Lawmatics Tasks API
The Tasks API from Lawmatics — 6 operation(s) for tasks.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Lawmatics OAuth Tasks API
version: 1.22.0
description: 'The official Lawmatics REST API for legal CRM, client intake and law firm automation. Manage matters (prospects), contacts, companies, custom forms and form entries, custom fields, events and appointments, tasks, notes, files, tags, users, time entries, expenses, invoices and transactions.
Authentication is OAuth 2.0 authorization code grant; access tokens do not expire, there are no refresh tokens, and Lawmatics does not currently support scopes - an authorized app receives full CRUD access to the granted account.
All list endpoints support the shared query-parameter grammar documented in the Param Guide: `fields` (field selection, one level deep, `fields=all` to expand), `page` (pagination), `sort_by`/`sort_order`, and `filter_by`/`filter_on`/`filter_with` (one filter at a time; operators `=`, `!=`, `<=`, `<`, `>=`, `>`, `like`, `ilike`, `null`, `not_null`).
Responses follow a JSON:API-style `data` / `attributes` / `relationships` envelope.'
contact:
name: Lawmatics API Support
email: api@lawmatics.com
url: https://docs.lawmatics.com/
termsOfService: https://www.lawmatics.com/terms-of-use
servers:
- url: https://api.lawmatics.com
description: Lawmatics production API
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Tasks
paths:
/v1/tasks/{task_id}:
get:
operationId: getTask
summary: Task
description: A specific Task in Lawmatics
tags:
- Tasks
parameters:
- name: task_id
in: path
required: true
description: The task id
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getTask:
summary: GET Task
value:
data:
id: '117'
type: task
attributes:
name: Brand new updated task
description: The updated new description
due_date: '2023-08-25T00:00:00.000-07:00'
done: false
status: No Status
priority: high
tags:
- id: 2
firm_id: 1
name: nevermindd
key: nevermindd
description: null
color: null
created_at: '2023-04-24T16:11:25.082-07:00'
updated_at: '2023-04-24T21:48:51.112-07:00'
assigned_by_id: 2
recurrence_rule:
type: weekly
end_date: 08/30/2023
wednesday: true
created_at: '2023-07-05T10:49:06.424-07:00'
updated_at: '2023-07-05T10:51:40.650-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '471'
type: prospect
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
put:
operationId: updateTask
summary: Update Task
description: "Updates a Task\n\nOptional Fields: user_ids, priority, done, taskable, tag_ids, assigned_by_id, recurrence_rule\n\ndue_date: Task due date (iso8601 datetime)\n\nuser_ids: The Firm User ids that will be assigned to this Task.\n\npriority: high, medium, low (default)\n\ndone: true or false (default)\n\ntaskable_type, taskable_id: Record type, ID the Task is associated with (Prospect (Matter), Contact, Company, Client).\n\ntag_ids: Tags to associate to this **Task. \n\nassigned_by_id:** The user id the task is assigned by.\n\nrecurrence_rule: Json object. Following are the fields with which we can create a recurrence_rule.\nRecurrenceType options are the following = 'daily' or 'weekly' or monthly' or 'yearly';\n\nfields of the json object you can choose from:\ntype: RecurrenceType;\nendOption?: boolean;\nendDate?: Date;\n\n// If you choose type to be daily\n\nfrequency?: number;\n\n// If you choose type to be weekly\n\nsunday?: boolean;\nmonday?: boolean;\ntuesday?: boolean;\nwednesday?: boolean;\nthursday?: boolean;\nfriday?: boolean;\nsaturday?: boolean;\n\n// If you choose type to be monthly\nmonthlyFrequency?: number;\ndayOfMonth?: number;\n\n// If you choose type to be yearly\nmonth?: string;\ndayOfMonthYear?: number;"
tags:
- Tasks
parameters:
- name: task_id
in: path
required: true
description: The task id
schema:
type: string
- name: fields
in: query
required: false
schema:
type: string
example: all
responses:
'201':
description: Created
content:
application/json:
schema:
type: object
examples:
putUpdateTask:
summary: PUT Update Task
value:
data:
id: '117'
type: task
attributes:
name: Brand new updated task
description: The updated new description
