Clients
Comprehensive client management including CRUD operations and task summaries. Supports filtering by manager, partner, status, type, and search terms.
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POST Create ClientCreates a new Client for the specified tenant./tenants/{tenant}/clients
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GET List ClientsLists Clients for the given tenant. Supports filtering by manager, partner, associate, status, type, service, and search term. Optionally apply a sav.../tenants/{tenant}/clients
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PATCH Bulk Update ClientsUpdates 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
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GET Get ClientGets a Client for the specified tenant./tenants/{tenant}/clients/{code}
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PUT Update ClientUpdates a Client for the specified tenant./tenants/{tenant}/clients/{code}
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DELETE Delete ClientDeletes a Client for the specified tenant./tenants/{tenant}/clients/{code}
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POST Resolve Email RecipientsResolves email recipient configuration (contact types, user roles, static emails) to actual email addresses for the specified client. Returns deduplic.../tenants/{tenant}/clients/{code}/resolve-recipients
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GET Task SummaryReturns a count of top-level tasks grouped by status for the specified client (excludes child tasks)/tenants/{tenant}/clients/{code}/tasks/summary
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GET List Third-Party MappingsReturns a paged list of clients with their accounting, direct debit and AML mapping identifiers. Use the 'unmapped' query parameter to filter to clien.../tenants/{tenant}/clients/third-party-mappings
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PATCH Update Third-Party MappingUpdates the accounting, direct debit and/or AML mapping identifiers for a single client./tenants/{tenant}/clients/{code}/third-party-mappings