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Clients: Integration Guides

Step-by-step implementation workflows for the Client API. Each guide focuses on one capability and its end-to-end flow. Use these after completing getting started.

Available Guides​

Create a Case​

Learn how to create cases through the Client API with required inputs, key options, and validation handling.

Track Case Status​

Monitor case status changes and sync progress to your systems.

Upload Documents​

Attach and manage documents through the Client API with proper metadata and format handling.

Payments and Reconciliation​

Ingest payment updates and reconcile them in your integration.

Webhooks​

Consume webhooks for Client API workflows with proper event handling.

Prerequisites​

Before following these guides, ensure you have: