Client Requests (Firm)

Update assignment, follow-up schedule, or due date

Assignment changes route through the lifecycle service (a firm takeover stops Tally's outbound replies). Follow-up fields set or pause the automatic follow-up cadence. Null clears a nullable field.

patch/firm/client-requests/{id}

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/firm/client-requests/{id}
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Path parameters

idstring uuid required

Client request UUID

Request body

assignedActor'tally' | 'firm_user'
assignedUserIdstring uuid nullable

Firm member to assign when assignedActor is firm_user. Defaults to the caller.

dueDatestring date-time nullable
nextFollowUpAtstring date-time nullable
followUpState'active' | 'paused'

Response

Updated request detail

Changes

No recorded changes to this operation across all 3 revisions of this API.