ActionStep offers tools for Legal Management. To boost automation, the ActionStep APITrack allows developers to incorporate legal practice workflow elements to describe the steps, tasks, and timing of any procedure. Its API Integration tools allow you to access documents and management features via a programmatic interface.
To obtain OAuth 2.0 credentials you need to contact support.
As in previous integrations since you received OAuth 2.0 credentials you can obtain access and refresh tokens. You need to build a URL to redirect the user to the following URL:
Then you will be rerouted to your redirect URL with the code:
Using code you can send an authorization request to receive access and refresh tokens:
Like for PracticePanther the Content-Type for this request should be application/x-www-form-urlencoded
To refresh a token you need to perform the same invocation but include it into the request.
Perform API calls
To perform an API call you need to put access token in Authorization Header as well as set Content-Type and also accept headers to application/vnd.api+json:
Also, base URL for API calls is different from the base URL for authentications: https://us-east-1.actionstep.com/api/res. A list of all requestable resources can be found here.
Clio is a LPMS that allows API integration, and its legal solutions are designed for small to mid-sized law firms. The Clio APITrack gives users access to the system’s functionality as well as data kept in the firm’s Clio instance. API integration helps with implementing methods for handling activities, bills, contacts, matters, tasks, and users are available.
To obtain OAuth 2.0 credentials you just need to create an account at Clio, and navigate by Settings page.