Notifications

We will use this page to announce any upcoming changes to our Developer Platform. These may include details of new or changed functionality, any changes to our published Terms and Conditions governing your use of our Developer Platform, or any other changes that may have an impact on your application or integration, or that we need to make you generally aware of.

NB: Some documentation artifacts for new features may be released prior to the actual code release date shown below.

Date	Description
02 July 2025	New endpoint phonerecords released. Supports GET, POST, PUT, and DELETE requests. See tutorial Working with Phone Records to get started. See phonerecords.yaml and updated Postman Configuration File for further information.
02 July 2025	New property phoneRecord added to the timeentries endpoint. Available to GET, POST, and PUT requests. See timeentries.yaml for further information.
04 June 2025	New endpoint contactfolders released. Supports GET, POST, PUT, and DELETE requests. See contactfolders.yaml and updated Postman Configuration File for further information.
28 May 2025	New endpoint actionnetdocssettings released. Supports GET, POST, PUT, and DELETE requests. See actionnetdocssettings.yaml and updated Postman Configuration File for further information.
21 May 2025	New endpoint contactrelationships released. See Working with Contact Relationships for more information.
14 May 2025	New DataCollectionRecordDeleted REST hook available. See REST hooks for further details.
07 May 2025	Included two new properties required and isPrimaryParticipantType to the actiontypeparticipanttypes endpoint. Also added support for POST, PUT, and DELETE requests. See actiontypeparticipanttypes.yaml and the updated Postman collection for further information.
15 April 2025	New property billType has been added to the actionbillsettings endpoint. Supports GET and PUT requests. billType must be one of "Hourly" or "Fixed fee".
26 February 2025	New endpoint "participantdefaulttypes" released. This endpoint allows for contact types to be added and removed from individual Contacts. See Working with Contact Types and the updated Postman collection for further information.
24 February 2025	Created a new Quick Start Guide to using Postman.
18 February 2025	Bug fix to allow multiple participants to be updated in a single PUT request.
18 February 2025	Bug fix to allow multiple disbursements to be updated in a single PUT request.
26 November 2024	Enhanced the PUT request on the actionbillsettings endpoint to allow for the updating of the following properties: sendToEmailAddress, quotedAmountIncludes, quotedAmount, isUtbmsEnabled, utbmsTaskCategoryCode, defaultTimeEntryBehavior, salesTaxAppliesTo, discountType, discountAmount, isSalesTaxEnabled, defaultRate, salesTaxRate. See actionbillsettings.yaml for further information.
16 October 2024	New property bannerText added to the actions endpoint. Available to GET and PUT requests. See actions.yaml for further information.
08 October 2024	New property createdTimestamp added to the users endpoint. This property is read-only and reflects the date and time the user was created.
02 October 2024	New property tags added to the filenotes endpoint. Available to GET, POST, and PUT requests. See filenotes.yaml for further information.
17 September 2024	The ActionUpdated REST hook will no longer trigger for matters marked as restricted access.
06 September 2024	Updated list of production API base URLs.
28 August 2024	Added new property billReference to the timeentries endpoint. This equates to the Invoice No. shown on the Bills List list view. This property is read-only.
21 August 2024	Added support for related matters on the actions endpoint. Supported methods GET and PUT. The new relatedActions property resides under the links section and is an array of action Ids. Updates via PUT are implemented on a replacement basis. Information on setting up Related Matter Types in Actionstep can be found here.
25 July 2024	Added a new tutorial on Working with Participant Data Fields.
24 July 2024	Added a Python code sample for downloading a file. See Uploading and Downloading Documents
03 July 2024	New property "citizenOfCountryId" has been added to the participants endpoint. This property is a two-character country code from the Country table. Available to GET, POST, and PUT requests.
22 May 2024	The read-only attribute has been removed from the defaultRate property on the actionbillsettings endpoint.
17 April 2024	New properties discountType and discountAmount have been added to the actionbillsettings endpoint. discountType is one of "None", "Percentage", or "Amount". Please Note: If either of these property values are not explicitly set for a Matter their values will be derived from the division level settings.
10 April 2024	New properties salesTaxAppliedTo and salesTaxRate have been added to the actionbillsettings endpoint. salesTaxAppliedTo is one of "All", "Expenses", or "Fees". salesTaxRate is exposed in the links section of each data item and is the unique identifier to a matching entry from the taxcodes endpoint. Please Note: If either of these property values are not explicitly set for a Matter their values will be derived from the division level settings.
