minLength: 1 · requiredThe name of the matter
clientIdstring · uuid · requiredThe client id of the matter (required)
responsibleIdstring · uuid · requiredUser id for responsible attorney for matter
referencestring | nullA reference number for the matter (optional)
matterTypestring · enumMatter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Enum values:hourlyfixedFeecontingencyprobonointernalopenedstring | null · dateThe date the matter was opened
archivedbooleanWhether the matter is archived (true) or active (false)
conflictInformationobjectConflict information for a matter
billingInstructionsstring | nullBilling instructions for the matter
notesstring | nullNotes about the matter
referralSourcesstring | nullReferral sources for the matter
CreateTimeEntry
matterIdstring · uuid · requiredThe matter is required.
datestring · date · requiredThe date of the time entry. Required
descriptionstring · minLength: 1 · requiredThe description of the time entry. Required
hoursnumber · double · requiredThe number of hours for the time entry. Required
userIdstring · uuidThe user who created the time entry. This is required unless the userId is provided in the request header.
ratenumber | 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.
billingTypestring · enumEnum values:nonBillablebillablefixedFeeactivityCodestring | nullLEDES activity code
taskCodestring | nullLEDES task code
ExpenseDetail
matterIdstring · uuid · requiredThe id of the matter that the expense is associated with.
matterobject · requiredclientIdstring · uuid · requiredThe client that the expense is associated with.
clientobject · requireddatestring · date · requiredThe date of the expense.
descriptionstring · minLength: 1 · requiredThe description of the expense.
billedboolean · requiredWhether expense was billed or still waiting to be billed
amountnumber · double · requiredThe amount of the expense.
expenseIdstring · uuiduserIdstring | null · uuidThe id of the user who is assigned to the expense (If null, the expense is associated with the firm).
userobjectA user in the firm
expenseCodestring | nullLEDES expense code
metaobject
ExpenseList
expenseIdstring · uuid · requiredmatterIdstring · uuid · requiredThe matter that the expense is associated with.
clientIdstring · uuid · requiredThe client that the expense is associated with.
datestring · date · requiredThe date of the expense.
descriptionstring · minLength: 1 · requiredThe description of the expense.
amountnumber · double · requiredThe amount of the expense.
billedboolean · requiredWhether expense was billed or still waiting to be billed
userIdstring | null · uuidThe user who created the expense. If empty/null, the user is unassigned.
userobjectA user in the firm
matterobjectclientobjectmetaobject
ExpenseListListResponse
dataarray | nullThe list of items returned by the API
paginationobjectPagination information
FixedFeeDetail
fixedFeeIdstring · uuid · requiredmatterIdstring · uuid · requiredThe id of the matter that the fixed fee is associated with.
matterobject · requiredclientIdstring · uuid · requiredThe id of the client that the fixed fee is associated with.
clientobject · requireddatestring · date · requiredThe date of the fixed fee.
descriptionstring · minLength: 1 · requiredThe description of the fixed fee.
amountnumber · double · requiredThe amount of the fixed fee.
billedboolean · requiredWhether fixed fee was billed or still waiting to be billed
userIdstring | null · uuidThe id of the user assigned to the fixed fee.
userobjectA user in the firm
activityCodestring | nullLEDES activity code
taskCodestring | nullLEDES task code
metaobject
FixedFeeList
fixedFeeIdstring · uuid · requiredThe id of of the fixed fee
matterIdstring · uuid · requiredThe id of the matter that the fixed fee is associated with.
clientIdstring · uuid · requiredThe id of the client that the fixed fee is associated with.
datestring · date · requiredThe date of the fixed fee.
descriptionstring · minLength: 1 · requiredThe description of the fixed fee.
amountnumber · double · requiredThe amount of the fixed fee.
billedboolean · requiredWhether fixed fee was billed or still waiting to be billed
userIdstring | null · uuidThe id of the user assigned to the fixed fee. If null, the fixed fee is unassigned.
userobjectA user in the firm
matterobjectclientobjectmetaobject
FixedFeeListListResponse
dataarray | nullThe list of items returned by the API
paginationobjectPagination information
InvoiceList
invoiceIdstring · uuid · requiredThe id of the invoice.
clientIdstring · uuid · requiredThe id of the client associated with the invoice.
matterIdstring · uuid · requiredThe id of the matter associated with the invoice. Optional because some invoices may be associated with multiple matters.
datestring · date · requiredThe date of the invoice.
amountnumber · double · requiredThe total amount of the invoice.
