3E OData API Objects

The following information provides overview information on objects available with the 3E OData API.

Available Objects

Metadata

Metadata returns an EDMX (Entity Data Model XML) document that contains attributes of each entity that is accessible through the 3E OData API, including fields, their names, labels, and data types, as well as the relationships between the entities in the Entity Data Model (EDM). Entities returned with the Metadata request include 3E objects such as Time Entry, Bank Account Trust, etc.

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.

Related Guide: About Client Maintenance.

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. Clients can have a number of separate matters attached to them. Each individual legal case should be set up as a separate matter.

Related Guide: About Matter.

Time Entry

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. Clients can have a number of separate matters attached to them. Each individual legal case should be set up as a separate matter.

Related Guide: About Time Entry.

Payor

A payor record is required for an entity to pay an invoice. If a client pays invoices, they must have a payor record. However, an invoice payor does not have to be a client.

Related guide: About Payor

Timekeeper

Timekeepers are employees 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.

Related Guide: About Timekeeper Maintenance.

OData API Collections

The 3E OData API guide includes request and response samples for some of the 3E Application Objects accessible via the 3E OData API. Information is provided on object endpoints (e.g., Clients and Matters) and attributes.