Welcome, developers
Build on your firm’s data
A secure, modern API for clients, contacts, tasks, requests, custom fields and documents.
Average 4.8/5 from 1,200+ reviews
Why build on the platform
One secure gateway to your firm
- Read and write clients, contacts, tasks, requests, custom fields and documents
- Existing permissions, tenant isolation and audit logging
- Write access where many APIs are read-only
Guides
Make your first API request
- Authenticate in a sandbox tenant
- Sync clients and contacts
- Manage tasks and client requests
- Work with custom fields
- Upload documents
- Billing and time reporting (coming soon)
How it works
Three steps to production
- Get credentials from the admin console
- Call the API from your app or integration
- Move from sandbox to production with confidence
Already on our legacy API?
The legacy API retires in 2027. Our team will help you migrate.
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Yes. It uses scoped credentials, respects user permissions and logs every request.
Firms with in-house developers, and partners building integrations.
Client syncs, custom intake flows, reporting pipelines and integrations with your other systems.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size