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Scenarios

2 min readLast updated Jun 13, 2026

Typical integration scenarios along with the API endpoints and events you will likely need. Use these when planning the scope of a new integration before choosing individual recipes.

Time tracking software

Section titled “Time tracking software”
  • Get and monitor clients and matters (/v1/clients, /v1/matters, webhooks Matter*)
  • Get and monitor task types (/v1/tasktypes)
  • Get and monitor fee earners (/v1/entities)
  • Applicable rates (optional) (/v1/applicablerates)
  • Create work items — time entries with or without rates (/v1/workitems)

HR payroll software

Section titled “HR payroll software”
  • Contribute GL postings to the general ledger
  • Pull employee list from the system
  • Pull timesheet details or summary from work items
  • Get chart of accounts

Expense capturing software

Section titled “Expense capturing software”
  • Pull employee list from the system
  • Bill cost recovery entries
  • Look up matter to bill cost recovery to
  • Post reimbursement GL entries

Multifunction device cost capturing

Section titled “Multifunction device cost capturing”
  • Get employee list so costs can be attributed to individuals
  • Get matter list so costs can be billed to matters
  • Get cost recovery types

General ledger system

Section titled “General ledger system”
  • Export general ledger activity to the third-party system
  • Get chart of accounts — Efimis manages a subset of accounts associated with legal finance features; writing the chart of accounts is not supported

Customer relationship management (CRM)

Section titled “Customer relationship management (CRM)”
  • Create clients
  • Query fees billed, WIP generated, collected, and written off by client

Dashboard and cross-functional reporting

Section titled “Dashboard and cross-functional reporting”
  • WIP billing collection cycle
  • Matter summary
  • Ageing analysis details
  • Employee list

Debt collection system

Section titled “Debt collection system”
  • Client list, details, and change notifications
  • Invoice list and details
  • Listen for invoice issued, voided, and paid

Client web portal

Section titled “Client web portal”
  • Client or matter financial summary (debtor / client account balances)
  • Invoice listing and line-item details

Onboarding

Section titled “Onboarding”
  • Create a client or matter with details provided by the user
  • Get list of matter types

Case management system

Section titled “Case management system”
  • Create client and matter with full details
  • Create timesheet entries
  • Create draft invoices
  • Mark billing stages as started or completed to trigger billing workflows