TABLE OF CONTENTS
- Equinox API
- Introduction
- Routes and Functionality
- Authentication
- Users
- Matter
- Document
- Document – Get primary classifications
- Document – Get primary classifications for matter
- Document – Get secondary classifications for matter
- Document – Get by ID
- Document – Get content by ID
- Document – Get all documents for matter ID
- Document – Get all documents for matter ID with extension
- Document – Update document
- Document – Add document
- Document – Check-out
- Document – Check-in
- Document – Search by title
- Document –Get history for document
- Incoming correspondence
- Tasks
- Report
- Letter
- Finance
Introduction
We designed the Equinox API to allow for RESTful URI-based interactions with Equinox. We will expand the functionality over time to allow for more complicated and in-depth interactions with Equinox.
All routes defined in this document must be prefixed with a hostname that corresponds with the server housing the data to be retrieved:
| Server | Hostname |
|---|---|
| Main | https://www.workanyware.co.uk/products/api |
| Canada | https://ca.workanyware.co.uk/products/api |
| Pacific | https://pa.workanyware.co.uk/products/api |
Routes and Functionality
HTTP Responses
The API will return different status codes/responses depending on why you can't authenticate with the service. The table below summarises these response codes:
| Status Code | Reason for the response |
|---|---|
| 200 | OK |
| 400 | Validation error |
| 401 | Unauthorised – Invalid credentials were provided |
| 403 | Forbidden – Correct username/key combination was entered, but this key has been marked as invalid and will no longer allow access. |
| 405 | Method not allowed – Probably incorrect GET or POST |
| 500 | Internal server error |
Authentication
Key Generation and Management
The API access is based around the concept of username and API key combinations. A user can generate API keys using their username/password combination. Once generated, a key will allow access to the API indefinitely until the user either deletes the key or marks it as 'inactive'.
Once a key has been generated, all other routes will be accessible. These will take the standard basic authentication header of email/key combination. The code sample in Appendix B for 'Validate a key' provides context and an example connection to the API.
Key New
DESCRIPTION
To generate a new key, you must send a POST request to “key/new” with a basic authentication header containing the user's email/password combination. You must send the password as an MD5 hash.
URL STRUCTURE
https://[hostname]/key/newMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[md5(password)]
PARAMETERS
**name** string User string to reference key (optional)
RETURNS
Sample response
{
"key": "EG1B954ZWH"
}
EXAMPLE
C#
using System.Net.Http;
using System.Net.Http.Headers;
using System.Security.Cryptography;
/// <summary>
/// Request the API key from the server based on user email and password, basic example
/// </summary>
/// <param name="userEmail"></param>
/// <param name="password"></param>
/// <returns>string</returns>
public static async Task<string> RequestAPIKey(string userEmail, string password)
{
string key = null;
string url = "https://[hostname]/key/new";
// Auth headers
MD5 md5Hash = MD5.Create();
string hashedPassword = Security.GetMd5Hash(md5Hash, password);
var credentials = Convert.ToBase64String(
Encoding.ASCII.GetBytes(userEmail + ":" + hashedPassword)
);
// Content
var form = new MultipartFormDataContent();
using (HttpClient client = new HttpClient())
{
client.DefaultRequestHeaders.Accept.Clear();
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Basic", credentials);
// Response
HttpResponseMessage res = await client.PostAsync(url, form);
content = await res.Content.ReadAsStringAsync();
// JSON Serialise
dynamic obj = JsonConvert.DeserializeObject(content);
// Handle response
if (obj.key != null)
{
key = obj.key;
}
}
return key;
}
Key Validate
DESCRIPTION
We have built a specific end point to check that your freshly generated key (or previously stored key) will correctly allow access to the API.
Send a POST request to “key/validate” which contains a basic authentication header of email/key combination. If the key is valid, a simple “true” will be returned.
URL STRUCTURE
https://[hostname]/key/validateMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
RETURNS
Sample response
trueEXAMPLE
C#
using System.Net.Http;
using System.Net.Http.Headers;
using System.Security.Cryptography;
/// <summary>
/// Validate an API key with the server, basic example
/// </summary>
/// <param name="userEmail"></param>
/// <param name="password"></param>
/// <returns>bool</returns>
public static async Task<bool> ValidateAPIKey(string userEmail, string password)
{
bool isValidated = false;
string url = "https://[hostname]/key/validate";
// Auth headers
MD5 md5Hash = MD5.Create();
string hashedPassword = Security.GetMd5Hash(md5Hash, password);
var credentials = Convert.ToBase64String(
Encoding.ASCII.GetBytes(userEmail + ":" + hashedPassword)
);
// Content
var form = new MultipartFormDataContent();
using (HttpClient client = new HttpClient())
{
client.DefaultRequestHeaders.Accept.Clear();
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Basic", credentials);
// Response
HttpResponseMessage res = await client.PostAsync(url, form);
content = await res.Content.ReadAsStringAsync();
if (content != "true")
{
isValidated = true;
}
}
return isValidated;
}
Users
Users All
DESCRIPTION
A specific end point has been built to retrieve all users for the current system.
Send a GET request to “users/all” which contains a basic authentication header of email/key combination. If the key is valid, a JSON formatted response will be returned containing the user information.
URL STRUCTURE
https://[hostname]/users/allMETHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
RETURNS
Sample response
[
{
"id": "1622",
"oldId": null,
"subscriberId": "1",
"username": "Wilf",
"email": "[email protected]",
"secondaryEmail": [
""
],
"firstName": "Tom",
"secondName": "Wilford",
"subscriberRef": "wal",
"clientSQL": null,
"loginCount": "209",
"lastLogin": "2019-07-06 12:55:59",
"notes": null,
"gender": "m",
"initials": "TW",
"legalEntity": "1"
},
{
"id": "153",
"oldId": null,
"subscriberId": "1",
"username": "snicholson",
"email": "[email protected]",
"secondaryEmail": [
""
],
"firstName": "Sam",
"secondName": "",
"subscriberRef": "wal",
"clientSQL": null,
"loginCount": "2072",
"lastLogin": "2019-06-01 13:52:19",
"notes": null,
"gender": "m",
"initials": "",
"legalEntity": "1"
}
]
** **
Users – Get Signature
DESCRIPTION
This endpoint retrieves the signature for the currently signed in user.
Send a GET request to “users/get-signature” which contains a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing the current user’s signature.
URL STRUCTURE
https://[hostname]/users/get-signatureMETHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
RETURNS
The users signature as embedded image if there is one available.
Matter
Matter – Get by document ID
DESCRIPTION
This endpoint retrieves a specific matter by its document ID.
Send a GET request to “matter/get-by-document-id/” followed by the document ID which contains a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing all information about the matter associated with the provided document id.