balancenumber · double · requiredThe outstanding balance of the invoice.
invoiceNumberstring · minLength: 1 · requiredThe invoice number.
invoiceStatestring · enum · requiredThe state of an invoice
Enum values:draftreviewapprovedfinal
clientobjectmatterobjectdueDatestring | null · dateThe due date of the invoice. Only final invoices will have a due date.
metaobject
InvoiceListListResponse
dataarray | nullThe list of items returned by the API
paginationobjectPagination information
MatterDetail
matterIdstring · uuid · requiredThe unique identifier of the matter
namestring · minLength: 1 · requiredThe name of the matter - either company name or individual name
clientIdstring · uuid · requiredThe unique identifier of the client
matterTypestring · enum · requiredMatter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Enum values:hourlyfixedFeecontingencyprobonointernalclientobject · requiredRepresents a summary of a client for a matter
responsibleIdstring · uuid · requiredUser id for responsible attorney for matter
responsibleobject · requiredA user in the firm
archivedboolean · requiredWhether the matter is archived (true) or active (false)
referencestring | nullA reference number for the matter
originatorIdsarray | nullList of user ids for originating attorneys for matter
originatorsarray | nullList of users that are originating attorneys for matter
practiceAreaIdstring | null · uuidThe practice area id of the matter
practiceAreaobjectRepresents a practice area
openedstring | null · dateThe date the matter was opened
conflictInformationobjectConflict information for a matter
billingInstructionsstring | nullBilling instructions for the matter
notesstring | nullNotes about the matter
referralSourcesstring | nullReferral sources for the matter
ledesConfigurationobjectConfiguration for LEDES in a matter
metaobject
MatterDetailClient
namestring · minLength: 1 · requiredThe name of the client - either company name or individual name
referencestring | nullA reference number for the client
MatterLedesConfiguration
enabledboolean · requiredWhether LEDES billing is enabled for the matter
activityCodeRequiredboolean · requiredWhether LEDES activity codes are required for time entries and fixed fees on the matter
taskCodeRequiredboolean · requiredWhether LEDES task codes are required for time entries and fixed fees on the matter
expenseCodeRequiredboolean · requiredWhether LEDES expense codes are required for expenses on the matter
codeSetIdsstring[] · requiredCodeSets available for the matter
MatterList
matterIdstring · uuid · requiredThe unique identifier of the matter
namestring · minLength: 1 · requiredThe name of the matter
matterTypestring · enum · requiredMatter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Enum values:hourlyfixedFeecontingencyprobonointernalarchivedboolean · requiredWhether the matter is archived (true) or active (false)
clientIdstring · uuid · requiredThe client id of the matter
responsibleIdstring · uuid · requiredUser id for responsible attorney for matter
originatorIdsstring[] · requiredList of user ids for originating attorneys for matter
referencestring | nullA reference number for the matter
openedstring | null · dateThe date the matter was opened
clientobjectRepresents a summary of a client for a matter
responsibleobjectA user in the firm
originatorsarray | nullUser details for originating attorneys for matter
practiceAreaIdstring | null · uuidThe practice area id of the matter
practiceAreaobjectRepresents a practice area
ledesConfigurationobjectConfiguration for LEDES in a matter
metaobject
MatterListClient
namestring · minLength: 1 · requiredThe name of the client - either company name or individual name
referencestring | nullA reference number for the client
MatterListListResponse
dataarray | nullThe list of items returned by the API
paginationobjectPagination information
MatterReference
namestring · minLength: 1 · requiredThe name of the matter - either company name or individual name
referencestring | nullA reference number for the matter
MatterType
Matter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Metadata
createdAtstring · date-time · requiredThe date the entity was created.
modifiedAtstring · date-time · requiredThe date the entity was last modified.
Pagination
limitinteger · int32 · requiredMaximum number of items to return
offsetinteger · int32 · requiredNumber of items to offset
totalinteger · int32 · requiredTotal number of items available
sortstring | nullCurrent sort parameters applied to the results
PracticeAreaList
practiceAreaIdstring · uuid · requiredThe unique identifier of the practice area
labelstring · minLength: 1 · requiredThe label/name of the practice area
defaultboolean · requiredIndicates whether this is the default practice area
Role
The role of the user
TimeEntryDetail
timeEntryIdstring · uuid · requiredThe id of the time entry.
userIdstring · uuid · requiredThe id of the user who created the time entry.
userobject · requiredA user in the firm
matterIdstring · uuid · requiredThe matter id that the time entry is associated with.
