Clients

Comprehensive client management including CRUD operations and task summaries. Supports filtering by manager, partner, status, type, and search terms.

GET List Clients
Lists all Clients for the given tenant.
/tenants/{tenant}/clients
POST Create Client
Creates a new Client for the specified tenant.
/tenants/{tenant}/clients
PATCH Bulk Update Clients
Updates multiple clients at once. Supports updating partner, manager, associate, PCL sent status, and client status. At least one update field must be...
/tenants/{tenant}/clients
GET Get Client
Gets a Client for the specified tenant.
/tenants/{tenant}/clients/{code}
PUT Update Client
Updates a Client for the specified tenant.
/tenants/{tenant}/clients/{code}
DELETE Delete Client
Deletes a Client for the specified tenant.
/tenants/{tenant}/clients/{code}
GET Task Summary
Returns a count of top-level tasks grouped by status for the specified client (excludes child tasks)
/tenants/{tenant}/clients/{code}/tasks/summary