due_date: '2023-08-25T00:00:00.000-07:00'
done: false
priority: high
status: No Status
tags:
- id: 2
firm_id: 1
name: nevermindd
key: nevermindd
description: null
color: null
created_at: '2023-04-24T16:11:25.082-07:00'
updated_at: '2023-04-24T21:48:51.112-07:00'
recurrence_rule:
type: weekly
wednesday: true
end_date: 08/30/2023
assigned_by_id: 2
created_at: '2023-07-05T10:49:06.424-07:00'
updated_at: '2023-07-05T10:51:40.650-07:00'
relationships:
users:
data:
- id: '2'
type: user
documents:
data: []
taskable:
data:
id: '471'
type: prospect
subtasks:
data: []
comments:
data: []
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
delete:
operationId: deleteTask
summary: Delete Task
description: Delete a Task
tags:
- Tasks
parameters:
- name: task_id
in: path
required: true
description: The task id
schema:
type: string
responses:
'201':
description: Created
content:
application/json:
schema:
type: object
examples:
deleteDeleteTask:
summary: DELETE Delete Task
value:
data:
id: '13'
type: task
attributes:
name: Updated Task
description: The updated tag description
due_date: '2022-06-30T00:00:00.000-07:00'
done: false
priority: high
tags: []
created_at: '2022-06-21T12:53:05.939-07:00'
updated_at: '2022-06-21T12:57:27.416-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '37'
type: contact
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/tasks:
get:
operationId: getTasks
summary: Tasks
description: 'A paginated list of all Tasks in Lawmatics
Can be filtered by matter_id, prospect_id, contact_id, company_id, client_id, anduser_id
as well as all the regular fields as referenced by our Param Guide (most fields returned by?fields=all).'
tags:
- Tasks
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getTasks:
summary: GET Tasks
value:
data:
- id: '3'
type: task
attributes:
name: Pinky
description: Think of a plan
due_date: '2022-06-28T00:00:00.000-07:00'
done: false
priority: low
tags:
- id: 2
firm_id: 2
name: test
key: test
description: null
color: '#8fc1d8'
created_at: '2022-06-07T14:28:31.081-07:00'
updated_at: '2022-06-07T14:47:13.127-07:00'
created_at: '2022-06-17T18:05:05.702-07:00'
updated_at: '2022-06-17T18:05:49.602-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data: null
- id: '2'
type: task
attributes:
name: The Brain
description: Take over the world
due_date: '2022-06-30T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T17:26:45.659-07:00'
updated_at: '2022-06-17T18:01:56.394-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '9'
type: contact
meta:
total_pages: 1
limit_per_page: 25
total_entries: 2
links:
self: /v1/tasks?page=1
getTasksByMatter:
summary: GET Tasks by Matter
value:
data:
- id: '5'
type: task
attributes:
name: another task
description: last one
due_date: '2022-07-02T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T18:14:03.977-07:00'
updated_at: '2022-06-17T18:14:04.022-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '68'
type: prospect
- id: '4'
type: task
attributes:
name: test
description: test task for matter
due_date: '2022-06-27T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T18:12:44.753-07:00'
updated_at: '2022-06-17T18:12:44.781-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '68'
type: prospect
meta:
total_pages: 1
limit_per_page: 25
total_entries: 2
links:
self: /v1/tasks?page=1
getTasksByContact:
summary: GET Tasks by Contact
value:
data:
- id: '7'
type: task
attributes:
name: Fundraiser
description: ''
due_date: '2022-07-14T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T18:18:34.852-07:00'
updated_at: '2022-06-17T18:18:34.881-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '100'
type: contact
- id: '6'
type: task
attributes:
name: Bake Sale
description: Bake cookies
due_date: '2022-07-09T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T18:17:25.939-07:00'
updated_at: '2022-06-17T18:17:25.966-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '100'
type: contact
meta:
total_pages: 1
limit_per_page: 25
total_entries: 2
links:
self: /v1/tasks?page=1
getTasksByClient:
summary: GET Tasks by Client
value:
data:
- id: '8'
type: task
attributes:
name: Test
description: ''