03 April 2024	New API rate limiting comes into force across all public API endpoints. See API Rate Limits for more information.
03 April 2024	The documentTimestamp property is now available on the actiondocuments endpoint (GET, POST, and PUT verbs). This brings the API into line with the web user interface.
12 March 2024	Bug fix to accounts endpoint. To return data from the accounts endpoint an authenticated user must have the "Account_List" permission under the "Accounts_Menu".
05 March 2024	Updated Postman Configuration File incorporating new POST and PUT methods for the actionfolders endpoint is now available for download.
29 February 2024	New validation rule introduced for timestamps used in query filters. Timestamps must now be after 1900-01-01.
05 December 2023	Added support for POST and PUT on the actionfolders endpoint.
15 November 2023	Added new POST method for the actionparticipantdatafieldvalues endpoint.
15 November 2023	Added OPTIONS http verb support for all API endpoints.
07 November 2023	We have changed the way custom data for Matters is made available through the Reporting SQL Export endpoint. Please see the API Reporting Endpoint page for further information.
04 October 2023	New property "amlReviewStatus" available on the actions (matter) endpoint. Valid values are 'Not started', 'In progress', 'Complete', 'Delayed', 'Not required', 'None'.
13 September 2023	Update to the "participants" endpoint to make "isDeceased", "genderTypeName", "dateOfBirthStatus", "countryIdOfBirth", "mailingCounty", and "physicalCounty" available to GET, POST, and PUT requests. Please note the following - "isDeceased" can be either 'T' or 'F'. If specifying gender and genderTypeName in the same API call, gender will prevail and genderTypeName will be set to null. To specify a genderTypeName, gender must already be null or be set to null in the same API request that you set genderTypeName. Any value supplied for genderTypeName must match one of the options set under Admin -> Additional Settings -> Gender Classifications. "dateOfBirthStatus" can be one of 'Known, 'Estimate', 'Not stated', or 'Unknown', the default is 'Known'. "countryIdOfBirth" is the two character country code from the Country table.
23 August 2023	Update to the "timeentries" endpoint to resolve an inconsistency between the UI and the API. Submitted actual or billable hours will now be correctly rounded to the number of decimal places specified in the Time Keeping section of General Settings under the Admin menu. Any minimum billing period will also be applied if specified. You can retrieve time keeping settings using the application-meta-data endpoint. This API update will not change any existing data.
14 April 2023	New endpoint "ratecustomvalues" released. Request updated Postman collection for more information.
22 March 2023	New PUT method and fields added to endpoint "actionbillsettings". Request updated Postman collection for more information.
08 March 2023	New endpoint "sms" released. Request updated Postman collection for more information.
09 February 2023	New endpoint "actionparticipantdatafieldvalues" released. Request updated Postman collection for more information.
25 January 2023	New REST hook "DataCollectionRecordValueUpdated" released. See REST hooks for more information.
10 January 2023	New tutorial on using deep links to open a page in Actionstep from a third-party application. See Tutorials for more information.
15 December 2022	Released update to matter documents endpoint to support multiple tags. See Tutorials for more information.
07 December 2022	New endpoint "contactnotes" released. Request updated Postman collection for more information.
21 November 2022	New REST hook "DisbursementCreated" released. See REST hooks for more information.
21 November 2022	New REST hook "DisbursementUpdated" released. See REST hooks for more information.
21 November 2022	New REST hook "TimeEntryCreated" released. See REST hooks for more information.
21 November 2022	New REST hook "TimeEntryUpdated" released. See REST hooks for more information.
31 October 2022	New REST hook "TaskUpdated" released. See REST hooks for more information.
03 October 2022	New REST hook "FileNoteUpdated" released. See REST hooks for more information.
05 August 2022	New REST hook "ParticipantUpdated" released. See REST hooks for more information.
15 July 2021	An existing internal property (importExternalReference) has been exposed on both the Action and Participant endpoints. This property (of type string) can be used for storing additional meta-data. It is available on GET, POST, and PUT requests.
23 December 2020	Updated the API Sample Application to support .NET Core 5.0, and upgraded the FluentValidation component to version 9.3.0. The App has been tested against Visual Studio 2019 (Community Edition) V16.8.3
25 August 2020	Update to our Developer Platform Terms and Conditions.