URL STRUCTURE
https://[hostname]/matter/get-by-document-id/{documentId:[0-9]+}METHOD
GET
HEADERS
**Authorization:**
PARAMETERS
**documentId** integer User string to reference key (optional)
RETURNS
{
"id": "296",
"oldCode": null,
"oldId": null,
"country": "GB",
"countryName": "United Kingdom",
"status": {
"id": "0",
"name": "Open"
},
"matterCode": "000027GB",
"shortTitle": "Magic \"The Bean\" Beans",
"longTitle": "Magic \"The Bean\" Beans Sauce",
"formalTitle": null,
"clientRef": null,
"parentage": null,
"designatedCountries": null,
"application": {},
"publication": {},
"natRegEntry": {},
"natRegPublication": null,
"grant": {},
"priority": {},
"applicants": [
{
"id": "44",
"oldId": null,
"type": null,
"name": "Tom Wilfpp",
"formalName": "Tom Wilf",
"formalNameTitle": null,
"formalNameFirst": null,
"formalNameMiddle": null,
"formalNameLast": null,
"addressName": null,
"salutation": null,
"nationality": null,
"secondaryNationality": null,
"domicile": null,
"address": null,
"street1": null,
"street2": null,
"street3": null,
"city": null,
"county": null,
"postcode": null,
"phone": null,
"email": null,
"cc": null,
"dateOfBirth": null,
"notes": null,
"entity": null,
"active": null,
"licensee": null,
"checkedByUserId": null,
"entityType": "appInv"
}
],
"inventors": [],
"licensees": [],
"associates": [],
"otherSideClients": [],
"otherSideSolicitors": [],
"clientKeyContactId": null,
"category": {
"id": "36",
"definition": "registereddesigns",
"name": "Registered Designs"
},
"subCategory": {
"id": "1",
"name": "Registereddesigns - Product Designs",
"categoryType": "registereddesigns"
},
"imageId": "0",
"typeOfMark": "0",
"businessUnit": null,
"expiryDate": null,
"client": {
"id": "98",
"name": "Example Company",
"orgCode": "EXA",
"categories": [
{}
],
"type": {},
"secondaryType": null,
"marketSource": "0",
"marketNotes": null,
"exportNumber": "",
"tags": "",
"extraCareNotes": "",
"setupDateTime": "2018-11-06 09:29:50",
"setupByUser": "1782",
"nominator": "0",
"modifiedDateTime": null,
"modifiedByUser": null,
"hasGeneralPowerAttorney": "0",
"generalPowerAttorneyStartDate": "0000-00-00",
"generalPowerAttorneyStartEnd": "0000-00-00",
"contactChecked": "0",
"contactCheckedBy": "0",
"contactCheckedDate": null,
"linkedMatterId": "162",
"oldId": null,
"notes": null,
"correspondenceNotes": "",
"organisationGroupId": "0",
"entityType": "organisation",
"linkedMatter": null,
"customFields": []
},
"clientId": "98",
"billingAddress": {
"id": "86237",
"organisationId": "98",
"categories": [
{
"name": "Correspondence",
"id": "1"
},
{
"name": "Visiting",
"id": "2"
},
{
"name": "Billing",
"id": "3"
}
],
"type": null,
"name": "Example Company",
"address": "Example Company\r\n13 Placeholder Street\r\nTypical City\r\nSample County",
"street1": "",
"street2": "",
"street3": "",
"city": "",
"county": "",
"postCode": "BU88 73S",
"country": "GB",
"website": "",
"phone": "0122354575",
"phone2": "0122354575",
"phone3": null,
"email": "[email protected]",
"email2": null,
"email3": null,
"notes": "",
"extraCareNotes": "",
"extraCareNotesColor": "",
"setupDateTime": "2018-11-06 09:29:50",
"setupByUser": "1782",
"modifiedDateTime": "2018-11-06 09:29:50",
"modifiedByUser": "1782",
"active": "1",
"VATNumber": "",
"badPayer": "0",
"taxCode": "0",
"exportCode": "",
"oldId": null,
"companyNumber": "",
"bankAccount": "",
"matterToSaveInvoicesOn": "0",
"accountsContactId": "0",
"entityType": "location",
"invoiceSettings": null,
"defaultCurrency": null,
"customFields": [],
"addressString": "Example Company<br />\r\n13 Placeholder Street<br />\r\nTypical City<br />\r\nSample County,<br>BU88 73S"
},
"billingAddressId": "86237",
"user": {
"id": "1782",
"oldId": null,
"subscriberId": null,
"username": "twilf",
"email": null,
"secondaryEmail": [],
"firstName": "Tom",
"secondName": "Wilford",
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user2": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user3": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user4": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"family": null,
"office": null,
"notes": null,
"familyId": "0",
"businessGroup": null,
"internationalRegistrationId": "0",
"classes": null,
"goods": null,
"openDate": "2019-11-05 10:50:25",
"designatedStates": "",
"parentMatterId": null,
"typeId": "7",
"correspondenceNotes": null,
"renewalClient": null,
"renewalClientId": null,
"renewalBillingAddress": null,
"renewalBillingAddressId": null,
"entityType": "matter",
"legalEntity": "6",
"allHistoryDates": null,
"goodsAndClasses": null,
"associatesLoaded": null,
"budgets": null,
"customFields": []
}
** **
Matter – Get by mattercode
DESCRIPTION
This endpoint retrieves a matter by its mattercode.
Send a GET request to “matter/get-by-mattercode/” followed by the reference for the matter number in Equinox which contains a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing all information about the requested matter.
URL STRUCTURE
https://[hostname]/matter/get-by-mattercode/{matterCode}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterCode** string Reference code for matter in Equinox
RETURNS
See sample response under “Matter – Get By Document ID”.
Matter – Search by mattercode
DESCRIPTION
This endpoint searches for a given number of cases using a partial reference for the mattercode.
Send a GET request to “matter/search-by-mattercode/” followed by the string to be searched and the amount of results you’d like to see, containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing details about each matter that matches the search criteria.
