Assign a Task Template List.

Creates a company contact.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Verify the deliverability of an email address and score its reputation. Detect disposable and abusive email addresses along with spam traps and complainers.

Scans URLs and domains to identify phishing, malware, and suspicious links, including parked or hijacked domains

Score an order, transaction, or user to identify fraudulent orders, stolen credit cards, and high risk user behavior. Screen payment or user data for suspicious behavior in real-time.

Updates an existing company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

Verify phone numbers worldwide and retrieve carrier details, line type, VOIP status, geographic data, risk scores, and much more.

Lookup IP address details and IP reputation to determine geo location and risk analysis, including an overall Fraud Score, recent abusive activity and status as a proxy, VPN, or TOR connection.