Mitratech Legal

Read one invoice's line items, normalized for billing review: timekeeper, service date, task and activity codes, description, quantity (hours on FEE lines), rate, total, existing adjustments and warnings. Also returns per-timekeeper fee totals. Read-only.

Browse root lookup items, a specific item, or its immediate children. Discover table codes first; use returned treePosition values instead of guessing dropdown choices.

Read the field catalog for a project/matter type in one call: its category tree and every category's custom-field definitions (names, labels, types, required flags, lookup configuration), plus the fixed list of built-in fields. TeamConnect REST has no single object-definition endpoint, so this walks the category tree. It does not return phases or transitions; use the instance reference document for those. Read-only.

Get one record by object code and numeric ID. Use expand='categories' to include custom-field values and select to limit properties. Related collections may remain links. Also supports EXPE (expenses) and INVC (invoices), read-only.

Get a record's assigned categories and current custom-field values, grouped by field type. Use get_custom_fields when definitions are also needed.

Read related records such as tasks, histories, documents, or child objects, with duplicate handling and paged results. Check collection warnings and has_more for additional results. Involved-party reads are blocked because that endpoint can create folders.

Read metadata for one rule using a unique_key returned by list_rules.

Read metadata for a configured search view using its discovered key. The API does not expose its filter expression in this response.

Read a timekeeper contact's rate tables: default rates, task rates and invoice task rates, with effective dates as TeamConnect returns them. Use the timekeeper id from get_invoice_line_items. Read-only.

One read for reviewing an invoice: the invoice record, its normalized line items, per-timekeeper fee totals, and each timekeeper's rate tables (up to 25 timekeepers). Start an invoice review here. Read-only.

List active approval requests assigned to the authenticated user, not all users. Read-only; never approves or rejects requests.

Discover custom or system lookup tables and their codes. Does not modify lookup configuration.

Return a built-in reference of common object codes and search operators by field type. Use list_project_types to discover project types configured on this instance.

Discover configured project and custom-object types, including the unique codes required by record tools.

Browse one page of records for an object type, optionally using a configured search view. Use search_records for field-based filtering and select to limit returned properties. Also supports EXPE (expenses) and INVC (invoices), read-only.

List configured rules for an object definition (for example validation, wizard, approval or post-commit rules). Returns identity, type and description metadata, not rule logic. Use VALIDATION rules to understand why a phase change or save may be rejected.

List configured search views for an object. Returns keys and metadata, not underlying filter expressions. Use a returned uniqueKey with list_records.search_view_key.

Read-only bounded intake evidence packet. Verifies configured project scope, batches category/field REST design reads and fresh duplicate searches. No contact searches, record writes, generic tool dispatch, retries or cross-request cache. Immediate children are not a complete taxonomy; duplicate pages are not proof of absence. Returns evidence only, never authorizes creation.

Scan a bounded number of record pages for literal text when the searchable field is unknown. Use search_records when the field is known. Check completion and continuation metadata before treating results as exhaustive.

Search a category custom field without manually building its qualified name. Optional additional criteria use the same flat AND/OR group. Also supports EXPE (expenses) and INVC (invoices), read-only.

Search known fields using flat AND/OR criteria; nested Boolean groups are unsupported. Custom fields require categoryTreePosition__fieldName. Use list_object_types for supported operators. Also supports EXPE (expenses) and INVC (invoices), read-only.

Check the authenticated TeamConnect identity and upstream tool discovery. Does not change TeamConnect data.

Total FEE hours per timekeeper per service date across several invoices, and flag days above a threshold (for example one person billing 28 hours in a day across invoices). Give invoice_ids, or an INVC search expression (for example the same vendor in a date range). Reads at most 50 invoices; check coverage before treating results as complete. Read-only.

Update ordinary properties and/or named custom fields while preserving unrelated values and untouched dates. Use preview=true to inspect planned changes without writing; default is immediate execution.

Update requested custom-field values within one category, preserving sibling fields and untouched dates. Does not replace the category or change its structure. Use preview=true to inspect planned changes; default is immediate execution. Empty arrays do not clear fields.