openapi: 3.0.0 info: title: Clio API Documentation Activities Clio Payments Payments API contact: name: Clio API Support email: api@clio.com description: "# Developer Support and Feedback\n* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio's API Support team at [api@clio.com](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> This document assumes the US region is being used (app.clio.com). If you're building in one of the other regions, you should adapt the links and examples as necessary.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI v4 supports multiple minor versions. Versions are of the form '4.X.Y'. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you're requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n **This is the default version**\n\n * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n" version: v4 x-logo: url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png servers: - url: https://app.clio.com/api/v4 description: US region Production Server - url: https://eu.app.clio.com/api/v4 description: Europe region Production Server - url: https://ca.app.clio.com/api/v4 description: Canada region Production Server - url: https://au.app.clio.com/api/v4 description: Australia region Production Server tags: - name: Clio Payments Payments description: 'Payments allow users to record that funds (from checks, cash, credit cards, etc.) have been transferred from a client to the firm. In order to pay Bills, Payments must be [allocated](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments). [Support Link](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments) ' paths: /clio_payments/payments.json: get: tags: - Clio Payments Payments summary: Return the data for all ClioPaymentsPayments operationId: ClioPaymentsPayment#index description: Outlines the parameters, optional and required, used when requesting the data for all ClioPaymentsPayments parameters: - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: bill_id in: query description: Filter ClioPaymentsPayment records to those that are allocated to the specified bill. required: false schema: type: integer format: int64 - name: contact_id in: query description: Filter ClioPaymentsPayment records to those that are assigned to the specified contact. required: false schema: type: integer format: int64 - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string - name: ids[] in: query description: Filter ClioPaymentsPayment records to those having the specified unique identifiers. required: false schema: type: integer format: int64 - name: limit in: query description: 'A limit on the number of ClioPaymentsPayment records to be returned. Limit can range between 1 and 200. Default: `200`.' required: false schema: type: integer format: int32 - name: page_token in: query description: A token specifying which page to return. required: false schema: type: string - name: state in: query description: Filter ClioPaymentsPayment records to those in a given state. required: false schema: type: string enum: - pending - authorized - completed - voided - failed - canceled - requires_confirmation - completed_requiring_allocation responses: '200': description: Ok content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/ClioPaymentsPayment_List' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' /clio_payments/payments/{id}.json: get: tags: - Clio Payments Payments summary: Return the data for a single ClioPaymentsPayment operationId: ClioPaymentsPayment#show description: Outlines the parameters, optional and required, used when requesting the data for a single ClioPaymentsPayment parameters: - name: IF-MODIFIED-SINCE in: header description: The server will send the requested resource with a 200 status, but only if it has been modified after the given date. (Expects an RFC 2822 timestamp). required: false schema: type: string format: date - name: IF-NONE-MATCH in: header description: The server will send the requested resource with a 200 status, but only if the existing resource's [ETag](#section/ETags) doesn't match any of the values listed. required: false schema: type: string - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string - name: id in: path description: The unique identifier for the ClioPaymentsPayment. required: true schema: type: integer format: int64 responses: '200': description: Ok content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/ClioPaymentsPayment_Show' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '404': description: Not Found content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '304': description: Not Modified components: schemas: ClioPaymentsLink_base: type: object properties: active: type: boolean description: Whether or not the payment link is active. amount: type: number format: double description: The defined amount of the payment link, if set. created_at: type: string format: date-time description: The time the *ClioPaymentsLink* was created (as a ISO-8601 timestamp) currency: type: string description: The currency the payment link will collect. description: type: string description: The defined description of the payment link, if set. email_address: type: string description: The email address to pre-fill the field on the the payment link, if set. etag: type: string description: ETag for the *ClioPaymentsLink* expires_at: type: string format: date-time description: The ISO 8601 date and time the payment link will expire. id: type: integer format: int64 description: Unique identifier for the *ClioPaymentsLink* is_allocated_as_revenue: type: boolean description: Whether the payment link is allocated as revenue. redirect_url: type: string description: The URL to redirect the client to after the payment has been made. url: type: string description: The URL of the payment link. Error: type: object required: - error properties: error: $ref: '#/components/schemas/ErrorDetail' Bill_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Bill* etag: type: string description: ETag for the *Bill* number: type: string description: The *Bill* identifier (not necessarily numeric)' issued_at: type: string format: date description: The time the *Bill* was issued (as a ISO-8601 date) created_at: type: string format: date-time description: The time the *Bill* was created (as a ISO-8601 timestamp) due_at: type: string format: date description: The date the *Bill* is due (as a ISO-8601 date) tax_rate: type: number format: double description: The tax rate to the *Bill* secondary_tax_rate: type: number format: double description: A secondary tax rate applied to the *Bill* updated_at: type: string format: date-time description: The time the *Bill* was last updated (as a ISO-8601 timestamp) subject: type: string description: The subject of the *Bill* purchase_order: type: string description: The purchase order of the *Bill* type: type: string enum: - MatterBill - ClientBill description: The type of the *Bill* memo: type: string description: A memo for the *Bill* start_at: type: string format: date description: The time the billing period starts (as a ISO-8601 date) end_at: type: string format: date description: The time the billing period ends (as a ISO-8601 date) balance: type: number format: double description: The outstanding balance of the *Bill* state: type: string enum: - draft - awaiting_approval - awaiting_payment - paid - void - deleted description: The billing state the *Bill* is in kind: type: string enum: - revenue_kind - summary_kind - trust_kind - aggregate_all - aggregate_split - aggregate_services - aggregate_expenses description: The kind of the *Bill* total: type: number format: double description: The total with interest of the *Bill* paid: type: number format: double description: The total amount paid for the *Bill* paid_at: type: string format: date-time description: The date of the last payment on the *Bill* pending: type: number format: double description: The amount of pending credit card payments on the *Bill* due: type: number format: double description: The total amount of the *Bill* with interest and less discounts discount_services_only: type: string description: The selected discount is applied to services only. can_update: type: boolean description: This value indicates if your *Bill*'s line items and information can be updated. credits_issued: type: number format: double description: The total credits issued for the *Bill* shared: type: boolean description: Whether the *Bill* is a shared last_sent_at: type: string format: date-time description: The last time the *Bill* was sent (as a ISO-8601 date) services_secondary_tax: type: number format: double description: The total secondary tax of the bill's line items of a service kind services_sub_total: type: number format: double description: The sub total of all the bill's line items of a service kind services_tax: type: number format: double description: The total tax of the bill's line items of a service kind services_taxable_sub_total: type: integer format: int64 description: The services portion of the bill's primary tax services_secondary_taxable_sub_total: type: integer format: int64 description: The services portion of the bill's secondary tax taxable_sub_total: type: integer format: int64 description: The total taxable bill amount secondary_taxable_sub_total: type: integer format: int64 description: The subtotal of the bill's secondary tax sub_total: type: number format: double description: Sub total for the *Bill* tax_sum: type: number format: double description: Sum of primary tax for the model secondary_tax_sum: type: number format: double description: Sum of secondary tax for the model total_tax: type: number format: double description: The total amount of tax for the bill. available_state_transitions: type: array items: type: string enum: - awaiting_approval - awaiting_payment - paid - void - deleted description: The available *Bill* state transitions. BankTransaction_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *BankTransaction* type: type: string description: The type of the *BankTransaction* etag: type: string description: ETag for the *BankTransaction* created_at: type: string format: date-time description: The time the *BankTransaction* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *BankTransaction* was last updated (as a ISO-8601 timestamp) bank_account_id: type: integer format: int64 description: The associated bank account. source: type: string description: Where the transaction came from. confirmation: type: string description: The reference code for the transaction. date: type: string format: date description: The date of the transaction. amount: type: number format: double description: The amount of the transaction. currency: type: string description: The currency of the transaction. currency_id: type: integer format: int64 description: The id of the currency of the transaction. description: type: string description: The description of the transaction. exchange_rate: type: number format: double description: The exchange rate of the transaction. transaction_type: type: string description: What kind of transaction. funds_in: type: number format: double description: The amount of funds received in this transaction. funds_out: type: number format: double description: The amount of funds withdrawn in this transaction. clio_payments_transaction: type: boolean description: Whether the transaction was created through online payments. current_account_balance: type: number format: double description: The current account balance. read_only_confirmation: type: boolean description: Whether the transaction's reference code is read-only. ClioPaymentsPayment_Show: type: object required: - data properties: data: $ref: '#/components/schemas/ClioPaymentsPayment' Contact_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Contact* etag: type: string description: ETag for the *Contact* name: type: string description: The full name of the *Contact* first_name: type: string description: First name of the Person middle_name: type: string description: Middle name of the Person last_name: type: string description: Last name of the Person date_of_birth: type: string format: date description: Date of birth type: type: string enum: - Company - Person description: The type of the *Contact* created_at: type: string format: date-time description: The time the *Contact* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *Contact* was last updated (as a ISO-8601 timestamp) prefix: type: string description: The prefix of the *Contact* (Mr, Mrs, etc) title: type: string description: The designated title of the *Contact* initials: type: string description: The initials of the *Contact* clio_connect_email: type: string description: Clio Connect email if the *Contact* is a ClioConnect User locked_clio_connect_email: type: boolean description: A boolean indicating if the ability to modify this *Contacts Clio connect email is locked. client_connect_user_id: type: integer format: int64 description: The ID for the Clio Connect user associated with this *Contact* primary_email_address: type: string description: The primary email address associated with this *Contact*. secondary_email_address: type: string description: The secondary email address associated with this *Contact*. primary_phone_number: type: string description: The primary phone number associated with this *Contact*. secondary_phone_number: type: string description: The secondary phone number of the *Contact*. ledes_client_id: type: string description: LEDES client id of the Contact has_clio_for_clients_permission: type: boolean description: True if at least one resource has been shared with the contact using Clio for Clients. is_client: type: boolean description: Whether or not the Contact is a client is_clio_for_client_user: type: boolean description: Whether or not this contact has client_login and client_user (can be created due to addition to client portal or client_share_permissions) is_co_counsel: type: boolean description: Whether or not the Contact has matters shared as co-counsel is_bill_recipient: type: boolean description: Whether the Contact is a bill recipient on at least one matter. sales_tax_number: type: string description: The sales tax number of the *Contact* currency: type: object description: Currency of the *Contact* Matter_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Matter* etag: type: string description: ETag for the *Matter* number: type: integer format: int32 description: The number given to the *Matter* within an account display_number: type: string description: The reference and label of the *Matter*. Depending on the account's manual_matter_numbering setting, this is either read only (generated) or customizable. custom_number: type: string description: User defined custom number of the *Matter* currency: type: object description: Currency of the matter description: type: string description: The detailed description of the *Matter* status: type: string enum: - Pending - Open - Closed description: The current status of the *Matter* location: type: string description: The location of the *Matter* client_reference: type: string description: Client Reference string for external uses client_id: type: integer format: int64 description: Client ID billable: type: boolean description: Whether this matter is billable maildrop_address: type: string description: A unique Maildrop email address for the matter billing_method: type: string enum: - flat - contingency - hourly description: Billing method of this matter open_date: type: string format: date description: The date the matter was set to open (as a ISO-8601 date) close_date: type: string format: date description: The date the matter was set to closed (as a ISO-8601 date) pending_date: type: string format: date description: The date the matter was set to pending (as a ISO-8601 date) created_at: type: string format: date-time description: The time the *Matter* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *Matter* was last updated (as a ISO-8601 timestamp) shared: type: boolean description: Whether the matter is currently shared with Clio Connect has_tasks: type: boolean description: Whether or not the matter has any tasks. last_activity_date: type: string format: date description: The greatest date out of all of the activities on the matter (as a ISO-8601 date) matter_stage_updated_at: type: string format: date-time description: The date the matter stage was last updated (as a ISO-8601 date) Allocation_base: type: object properties: id: type: integer format: int64 description: Unique identifier for the *Allocation* etag: type: string description: ETag for the *Allocation* date: type: string format: date description: The date the allocation was applied (as a ISO-8601 date) amount: type: number format: double description: The total amount of money that the user has allocated interest: type: boolean description: Whether the allocation is applied to interest amount voided_at: type: string format: date-time description: Time the *Allocation* was voided (as a ISO-8601 timestamp) created_at: type: string format: date-time description: The time the *Allocation* was created (as a ISO-8601 timestamp) updated_at: type: string format: date-time description: The time the *Allocation* was last updated (as a ISO-8601 timestamp) description: type: string description: The description from the associated Credit Memo (if applicable) has_online_payment: type: boolean description: Whether this allocation is associated with an online payment or not destroyable: type: boolean description: Whether the record can be deleted or not payment_type: type: string description: A string indicating whether the payment is a card or an eCheck payment. ClioPaymentsPayment: allOf: - $ref: '#/components/schemas/ClioPaymentsPayment_base' - type: object properties: bank_transaction: $ref: '#/components/schemas/BankTransaction_base' description: BankTransaction clio_payments_link: $ref: '#/components/schemas/ClioPaymentsLink_base' description: ClioPaymentsLink contact: $ref: '#/components/schemas/Contact_base' description: Contact destination_account: $ref: '#/components/schemas/BankAccount_base' description: BankAccount user: $ref: '#/components/schemas/User_base' description: User allocations: type: array items: $ref: '#/components/schemas/Allocation_base' description: Allocation bills: type: array items: $ref: '#/components/schemas/Bill_base' description: Bill matters: type: array items: $ref: '#/components/schemas/Matter_base' description: Matter User_base: type: object properties: account_owner: type: boolean description: Whether the *User* is the owner of the account clio_connect: type: boolean description: Whether the *User* is a Clio Connect user court_rules_default_attendee: type: boolean description: Whether the *User* is a default attendee for court rules events created_at: type: string format: date-time description: The time the *User* was created (as a ISO-8601 timestamp) default_calendar_id: type: integer format: int64 description: Default calendar id for *User*. email: type: string description: The email of the *User* enabled: type: boolean description: Whether the *User* is allowed to log in etag: type: string description: ETag for the *User* first_name: type: string description: The first name of the *User* id: type: integer format: int64 description: Unique identifier for the *User* initials: type: string description: The initials of the *User* last_name: type: string description: The last name of the *User* name: type: string description: The full name of the *User* phone_number: type: string description: The primary phone number for the *User*. rate: type: number format: float description: Default user activity rate for *User*. roles: type: array items: type: string description: An array of roles assigned to this *User* subscription_type: type: string enum: - Attorney - NonAttorney description: The subscription type of the *User* time_zone: type: string description: The selected time zone of the *User* updated_at: type: string format: date-time description: The time the *User* was last updated (as a ISO-8601 timestamp) BankAccount_base: type: object properties: account_number: type: string description: The account number for *BankAccount* balance: type: number format: double description: The current balance of the *BankAccount* bank_transactions_count: type: integer format: int32 description: The number of bank transactions associated with the account. clio_payment_page_link: type: string description: Link to Single Payment Page which allows to transfer funds without logging in. clio_payment_page_qr_code: type: string description: A QR code that links to a Single Payment Page which allows to transfer funds without logging in. clio_payments_enabled: type: boolean description: Whether the bank account is connected to Clio Payments controlled_account: type: boolean description: Whether is a controlled account created_at: type: string format: date-time description: The time the *BankAccount* was created (as a ISO-8601 timestamp) currency: type: string description: The currency type of the *BankAccount* currency_symbol: type: string description: The currency symbol of the *BankAccount* currency_id: type: number format: double description: The currency ID of the *BankAccount* default_account: type: boolean description: Whether it is the default account domicile_branch: type: string description: The name of the branch where the account was opened etag: type: string description: ETag for the *BankAccount* general_ledger_number: type: string description: General ledger number holder: type: string description: The name of the person or business that owns the *BankAccount* id: type: integer format: int64 description: Unique identifier for the *BankAccount* institution: type: string description: The financial institution where the *BankAccount* is registered name: type: string description: The name of the *BankAccount* swift: type: string description: A unique identification code for the financial institution transit_number: type: string description: Transit number for the bank account branch type: type: string enum: - Operating - Trust description: The type of the *BankAccount* updated_at: type: string format: date-time description: The time the *BankAccount* was last updated (as a ISO-8601 timestamp) ErrorDetail: type: object required: - type - message properties: type: type: string description: Unique name for this error message: type: string description: Detailed message about the error ClioPaymentsPayment_List: type: object required: - data properties: data: type: array description: ClioPaymentsPayment List Response items: $ref: '#/components/schemas/ClioPaymentsPayment' ClioPaymentsPayment_base: type: object properties: amount: type: number format: double description: The amount of the payment. confirmation_number: type: string description: The confirmation number of the payment. created_at: type: string format: date-time description: The time the *ClioPaymentsPayment* was created (as a ISO-8601 timestamp) currency: type: string description: The currency the payment was processed in. deposit_as_revenue: type: boolean description: Whether the payment was deposited as revenue. description: type: string description: The description of the payment. email_address: type: string description: The email address of the client. id: type: integer format: int64 description: Unique identifier for the *ClioPaymentsPayment* state: type: string enum: - pending - authorized - completed - voided - failed - canceled - requires_confirmation - completed_requiring_allocation description: The state of the payment (authorized, completed, failed, etc). updated_at: type: string format: date-time description: The time the *ClioPaymentsPayment* was last updated (as a ISO-8601 timestamp) x-tagGroups: - name: Api tags: - Custom Actions - Webhooks - name: Activities tags: - Activities - Activity Descriptions - Activity Rates - Expense Categories - Timers - Utbms Codes - Utbms Sets - name: Accounting tags: - Bank Accounts - Bank Transactions - Bank Transfers - name: Billing tags: - Bills - Billable Clients - Billable Matters - Bill Themes - Interest Charges - Line Items - Outstanding Client Balances - name: Calendars tags: - Calendars - Calendar Entries - Calendar Entry Event Types - Calendar Visibilities - Reminders - name: Clio Payments tags: - Clio Payments Links - Clio Payments Payments - name: Communications tags: - Communications - Conversations - Conversation Messages - name: Contacts tags: - Contacts - Email Addresses - Phone Numbers - Notes - Log Entries - name: Court Rules tags: - Jurisdictions To Triggers - Jurisdictions - Matter Dockets - Service Types - name: Custom Fields tags: - Custom Fields - Custom Field Sets - name: Documents tags: - Documents - Document Versions - Folders - Document Archives - Document Automations - Document Categories - Document Templates - Comments - name: In-app Notifications tags: - My Events - Event Metrics - name: Matters tags: - Matters - Relationships - Clients - Related Contacts - Matter Contacts - Notes - Practice Areas - Log Entries - Matter Stages - Medical Records Details - Medical Records - Medical Bills - Damages - name: Payments tags: - Allocations - Credit Memos - name: Reporting tags: - Reports - Report Presets - Report Schedules - name: Settings tags: - Text Snippets - Billing Settings - Currencies - Tax Rate Configurations - name: Tasks tags: - Tasks - Task Templates - Task Template Lists - Task Types - name: Trust tags: - Trust Line Items - Trust Requests - name: Users tags: - Users - Groups - name: Legal Aid US tags: - Grants - Grant Funding Sources - name: Legal Aid England & Wales tags: - Civil Controlled Rates - Civil Certificated Rates - Criminal Controlled Rates - Expense Categories