Read Lawcus contacts, matters, leads, time and billing reports; create contacts and tasks.
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WRITE: create a new contact in Lawcus (a person or a company). It does not send anything to the contact. Person needs first_name and last_name; Company needs name. Check lawcus_list_contacts first to avoid duplicates.
Required for a Company.
Business title.
Required for a Person.
Required for a Person.
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
WRITE: create a new contact in Lawcus (a person or a company). It does not send anything to the contact. Person needs first_name and last_name; Company needs name. Check lawcus_list_contacts first to avoid duplicates.
| Argument | Type | Description |
|---|---|---|
| zip | string | |
| city | string | |
| name | string | Required for a Company. |
| note | string | |
| type* | string | |
| string | ||
| phone | string | |
| state | string | |
| title | string | Business title. |
| street | string | |
| country | string | |
| website | string | |
| last_name | string | Required for a Person. |
| first_name | string | Required for a Person. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"type"
],
"properties": {
"zip": {
"type": "string",
"maxLength": 30
},
"city": {
"type": "string",
"maxLength": 100
},
"name": {
"type": "string",
"maxLength": 200,
"minLength": 1,
"description": "Required for a Company."
},
"note": {
"type": "string",
"maxLength": 5000
},
"type": {
"enum": [
"Person",
"Company"
],
"type": "string"
},
"email": {
"type": "string",
"format": "email",
"pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"maxLength": 200
},
"phone": {
"type": "string",
"maxLength": 40,
"minLength": 3
},
"state": {
"type": "string",
"maxLength": 100
},
"title": {
"type": "string",
"maxLength": 100,
"description": "Business title."
},
"street": {
"type": "string",
"maxLength": 200
},
"country": {
"type": "string",
"maxLength": 100
},
"website": {
"type": "string",
"maxLength": 200
},
"last_name": {
"type": "string",
"maxLength": 100,
"minLength": 1,
"description": "Required for a Person."
},
"first_name": {
"type": "string",
"maxLength": 100,
"minLength": 1,
"description": "Required for a Person."
}
}
}WRITE: create a task in Lawcus, optionally on a matter and assigned to team members. Lawcus may email or SMS the assignees if reminders are set; no reminders are set by this tool.
| Argument | Type | Description |
|---|---|---|
| name* | string | |
| due_date | string | A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss). |
| matter_id | integer | Numeric matter id (the `id` of a matter). |
| description | string | |
| assignee_uuids | array | UUIDs of the users to assign (from lawcus_list_team_members). |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"maxLength": 300,
"minLength": 1
},
"due_date": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric matter id (the `id` of a matter).",
"exclusiveMinimum": 0
},
"description": {
"type": "string",
"maxLength": 5000
},
"assignee_uuids": {
"type": "array",
"items": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
},
"maxItems": 20,
"description": "UUIDs of the users to assign (from lawcus_list_team_members)."
}
}
}Lawcus: one contact by UUID, with addresses, phones, emails and custom fields.
| Argument | Type | Description |
|---|---|---|
| contact_uuid* | string |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"contact_uuid"
],
"properties": {
"contact_uuid": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
}
}
}Lawcus: the firm (team) details: name, address, currency, locale and phone numbers.
No arguments.
{
"type": "object",
"properties": {}
}Lawcus: one lead by UUID.
| Argument | Type | Description |
|---|---|---|
| lead_uuid* | string |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"lead_uuid"
],
"properties": {
"lead_uuid": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
}
}
}Lawcus: one matter by UUID with its client, workflow stage, billing settings, balances and custom fields.
| Argument | Type | Description |
|---|---|---|
| matter_uuid* | string |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"matter_uuid"
],
"properties": {
"matter_uuid": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$"
}
}
}Lawcus: the user the API token belongs to (id, uuid, name, timezone, role such as OWNER/ADMIN/MEMBER).
No arguments.
{
"type": "object",
"properties": {}
}Lawcus: billable activity (time entries, expenses and flat fees) with payment details, filterable by date range, user, practice area, matter, client and invoiced state. Also returns time totals for today/week/month/year.
