Approved integration access
How PlaintiffDesk makes integration capabilities available to a firm without offering unrestricted access to firm or case data.
On this page
Before you start
- A firm with a separately reviewed integration request.
- An identified firm owner and defined integration purpose.
Typical workflow
- 1
Describe the business workflow the connection should support.
- 2
Identify the minimum records and actions needed for that purpose.
- 3
Approve the firm scope, responsible people, and review boundaries.
- 4
Confirm with the implementation team which capability-specific technical materials are available for the approved connection.
Firm-scoped connections
Each connection belongs to an identified firm and an approved business purpose. Access is limited to the records and actions needed for that workflow.
Purpose-based capability
A connection may receive information, create an approved record, update an approved workflow, or return a result only when that capability is part of the firm’s integration plan.
Customer reference access
When an integration is approved and enabled, the implementation team can confirm whether capability-specific private reference material is available and how approved developers may access it.
Keep in mind
- Public documentation does not grant self-service or unrestricted API access.