URL STRUCTURE
https://[hostname]/matter/get-by-mattercode/{searchTerm}/{matterCount}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**searchTerm** string String to search
**matterCount** string Number of results to be returned
RETURNS
Sample response
[
{
"id": "65",
"oldCode": null,
"oldId": null,
"country": "GB",
"countryName": "United Kingdom",
"status": {
"id": "8",
"name": "Pending"
},
"matterCode": "000014GB",
"shortTitle": "Back scratcher",
"longTitle": "Back scratcher",
"formalTitle": "",
"clientRef": null,
"parentage": null,
"designatedCountries": null,
"application": {},
"publication": {},
"natRegEntry": {},
"natRegPublication": null,
"grant": {},
"priority": {},
"applicants": [],
"inventors": [],
"licensees": [],
"associates": [],
"otherSideClients": [],
"otherSideSolicitors": [],
"clientKeyContactId": null,
"category": {
"id": "33",
"definition": "patent",
"name": "Patents"
},
"subCategory": {
"id": "1",
"name": "Patent - Concept",
"categoryType": "patent"
},
"imageId": "0",
"typeOfMark": "0",
"businessUnit": null,
"expiryDate": null,
"client": null,
"clientId": "27",
"billingAddress": null,
"billingAddressId": "0",
"user": {
"id": "1776",
"oldId": null,
"subscriberId": null,
"username": "Josh",
"email": null,
"secondaryEmail": [],
"firstName": "Josh",
"secondName": "Lyell",
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user2": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user3": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user4": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"family": null,
"office": null,
"notes": null,
"familyId": "48",
"businessGroup": null,
"internationalRegistrationId": "0",
"classes": null,
"goods": null,
"openDate": "2018-08-22 12:19:59",
"designatedStates": "",
"parentMatterId": null,
"typeId": "5",
"correspondenceNotes": null,
"renewalClient": null,
"renewalClientId": null,
"renewalBillingAddress": null,
"renewalBillingAddressId": null,
"entityType": "matter",
"legalEntity": "1",
"allHistoryDates": null,
"goodsAndClasses": null,
"associatesLoaded": null,
"budgets": null,
"customFields": []
},
{
"id": "66",
"oldCode": null,
"oldId": null,
"country": "GB",
"countryName": "United Kingdom",
"status": {
"id": "0",
"name": "Open"
},
"matterCode": "000015GB",
"shortTitle": "Seraphis Hybrid",
"longTitle": "Seraphis Hybrid",
"formalTitle": "",
"clientRef": null,
"parentage": null,
"designatedCountries": null,
"application": {},
"publication": {},
"natRegEntry": {},
"natRegPublication": null,
"grant": {},
"priority": {},
"applicants": [],
"inventors": [],
"licensees": [],
"associates": [],
"otherSideClients": [],
"otherSideSolicitors": [],
"clientKeyContactId": null,
"category": {
"id": "4",
"definition": null,
"name": null
},
"subCategory": {
"id": "2",
"name": "",
"categoryType": ""
},
"imageId": "0",
"typeOfMark": "0",
"businessUnit": null,
"expiryDate": null,
"client": null,
"clientId": "27",
"billingAddress": null,
"billingAddressId": "0",
"user": {
"id": "1776",
"oldId": null,
"subscriberId": null,
"username": "Josh",
"email": null,
"secondaryEmail": [],
"firstName": "Josh",
"secondName": "Lyell",
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user2": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user3": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"user4": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": null,
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"family": null,
"office": null,
"notes": null,
"familyId": "0",
"businessGroup": null,
"internationalRegistrationId": "0",
"classes": null,
"goods": null,
"openDate": "2018-08-24 09:30:03",
"designatedStates": "",
"parentMatterId": null,
"typeId": "0",
"correspondenceNotes": null,
"renewalClient": null,
"renewalClientId": null,
"renewalBillingAddress": null,
"renewalBillingAddressId": null,
"entityType": "matter",
"legalEntity": "1",
"allHistoryDates": null,
"goodsAndClasses": null,
"associatesLoaded": null,
"budgets": null,
"customFields": []
}
]
Matter – Search by matter ID
DESCRIPTION
This endpoint searches for a specific case by its internal ID in Equinox.
Send a GET request to “matter/” followed by the internal ID of the matter, containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing details about each matter that matches the search criteria.
URL STRUCTURE
https://[hostname]/matter/{matterId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** string Equinox internal reference for the matter
RETURNS
See sample response under “Matter – Get By Document Id”
Matter – Get contacts
DESCRIPTION
This endpoint gets the contact information associated with a case
Send a GET request to “matter/” followed by internal ID of the matter, containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing details about each matter that matches the search criteria.
URL STRUCTURE
https://[hostname]/get-contacts/{matterId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** string Equinox internal reference for the matter
RETURNS
Sample response:
[
{
"applicant": [
{
"mcid": "201",
"cid": "44",
"name": "Tom Wilford",
"formalname": "Thomas Wilford",
"address": "",
"nationality": "GB",
"email": "[email protected]",
"phone": "097328429554",
"type": "1",
"cc": null,
"entity": "Micro"
}
],
"inventor": [],
"licensee": [
{
"mcid": "204",
"cid": "663",
"name": "Ms B Green",
"formalname": "Bee Green",
"address": "",
"nationality": "",
"email": "",
"phone": "",
"type": "0",
"cc": null,
"entity": ""
}
],
"client_correspondence": [],
"client_billing": [],
"client_renewal_correspondence": [],
"client_renewal_billing": [],
"associate": [],
"otherside_solicitor": [],
"otherside_client": []
}
]
** **
Matter – Find mattercodes
DESCRIPTION
This endpoint searches for potential Equinox mattercodes in a given string.
Send a GET request to “matter/find-mattercodes/” followed by a string with a mattercode within it (e.g., an email subject line), containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing just the mattercode from the original match string.
If the string contains a \ or a /, please replace these with the respective bits of text below: - {BACKSLASH} {FORWARDSLASH}
URL STRUCTURE
https://[hostname]/matter/find-mattercodes/{matchString}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matchString** string A string containing an mattercode
RETURNS
Sample response
[
[
"00002"
]
]
** **
Matter – Get family matters
DESCRIPTION
This endpoint fetches all the details of family members of the specified case.
Send a GET request to “matter/get-family-matters/” followed by the internal ID of a case in Equinox, containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing the details of other cases in the same family.
