​
July 2025
  • Contacts: Added additional validation to contact relations.
  • Events: organizer field has been removed as it is no longer required.
  • Files: File extension renames are now supported using the PATCH endpoint.
  • Invoices: surcharge field added to invoices that includes invoice surcharge type and amounts.
  • Staff: outOfOffice field added to staff members, this field contains startDate and endDate.
  • Users: Users can now be registered using Authorization Code Grant using the users/write scope.
​
June 2025
  • Layouts: Dates are returned in ISO format.
  • MatterTypes: Matter types with multiple categories are now searchable.
  • Webhooks: Uninstalling an app now unsubscribes webhook subscriptions.
  • Webhooks: Added invoice.created event type which is triggered when an invoice is created.
​
April 2025
  • Expenses: Return UtbmsTaskCode from GET payloads.
  • Fees: Return UtbmsTaskCode from GET payloads.
  • Matters: Fix issue where matter type id could be missing from GET payloads.
​
March 2025
No changes
​
February 2025
  • Matters: Add ability to clear referal type using matter PATCH and PUT endpoints.
  • Tasks: Added isCompleted query parameter to GET endpoint.
​
December 2024
  • Performance improvements to all API endpoints.
  • Files: Added isDuplicate field to GET endpoints.
​
October 2024
  • Files: Fixed issue where some files with special characters cannot be downloaded.
  • MatterTypes: Fixed issue where some matter types cannot be found.
  • Webhooks: Added matter.closed event type which is triggered when a matter is closed.
  • Webhooks: Fixed issue causing intermittent timeouts.
​
September 2024
  • FirmUsers: Fixed intermittent issue where staff was not being set to former when FirmUser mapping is removed.
  • ReferralTypes: Added ReferralTypes API.
​
August 2024
  • Matters: Added ability to search for matters using the GET endpoint.
  • Matters: Lead PATCH endpoint bug fixes.
  • Invoices: Added ability to download finalized invoice pdfs.
​
June 2024
  • Matters: Matters v2 API is now standard and the Api-Version header is no longer required.
  • Invoices: Added debtors to API payload.
  • Webhooks: Added invoice.updated event type.
​
May 2024
  • Contacts: UTBMS (US only) and Citizenship details fields added.
  • Expenses: Previously invoiced externally expenses can now be unfinalized.
  • Firm: Added firm status
  • MatterTypes: Categories are now filtered by account white label.
​
April 2024
  • Events: Added MatterId to GET endpoint.
  • Expenses: Auto-assign callng staff if staff id is not provided.
  • Fees: Auto-assign callng staff if staff id is not provided.
  • Firm: Added AddOns to GET endpoint.
  • Matters: Added missing account validation checks.
​
February 2024
  • Fees: Added CreatedFromActivityId to GET endpoint.
  • Fees: Resolved issues where StaffId could cause PATCH failures
  • Webhooks: Added files.updated event type which is triggered against a matter. Use the cursor returned to rereive the updated files via the files API.
​
January 2024
  • Files: Added IsCancelled and IsUploaded to GET endpoint.
  • Matters: Resolved issues with incorrect matter access permissions.
​
November 2023
  • Contacts: Added correctionsReferenceNumber and centrelinkReferenceNumber to AU endpoints.
  • Expenses: Added PATCH endpoint.
  • Fees: Added PATCH endpoint.
  • Files: Added isFavorite field.
  • Folders: Added folder name to GET endpoint.
  • Webhooks: Added matter.converted event type which is triggered once a lead is converted to a matter.
​
October 2023
  • Fees: Added isInvoiceExternally to GET.
  • Matters: Added additional validation for ClientIds and OtherSideIds.
  • Matters: Added referralType, referrerId, closedDate, leadOpenedDate, leadClosedDate, leadClosedReason fields.
  • Matters: Fixed issue where matters could not be created with more than one client.
  • MatterTypes: Added restrictions based on account white label.
  • Memos: Fixed data issue using GET endpoint.
  • Tasks: Add search by matterId.
​
August 2023
  • Expenses: Fix issue where the Finalized field was being ignored on POST and PUT endpoints.
  • Files: Fix issue preventing newly added files from being indexed for search.
  • Files: Fix issue where newly added files are being added to deleted folders. A new folder is now added if the file is being added to a deleted folder.
  • Firm: Added productId field to GET endpoint.
