Get the currently authenticated staff member's profile.

Get this firm's profile and settings.

List all staff members in this firm.

Get a staff member by ID.

List cases. status: open | closed.

Get a case by ID.

Create a case. case_stage: must match an existing stage name. status: open | closed.

Update a case's name, status, description, or stage.

Delete a case by ID.

List all cases associated with a client.

Add a client to a case with an optional role.

Add a company to a case with an optional role.

Associate a staff member with a case.

List clients. Filter by email, first_name, last_name, cell_phone_number, or updated_after (ISO 8601).

Get a client by ID.

Create a new client.

Update a client's details.

Delete a client by ID.

List all notes for a client.

List all message threads for a client.

List companies. Filter by name, email, or updated_after (ISO 8601).

Get a company by ID.

Create a new company.

Update a company's details.

Delete a company by ID.

Associate a client with a company.

List tasks. updated_after: ISO 8601 datetime to filter recently changed tasks.

Create a task. priority: Low | Medium | High. due_date: YYYY-MM-DD. staff_id is required.

Update a task. completed: 'true' or 'false' to set completion status. priority: Low | Medium | High.

Delete a task by ID.

Assign a task to a staff member.

List calendar events. start_date/end_date: YYYY-MM-DD.

Create a calendar event. start/end: ISO 8601. staff_id is required. location_id: ID of a Location record.

Update a calendar event.

Delete a calendar event by ID.

Add a staff member to a calendar event.

List time entries. updated_after: ISO 8601 datetime to filter by last update.

Get a specific time entry by ID.

Create a time entry. entry_date: YYYY-MM-DD. rate: dollars/hr. hours: decimal hours worked.

Delete a time entry by ID.

List invoices. status: draft | sent | paid | overdue.

Record a payment against an invoice. date: YYYY-MM-DD (required).

List invoice payments. status: pending|success|failure|error|timeout. payable_id: filter by invoice ID.

Get a note by ID.

Update a note's body text, subject, or date. date: ISO 8601.

Delete a note by ID.

List all notes for a case.

Create a note on a case. All three fields (note body, subject, date ISO 8601) are required.

Create a note on a client. All three fields (note body, subject, date ISO 8601) are required.

Create a note on a company. All three fields (note body, subject, date ISO 8601) are required.

List documents, optionally filtered by case.

Get document metadata by ID.

Update a document's filename or description.

Delete a document by ID.

List all documents for a case.

List all versions of a document.

Get the root document folder for a case.

Upload a new document. path is the file storage path/URL.

Upload a document directly to a case.

List all document versions across the firm.

Initiate a new version upload for an existing document. Returns upload instructions.

Get the download URL or data for a document's latest version.

Get the download URL or data for a specific document version.

Delete a specific version of a document.

List leads. status: new | contacted | qualified | converted | closed.

Get a lead by ID.

Create a new lead.

Update a lead. status: new | contacted | qualified | converted | closed.

Create a message thread. client_ids/staff_ids: comma-separated IDs.

Create a message thread on a case. client_ids/staff_ids: comma-separated IDs.

Post a message to an existing message thread.

List all case stages configured in this firm.

Create a new case stage.

Rename a case stage.

Delete a case stage by ID.

List all case roles (e.g. plaintiff, defendant, attorney).

List all referral sources configured in this firm.

Create a new referral source.

List all locations (courthouses, offices, etc.) in this firm.

Create a new location.

Update a location's name.

Delete a location by ID.

List all people groups (contact categories) in this firm.

Create a new people group.

Rename a people group.

Delete a people group by ID.

List all practice areas defined in this firm.

Create a new practice area.

Rename a practice area.

Delete a practice area by ID.

List all custom fields configured in this firm.

Create a custom field. parent_type: Case|Client|Lead. field_type: text|date|list|checkbox|number. list_options: comma-separated option values for list type fields (e.g. 'Option A,Option B,Option C').

Get a custom field by ID.

Delete a custom field by ID.

List all options for a list-type custom field.

Add an option to a list-type custom field.

Update an existing option on a list-type custom field.

Delete an option from a list-type custom field.

List expense entries. updated_after: ISO 8601 datetime to filter by last update.

Get a specific expense entry by ID.