URL STRUCTURE
https://[hostname]/matter/get-family-matters/{matterId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** string Equinox internal reference for the matter
RETURNS
Sample response:
[
{
"id": "62",
"subscriberId": null,
"name": null,
"abstract": "",
"members": [
{
"id": "300",
"oldCode": null,
"oldId": null,
"country": "GB",
"countryName": null,
"status": {
"id": "0",
"name": ""
},
"matterCode": "000028GB",
"shortTitle": "Solar Laser",
"longTitle": null,
"formalTitle": null,
"clientRef": null,
"parentage": null,
"designatedCountries": null,
"application": null,
"publication": null,
"natRegEntry": null,
"natRegPublication": null,
"grant": null,
"priority": null,
"applicants": [],
"inventors": [],
"licensees": [],
"associates": [],
"otherSideClients": [],
"otherSideSolicitors": [],
"clientKeyContactId": null,
"category": {
"id": 9,
"definition": "patent",
"name": "Patent"
},
"subCategory": null,
"imageId": null,
"typeOfMark": null,
"businessUnit": null,
"expiryDate": null,
"client": null,
"clientId": null,
"billingAddress": null,
"billingAddressId": null,
"user": null,
"user2": null,
"user3": null,
"user4": null,
"family": null,
"office": null,
"notes": null,
"familyId": null,
"businessGroup": null,
"internationalRegistrationId": null,
"classes": null,
"goods": null,
"openDate": null,
"designatedStates": null,
"parentMatterId": null,
"typeId": null,
"correspondenceNotes": null,
"renewalClient": null,
"renewalClientId": null,
"renewalBillingAddress": null,
"renewalBillingAddressId": null,
"entityType": "matter",
"legalEntity": null,
"allHistoryDates": null,
"goodsAndClasses": null,
"associatesLoaded": null,
"budgets": null,
"customFields": []
}
],
"memebers": [
{
"id": "300",
"oldCode": null,
"oldId": null,
"country": "GB",
"countryName": null,
"status": {
"id": "0",
"name": ""
},
"matterCode": "000028GB",
"shortTitle": " Solar Laser",
"longTitle": null,
"formalTitle": null,
"clientRef": null,
"parentage": null,
"designatedCountries": null,
"application": null,
"publication": null,
"natRegEntry": null,
"natRegPublication": null,
"grant": null,
"priority": null,
"applicants": [],
"inventors": [],
"licensees": [],
"associates": [],
"otherSideClients": [],
"otherSideSolicitors": [],
"clientKeyContactId": null,
"category": {
"id": 9,
"definition": "patent",
"name": "Patent"
},
"subCategory": null,
"imageId": null,
"typeOfMark": null,
"businessUnit": null,
"expiryDate": null,
"client": null,
"clientId": null,
"billingAddress": null,
"billingAddressId": null,
"user": null,
"user2": null,
"user3": null,
"user4": null,
"family": null,
"office": null,
"notes": null,
"familyId": null,
"businessGroup": null,
"internationalRegistrationId": null,
"classes": null,
"goods": null,
"openDate": null,
"designatedStates": null,
"parentMatterId": null,
"typeId": null,
"correspondenceNotes": null,
"renewalClient": null,
"renewalClientId": null,
"renewalBillingAddress": null,
"renewalBillingAddressId": null,
"entityType": "matter",
"legalEntity": null,
"allHistoryDates": null,
"goodsAndClasses": null,
"associatesLoaded": null,
"budgets": null,
"customFields": []
}
]
}
]
** **
Matter – Get linked matters
DESCRIPTION
This endpoint fetches all matters that have been linked with a specific matter.
Send a GET request to “matter/get-linked-matters/” followed the internal ID of a matter in Equinox, containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing the details of other cases that have been linked to the specified one.
URL STRUCTURE
https://[hostname]/matter/get-linked-matters/{matterId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** string Equinox internal reference for the matter
RETURNS
Sample response
[
{
"id": "65",
"oldCode": null,
"oldId": null,
"country": "GB",
"countryName": null,
"status": {
"id": "8",
"name": ""
},
"matterCode": "000014GB",
"shortTitle": "Back scratcher",
"longTitle": null,
"formalTitle": null,
"clientRef": null,
"parentage": null,
"designatedCountries": null,
"application": null,
"publication": null,
"natRegEntry": null,
"natRegPublication": null,
"grant": null,
"priority": null,
"applicants": [],
"inventors": [],
"licensees": [],
"associates": [],
"otherSideClients": [],
"otherSideSolicitors": [],
"clientKeyContactId": null,
"category": {
"id": 9,
"definition": "patent",
"name": "Patent"
},
"subCategory": null,
"imageId": null,
"typeOfMark": null,
"businessUnit": null,
"expiryDate": null,
"client": null,
"clientId": null,
"billingAddress": null,
"billingAddressId": null,
"user": null,
"user2": null,
"user3": null,
"user4": null,
"family": null,
"office": null,
"notes": null,
"familyId": null,
"businessGroup": null,
"internationalRegistrationId": null,
"classes": null,
"goods": null,
"openDate": null,
"designatedStates": null,
"parentMatterId": null,
"typeId": null,
"correspondenceNotes": null,
"renewalClient": null,
"renewalClientId": null,
"renewalBillingAddress": null,
"renewalBillingAddressId": null,
"entityType": "matter",
"legalEntity": null,
"allHistoryDates": null,
"goodsAndClasses": null,
"associatesLoaded": null,
"budgets": null,
"customFields": []
}
]
Document
Document – Get primary classifications
DESCRIPTION
This endpoint fetches all primary classifications for the organisation.
Send a GET request to “/document-classifications” containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing the primary classifications for the organisation.
URL STRUCTURE
https://[hostname]/document-classificationsMETHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
RETURNS
Sample response
[
{
"15": "Opposition",
"2": "Authority",
"1": "Client",
"4": "Foreign associate",
"3": "Internal",
"7": "Other associate",
"5": "Other side / third party client",
"6": "Other side / third party solicitor",
"8": "Renewals"
}
]
** **
Document – Get primary classifications for matter
DESCRIPTION
This endpoint fetches all primary classifications that are applicable to the specified matter.
Send a GET request to “/document-classifications-for-matter/” followed by the Equinox’s internal ID of a matter, containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing the primary classifications that are applicable to the matter specified.
URL STRUCTURE
https://[hostname]/document-classifications-for-matter/{matterId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** string Equinox internal reference for the matter
RETURNS
Sample response
[
{
"2": "Authority",
"1": "Client",
"4": "Foreign associate",
"3": "Internal",
}
]
** **
Document – Get secondary classifications for matter
DESCRIPTION
This endpoint fetches all secondary classifications that are applicable to the specified matter and its current primary classification.
Send a GET request to “/document-classifications-for-matter/” followed by a primary classification ID and Equinox’s internal ID of a matter, containing a basic authentication header of email/key combination. Additionally the results can optionally be filtered to incoming or outgoing specific secondary classifications. If the key is valid a JSON formatted response will be returned containing the primary classifications that are applicable to the matter specified.
URL STRUCTURE
https://[hostname]/document-classifications/secondary/{classificationId} [/{filterFor}]METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**classificationId** string Primary doc classification ID
**matterId** string Equinox internal reference for the matter
**filterFor** string “incoming” or ”outgoing” (optional)
RETURNS
Sample response
[
{
"2": "Authority",
"1": "Client"
}
]
** **
Document – Get by ID
DESCRIPTION
This endpoint fetches a document by its internal ID in Equinox.
Send a GET request to “/document/” followed by the Equinox’s internal ID of the document containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing the requested document.
