Search matters (cases). Optional OData orderby, filter, select let you write rich queries (e.g. orderby="openDate desc", odata_filter="contains(displayName,'Smith')").

Fetch a single matter with full detail (parties, practice area, status, etc.).

Open a new matter. matter_json is a JSON object string. Minimum required fields: displayName, accountId, practiceAreaId, responsibleAttorneyId, openDate.

Patch fields on a matter. updates_json is a JSON object with only the fields you want to change (e.g. '{"status":"closed"}').

Search client accounts by name or email.

Fetch a single client account with full detail.

Create a new client account. account_json is a JSON object string. Minimum required: displayName.

List contacts associated with accounts (e.g. co-counsel, witnesses).

Create a new contact. contact_json is a JSON object string.

List time entries (billable hours). Use start_date + end_date for a date range (ISO-8601, e.g. "2026-01-01"), matter_id for a single case, user_id for a single attorney, billable to filter.

Fetch a single time entry.

Log a billable or non-billable time entry. entry_json is a JSON object string. Required: matterId, userId, date (YYYY-MM-DD), hours, description. For billable entries also include rate and billable: true.

Patch fields on a time entry (e.g. add narrative, adjust hours, mark billed).

List invoices. Filter by status (draft, sent, paid, partially_paid, void, overdue) or by matter/account/date range.

Fetch a single invoice with line items.

Create a new invoice. invoice_json is a JSON object string.

List activities (calls, emails, meetings) on matters/accounts.

Log a new activity (call, email, meeting) against a matter.

List tasks (to-dos) on matters.

Create a new task. task_json is a JSON object string.

List calendar events (hearings, deadlines, meetings).

Create a new calendar event. event_json is a JSON object string.

List firm users (attorneys, paralegals, staff). Use to look up IDs for responsible_attorney_id, user_id, assignee_id in other tools.

List practice areas defined for the firm (e.g. Family Law, Personal Injury).

List expense categories (Filing Fees, Travel, Copying, etc.).

Verify credentials by listing firm users. If this works, all other tools should work too.