  • Firm: Added attorney/solicitor licence numbers to GET endpoint.
  • Matters: Fix issue preventing matter creation when multiple clients are specified.
  • Matters: Several improvements and fixes to the beta PATCH endpoint including:
    • Added additional validation to multiple fields.
    • Ensured changes made via the PATCH endpoint reflect in the matter history correctly.
  • MatterTypes: Fix issue exposing deleted matter types from GET endpoint.
  • Staff: Added attorney/solicitor licence numbers to GET endpoint.
  • Tasks: Added missing validation to the MatterId and StaffId fields. These fields must now be valid GUID values, empty strings are no longer permitted. The StaffId is mandatory.
​
July 2023
  • Expenses: Added AssignToFirmOwner option when creating an expense.
  • Files: Added DateModified field when creating a file.
  • Files: Added DateModified field when bulk creating files.
  • Firm: Deprecated the Product field and introduced the ProductId field.
  • Firm: Added support for the Boost Product.
  • Matters: Fix issue with combining search filters, e.g. IsLead and ContactId.
​
May 2023
  • Staff: Added ColorFill and ColorStroke fields.
  • Webhooks: Improvements to Matter webhooks, notifications are more accurate as well as more deterministic.
  • Webhooks: Added Memo webhooks. Use the memo.created, memo.updated, memo.deleted, memo.restored event types to listen to changes made to memos.
​
March 2023
  • Archive: Added Archives API.
  • Events: Added Events API.
  • Expenses: Deprecated the following fields in the response payloads, this includes the fields in the Webhooks payload:
    • StaffId, instead use Staff.
    • MatterId, instead use Matter.
  • Fees: Deprecated the following fields in the response payloads, this includes the fields in the Webhooks payload:
    • StaffId, instead use Staff.
    • MatterId, instead use Matter.
  • Webhooks: Added Task webhooks. Use the task.created, task.updated, task.deleted event types to listen to changes made to tasks.
  • Webhooks: Added Event webhooks. Use the event.created, event.updated, task.deleted event types to listen to changes made to events.
  • Webhooks: Added LayoutDesign webhooks. Use the layoutdesign.updated event type to listen to changes made to layout designs.
  • Webhooks: Added Archive webhooks. Use the archive.updated event type to listen to changes made on a matters archive details.
​
January 2023
  • Activities: Fixed issues with activity code(s) not being deleted.
  • BillingConfiguration: Added BillingConfiguration GET and PUT endpoints. Billing configurations are set on the matter level.
  • Contacts: Added Locality and County fields.
  • Contacts: GroupOfPeople are no longer permitted in the UK.
  • Files: Added DateModified field to GET responses.
  • Firm: Fixed issues updating Email field.
  • Firm: Fixed issues updating DxAddress field.
  • Matters: Added Supervisor field.
  • Matters: Added ability to filter by multiple status. Multiple statuses can now be passed in the query parameters.
  • Roles: Prevent adding roles that are not permitted for the specified matter.
  • Staff: Added UserId field.
  • TaskDocuments: Fixed task document(s) not being added to tasks.
  • Webhooks: Added BillingConfiguration webhooks. Use the billingconfiguration.updated event type to listen to changes to billing configurations on a matter level.
​
November 2022
  • Activities: Added additional validation for activity codes. Codes can no longer be more than 20 characters long.
  • Contacts: Added Name field to GET response for GroupOfPeople contacts. This returns the combined names of the contacts in the group, saving you needing to retrieve the individual contacts.
  • Files: Added PATCH endpoint
  • Firm: Added Owner field to GET responses. This can be used to determine the whitelabel product linked to the firm.
  • MatterTypes: Added Type field to GET responses. This can be used to determine if the type is for a Lead or Matter.
  • Tasks: Added Duration field. This follows the ISO 8601 duration format (e.g. PT4H33M)
  • Tasks: Fixed categories not saving when adding or updating tasks.
  • Webhooks: Added error event type. This can be used to listen to errors when your API requests fail, see Error Handling.
​
September 2022
  • Contacts: Added ability to exclude deleted contacts from GET response (see ExcludeDeletedContacts query parameter).
  • Contacts: Added BirthFirstName, BirthMiddleName, BirthLastName fields.
  • Contacts: Added PreviousNames field.
  • Contacts: Added LanguageOfInterpreter field.
