Approval and scope
Guidance begins with a defined firm, data owner, responsible developer, operation set, and least-data requirement.
API documentation
Orient approved developers to the technical materials available for a separately approved integration.
What it does
A practical part of the firm’s workflow.
API documentation provides general guidance for developers working on an approved private PlaintiffDesk integration. When connection-specific materials are issued, they define the exact operations, credentials, fields, limits, and response contracts rather than establishing an unrestricted developer platform.
Private operation contracts
When issued, a connection-specific contract can provide request, validation, authentication, response, and limit details for approved work.
Operational safety
General guidance covers error handling, bounded retries, duplicate prevention, logging, credential changes, and support handoff.
How it works
What the team can expect.
Define and approve
Document the use case, owner, records, actions, environments, and review responsibilities.
Build to the issued contract
Use only the fields, operations, credentials, limits, and behaviors supplied for that integration.
Test and operate
Validate permissions, failures, retries, mappings, monitoring, credential replacement, and change handling before production use.
Build against a contract, not a guess.
Confirm the connection-specific authentication, request, and response details before implementation.