LeanLaw Expense API

openapi: 3.2.0
info:
  title: LeanLaw Expense API
  description: This API enables access to a LeanLaw account. For documentation, see https://platform.leanlaw.io
  version: v1
servers:
- url: https://api.leanlaw.io
security:
- BearerAuth: []
tags:
- name: Expense
paths:
  /v2/expenses:
    get:
      tags:
      - Expense
      summary: Get a list of expenses
      operationId: ListExpenses
      parameters:
      - name: startDate
        in: query
        description: Only return expenses that are dated after or including this date
        schema:
          type: string
          format: date
      - name: endDate
        in: query
        description: Only return expenses that are dated before or including this date
        schema:
          type: string
          format: date
      - name: userId
        in: query
        description: Only return expenses that are associated with this user
        schema:
          type: string
          format: uuid
      - name: matterId
        in: query
        description: Only return expenses that are associated with this matter
        schema:
          type: string
          format: uuid
      - name: clientId
        in: query
        description: Only return expenses that are associated with this client
        schema:
          type: string
          format: uuid
      - name: billed
        in: query
        description: 'If true, only returns expenses that are on an invoice, regardless of the invoice state.

          If false, only returns expenses that are not on an invoice.'
        schema:
          type: boolean
      - name: invoiceId
        in: query
        description: Only return expenses billed on this invoice.
        schema:
          type: string
          format: uuid
      - name: select
        in: query
        description: 'Used to include additional detail in the response with a comma separated list of object identifiers.. Fields can be prefixed with a minus sign to exclude them.

          Supported fields: client, matter, user, meta, invoice'
        schema:
          type: string
      - name: sort
        in: query
        description: 'Sorting parameters for expenses.

          Supported sort fields: date, amount, description

          Example: "-date,amount" sorts by date descending, then amount ascending'
        schema:
          type: string
      - name: limit
        in: query
        description: 'Maximum number of items to return (default: 1000, max: 1000)'
        schema:
          maximum: 1000
          minimum: 1
          type: integer
          format: int32
      - name: offset
        in: query
        description: 'Number of items to offset (default: 0)'
        schema:
          maximum: 2147483647
          minimum: 0
          type: integer
          format: int32
      - name: modifiedSince
        in: query
        description: Only return results that have the ModifiedDate property after this date and time (optional)
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ExpenseListListResponse'
    post:
      tags:
      - Expense
      summary: Create a new expense
      operationId: CreateExpense
      requestBody:
        description: The expense to create
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateExpense'
      responses:
        '200':
          description: OK
  /v2/expenses/{id}:
    get:
      tags:
      - Expense
      summary: Get an expense by id
      operationId: GetExpense
      parameters:
      - name: id
        in: path
        description: The id of the expense
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ExpenseDetailResponse'
    put:
      tags:
      - Expense
      summary: Update an expense
      description: "Updating an expense is only possible if it has not been billed (added to an invoice). \nThe update is \"sparse\", where only the fields that are provided in the request will be updated."
      operationId: UpdateExpense
      parameters:
      - name: id
        in: path
        description: The id of the expense to update
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        description: Information about the update
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateExpense'
      responses:
        '200':
          description: OK
    delete:
      tags:
      - Expense
      summary: Delete an expense
      description: 'Deleting an expense will remove it from the system permanently. Expenses that have been