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| kind | string | Only this kind of item (default: all three). |
| limit | integer | Return at most this many records (default 100, max 500). The reply says when the list was cut. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| user_id | integer | |
| client_id | integer | |
| matter_id | integer | |
| is_invoiced | boolean | |
| practice_id | integer |
Lawcus: list contacts (people and companies; clients are contacts), filterable by name, email, type or update date. Paged with skip/take.
| Argument | Type | Description |
|---|---|---|
| skip | integer | Records to skip (default 0). Pass the previous reply's next_skip. |
| take | integer | Records per page (default 25, max 100). |
| type | string | |
| filters | array | Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC. |
| sort_by | string | |
| sort_order | string | |
| name_contains | string | Substring of the contact's full name. |
| updated_after | string | A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss). |
| email_contains | string |
Lawcus: expenses logged against matters. The API returns all expenses; filter here by matter and date range, reply cut to `limit`.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Return at most this many records (default 100, max 500). The reply says when the list was cut. |
| date_to | string | A date, yyyy-mm-dd. |
| date_from | string | A date, yyyy-mm-dd. |
| matter_id | integer |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"limit": {
"type": "integer",
"maximum": 500,
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"exclusiveMinimum": 0
},
"date_to": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"date_from": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"exclusiveMinimum": 0
}
}
}Lawcus: logged client interactions (emails, calls, secure messages) with subject, matter and contact. Paged with skip/paginate.
| Argument | Type | Description |
|---|---|---|
| skip | integer | |
| types | array | Interaction types (default: all). |
| paginate | integer | Page size (default 20, max 100). |
| direction | string |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"skip": {
"type": "integer",
"maximum": 1000000,
"minimum": 0
},
"types": {
"type": "array",
"items": {
"enum": [
"EMAIL",
"PHONE",
"SECURE_MESSAGE"
],
"type": "string"
},
"maxItems": 3,
"minItems": 1,
"description": "Interaction types (default: all)."
},
"paginate": {
"type": "integer",
"maximum": 100,
"description": "Page size (default 20, max 100).",
"exclusiveMinimum": 0
},
"direction": {
"enum": [
"INBOUND",
"OUTBOUND"
],
"type": "string"
}
}
}Lawcus: the firm's lead sources (Website, Referral, Google, ...). Ids go into lead and contact filters.
No arguments.
{
"type": "object",
"properties": {}
}Lawcus: list leads (prospective matters) with client contact details and pipeline stage. Paged with skip/take.
| Argument | Type | Description |
|---|---|---|
| skip | integer | Records to skip (default 0). Pass the previous reply's next_skip. |
| take | integer | Records per page (default 25, max 100). |
| filters | array | Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC. |
| sort_by | string | |
| stage_id | integer | Pipeline stage id (see lawcus_list_workflow_stages). |
| sort_order | string | |
| created_after | string | Only leads created after this UTC time. |
| name_contains | string | |
| lead_source_id | integer | Lead source id (see lawcus_list_lead_sources). |
Lawcus: list matters (cases) with status, client, billing type, trust and retainer balances. Filter by status, name, number, client or dates. Paged with skip/take; the reply also carries opened/closed counts.
| Argument | Type | Description |
|---|---|---|
| skip | integer | Records to skip (default 0). Pass the previous reply's next_skip. |
| take | integer | Records per page (default 25, max 100). |
| number | string | Matter number (exact). |
| status | string | Matter status, e.g. "OPEN" or "CLOSED". |
| filters | array | Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC. |
| sort_by | string | |
| client_id | integer | Numeric id of the client contact. |
| sort_order | string | |
| opened_after | string | A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss). |
Lawcus: list tasks, optionally by completion, assignee, matter or tag. The API returns the whole list; the reply is cut to `limit`.
| Argument | Type | Description |
|---|---|---|
| tags | string | Tag name, e.g. "San Diego Branch". |
| limit | integer | Return at most this many records (default 100, max 500). The reply says when the list was cut. |
| user_id | string | UUID of the assignee (the `uuid` from lawcus_list_team_members). |
| completed | boolean | true = completed tasks, false = open tasks. |
| delegated | boolean | true = tasks delegated to others. |
| matter_id | integer | Numeric matter id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"tags": {
"type": "string",
"maxLength": 100,
"minLength": 1,
"description": "Tag name, e.g. \"San Diego Branch\"."
