API integrations
AP Data Exchange API
- Retrieve a collection of A/P batches based on status and date range
- Get batch details or update batch status
- Retrieve individual invoices or in a batch
- Update invoice payment status
- Upload approved invoices into A/P systems, in batch or individual invoices
- Update invoice payment status and other details from the ERP system into Tracker
Data warehouse API
Documents API
- Retrieve the list of documents available for the current user, or the documents attached to a matter
- Get a single document metadata
- Download a document file
- Add new documents
- Update existing documents
- Delete documents
- Extract documents uploaded into Tracker for the purpose of storage within internal company systems
- Push documents into Tracker from external systems and attach them to matters, for example, contracts from external CLM systems.
eFiles API
Firms API
- View firm profile information
- Create, update, and view a firm portfolio
- Manage firm alerts
- When integrating with external systems, you can enforce completion of critical tasks by law firms
Matters API
- Create, update, or retrieve metadata for a single matter or several matters with a batch request
- Add/change matter participant roles
- Update matter budget options
- Close or reopen matters
- Add/change matter allocations
- Create or update matter budgets
- Retrieve the list of matter types and matter fields for each type
- Retrieve lists of matters
- Create or update matters from an external tool on a real time basis, one by one, or query a single matter data in Tracker to provide a status update in the external system.
- Bulk upload or update matters into Tracker.
- Create or update matter budgets from an external budgeting workflow tool.
Reports API
- Automated updates of external systems by using data from Tracker.
Users API
- Retrieve a list of company users
- Retrieve user profile information, including user ID, first and last name, email, user roles, user profile, primary address and primary phone, and other details
- Create or update a company user
- User synchronization with the company IDP
- Manage user access to Legal Tracker from external identity and access management systems