matterobject · requiredclientIdstring · uuid · requiredThe client id that the time entry is associated with.
clientobject · requireddatestring · date · requiredThe date of the time entry. This date is used for billing.
descriptionstring · minLength: 1 · requiredThe description of the time entry.
hoursnumber · double · requiredThe number of hours for the time entry.
billingTypestring · enum · requiredEnum values:nonBillablebillablefixedFeebilledboolean · requiredWhether time entry was billed or still waiting to be billed
startTimestring | 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.
ratenumber | 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.
activityCodestring | nullLEDES activity code
taskCodestring | nullLEDES task code
metaobject
TimeEntryList
timeEntryIdstring · uuid · requiredThe id of the time entry.
userIdstring · uuid · requiredThe id of the user who created the time entry.
matterIdstring · uuid · requiredThe matter id that the time entry is associated with.
clientIdstring · uuid · requiredThe client id that the time entry is associated with.
datestring · date · requiredThe date of the time entry.
descriptionstring · minLength: 1 · requiredThe description of the time entry.
hoursnumber · double · requiredThe number of hours for the time entry.
billingTypestring · enum · requiredEnum values:nonBillablebillablefixedFeebilledboolean · requiredWhether time entry was billed or still waiting to be billed
userobjectA user in the firm
matterobjectclientobjectstartTimestring | 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.
ratenumber | 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.
activityCodestring | nullLEDES activity code
taskCodestring | nullLEDES task code
metaobject
TimeEntryListListResponse
dataarray | nullThe list of items returned by the API
paginationobjectPagination information
UpdateClient
namestring | nullThe name of the client, if not provided, the current name will not be changed
referencestring | nullA reference number for the client, if not provided, the current reference will not be changed
contactobjectnotesstring | nullNotes about the client, if not provided, the current notes will not be changed
UpdateExpense
matterIdstring | null · uuidUpdate the matter of the expense.
userIdstring | null · uuidUpdate the user of the expense.
datestring | null · dateUpdate the date of the expense
descriptionstring | nullUpdate the description of the expense, provide null to keep the current description
amountnumber | null · doubleUpdate the amount of the expense, provide null to keep the current amount
expenseCodestring | nullLEDES expense code
UpdateFixedFee
datestring | null · dateThe date of the fixed fee.
matterIdstring | null · uuidThe matter that the fixed fee is associated with.
userIdstring | null · uuidThe user that the fixed fee is associated with.
descriptionstring | nullThe description of the fixed fee.
amountnumber | null · doubleThe amount of the fixed fee
activityCodestring | nullLEDES activity code
taskCodestring | nullLEDES task code
UpdateMatter
namestring | nullThe name of the matter, if not provided, the current name will not be changed
referencestring | nullA reference number for the matter; if not provided, the current reference will not be changed
clientIdstring | null · uuidThe client id of the matter - if not provided, the client will not be changed
responsibleIdstring | null · uuidUser id for responsible attorney for matter, if not provided, the current responsible will not be changed
openedstring | null · dateThe date the matter was opened, if not provided, the current opened date will not be changed
archivedboolean | nullWhether the matter is archived (true) or active (false), if not provided, the current archived state will not be changed
conflictInformationobjectConflict information for a matter
billingInstructionsstring | nullBilling instructions for the matter, if not provided, the current billing instructions will not be changed
notesstring | nullNotes about the matter, if not provided, the current notes will not be changed
referralSourcesstring | nullReferral sources for the matter, if not provided, the current referral sources will not be changed
UpdateTimeEntry
userIdstring | null · uuidUpdate the user of the time entry.
matterIdstring | null · uuidUpdate the matter of the time entry.
datestring | null · dateUpdate the date of the time entry
descriptionstring | nullUpdate the description of the time entry, provide null to keep the current description
hoursnumber | null · doubleUpdate the hours of the time entry, provide null to keep the current hours
ratenumber | null · doubleThe rate of the time entry.
billingTypestring · enumEnum values:nonBillablebillablefixedFeeactivityCodestring | nullLEDES activity code
taskCodestring | nullLEDES task code
UserList
userIdstring · uuid · requiredThe unique identifier of the user
namestring · minLength: 1 · requiredThe name of the user
firstNamestring · minLength: 1 · requiredThe first name of the user
lastNamestring · minLength: 1 · requiredThe last name of the user
rolestring · enum · requiredThe role of the user
Enum values:principalattorneyparalegaltimekeeperoperatoraccountantemailstring · minLength: 1 · requiredThe email address of the user
initialsstring | nullThe initials of the user