Integrating with the API for our practice management system
We transitioned to a cloud-based SaaS legal practice management system about a year ago. It’s been going fine, after some initial hiccups in the roll-out (a story for another time). But we were just subbed out of a case, rare but it happens, and come to realize there’s no easy way to export all of the meta data we’ve created for a case. Our “file” is no longer just paper documents (or the PDF equivalents). When being subbed out, our ethical duty is to provide the client (or, in this case, their new counsel): “all client materials and property [] includ[ing] correspondence, pleadings, deposition transcripts, experts’ reports and other writings, exhibits, and physical evidence, whether in tangible, electronic or other form, and other items reasonably necessary to the client’s representation,” Rules of Professional Conduct 1.16(e)(1) . So I sat down today and created an API key and figured out how to at least authenticate, in hacked-together PHP code. Heavier lifting tomorrow. Er, later t...
