API
Scenarios

Scenarios

Below are some typical integration scenarios that can inspire the types of solutions you can build, along with the corresponding endpoints you’ll likely need to use.

Time tracking software

  • Get a list of client or matter and monitor changes (/v1/clients, /v1/matters, /webhooks/Matter*)
  • Get a list of task types and monitor changes (/v1/tasktypes)
  • Get a list of fee earners and monitor changes (/v1/entities)
  • Applicable rates (optional) (/v1/applicablerates)
  • Create work item (time entries) with or without rates (/v1/workitems)

A HR payroll software

  • Contribute GL postings
  • Take employee list from the software
  • Take timesheet details or summary from work items
  • Get chart of accounts

Expense capturing software

  • Take employee list from the software
  • Bill cost recovery entries
  • Look up matter to bill cost recovery to
  • Post reimbursement GL entries

Multifunction devices cost capturing

  • Get a list of employees so costs can be attributed to them
  • Get a list of matters so cost can be billed to them
  • Get a list of cost recovery types (tags?)

General ledger system

  • Export general ledger activity to the third party system
  • Get chart of accounts, do not support writing chart of accounts since if they’re using an external system, we are only responsible for a subset of accounts associated with features in our software.

Customer relation management

  • Create client
  • Fees billed, WIP generated, collected, written off by client

Dashboard and cross-functional reporting

  • WIP billing collection cycle
  • Matter summary
  • Aging analysis details
  • Employee list

Debt collection system

  • Client list and details and changes
  • Invoice list and details
  • Listen for invoice issued, unfinalized, written off, paid

Client web portal

  • Client or matter financial summary, including debtor or client account balances
  • Invoice listing or details

Onboarding

  • Create a client or matter with details user are expected to provide
  • Get a list of matter types

Case management system

  • Create a client and matter, full details
  • Create timesheet
  • Create a draft invoice
  • Mark billing stage as started or completed, so as to trigger billing
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