},
"limit": {
"type": "integer",
"maximum": 500,
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"exclusiveMinimum": 0
},
"user_id": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
"description": "UUID of the assignee (the `uuid` from lawcus_list_team_members)."
},
"completed": {
"type": "boolean",
"description": "true = completed tasks, false = open tasks."
},
"delegated": {
"type": "boolean",
"description": "true = tasks delegated to others."
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric matter id.",
"exclusiveMinimum": 0
}
}
}Lawcus: the people on the firm's team with id, uuid, name, role and hourly rate. Ids are used in matter, task and report filters.
No arguments.
{
"type": "object",
"properties": {}
}Lawcus: time entries (hours worked, rate, total, matter, invoiced or not). The API returns all entries; filter here by matter and date range, reply cut to `limit`.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Return at most this many records (default 100, max 500). The reply says when the list was cut. |
| date_to | string | A date, yyyy-mm-dd. |
| user_id | integer | |
| date_from | string | A date, yyyy-mm-dd. |
| matter_id | integer |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"limit": {
"type": "integer",
"maximum": 500,
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"exclusiveMinimum": 0
},
"date_to": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"exclusiveMinimum": 0
},
"date_from": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"exclusiveMinimum": 0
}
}
}Lawcus: the stages of one workflow (pipeline).
| Argument | Type | Description |
|---|---|---|
| workflow_id* | string | Workflow id from lawcus_list_workflows. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"workflow_id"
],
"properties": {
"workflow_id": {
"type": "string",
"pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
"description": "Workflow id from lawcus_list_workflows."
}
}
}Lawcus: the workflows (matter and lead pipelines) with their ids.
No arguments.
{
"type": "object",
"properties": {}
}Lawcus report (needs the Admin role): unpaid invoices by age (who owes the firm what).
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| user_id | integer | Numeric user id. |
| group_by | string | Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries). |
| client_id | integer | Numeric client contact id. |
| matter_id | integer | Numeric matter id. |
| practice_id | integer | Numeric practice area id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric user id.",
"exclusiveMinimum": 0
},
"group_by": {
"type": "string",
"pattern": "^[a-z_]{2,30}$",
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries)."
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric client contact id.",
"exclusiveMinimum": 0
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric matter id.",
"exclusiveMinimum": 0
},
"practice_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric practice area id.",
"exclusiveMinimum": 0
}
}
}Lawcus report (needs the Admin role): client trust (IOLTA) balances; zero balances hidden unless display_zero is true.
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| client_id | integer | Numeric client contact id. |
| practice_id | integer | Numeric practice area id. |
| display_zero | boolean |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric client contact id.",
"exclusiveMinimum": 0
},
"practice_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric practice area id.",
"exclusiveMinimum": 0
},
"display_zero": {
"type": "boolean"
}
}
}Lawcus report (needs the Admin role): summary of issued invoices for a period.
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| user_id | integer | Numeric user id. |
| group_by | string | Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries). |
| client_id | integer | Numeric client contact id. |
| practice_id | integer | Numeric practice area id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric user id.",
"exclusiveMinimum": 0
},
"group_by": {
"type": "string",
"pattern": "^[a-z_]{2,30}$",
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries)."
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric client contact id.",
"exclusiveMinimum": 0
},
"practice_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric practice area id.",
"exclusiveMinimum": 0
}
}
}Lawcus report (needs the Admin role): balance summary of all matters, optionally trust balances only.
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| trust | boolean | true = trust balances. |
| user_id | integer | Numeric user id. |
| group_by | string | Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries). |
| client_id | integer | Numeric client contact id. |
| practice_id | integer | Numeric practice area id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"trust": {
"type": "boolean",
"description": "true = trust balances."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric user id.",
"exclusiveMinimum": 0
},
"group_by": {
"type": "string",
"pattern": "^[a-z_]{2,30}$",
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries)."
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric client contact id.",
"exclusiveMinimum": 0
},
"practice_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric practice area id.",
"exclusiveMinimum": 0
}
}
}Lawcus report (needs the Admin role): payments the firm collected in a period.
