Get the currently authenticated user (me).

List all users in the organisation.

Get a user by ID.

Get tasks assigned to a user.

Get appointments for a user.

Get recently accessed projects for a user.

Get the list of projects a user has access to.

List all projects (matters).

Get a project by ID.

Create a new project. Use fields_json for additional fields as a JSON object.

Update a project. Use fields_json for additional fields as a JSON object.

Archive (soft-delete) a project.

Get the vitals (key fields) for a project.

Get a custom form section on a project by selector name.

Update a custom form section on a project. fields_json is a JSON object of field values.

Get all contacts associated with a project.

Add a contact to a project with an optional role.

Update a contact's role or attributes on a project.

Remove a contact from a project.

List items in a custom collection section of a project.

Get a single item from a custom collection section.

Create an item in a custom collection section. fields_json is a JSON object.

Update an item in a custom collection section. fields_json is a JSON object.

Delete an item from a custom collection section.

Get the team members assigned to a project.

Get a specific team member on a project.

Add a team member to a project. fields_json is a JSON object with userId, role, etc.

Update a team member's role on a project.

Remove a team member from a project.

List all appointments for a project.

Create an appointment on a project.

List all notes on a project.

Pin a note to a project.

Unpin a note from a project.

List all deadlines for a project.

Get a specific deadline on a project.

Create a deadline on a project.

Update a deadline on a project.

Delete a deadline from a project.

List emails associated with a project.

Add an email record to a project.

Get all invoices for a project.

Create an invoice for a project. fields_json is a JSON object.

Update an invoice on a project.

Delete an invoice from a project.

Finalize an invoice on a project.

Get the PDF download URL for an invoice.

Approve an invoice.

Mark an invoice as sent.

List all contacts.

Get a contact by ID.

Create a new contact.

Update a contact.

Get all addresses for a contact.

Get all email addresses for a contact.

Get all phone numbers for a contact.

Get all projects associated with a contact.

Get the list of available countries for contact addresses.

Remove a tag from all contacts that have it.

List all tasks across all projects.

List all tasks on a specific project.

Get a task by ID.

Create a new task.

Update a task.

Delete a task.

Mark a task as complete.

Mark a completed task as incomplete.

Assign a task to a user.

Pin a task.

Unpin a task.

Snooze a task until a future date (ISO 8601 format).

List all notes across all projects.

Get a note by ID.

Create a new note.

Update a note.

Pin a note.

Unpin a note.

List all comments on a note.

Get a specific comment on a note.

Add a comment to a note.

Update a comment on a note.

Remove a tag from all notes that have it.

List all documents.

Get a document by ID.

Create a new document record.

Update a document's metadata.

Delete a document.

Get the download URL/locator for a document.

Add a new revision to a document.

Lock a document to prevent editing.

Unlock a document to allow editing.

Move documents to a folder. document_ids_csv is a comma-separated list of document IDs.

Copy documents to a folder. document_ids_csv is a comma-separated list of document IDs.

Initiate a batch document upload. fields_json is a JSON object with upload details.

Confirm a batch document upload. fields_json is a JSON object.

Request a batch download of documents. document_ids_csv is comma-separated document IDs.

Search documents by query string.

Associate a document with a project.

Remove a tag from all documents that have it.

List recently opened documents for the current user.