Getting Started 2

• Introduction
• Authentication & Keys

Authentication 2

• Create Key
• Validate Key

Users 2

• All Users
• Get Signature

Matters 14

• Get By Document ID
• Get By Mattercode
• Search For Mattercode
• Get By Matter ID
• Get Contacts

See all 14 articles

Documents 14

• Get Primary Classifications
• Get Primary Classifications For Matter
• Get Secondary Classifications For Primary Classification
• Get Secondary Classifications For Primary Classification On A Matter
• Get By Document ID

See all 14 articles

Incoming Correspondence 2

• Create Incoming Correspondence
• Find Matching Workflows

Tasks 5

• Get All Due Today
• Mark As Complete
• Create Task
• Edit Task
• Delete Task

Reports 6

• Get By ID
• Get Special Report By ID
• Create Report
• Edit Report
• Get Report Settings By ID

See all 6 articles

Letter 4

• Create Letter For Matter
• Create Letter For Master Template
• Create HTML For Letter
• Convert DOCX To PDF

Finance 5

• Create Invoice From Master Template
• Create Inbound Invoice
• Update Invoice Payment Status
• Check Invoice Number Exists
• Get All Invoices Scheduled For Today