URL STRUCTURE
https://[hostname]/document/{documentId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**classificationId** string Primary doc classification ID
RETURNS
Sample response
[
{
"id": "268",
"matterId": "296",
"title": "User Signature Test",
"filename": "User Signature Test.docx",
"date": "2019-12-05 00:00:00",
"fileSize": "22613",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "2"
},
"primaryClassification": {
"id": null,
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": null,
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": null,
"templateId": "74",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": null,
"sender": "",
"recipient": "",
"folder": "0",
"filingStatus": null,
"modifiedDate": "2019-12-05 17:22:49",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [],
"isCheckedOut": true
}
]
** **
Document – Get content by ID
DESCRIPTION
This endpoint retrieves the specified document by its ID.
Send a GET request to “/document/content/” followed by the internal ID of a document in Equinox, containing a basic authentication header of email/key combination. If the key is valid a JSON formatted response will be returned containing the document details.
URL STRUCTURE
https://[hostname]/document/content/{documentId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**documentId** string Equinox internal reference for the doc
RETURNS
Document download.
Document – Get all documents for matter ID
DESCRIPTION
This endpoint retrieves all documents for matter ID.
Send a GET request to “/document/matter/” followed by the matter ID of a matter in Equinox, containing a basic authentication header of email/key combination. If the key is valid a document will be downloaded as a response.
URL STRUCTURE
https://[hostname]/document/matter/{matterId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** string Equinox internal reference for the matter
RETURNS
Returns all documents for matter. Documents comma separated. This example shows two documents.
{
"id": "281",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.pdf",
"date": "2019-11-12 00:00:00",
"fileSize": "14373",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "3"
},
"primaryClassification": {
"id": null,
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": null,
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": null,
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": null,
"sender": "",
"recipient": "",
"folder": "0",
"filingStatus": null,
"modifiedDate": "2019-11-12 12:56:29",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [],
"isCheckedOut": false
},
{
"id": "267",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.pdf",
"date": "2019-11-01 00:00:00",
"fileSize": "14350",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "3"
},
"primaryClassification": {
"id": null,
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": null,
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": null,
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": null,
"sender": "",
"recipient": "",
"folder": "0",
"filingStatus": null,
"modifiedDate": "2019-11-01 11:27:51",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [],
"isCheckedOut": false
}
** **
Document – Get all documents for matter ID with extension
DESCRIPTION
This endpoint retrieves all documents for matter ID of a specified extension.
Send a GET request to “/document/matter/” followed by the matter ID of a matter in Equinox, a slash, then the extension. This extension must not be in quotes. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response
URL STRUCTURE
https://[hostname]/document/matter/{matterId:[0-9]+}/{extension}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** string Equinox internal reference for the matter
**extension**string File extension (doc, pdf, txt)
RETURNS
Returns all documents for matter. Documents comma separated. This example shows two documents.
{
"id": "281",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.pdf",
"date": "2019-11-12 00:00:00",
"fileSize": "14373",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "3"
},
"primaryClassification": {
"id": null,
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": null,
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": null,
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": null,
"sender": "",
"recipient": "",
"folder": "0",
"filingStatus": null,
"modifiedDate": "2019-11-12 12:56:29",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [],
"isCheckedOut": false
},
{
"id": "267",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.pdf",
"date": "2019-11-01 00:00:00",
"fileSize": "14350",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "3"
},
"primaryClassification": {
"id": null,
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": null,
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": null,
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": null,
"sender": "",
"recipient": "",
"folder": "0",
"filingStatus": null,
"modifiedDate": "2019-11-01 11:27:51",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [],
"isCheckedOut": false
}
** **
Document – Update document
DESCRIPTION
This endpoint retrieves all documents for matter ID of a specified extension.
Send a GET request to “/document/update/” followed by the document ID and basic authentication header of email/key combination. If the key is valid a document will be downloaded as a response.
URL STRUCTURE
https://[hostname]/document/update/{documentId}METHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**documentId** string GET - Equinox internal document reference
**file** binary *File to be uploaded (Required)
**title** string Title of the document
**addendum** string String to add to a pre-determined classification
**primary-classification** int Primary Classification Id
**secondary-classification** int Secondary Classification Id
**notes** string Notes field
**status** string (U =Unread, O = Outstanding, C = Complete)
**attention-of** int User ID of document for attention of
**matter-id** string Matter ID document belongs to
**date** string Date of the document
**published-status** string Published status of the document
**filing-status** string Filing status of the document
**sender** string Name of the sender
**recipient** string Name of the recipient
RETURNS
Returns Document ID as string if successful.
“282”
Document – Add document
DESCRIPTION
This endpoint adds a new document to the matter Id specified
Send a POST request to “/document/new” and basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/document/newMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**file** binary File to be uploaded* (Required)
**title** string Title of the document**
**addendum** string String to add to pre-determined classification**
**primary-classification** int Primary Classification Id**
**secondary-classification** int Secondary Classification Id**
**notes** string Notes field
**status** string (U =Unread, O = Outstanding, C = Complete)
**attention-of** int User ID of document for attention of
**matter-id** string Matter ID document belongs to*
**date** string Date of the document
**published-status** string Published status of the document
**filing-status** string Filing status of the document
**sender** string Name of the sender
**recipient** string Name of the recipient
*These fields are mandatory
**Under certain system configurations these fields are mandatory.
RETURNS
Returns the new Document ID as string if successful.
“286”
Document – Check-out
DESCRIPTION
This endpoint checks out the document with the ID specified.
Send a GET request to “/document/check-out/” with the document ID. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/document/check-out/{documentId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**documentId** int Document ID to be checked out
*These fields are mandatory
**Under certain system configurations these fields are mandatory.
RETURNS
Returns the new document checked-out
{
"id": "281",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.docx",
"date": "2019-11-12 00:00:00",
"fileSize": "14373",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "2"
},
"primaryClassification": {
"id": "0",
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": "0",
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": "",
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": "0",
"sender": "jea",
"recipient": "",
"folder": "0",
"filingStatus": "0",
"modifiedDate": "2019-12-10 13:49:34",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [
{
"id": "1",
"name": "I'm hungry",
"type": "date",
"value": "",
"entityType": "document",
"required": "0",
"possibleValues": []
}
],
"isCheckedOut": true
}
Document – Check-in
DESCRIPTION
This endpoint checks in the document with the ID specified.
Send a GET request to “/document/check-in/” with the document ID. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/document/check-out/{documentId:[0-9]+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**documentId** int Document ID to be checked out
RETURNS
Returns the new document checked-in.
{
"id": "281",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.docx",
"date": "2019-11-12 00:00:00",
"fileSize": "14373",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "2"
},
"primaryClassification": {
"id": "0",
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": "0",
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": "",
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": "0",
"sender": "jea",
"recipient": "",
"folder": "0",
"filingStatus": "0",
"modifiedDate": "2019-12-10 13:49:34",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [
{
"id": "1",
"name": "I'm hungry",
"type": "date",
"value": "",
"entityType": "document",
"required": "0",
"possibleValues": []
}
],
"isCheckedOut": false
}
Document – Search by title
DESCRIPTION
This endpoint searches the database for documents on a particular matter ID, with a title of string specified. This string has to be exact to the title of the document being searched. Quotes around supplied string are not necessary.
