CONTENTS
API Objects > 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.
Endpoints:
{{ODATA_API_URL}}/Client
Client Object Attributes
For details on object attributes, search the Client Maintenance Form and Field Definitions for the attribute ID (e.g., BillingInstruc or IsWaiverLetterReq).
For attribute types (e.g., string, integer, etc.) and access type (i.e., Required or Read Only), run a GET request on the MetaData endpoint and do a search for the attribute.
Object Request and Response Sample
Response