Matters

Get matter account summaries

get/api/v1/matters/summaries

Request

  • Base URL: /sandbox (relative, and the document was published on a file host, not at the API’s origin)
  • URL: /sandbox/api/v1/matters/summaries
  • Auth: OAuth 2 (authorization code, authorization URL https://id.efimis.com/pevolveextprod.onmicrosoft.com/b2c_1a_idp_aad_multi/oauth2/authorize, token URL https://id.efimis.com/pevolveextprod.onmicrosoft.com/b2c_1a_idp_aad_multi/oauth2/token; client credentials, token URL https://id.efimis.com/pevolveextprod.onmicrosoft.com/b2c_1a_idp_aad_multi/oauth2/token, scopes: policy.read)

Query parameters

idMatterId[]

Response

OK

matterTitlestring nullable
clientSortNamestring nullable
matterNumberstring nullable
rateSetNamestring nullable
feeThresholdnumber double nullable

Fee threshold set at a firm level, but applies to this matter.

disbursementThresholdnumber double nullable

Disbursement threshold set at a firm level, but applies to this matter.

idstring nullable

e.g. mattersummary_c0645dc026a74ae99ec436df63d77d2c

state0 | 1 | 2 | 3 | 4 | 5
divisionIdstring nullable

e.g. division_c0645dc026a74ae99ec436df63d77d2c

clientIdstring nullable

e.g. client_c0645dc026a74ae99ec436df63d77d2c

matterIdstring nullable

e.g. matter_c0645dc026a74ae99ec436df63d77d2c

aclIdstring nullable
currencystring nullable

Client or matter currency

lastOfficeReceiptOnstring date-time nullable

When the last office receipt happened

lastTrustLedgerActivitystring date-time nullable

When the last trust ledger activity happened.

lastWorkedOnstring date-time nullable

This matter was last worked on in terms of work items created/updated

dateOpenedstring date-time nullable

Official instruction date

dateClosedstring date-time nullable

Official closed or completion date

divisionNamestring nullable

Name of the division for the matter

matterTypestring nullable

Name of the type of the matter

billingBasis0 | 1 | 2 | 3
createdBystring nullable

e.g. entity_c0645dc026a74ae99ec436df63d77d2c

createdBySortNamestring nullable
createdOnstring date-time
updatedBystring nullable

e.g. entity_c0645dc026a74ae99ec436df63d77d2c

updatedBySortNamestring nullable
updatedOnstring date-time
isDeletedboolean

Changes

No recorded changes to this operation across all 1 revision of this API.