Apperio Matter information API
A set of endpoints returning information about a specific matter.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Apperio API Documentation Matter information API
description: '# Introduction
The Apperio API allows law firms and businesses to enhance their internal
business intelligence capabilities.'
servers:
- url: https://sandbox.apperio.com/
- url: https://app.apperio.com/
tags:
- name: Matter information
description: A set of endpoints returning information about a specific matter.
paths:
/api/v1/matters/{matter-id}/header:
get:
summary: Matter header
description: Returns data displayed in the header of the matter page.
parameters:
- name: matter-id
in: path
required: true
schema:
type: integer
description: 'Inclusive date to gather data from
IMPORTANT: This parameter depends on the type of user.
For business users, it is the `project_id`.
For law firm users - `engagement_id`.
You can retrieve both from the `/api/v1/filter/engagements` endpoint.
'
example: 123
tags:
- Matter information
responses:
'200':
description: 'Matter header data
'
content:
application/json:
schema:
type: object
properties:
id:
type: integer
description: The ID of the engagement
example: 123
budget_id:
type: integer
description: The ID of a budget associated with this engagement
example: 456
currency:
type: string
example: GBP
description: ISO 4217 Three letter currency code
minLength: 3
maxLength: 3
client_matter_reference:
type: string
description: A client's matter reference, if different than the law firm's one
example: M123-A4789/1
fee_structure:
type: string
example: hourly
description: "Fee Structure. How is the matter billed. Supported fee structures are:\n * `hourly` - Billed on a time and materials basis.\n * `fixed` - Fixed fee.\n * `capped` - Billed on time and materials up to a fixed cap.\n"
data_visible_up_to:
type: date
description: The last date the data is visible for. Equals to today's date minus the sharing window.
is_nonbillable:
type: boolean
description: Whether the matter is non-billable
law_firm:
type: object
description: Basic firm details
properties:
id:
type: integer
description: The ID of the firm
example: 123
name:
type: string
description: The name of the firm
example: Example Law Firm
service_provider_type:
type: string
description: The type of the service this firm provides
enum:
- legal
- accountancy
law_firm_created_at:
type: date
description: The date this matter was created in the law firm's PMS
law_firm_name:
type: string
description: The matter name, as provided by the law firm
billing_entity:
type: object
properties:
id:
type: integer
business_id:
type: integer
name:
type: string
number:
type: string
description: Matter number, as provided by the law firm
open_dates:
type: object
description: The date range of when the matter was "open"
properties:
start_date:
type: date
example: '2020-05-01'
end_date:
type: date
practice_group:
type: object
description: The matter's practice group
properties:
id:
type: integer
name:
type: string
status:
type: string
description: The matter status
enum:
- current
- closed
is_business_name_different:
type: boolean
client_contact_first_name:
type: string
client_contact_last_name:
type: string
client_contact_email:
type: string
standard_fee_structure:
type: object
description: The "standard" fee structure that the one prvovided by the law firm is mapped to
properties:
id:
type: integer
name:
type: string
active_fee_structure:
type: string
enum:
- capped
- fixed
- hourly
icon:
type: string
overrides:
type: array
client_name:
type: string
description: The name of the client
law_firm_closed_at:
type: date
description: The matter close date, as provided by the law firm
project:
type: object
description: The matter metadata provided by the business
properties:
id:
type: integer
name:
type: string
business_matter_type:
type: object
properties:
id:
type: integer
name:
type: string
folder:
type: object
properties:
id:
type: integer
name:
type: string
description: The folder name
full_folder_name:
type: string
description: The full path to the folder, including all is ancestors
pass_through:
type: boolean
description: Whether it is a pass-through matter
team:
type: object
properties:
id:
type: integer
name:
type: string
matter_owners:
type: array
items:
type: object
properties:
id:
type: integer
matter:
type: object
properties:
id:
type: integer
name:
type: string
user:
type: object
properties:
id:
type: integer
first_name:
type: string
last_name:
type: string
email:
type: string
assignment_start:
type: date
assignment_end:
type: date
confidential:
type: boolean
is_business_manual:
type: boolean
description: Whether the matter was created manually by the business
is_redacted:
type: boolean
description: Whether the data is redacted (because the matter is confidential and the user does not have access to confidential matters)
operationId: getApiV1MattersByMatterIdHeader
x-operation-id-source: derived