        billed (added to an invoice) cannot be deleted.'
      operationId: DeleteExpense
      parameters:
      - name: id
        in: path
        description: The id of the expense to delete
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: OK
components:
  schemas:
    ClientReference:
      required:
      - name
      type: object
      properties:
        name:
          minLength: 1
          type: string
          description: The name of the Client - either company name or individual name
        reference:
          type:
          - string
          - 'null'
          description: A reference number for the Client
      additionalProperties: false
    Pagination:
      required:
      - limit
      - offset
      - total
      type: object
      properties:
        limit:
          type: integer
          description: Maximum number of items to return
          format: int32
        offset:
          type: integer
          description: Number of items to offset
          format: int32
        total:
          type: integer
          description: Total number of items available
          format: int32
        sort:
          type:
          - string
          - 'null'
          description: Current sort parameters applied to the results
      additionalProperties: false
      description: Pagination information
    ExpenseDetailResponse:
      type: object
      properties:
        data:
          $ref: '#/components/schemas/ExpenseDetail'
      additionalProperties: false
      description: Standardized API response wrapper for single item responses
    ExpenseListListResponse:
      type: object
      properties:
        data:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ExpenseList'
          description: The list of items returned by the API
        pagination:
          $ref: '#/components/schemas/Pagination'
      additionalProperties: false
      description: Standardized API response wrapper for list responses with pagination Paginationdata
    UpdateExpense:
      type: object
      properties:
        matterId:
          type:
          - string
          - 'null'
          description: Update the matter of the expense.
          format: uuid
        userId:
          type:
          - string
          - 'null'
          description: Update the user of the expense.
          format: uuid
        date:
          type:
          - string
          - 'null'
          description: Update the date of the expense
          format: date
        description:
          type:
          - string
          - 'null'
          description: Update the description of the expense, provide null to keep the current description
        amount:
          type:
          - number
          - 'null'
          description: Update the amount of the expense, provide null to keep the current amount
          format: double
        expenseCode:
          type:
          - string
          - 'null'
          description: LEDES expense code
      additionalProperties: false
      description: Data for updating an expense
    ExpenseDetail:
      required:
      - amount
      - billed
      - client
      - clientId
      - date
      - description
      - matter
      - matterId
      type: object
      properties:
        expenseId:
          type: string
          format: uuid
        userId:
          type:
          - string
          - 'null'
          description: The id of the user who is assigned to the expense (If null, the expense is associated with the firm).
          format: uuid
        user:
          $ref: '#/components/schemas/UserReference'
        matterId:
          type: string
          description: The id of the matter that the expense is associated with.
          format: uuid
        matter:
          $ref: '#/components/schemas/MatterReference'
        clientId:
          type: string
          description: The client that the expense is associated with.
          format: uuid
        client:
          $ref: '#/components/schemas/ClientReference'
        date:
          type: string
          description: The date of the expense.
          format: date
        description:
          minLength: 1
          type: string
          description: The description of the expense.
        billed:
          type: boolean
          description: True if the expense is on an invoice, regardless of the invoice state.
        invoiceId:
          type:
          - string
          - 'null'
          description: The id of the invoice this expense is associated with, if billed.
          format: uuid
        invoice:
          $ref: '#/components/schemas/InvoiceReference'
        amount:
          type: number
          description: The amount of the expense.
          format: double
        expenseCode:
          type:
          - string
          - 'null'
          description: LEDES expense code
        checkNumber:
          type:
          - string
          - 'null'
          description: The check number from QuickBooks, if the expense was paid via check. Read-only, QBO-sourced.
        meta:
          $ref: '#/components/schemas/Metadata'
      additionalProperties: false
    InvoiceReference:
      required:
      - invoiceAmount
      - invoiceBalance
      - invoiceDate
      - invoiceId
      - invoiceNumber
      - invoiceState
      type: object
      properties:
        invoiceId:
          type: string
          description: The id of the invoice.
          format: uuid
        invoiceNumber:
          minLength: 1
          type: string
          description: The invoice number.
        invoiceDate:
          type: string
          description: The date of the invoice.
          format: date
        invoiceState:
          $ref: '#/components/schemas/InvoiceState'
        invoiceAmount:
          type: number
          description: The total amount of the invoice.
          format: double
        invoiceBalance:
          type: number
          description: The outstanding balance of the invoice.
          format: double
      additionalProperties: false
    Metadata:
      required:
      - createdAt
      - modifiedAt
      type: object
      properties:
        createdAt:
          type: string
          description: The date the entity was created.
          format: date-time
        modifiedAt:
          type: string
          description: The date the entity was last modified.
          format: date-time
      additionalProperties: false
    InvoiceState:
      enum:
      - draft
      - review
      - approved
      - final
      type: string
      description: The state of an invoice
    ExpenseList:
      required:
      - amount
      - billed
      - clientId
      - date
      - description
      - expenseId
      - matterId
      type: object
      properties:
        expenseId:
          type: string
          format: uuid
        userId:
          type:
          - string
          - 'null'
          description: The user who created the expense. If empty/null, the user is unassigned.
          format: uuid
        user:
          $ref: '#/components/schemas/UserReference'
        matterId:
          type: string
          description: The matter that the expense is associated with.
          format: uuid
        matter:
          $ref: '#/components/schemas/MatterReference'
        clientId:
          type: string
          description: The client that the expense is associated with.
          format: uuid
        client:
          $ref: '#/components/schemas/ClientReference'
        date:
          type: string
          description: The date of the expense.
          format: date
        description:
          minLength: 1
          type: string
          description: The description of the expense.
        amount:
          type: number
          description: The amount of the expense.
          format: double
        billed:
          type: boolean
          description: True if the expense is on an invoice, regardless of the invoice state.
        checkNumber:
          type:
          - string
          - 'null'
          description: The check number from QuickBooks, if the expense was paid via check. Read-only, QBO-sourced.
        invoiceId:
          type:
          - string
          - 'null'
          description: The id of the invoice this expense is associated with, if billed.
          format: uuid
        invoice:
          $ref: '#/components/schemas/InvoiceReference'
        meta:
          $ref: '#/components/schemas/Metadata'
      additionalProperties: false
    CreateExpense:
      required:
      - amount
      - date
      - description
      - matterId
      type: object
      properties:
        userId:
          type:
          - string
          - 'null'
          description: The user associated with the expense. If ommitted, the expense with associated with the firm
          format: uuid
        matterId:
          type: string
          description: The matter is required.
          format: uuid
        date:
          type: string
          description: The date of the expense. Required
          format: date
        description:
          minLength: 1
          type: string
          description: The description of the expense. Required
        amount:
          type: number
          description: The amount of the expense (Required)
          format: double
        expenseCode:
          type:
          - string
          - 'null'
          description: LEDES expense code
      additionalProperties: false
    UserReference:
      required:
      - firstName
      - lastName
      type: object
      properties:
        name:
          type:
          - string
          - 'null'
          description: The name of the user
        initials:
          type:
          - string
          - 'null'
          description: The initials of the user
        firstName:
          minLength: 1
          type: string
          description: The first name of the user
        lastName:
          minLength: 1
          type: string
          description: The last name of the user
      additionalProperties: false
      description: A user in the firm
    MatterReference:
      required:
      - name
      type: object
      properties:
        name:
          minLength: 1
          type: string
          description: The name of the matter
        reference:
          type:
          - string
          - 'null'
          description: A reference number for the matter
      additionalProperties: false
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer