3E API

01 - Core Resources

OVERVIEW

The following are 3E resources that integrated apps can access via the 3E API. See the 3E API Reference for an comprehensive list of endpoints and methods available for each resource.

ATTACHMENT

The 3E Attachment feature allows users to attach documents to 3E Records. JPG, GIF, PNG, TIF, BMP, DOC, and PDF formats are supported by 3E as attachments.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Retrieve file Attachments details
  • Download and upload file attachment
  • Download and upload DMS attachments
  • Download or upload IC attachment
  • Collect and view DMS parameters

CLIENT

Client records contain information on people and companies for whom your firm performs services. The information tracked on clients is useful not only for billing, but also for analytical and marketing purposes.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Retrieve and update client data and create client records
  • Retrieve the schema for client
  • Retrieve a new client with default values
  • Retrieve a cloned client record
  • Validate client records

CONFLICTS

3E Conflicts provides the means to record related parties and search the 3E database for potential conflicts of interest. 3E Conflicts' powerful search capabilities in combination with built-in workflow routing enables a single point of entry for all new business information with customizable routing throughout the intake and approval process.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Create new Conflicts searches based on New Business Intake (NBI) details.
  • Validate New Business Intake content transmitted via the API.

COST

3E Cost entry records contain information on expenses associated with the work performed on matters, including such items as copying, postage and travel expenses.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Retrieve, create, and update cost cards
  • Retrieve, create, and update pending cost cards
  • Validate multiple cost card records
  • Retrieve cost card and pending cost card schemas
  • Retrieve cloned cost card records

ENTITY

The 3E application is designed to store information about both people and organizations in a central location. This information is referred to as an entity. The entity record contains data such as name, address, phone number, email address and employee or government identification numbers. Once created, an entity is used as the basis of key 3E records called Master Files. Master Files include Client, Timekeepers, contacts, Payors, Vendors and Banks.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Retrieve, create, and update entity person record details
  • Retrieve or create entity organization records
  • Retrieve schemas for entity persons and matters
  • Clone entity records
  • Delete one or more existing entities

MATTER

Matter records contain all information pertinent to legal cases. Rates, practice types, billing attorneys, matter descriptions and billing instructions are a few examples of information recorded at the matter level.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Retrieve, create, and update matters records
  • Retrieve or create temp matters
  • Replace a temp matter with an actual matter
  • Manage matter nicknames (e.g., Retrieve, create, update, or delete)
  • Retrieve the schema for a matter
  • Validate one or more existing matters

TIME

3E Time Entry allows users to enter and report their time in an efficient and timely manner. 3E's time entry solution features task-based billing, allowing specific lists of phase, task and activity codes assigned to individual files (matters) to be used for consistent entry and validation during the time entry process. Information can then be easily grouped by task codes on bills, providing clients with customized billing statements.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Manage timers (i.e., Start/stop a timer for a pending time card and get active timers for a timekeeper)
  • Manage time cards and time capture records for a timekeeper (e.g., create, update, or delete).
  • Get a calendar data report for a given timekeeper and period.
  • Clone time capture records, pending time cards, and posted time cards.
  • Validate time records (e.g., time capture records, pending time cards, and time cards)
  • Manage Time Capture models (e.g., retrieve, create, update and apply)

TIMEKEEPER

Timekeepers are employees who generate billable hours; that is, personnel who charge their time directly to the client. Examples of timekeepers include attorneys (partners and associates), paralegals, summer interns, secretaries and administrative personnel. 3E uses timekeeper information when setting up clients and matters; therefore, timekeepers must be set up first.

With the 3E API, some of the actions integrated apps can take with this resource include:

  • Retrieve, create, or update Timekeeper records
  • Retrieve the schema for a Timekeeper
  • Retrieve cloned Timekeepers
  • Validate one or more existing Timekeepers.