Send a GET request to “/document/check-in/” with the document ID. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/document/get-by-title/{matterId:[0-9]+}/{documentTitle}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** int Matter to search for documents
**documentTitle** string Title of document to search
RETURNS
Returns a document, or an array of documents if string pattern is matched.
[
{
"id": "281",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.docx",
"date": "2019-11-12 00:00:00",
"fileSize": "14373",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "2"
},
"primaryClassification": {
"id": "0",
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": "0",
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": "",
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": "0",
"sender": "jea",
"recipient": "",
"folder": "0",
"filingStatus": "0",
"modifiedDate": "2019-12-10 13:49:34",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [],
"isCheckedOut": false
},
{
"id": "267",
"matterId": "307",
"title": "Content Notes Special Characters",
"filename": "Content Notes Special Characters.pdf",
"date": "2019-11-01 00:00:00",
"fileSize": "14350",
"setupBy": null,
"setupDate": null,
"fileContent": null,
"incomingDocId": null,
"publishedStatus": {
"id": "3"
},
"primaryClassification": {
"id": null,
"name": "",
"documentNameString": null,
"outgoing": null,
"incoming": null
},
"secondaryClassification": {
"id": null,
"primaryClassificationId": null,
"name": null,
"country": null,
"category": null,
"subCategory": null,
"doubleCheckRequired": null,
"showInClientPortal": null,
"documentNameString": null,
"primaryClassification": null,
"incoming": null,
"outgoing": null,
"epoImportString": null
},
"status": "C",
"instanceId": "0",
"lockedFromClientAccess": "1",
"notes": null,
"templateId": "83",
"attentionOf": "0",
"usersForInformation": null,
"entity": null,
"entityType": "document",
"titleAddendum": "",
"oldId": "0",
"renewalBatchNumber": null,
"sender": "",
"recipient": "",
"folder": "0",
"filingStatus": null,
"modifiedDate": "2019-11-01 11:27:51",
"modifiedUserId": null,
"modifiedUser": null,
"createDate": null,
"createUserId": null,
"createUser": null,
"customFields": [],
"isCheckedOut": false
}
]
Document –Get history for document
DESCRIPTION
This endpoint finds history actions for document ID.
Send a POST request to “/document/history/” with the document ID. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/document/history/{documentId:[0-9]+}METHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**documentId** int Document ID to return history of
RETURNS
Returns an array of events.
[
{
"entity": "document",
"entityId": "281",
"changeTime": "2019-12-10 14:14:07",
"valueBefore": "",
"valueAfter": "Josh",
"userId": "1776",
"field": "Checked In Document"
},
{
"entity": "document",
"entityId": "281",
"changeTime": "2019-12-10 14:05:52",
"valueBefore": "",
"valueAfter": "Josh",
"userId": "1776",
"field": "Checked Out Document"
},
{
"entity": "document",
"entityId": "281",
"changeTime": "2019-12-10 13:49:36",
"valueBefore": "",
"valueAfter": "Josh",
"userId": "1776",
"field": "Viewed By"
},
{
"entity": "document",
"entityId": "281",
"changeTime": "2019-12-10 13:49:34",
"valueBefore": "Content Notes Special Characters",
"valueAfter": "Content Notes Special Characters",
"userId": "1776",
"field": "Title"
},
{
"entity": "document",
"entityId": "281",
"changeTime": "2019-12-10 13:48:35",
"valueBefore": "",
"valueAfter": "Josh",
"userId": "1776",
"field": "Viewed By"
},
{
"entity": "document",
"entityId": "281",
"changeTime": "2019-12-10 13:48:34",
"valueBefore": "",
"valueAfter": "Draft",
"userId": "1776",
"field": "Reverted to draft"
},
{
"entity": "document",
"entityId": "281",
"changeTime": "2019-12-10 13:48:16",
"valueBefore": "",
"valueAfter": "Josh",
"userId": "1776",
"field": "Viewed By"
}
]
Incoming correspondence
Incoming correspondence – Generate new incoming correspondence
DESCRIPTION
This endpoint creates a new incoming correspondence with supplied.
Send a POST request to “/incoming-correspondence/new”. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/incoming-correspondence/newMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**title** string Name of the incoming correspondence
**date** date Date of the incoming correspondence
**source** int Source id of the incoming correspondence
**urgent** tinyint Boolean to determine whether IC is urgent
**assignedTo** int User ID IC is assigned to
**batchNumber** int Batch Number identifier
**physicallyRouted** int Boolean whether IC has been physical routed
**primary-classification** int Primary Classification ID
**secondary-classification**int Secondary Classification ID
**notes** string Notes field
**matterId** int Matter ID the IC corresponds to
**documentInfoDocumentDate**date Date
**documents[]** binary Binary file to upload to IC as a document
**documents_name[]** string Uploaded document name
**documents_date[]** date Uploaded document date
**documents_class[]** int Uploaded document primary classification
**documents_secclass[]** int Uploaded document secondary classification
**documents_notes[]** string Uploaded document notes
RETURNS
Returns ID of incoming correspondence added as an int.
36
Incoming correspondence – Find matching workflows
DESCRIPTION
This endpoint finds matching workflows for matter ID and primary and secondary classification.
Send a GET request to “/incoming-correspondence/find-workflows-matching/”, followed by the MatterID, and primary and secondary classification separated by slashes. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/incoming-correspondence/find-workflows-matching/{matterId:\d+}/{primaryClassification:\d+}/{secondaryClassification:\d+}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** int Matter ID
**primaryClassification** int Primary Classification ID to filter Workflows
**secondaryClassification** int Secondary Classification ID to filter Workflows
RETURNS
Returns matching workflows for new instances, or existing workflow instances.
{
"existing": [],
"new": {
"21-82": "Invention - Office Action EP : Processing office action"
}
}
Tasks
Tasks – Get Tasks due today
DESCRIPTION
This endpoint returns tasks that are due on the day requested.
Send a GET request to /task/next/”, followed by the number of tasks to return. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/task/next/{count}METHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**count** int Number of tasks to return
RETURNS
Returns a task or an array of tasks that are due today.
