Overview

Legal Tracker Matters API is a REST API which provides the following functionality:

Use Matters API endpoints to upload matters into Tracker, update existing matter information, add or change matter participant roles or close matters:

• Retrieve a matter by ID
• Retrieve matter total spending and budget information in matter's configured currency by matter ID
• Create a new matter
• Update field values for an existing matter identified by the Tracker matter ID
• Update field values for an existing matter identified by the Tracker Matter ID or Associated Matter ID
• Retrieve a list of matter templates
• Retrieve a matter template by ID
• Retrieve a list of MatterTemplateType items
• Retrieve a list of MatterTemplateType item by ID
• Retrieve a list of matter fields
• Retrieve a matter field by ID

Batches - Use the Matter Batches API endpoints to create batch request and check batch status:

• Combine multiple matter request into single batch request
• Retrieve a status for batch request
• Delete batch request

Matter Intakes - Use the MatterIntakes API endpoints to upload matterIntakes into Tracker:

• Create a new matterIntake record
• Retrieve information about a matterIntake by ID

Budgets - Use the Matter Budgets API to view existing budgets and upload/update budgets into Tracker:

• Retrieve information about a matter budget by the matter ID, source, firmID, and firmType
• Create or update matter budgets by the matter ID

Events - Use the Matter Events API to retrieve events of a matter:

• Retrieve all the existing events for matter by the matter ID
• Retrieve information about event by ID
• Create a new event record
• Update field values for an event identified by the event ID

Statuses - Use the Matter Statuses API to retrieve the statuses of a matter:

• Retrieve all the existing statuses for matter by the matter ID
• Retrieves information about status by ID
• Creates a new matter status or note
• Update field values for a status identified by the status ID
• Delete information about status by ID

Key Benefits:

1. 1Supports OData query syntax 
2. 2Supports ETag header for caching results and preventing simultaneous updates 
3. 3Supports partial entity updates (patching) 

Geographic Availability: Currently, this API is hosted for all five data center locations, namely United States of America, United Kingdom, Canada, Germany and Australia. The URL would differ based on the location you are trying to access. The URL will be in following form:  

1https://{regional-url}/legal-tracker/companies-api/v1