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| user_id | integer | Numeric user id. |
| client_id | integer | Numeric client contact id. |
| matter_id | integer | Numeric matter id. |
| practice_id | integer | Numeric practice area id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric user id.",
"exclusiveMinimum": 0
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric client contact id.",
"exclusiveMinimum": 0
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric matter id.",
"exclusiveMinimum": 0
},
"practice_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric practice area id.",
"exclusiveMinimum": 0
}
}
}Lawcus report (needs the Admin role): revenue by attorney for a period.
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| user_id | integer | Numeric user id. |
| client_id | integer | Numeric client contact id. |
| matter_id | integer | Numeric matter id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric user id.",
"exclusiveMinimum": 0
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric client contact id.",
"exclusiveMinimum": 0
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric matter id.",
"exclusiveMinimum": 0
}
}
}Lawcus report (needs the Admin role): time entries summarized per user for a period.
| Argument | Type | Description |
|---|---|---|
| end | string | Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss. |
| start | string | Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss. |
| user_id | integer | Numeric user id. |
| group_by | string | Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries). |
| matter_id | integer | Numeric matter id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric user id.",
"exclusiveMinimum": 0
},
"group_by": {
"type": "string",
"pattern": "^[a-z_]{2,30}$",
"description": "Grouping, e.g. client (accounts receivable, invoice history, matter balance) or teammate (time entries)."
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric matter id.",
"exclusiveMinimum": 0
}
}
}Lawcus: global search across contacts, matters and leads for a keyword.
| Argument | Type | Description |
|---|---|---|
| terms* | string | Keyword to search for. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"terms"
],
"properties": {
"terms": {
"type": "string",
"maxLength": 200,
"minLength": 1,
"description": "Keyword to search for."
}
}
}{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"end": {
"type": "string",
"description": "Period end, UTC: yyyy-mm-dd (through 23:59:59) or yyyy-mm-dd hh:mm:ss."
},
"kind": {
"enum": [
"TIMEENTRY",
"EXPENSE",
"FLATFEE"
],
"type": "string",
"description": "Only this kind of item (default: all three)."
},
"limit": {
"type": "integer",
"maximum": 500,
"description": "Return at most this many records (default 100, max 500). The reply says when the list was cut.",
"exclusiveMinimum": 0
},
"start": {
"type": "string",
"description": "Period start, UTC: yyyy-mm-dd (from 00:00:00) or yyyy-mm-dd hh:mm:ss."
},
"user_id": {
"type": "integer",
"maximum": 9007199254740991,
"exclusiveMinimum": 0
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"exclusiveMinimum": 0
},
"matter_id": {
"type": "integer",
"maximum": 9007199254740991,
"exclusiveMinimum": 0
},
"is_invoiced": {
"type": "boolean"
},
"practice_id": {
"type": "integer",
"maximum": 9007199254740991,
"exclusiveMinimum": 0
}
}
}{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"skip": {
"type": "integer",
"maximum": 1000000,
"minimum": 0,
"description": "Records to skip (default 0). Pass the previous reply's next_skip."
},
"take": {
"type": "integer",
"maximum": 100,
"description": "Records per page (default 25, max 100).",
"exclusiveMinimum": 0
},
"type": {
"enum": [
"Person",
"Company"
],
"type": "string"
},
"filters": {
"type": "array",
"items": {
"type": "object",
"required": [
"field",
"operator"
],
"properties": {
"field": {
"type": "string",
"maxLength": 60,
"minLength": 1,
"description": "The record field to filter by, e.g. status, practice, responsible_attorney, trust_balance."
},
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"type": [
"string",
"number"
]
}
},
{
"type": "object",
"required": [
"start",
"end"
],
"properties": {
"end": {
"type": "string"
},
"start": {
"type": "string"
}
}
}
]
},
"operator": {
"type": "string",
"maxLength": 30,
"minLength": 1,
"description": "e.g. is, not, contains, equals, startsWith, after, before, between, >, <, isEmpty."
}
}
},
"maxItems": 20,
"description": "Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC."