  • Contacts: Added free text option for Gender field.
  • Contacts: Fixed validation issues when creating new contacts.
  • Matters: Added ability to filter matters by contact id (see ContactId query parameter).
  • Matters: Matter access can now be restricted by UserId when using Client Credentials grant (see Acting on behalf of a user).
  • Leads: Restricted leads API to Grow and Prosper tiered clients.
  • Files: File access can now be restricted by UserId when using Client Credentials grant (see Acting on behalf of a user).
​
July 2022
  • Activities: Fix TaxInclusive field returning incorrect value.
  • Files: Added ability to add additional data on creation of a file (see Files).
  • Roles: Fix some DELETE endpoint issues.
  • Relationships: Added DELETE relationship endpoint.
  • Tasks: Added ability to link files and memos to tasks (see TaskDocuments).
  • Webhooks: Added MatterItems webhooks.
  • Webhooks: Fixed MatterTypeId field missing in some matter.updated event payloads.
​
June 2022
  • Contacts: Fix webhook events not triggering for deleted contacts from Smokeball native application.
  • Matters: Added Branch field.
  • Matters: Added OtherSideIds and OtherSideRole to POST request so matters and leads can be created with clients as well as othersides.
  • Matters: Fix to paging url losing status on consecutive pages.
  • Memos: Added UserId to POST and PUT requests to create or update a memo on behalf of a user.
  • SubTasks: Added SubTasks API.
​
May 2022
  • Stages & StageSets: Added Stages and StagesSets API.
  • Contacts: Added ability to restore contacts in PUT endpoint.
  • Contacts: Added ability to relate a person to a group of people.
  • Contacts: Added ability to add and update trusts.
  • Fees: Removed check for existing Fee when performing PUT, requests are accepted and queued asynchonously like a POST.
  • Expenses: Removed check for existing Expense when performing PUT, requests are accepted and queued asynchonously like a POST.
  • Webhooks: Added MatterStages webhooks.
  • Webhooks: Fixed RequestId not propogating from some Matter API calls.
  • Webhooks: Fixed null fields on Firm update webhook events.
​
March 2022
  • Firm: Added Logo field to GET responses.
  • Contacts: Added MaritalStatus field.
  • Contacts: Added SpecialNeeds field.
  • Tasks: Added CompletedDate field.
  • Tasks: Added LastUpdated field to GET responses.
​
February 2022
  • Firm: Added validation when creating a firm to ensure the user is not associated to another firm.
  • FIrm: Added Product when creating a firm with 3 product types (BillingOnly, SmokeballMid and Smokeball).
  • Firm: Added IsInternal field when creating a firm so that a firm can be flagged as an internal firm and skip payment subscription.
  • Firm: Added ABN, ACN and postal details, CareOf, PoBoxType and PoBoxNumber to firm MailingAddress.
  • Users: Added functionality to create users with no password, and email is sent out with a temporary password.
  • Matters: Deprecated the following fields in the response payloads, this includes the fields in the Webhooks payload:
    • MatterTypeId, instead use MatterType.
    • ClientIds, instead use Clients.
    • OtherSideIds, instead use OtherSides.
    • PersonResponsibleStaffId, instead use PersonResponsible.
    • PersonAssistingStaffId, instead use PersonAssisting.
    • OriginatingStaffId, instead use OriginatingStaff.
  • Matters: Added OriginatingStaff to matter.
  • Contacts: Deprecated the following fields in the response payloads, this includes the fields in the Webhooks payload:
    • StaffIds, instead use Staff.
    • PersonIds, instead use People.
  • Roles: Deprecated the following fields in the response payloads, this includes the fields in the Webhooks payload:
    • ContactId, instead use Contact.
    • RepresentativeIds, instead use Representatives.
    • RelationshipIds, instead use Relationships.
  • Roles: Added DELETE role endpoint for removing roles from a matter.
  • Roles: Added IsOtherSide field to determine if the role is the OtherSide of a matter.
  • Roles: Fixed issues with Layout subitems not being created.
  • Relationships: Deprecated the following fields in the response payloads, this includes the fields in the Webhooks payload:
    • ContactId, instead use Contact.
    • RepresentativeIds, instead use Representatives.
  • Files: Added UserId to files and folders.
  • Webhooks: Add LayoutMatterItem webhooks.