All guides

Every referral partner guide in one list. If you haven't chosen an integration yet, start at the Overview or Get started.

Starter Integration

• Quickstart: your first collection request: one request, one link, one read, in test
• Build the collection button: every status, retries, failures and webhooks

Full Integration

• How the Full Integration works: the two APIs and the flow
• Full quickstart: onboard a client and submit a case
• Client onboarding: POST /clients and every response
• Existing clients (409): approval, choice page and multi-entity cases
• Submit cases: bearer tokens and the Customer API
• Preview pricing: the fee before the client commits (also works with Starter)
• KYC verification: when identity details are required

Both integrations

• Who does what: Starter and Full side by side
• Webhooks: subscriptions, events and production practices
• Test your webhooks: fire test events at your handler
• Revenue reporting API: fee pipeline and reconciliation
• Go live: one checklist per integration
• Errors and Troubleshooting

Case management (Customer API)

With a bearer token, the Customer API guides apply to your clients as well:

• Claim Amount and Age: how to send principal and aging data
• Create a Case
• Track Case Status
• Upload Documents
• Payments and Reconciliation