Operations for working with files (matters).
Endpoint | Description | |
---|---|---|
GET | Retrieves a list of matters managed or supervised by a particular member. | |
POST | Creates a new matter. | |
GET {id} | Retrieves information for a matter. | |
GET {id}/Debtors | Retrieves the debtors ledger for a file. | |
GET {id}/Documents | Retrieves a list of documents for a file. | |
GET {id}/Documents/Folders | Retrieves the list of document folders for a file. | |
DELETE {id}/Fields | Clears the value of a workgroup field on a file. | |
GET {id}/Fields | Retrieves a list of workgroup fields and their values for a file. | |
PUT {id}/Fields | Sets the value of a workgroup field on a file. | |
GET {id}/Financial | Retrieves a summary of the financial position of the matter. | |
GET {id}/Journals | Retrieves a list of journals for a file. | |
GET {id}/Name | Retrieves the components of the name for a matter. | |
DELETE {id}/Related | Removes a related file. | |
GET {id}/Related | Retrieves a list of related files. | |
POST {id}/Related | Adds a related file. | |
GET {id}/Summary | Retrieves a summary of the matter that is suitable for display purposes. | |
GET {id}/Trust | Retrieves the trust ledger for a file. | |
GET Search | Searches matters, matching a particular term. |