due_date: '2022-07-14T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T18:18:34.852-07:00'
updated_at: '2022-06-17T18:18:34.881-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '12'
type: client
- id: '9'
type: task
attributes:
name: Test task
description: Task description
due_date: '2022-07-09T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T18:17:25.939-07:00'
updated_at: '2022-06-17T18:17:25.966-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '12'
type: client
meta:
total_pages: 1
limit_per_page: 25
total_entries: 2
links:
self: /v1/tasks?page=1
getTasksByCompany:
summary: GET Tasks by Company
value:
data:
- id: '10'
type: task
attributes:
name: New Task
description: An important piece of work to be made until it's due date
due_date: '2022-05-30T00:00:00.000-07:00'
done: false
priority: low
tags: []
created_at: '2022-06-17T18:23:22.428-07:00'
updated_at: '2022-06-17T18:23:22.428-07:00'
relationships:
users:
data:
- id: '2'
type: user
taskable:
data:
id: '1'
type: company
meta:
total_pages: 1
limit_per_page: 25
total_entries: 1
links:
self: /v1/tasks?page=1
getTasksByUser:
summary: GET Tasks by User
value:
data:
- id: '209'
type: task
attributes:
name: Task 1
description: ''
due_date: '2022-05-11T20:00:00.000-07:00'
done: false
priority: low
tags: []
taskable_type: User
taskable_id: 17
created_at: '2022-05-06T12:00:57.968-07:00'
updated_at: '2022-05-06T12:38:17.337-07:00'
relationships:
users:
data:
- id: '2'
type: user
- id: '9'
type: task
attributes:
name: Task 2
description: null
due_date: '2022-05-03T08:02:14.045-07:00'
done: false
priority: low
tags: []
taskable_type: User
taskable_id: 17
created_at: '2022-05-03T08:02:14.076-07:00'
updated_at: '2022-05-03T08:02:14.076-07:00'
relationships:
users:
data:
- id: '3'
type: user
meta:
total_pages: 1
limit_per_page: 25
total_entries: 2
links:
self: /v1/tasks?page=1
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
post:
operationId: createTask
summary: Create Task
description: 'Create a new Task
Optional Fields: user_ids, priority, done, taskable, tag_ids, assigned_by_id, recurrence_rule
due_date: Task''s due date (iso8601 datetime)
user_ids: The Firm User ids assigned to this Task.
priority: high, medium, low (default)
done: true or false (default)
taskable_type, taskable_id: Record type, ID the Task is associated with (Prospect (Matter), Contact, Company, Client)
tag_ids: Tags to associate to this Task
assigned_by_id: The user id the task is assigned by.
recurrence_rule: Json object. Following are the fields with which we can create a recurrence_rule.
RecurrenceType options are the following = ''daily'' or ''weekly'' or monthly'' or ''yearly'';
fields of the json object you can choose from:
type: RecurrenceType;
endOption?: boolean;
endDate?: Date;
// If you choose type to be daily
frequency?: number;
// If you choose type to be weekly
sunday?: boolean;
monday?: boolean;
tuesday?: boolean;
wednesday?: boolean;
thursday?: boolean;
friday?: boolean;
saturday?: boolean;
// If you choose type to be monthly
monthlyFrequency?: number;
dayOfMonth?: number;
// If you choose type to be yearly
month?: string;
dayOfMonthYear?: number;'
tags:
- Tasks
responses:
'201':
description: Created
content:
application/json:
schema:
type: object
examples:
postCreateTask:
summary: POST Create Task
value:
data:
id: '117'
type: task
attributes:
name: A brand new task
description: An important piece of work to be made until it's due date
due_date: '2023-07-30T00:00:00.000-07:00'
done: false
status: No Status
priority: low
tags:
- id: 1
firm_id: 1
name: mytag
key: mytag
description: null
color: null
created_at: '2023-04-24T15:51:53.352-07:00'
updated_at: '2023-04-24T15:51:53.352-07:00'
assigned_by_id: 1
recurrence_rule:
type: daily
frequency: 2
endDate: 08/15/2023
created_at: '2023-07-05T10:49:06.424-07:00'
updated_at: '2023-07-05T10:49:06.450-07:00'
relationships:
users:
data: []
taskable:
data:
id: '471'
type: prospect
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/tasks/{task_id}/subtasks/{subtask_id}:
get:
operationId: getSubtask
summary: Subtask
description: A specific subtask in tasks in Lawmatics.
