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Integrations

API integrations

An application programming interface (API) is a set of functions and procedures that let software and services communicate with one another. Legal Tracker has a powerful set of APIs that enable access to data sets and functionality and allow integration with third-party applications. APIs that can be accessed from external applications. For example, you can pull spend data on Legal Tracker matters directly into your reporting systems to create dashboards. Customers can make use of their internal Legal Tracker data and industry benchmarks in other applications for a seamless integrated workflow.
The Thomson Reuters Developer Portal developer portal provides your IT team access to security, authentication, and registration information and provides detailed API documentation. Contact Legal Tracker support to request access to the Developer Portal.

AP Data Exchange API

The
RESTful AP Data Exchange API
 is an upgrade from the previous SOAP-based API. The SOAP-based AP Data Exchange API has been deprecated. It will continue to be maintained and supported, but its use is discouraged. Additional features will only be developed for the RESTful API. Eventually, support and maintenance for the SOAP API will be discontinued. The RESTful AP Data Exchange API enables you to:
  • 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
The following are use cases:
  • 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

With the
Data Warehouse API
 you can pull read-only data from the Legal Tracker Core Data Warehouse into your third-party application, including matters, invoices, budgets, and timekeeper information.

Documents API

The
Document Management API
 enables read/write access to Tracker documents, including document metadata and document content. The Documents API enables you to:
  • 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
The following are use cases:
  • 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

The
eFiles API
 enables the upload of documents to temporary document storage. Once the file has been uploaded, another API must be called using the key that has been provided to transfer the file to the company storage account and associate it with a matter or other work item in Legal Tracker.

Firms API

The
Firms API
 gives you access to your outside firms’ data and enables additional functionality. You can:
  • View firm profile information
  • Create, update, and view a firm portfolio
  • Manage firm alerts
The following are use cases:
  • When integrating with external systems, you can enforce completion of critical tasks by law firms

Matters API

Integrate with your workflow tools to seamlessly and securely control your Legal Tracker matters. You can use the
Matters API
 to create or update a single matter, or multiple matters with a batch request. From your third-party application, the Matters API lets you:
  • 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
The following are use cases:
  • 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

The
Reports API
 enables programmatic access to the export feature in the Legal Tracker Report module so data from Legal Tracker can update other systems automatically. Fully customizable reporting tools can be made to grant other teams access to Legal Tracker data while also keeping it secure.
The following are use cases:
  • Automated updates of external systems by using data from Tracker.

Users API

The
Users API
 enables read-only access to company users, including profile, address, contact information, and system role. You can:
  • 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
The following are use cases:
  • User synchronization with the company IDP
  • Manage user access to Legal Tracker from external identity and access management systems

This article applies to:

  • Product: Legal Tracker
  • Subject: Integration
  • Audiences: Company