[
{
"parentTask": null,
"id": "355",
"description": "DG to check incoming item for docketing\t",
"doneDate": {
"date": "2019-12-10 16:14:01.000000",
"timezone_type": 3,
"timezone": "Europe/London"
},
"matterId": "66",
"matterCode": "000015GB",
"clientId": null,
"client": "Seraphis Guitars",
"presetItemId": "460",
"dueDate": {
"date": "1970-01-11 00:00:00.000000",
"timezone_type": 3,
"timezone": "Europe/London"
},
"status": "0",
"statusName": "Live",
"importance": "2",
"importanceName": "Fatal",
"formallyExtended": "0",
"user": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": "",
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"type": "0",
"typeName": null,
"notes": null,
"parentTaskId": null,
"components": null,
"workFlowLogId": null,
"attachedTemplate": "0",
"setupDate": null,
"linkedDocuments": null,
"outgoingDiscarded": null,
"recipientId": null,
"deliveryMethodOverride": null,
"workflowPromptId": null,
"originalDueDate": null,
"invoiceId": null
},
{
"parentTask": null,
"id": "72",
"description": "This the first task with custom date",
"doneDate": {
"date": "2019-12-10 16:14:01.000000",
"timezone_type": 3,
"timezone": "Europe/London"
},
"matterId": "10",
"matterCode": "A000008GB",
"clientId": null,
"client": "Seraphis Guitars",
"presetItemId": "692",
"dueDate": {
"date": "1980-07-04 00:00:00.000000",
"timezone_type": 3,
"timezone": "Europe/London"
},
"status": "0",
"statusName": "Live",
"importance": "0",
"importanceName": "Standard",
"formallyExtended": "0",
"user": {
"id": null,
"oldId": null,
"subscriberId": null,
"username": "",
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"type": "0",
"typeName": null,
"notes": "",
"parentTaskId": null,
"components": null,
"workFlowLogId": "60",
"attachedTemplate": "0",
"setupDate": null,
"linkedDocuments": null,
"outgoingDiscarded": null,
"recipientId": null,
"deliveryMethodOverride": null,
"workflowPromptId": null,
"originalDueDate": "1980-07-04 00:00:00",
"invoiceId": null
}
]
Tasks – Mark task as complete
DESCRIPTION
This endpoint marks a task as complete.
Send a POST request to “/task/complete”. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/task/complete
METHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**taskId** int Task ID to mark as complete
RETURNS
Returns the task before it gets set to complete.
{
"parentTask": null,
"id": "472",
"description": "Send Correspondence - NewContentJosh",
"doneDate": {
"date": "-0001-11-30 00:00:00.000000",
"timezone_type": 3,
"timezone": "Europe/London"
},
"matterId": "307",
"matterCode": "D000025GB",
"clientId": null,
"client": "Seraphis Guitars",
"presetItemId": "0",
"dueDate": {
"date": "2019-10-16 00:00:00.000000",
"timezone_type": 3,
"timezone": "Europe/London"
},
"status": "0",
"statusName": "Live",
"importance": "0",
"importanceName": "Standard",
"formallyExtended": "0",
"user": {
"id": "1776",
"oldId": null,
"subscriberId": null,
"username": "Josh",
"email": null,
"secondaryEmail": [],
"firstName": null,
"secondName": null,
"subscriberRef": null,
"clientSQL": null,
"loginCount": null,
"lastLogin": null,
"notes": null,
"gender": null,
"initials": null,
"legalEntity": null
},
"type": "0",
"typeName": null,
"notes": "notes",
"parentTaskId": null,
"components": null,
"workFlowLogId": null,
"attachedTemplate": "81",
"setupDate": null,
"linkedDocuments": null,
"outgoingDiscarded": "0",
"recipientId": null,
"deliveryMethodOverride": "0",
"workflowPromptId": "0",
"originalDueDate": null,
"invoiceId": null
}
Report
Report – Get report by ID
DESCRIPTION
This endpoint returns a report associated with the given report ID.
Send a POST request to “/report/” followed by the report ID. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/report/{reportId}?show_ids=falseMETHOD
GET
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**reportId** int Report Id to return
**show_ids**bool Show matter/task/document ids
RETURNS
Returns the report.
{
"columns": [
"IRN",
" Country Code",
" Status",
" Category",
" Long title"
],
"data": [
{
"mattercode": "P000017USAL",
"country": "AL",
"description": "Granted (active)",
"mattercategory": "Property (Invention)",
"longtitle": "PCT Thing"
},
{
"mattercode": "P000017USAT",
"country": "AT",
"description": "Granted (active)",
"mattercategory": "Property (Invention)",
"longtitle": "PCT Thing"
},
{
"mattercode": "P000017USBA",
"country": "BA",
"description": "Granted (active)",
"mattercategory": "Property (Invention)",
"longtitle": "PCT Thing"
}
]
}
Letter
Letters – Generate matter letter
DESCRIPTION
This endpoint generates a letter.
Send a POST request to “/matter/letter/”. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/matter/letterMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**template** binary Template file to use
**matterId** int Matter ID template is associated with
**contactId** int Contact ID the letter is addressed to
**siteId** int Address ID letter is addressed to
**taskId** int Task ID template is associated with
**language** string Language the letter is in
RETURNS
Returns the downloadable letter.
Letters – Generate matter letter from master template
DESCRIPTION
This endpoint generates a letter from a master template.
Send a POST request to “/matter/letter/master-template/”. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/matter/letter/master-templateMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**master-template** binary Master template file to use
**matterId** int Matter ID template is associated with
**contactId** int Contact ID the letter is addressed to
**siteId** int Address ID letter is addressed to
**taskId** int Task ID template is associated with
**template-header** string Header HTML to merge
**template-content** string Content HTML to merge
**template-sign-off** string Sign Off HTML to merge
RETURNS
Returns the downloadable letter.
Letters – Generate HTML for letter
DESCRIPTION
This endpoint generates a HTML letter.
Send a POST request to “/matter/letter/html/”. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/matter/letter/htmlMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**matterId** int Matter ID template is associated with
**contactId** int Contact ID the letter is addressed to
**siteId** int Address ID letter is addressed to
**taskId** int Task ID template is associated with
**template-header** string Header HTML to merge
**template-content** string Content HTML to merge
**template-sign-off** string Sign Off HTML to merge
RETURNS
Returns the merged downloadable letter from merged HTML.
Letters – Convert DOCX to PDF
DESCRIPTION
This endpoint generates a letter.
Send a POST request to “/matter/letter/convert-to-pdf”. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/matter/letter/convert-to-pdfMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**document-to-convert** binary DOCX to convert
RETURNS
Returns the converted PDF.
Finance
Invoices – Generate invoice from master template
DESCRIPTION
This endpoint generates an invoice from a master template.
Send a POST request to “/invoice/merge”. A basic authentication header of email/key combination is required. If the key is valid a document will be downloaded as a response. A binary header including the file to be uploaded is required.