tags:
- Tasks
parameters:
- name: task_id
in: path
required: true
description: The task id
schema:
type: string
- name: subtask_id
in: path
required: true
description: The subtask id
schema:
type: string
responses:
default:
description: Example response captured in the source Postman collection; the HTTP status code was not recorded by the publisher.
content:
application/json:
schema:
type: object
examples:
subtask:
summary: Subtask
value:
id: 10
body: kab?
order: 0
done: false
task_id: 47
created_at: '2023-02-09T14:34:02.173-08:00'
updated_at: '2023-02-09T14:34:02.173-08:00'
deleted_at: null
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
put:
operationId: updateSubtask
summary: Update Subtask
description: Updates a subtask on a task.
tags:
- Tasks
parameters:
- name: task_id
in: path
required: true
description: The task id
schema:
type: string
- name: subtask_id
in: path
required: true
description: The subtask id
schema:
type: string
requestBody:
required: true
content:
application/json:
schema:
type: object
example:
body: you are awesome number 1
done: 'false'
responses:
default:
description: Example response captured in the source Postman collection; the HTTP status code was not recorded by the publisher.
content:
application/json:
schema:
type: object
examples:
updateSubtask:
summary: Update Subtask
value:
data:
id: '26'
type: subtask
attributes:
body: you are awesome number 1
done: false
order: 1
created_at: '2023-06-29T12:11:42.971-07:00'
updated_at: '2023-06-29T15:37:15.140-07:00'
relationships:
task:
data:
id: '46'
type: task
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
delete:
operationId: deleteSubtask
summary: Delete Subtask
description: Deletes a subtask from a task.
tags:
- Tasks
parameters:
- name: task_id
in: path
required: true
description: The task id
schema:
type: string
- name: subtask_id
in: path
required: true
description: The subtask id
schema:
type: string
responses:
default:
description: Example response captured in the source Postman collection; the HTTP status code was not recorded by the publisher.
content:
application/json:
schema:
type: object
examples:
deleteSubtask:
summary: Delete Subtask
value:
data:
id: '46'
type: subtask
attributes:
body: hamne
done: true
order: 0
created_at: '2023-02-09T14:31:31.631-08:00'
updated_at: '2023-06-29T14:12:37.048-07:00'
relationships:
task:
data:
id: '46'
type: task
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/tasks/{task_id}/subtasks:
get:
operationId: getSubtasks
summary: Subtasks
description: All the subtasks that belong to a task in Lawmatics.
tags:
- Tasks
parameters:
- name: task_id
in: path
required: true
description: The task id
schema:
type: string
responses:
default:
description: Example response captured in the source Postman collection; the HTTP status code was not recorded by the publisher.
content:
application/json:
schema:
type: object
examples:
getSubtasks:
summary: GET Subtasks
value:
- id: 10
body: kab?
order: 0
done: false
task_id: 47
created_at: '2023-02-09T14:34:02.173-08:00'
updated_at: '2023-02-09T14:34:02.173-08:00'
deleted_at: null
- id: 11
body: schi nu
order: 1
done: false
task_id: 47
created_at: '2023-06-28T16:04:39.451-07:00'
updated_at: '2023-06-28T16:04:39.451-07:00'
deleted_at: null
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
post:
operationId: createSubtask
summary: Create Subtask
description: Creates a new subtask on a task.
tags:
- Tasks
parameters:
- name: task_id
in: path
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# Full source: https://raw.githubusercontent.com/api-evangelist/lawmatics/refs/heads/main/openapi/lawmatics-tasks-api-openapi.yml