},
"sort_by": {
"enum": [
"name",
"created_at",
"updated_at",
"last_contacted"
],
"type": "string"
},
"sort_order": {
"enum": [
"asc",
"desc"
],
"type": "string"
},
"name_contains": {
"type": "string",
"maxLength": 200,
"minLength": 1,
"description": "Substring of the contact's full name."
},
"updated_after": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"email_contains": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
}{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"skip": {
"type": "integer",
"maximum": 1000000,
"minimum": 0,
"description": "Records to skip (default 0). Pass the previous reply's next_skip."
},
"take": {
"type": "integer",
"maximum": 100,
"description": "Records per page (default 25, max 100).",
"exclusiveMinimum": 0
},
"filters": {
"type": "array",
"items": {
"type": "object",
"required": [
"field",
"operator"
],
"properties": {
"field": {
"type": "string",
"maxLength": 60,
"minLength": 1,
"description": "The record field to filter by, e.g. status, practice, responsible_attorney, trust_balance."
},
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"type": [
"string",
"number"
]
}
},
{
"type": "object",
"required": [
"start",
"end"
],
"properties": {
"end": {
"type": "string"
},
"start": {
"type": "string"
}
}
}
]
},
"operator": {
"type": "string",
"maxLength": 30,
"minLength": 1,
"description": "e.g. is, not, contains, equals, startsWith, after, before, between, >, <, isEmpty."
}
}
},
"maxItems": 20,
"description": "Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC."
},
"sort_by": {
"enum": [
"name",
"created_at",
"lead_created_at"
],
"type": "string"
},
"stage_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Pipeline stage id (see lawcus_list_workflow_stages).",
"exclusiveMinimum": 0
},
"sort_order": {
"enum": [
"asc",
"desc"
],
"type": "string"
},
"created_after": {
"type": "string",
"description": "Only leads created after this UTC time."
},
"name_contains": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"lead_source_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Lead source id (see lawcus_list_lead_sources).",
"exclusiveMinimum": 0
}
}
}| name_contains | string |
| updated_after | string | A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss). |
| responsible_attorney_id | integer | Numeric user id. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"skip": {
"type": "integer",
"maximum": 1000000,
"minimum": 0,
"description": "Records to skip (default 0). Pass the previous reply's next_skip."
},
"take": {
"type": "integer",
"maximum": 100,
"description": "Records per page (default 25, max 100).",
"exclusiveMinimum": 0
},
"number": {
"type": "string",
"maxLength": 60,
"minLength": 1,
"description": "Matter number (exact)."
},
"status": {
"type": "string",
"pattern": "^[A-Za-z_ ]{2,30}$",
"description": "Matter status, e.g. \"OPEN\" or \"CLOSED\"."
},
"filters": {
"type": "array",
"items": {
"type": "object",
"required": [
"field",
"operator"
],
"properties": {
"field": {
"type": "string",
"maxLength": 60,
"minLength": 1,
"description": "The record field to filter by, e.g. status, practice, responsible_attorney, trust_balance."
},
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"type": [
"string",
"number"
]
}
},
{
"type": "object",
"required": [
"start",
"end"
],
"properties": {
"end": {
"type": "string"
},
"start": {
"type": "string"
}
}
}
]
},
"operator": {
"type": "string",
"maxLength": 30,
"minLength": 1,
"description": "e.g. is, not, contains, equals, startsWith, after, before, between, >, <, isEmpty."
}
}
},
"maxItems": 20,
"description": "Advanced: extra Lawcus v2 filter objects {field, operator, value}, ANDed with the other filters. Dates are 'yyyy-mm-dd hh:mm:ss' UTC."
},
"sort_by": {
"enum": [
"number",
"name",
"open_date",
"created_at",
"updated_at"
],
"type": "string"
},
"client_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric id of the client contact.",
"exclusiveMinimum": 0
},
"sort_order": {
"enum": [
"asc",
"desc"
],
"type": "string"
},
"opened_after": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"name_contains": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"updated_after": {
"type": "string",
"description": "A UTC date (yyyy-mm-dd) or timestamp (yyyy-mm-dd hh:mm:ss)."
},
"responsible_attorney_id": {
"type": "integer",
"maximum": 9007199254740991,
"description": "Numeric user id.",
"exclusiveMinimum": 0
}
}
}