URL STRUCTURE
https://[hostname]/matter/invoice/mergeMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**master-template** binary Master template file to use
**matterId** int Matter ID template is associated with
**contactId** int Contact ID the letter is addressed to
**siteId** int Address ID letter is addressed to
**taskId** int Task ID template is associated with
**template-header** string Header HTML to merge
**template-content** string Content HTML to merge
**template-sign-off** string Sign Off HTML to merge
RETURNS
Returns the merged downloadable invoice from merged HTML.
Finance interface incoming invoice
DESCRIPTION
An incoming invoice allows the creation of charges that are relevant against the incoming ledger. If a document is supplied the document also stored on the matter.
URL STRUCTURE
https://[hostname]/finance/interface/incomingMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**incomingInvoice** array Array of variables for the incoming invoice
**incomingLedger** string The ledger to match against the charge sheet
**matterId** int Equinox matter ID
**matterCode** string Equinox matter code (IRN) (optional)
**amount** double Invoice amount, as a 2dp number, e.g. “123.40”
**currency** string Currency of the invoice in 3 chars, e.g. “EUR”
**invoiceNumber** string Invoice number of the incoming invoice
**paymentReference** string Reference to the invoice, for WIP matching (optional)
**document** file Invoice document (as a pdf?) (optional)
**date** datetime Date and time for invoice, e.g. “2019-08-01 12:35:00”
RETURNS
Sample response:
An array of created charges
[
{
"id": "252",
"userId": "1703",
"matterId": "10",
"time": null,
"date": {
"date": "2019-09-25 12:07:00",
"timezone_type": 3,
"timezone": "Europe/London"
},
"description": "TEST1",
"legalEntityId": "1",
"category": "Fixed",
"paymentReference": "Ref123",
"supportingDocId": "5175",
"notes": null,
"status": {
"statusValue": "pre-approval"
},
"amount": "123.40",
"adjustment": null,
"discount": null,
"discountPercentage": null,
"chargeRate": 0,
"potentialForVAT": 1,
"invoiceNumber": "INV123",
"chargeSheetId": "6",
"nonChargeable": "0",
"isRenewalCharge": "0"
}
]
EXAMPLE
C#
using System.Net.Http;
using System.Net.Http.Headers;
using System.Security.Cryptography;
/// <summary>
/// Send an invoice to Equinox, basic example
/// </summary>
/// <param name="userEmail"></param>
/// <param name="password"></param>
/// <returns>charge object</returns>
public static async Task<object> SendInvoice(string userEmail, string password, Filestream document)
{
dynamic obj = null;
string url = "https://[hostname]/finance/interface/incoming";
string incomingLedger = "123";
int matterId = 10;
string matterCode = "P000006EP";
double amount = "123.40";
string currency = "EUR";
string invoiceNumber = "INV123";
string paymentReference = "REF123";
DateTime date = "2019-08-01 12:35:00";
// Auth headers
MD5 md5Hash = MD5.Create();
string hashedPassword = Security.GetMd5Hash(md5Hash, password);
var credentials = Convert.ToBase64String(
Encoding.ASCII.GetBytes(userEmail + ":" + hashedPassword)
);
// Content
var form = new MultipartFormDataContent();
form.Add(new StreamContent(new MemoryStream(file)), "incomingInvoice[document]", "filename.pdf");
form.Add(new StringContent(incomingLedger), "incomingInvoice[incomingLedger]");
form.Add(new StringContent(matterId.toString()), "incomingInvoice[matterId]");
form.Add(new StringContent(matterCode), "incomingInvoice[matterCode]");
form.Add(new StringContent(amount.toString()), "incomingInvoice[amount]");
form.Add(new StringContent(currency), "incomingInvoice[currency]");
form.Add(new StringContent(invoiceNumber), "incomingInvoice[invoiceNumber]");
form.Add(new StringContent(paymentReference), "incomingInvoice[paymentReference]");
form.Add(new StringContent(date.toString()), "incomingInvoice[date]");
using (HttpClient client = new HttpClient())
{
client.DefaultRequestHeaders.Accept.Clear();
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Basic", credentials);
// Response
HttpResponseMessage res = await client.PostAsync(url, form);
content = await res.Content.ReadAsStringAsync();
// JSON Serialise
obj = JsonConvert.DeserializeObject(content);
}
return obj;
}
Finance Interface Payment Status
DESCRIPTION
Update the payment status of an invoice. The possible values of Payment Status are:
· 0: Unpaid
· 1: Paid
· 2: Part Paid
· 3: Disputed
· 4: Written Off
· 5: Cancelled
URL STRUCTURE
https://[hostname]/finance/interface/payment-statusMETHOD
POST
HEADERS
**Authorization:** string Base64 [email]:[key]
PARAMETERS
**invoiceStatus** array Array of variables for the payment status
**invoiceId** int Equinox Invoice ID
**status** string/int Either string or int of the payment status
**paymentDate** datetime Date the payment was made
**amount** double Amount of part paid (optional)
RETURNS
Sample response: Invoice data
{
"id": "4544",
"legalEntityId": "2",
"locationId": "34",
"invoiceDate": "2019-07-01",
"paymentDate": "2019-09-03",
"invoiceNumber": "INV123",
"status": "2",
"partPaid": null,
"amount": "123.40",
"amountCurrency": "EUR",
"VATAmount": "25.91",
"location": "343"
"charges": [],
}
EXAMPLE
C#
using System.Net.Http;
using System.Net.Http.Headers;
using System.Security.Cryptography;
/// <summary>
/// Send an invoice to Equinox, basic example
/// </summary>
/// <param name="userEmail"></param>
/// <param name="password"></param>
/// <returns>invoice object</returns>
public static async Task<object> SendPaymentStatus(string userEmail, string password, Filestream document)
{
dynamic obj = null;
string url = "https://[hostname]/finance/interface/payment-status";
int invoiceId = 4544;
string status = "Paid";
double amount = "123.40";
string currency = "EUR";
string invoiceNumber = "INV123";
string paymentReference = "REF123";
DateTime date = "2019-08-01 12:35:00";
// Auth headers
MD5 md5Hash = MD5.Create();
string hashedPassword = Security.GetMd5Hash(md5Hash, password);
var credentials = Convert.ToBase64String(
Encoding.ASCII.GetBytes(userEmail + ":" + hashedPassword)
);
// Content
var form = new MultipartFormDataContent();
form.Add(new StringContent(invoiceId.toString()), "invoiceStatus[invoiceId]");
form.Add(new StringContent(status), "invoiceStatus[status]");
form.Add(new StringContent(paymentDate), "invoiceStatus[paymentDate]");
using (HttpClient client = new HttpClient())
{
client.DefaultRequestHeaders.Accept.Clear();
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Basic", credentials);
// Response
HttpResponseMessage res = await client.PostAsync(url, form);
content = await res.Content.ReadAsStringAsync();
// JSON Serialise
obj = JsonConvert.DeserializeObject(content);
}
return obj;
}