Get this firm's profile and settings.

Update firm profile fields. Only pass fields you want to change.

List all user mappings for this firm.

Get a specific firm user mapping by ID.

Update a firm user mapping (link a staff member to a system user).

Delete a firm user mapping by ID.

Search staff members. query: name or email fragment.

Get a staff member by ID.

Create a new staff member.

Update a staff member's details.

Delete a staff member by ID.

Get a user by ID.

Create a new user (invite to the firm).

Remove a user from the firm.

Resend an invitation email to a user.

List contacts with offset pagination.

Get a contact by ID.

Create a contact. contact_type: 'person' (default) or 'company'. For person: supply first_name / last_name. For company: supply company_name.

Update a contact's details.

Delete a contact by ID.

Get all relationships for a contact.

Get a specific relationship for a contact.

Create a relationship between two contacts.

Update a contact relationship type.

Delete a relationship from a contact.

Get tags on a contact.

Add tags to a contact. tags_csv: comma-separated tag strings.

Remove a tag from a contact. tag_id: the ID of the tag to remove.

List matters with offset pagination.

Get a matter by ID.

Create a matter. matter_type_id: from list_matter_types (required). client_ids_csv: comma-separated contact IDs to set as clients (required). number: optional matter reference number.

Update a matter's name, status, or description.

Partially update a matter status or stage (PATCH). Use update_matter for name/description.

Delete a matter by ID.

Get billing configuration for a matter.

Update billing configuration for a matter. billing_type: Hourly | Fixed | Contingency.

Get tags on a matter.

Add tags to a matter. tags_json: JSON array of tag objects, each with keys: id (str), name (str), color (str), type (str). Example: [{"id": "abc", "name": "Urgent", "color": "red", "type": "custom"}]

Remove a tag from a matter. tag_id: the ID of the tag to remove.

List leads (potential new clients/matters).

Get a lead by ID.

Create a lead (created as a matter with isLead=true via POST /matters). matter_type_id: from list_matter_types. client_id: existing contact ID to associate as client.

Update a lead's status or notes.

Partially update a lead status or assignment (PATCH). Use update_lead for notes.

Delete a lead by ID.

List all matter types configured for this firm.

Get a matter type by ID.

List all matter type categories.

List all stage sets (workflow stage groups).

Get a specific stage set by ID.

Get a specific stage within a stage set.

List all matter-to-stage mappings.

Get the current stage of a matter.

List all roles assigned to a matter.

Get a specific role on a matter.

Add a role to a matter. contact_id: associate a contact to this role.

Update a role on a matter.

Remove a role from a matter.

Get all contact relationships on a matter.

Get the contact relationship for a specific role on a matter.

Add a contact relationship to a role on a matter.

Update a contact relationship on a matter role.

Remove a contact relationship from a role on a matter.

List tasks. Filter by matter_id to get matter-specific tasks.

Get a task by ID.

Create a task. due_date: ISO 8601 (YYYY-MM-DD). assigned_to_id: staff ID.

Update a task. completed_str: 'true' to mark done, 'false' to unmark.

Delete a task by ID.

Get all subtasks for a task.

Get a specific subtask.

Create a subtask under a task.

Update a subtask. completed_str: 'true' to mark done, 'false' to unmark.

Delete a subtask.

Get documents attached to a task.

Get a specific document attached to a task.

Attach a file to a task. file_id: from files API.

Remove a document attachment from a task.

List calendar events. Filter by matter_id for matter-specific events.

Get a calendar event by ID.

Create a calendar event. start_date/end_date: ISO 8601 datetime.

Update a calendar event.

Delete a calendar event by ID.

Get all reminders for a calendar event.

Create a reminder for an event. reminder_type: Notification | Email.

Update an event reminder's lead time.

Delete an event reminder.

List memos (notes) on a matter.

Get a memo by ID.

Create a memo (note) on a matter.

Update a memo's content or subject.

Delete a memo by ID.

List fee entries (billable time). Filter by matter_id for matter-specific fees.

Get a fee entry by ID.

Create a fee (time entry). date: YYYY-MM-DD. duration_minutes: time spent. billable: 'true' (default) or 'false'.

Update a fee entry. billable: 'true' or 'false' to set; leave empty to skip.

Toggle a fee entry's billable or billed state (PATCH). Use 'true' or 'false'.

Delete a fee entry by ID.

List expense entries. Filter by matter_id for matter-specific expenses.

Get an expense entry by ID.

Create an expense entry. date: YYYY-MM-DD. amount: dollar value. billable: 'true' (default) or 'false'.