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Three steps to production

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1. Provision your workspace

  1. Email [email protected] with your firm name, use case, and environment (Prod or QA/UAT).\n
  2. Receive your client credentials plus IP safelist details from the onboarding team.\n
  3. Create service accounts for each integration environment.
  • For JWT integrations, create user accounts and capture login credentials for automation.\n
  • For OAuth integrations, register redirect URIs and receive client_id / client_secret pairs.\n
  • Store secrets in your secure vault; never hardcode in code repositories.

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2. Validate authentication

  1. POST /api/v1/auth/login with an integration user.\n
  2. Capture the Authorization bearer token from the response.\n
  3. Call GET /api/v1/auth/me to verify scope and firm context.\n
  4. If using refresh cookies, call POST /api/v1/auth/refresh-session.
  1. Hit GET /api/v1/oauth/authorize with your client_id, scopes, and redirect URI.\n
  2. Exchange the code via POST /api/v1/oauth/token to receive access and refresh tokens.\n
  3. Call GET /api/v1/oauth/userinfo or GET /api/v1/auth/me to confirm claims.\n
  4. Store refresh tokens securely and validate expires_in to plan rotations.

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3. Exercise core endpoints

  1. Create a sample referral with POST /api/v1/cases using a sandbox firm pairing.\n
  2. Update fields with PUT /api/v1/cases/{id} and confirm audit trails.\n
  3. List cases via GET /api/v1/cases using pagination and filters.\n
  4. Retrieve firm metadata to power dropdowns with GET /api/v1/firms and GET /api/v1/firms/jurisdictions.\n
  5. Run routing dry-runs with POST /api/v1/routing/evaluate-api to confirm rules logic.\n

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Next steps

JWT Guide

Deep dive into session handling, refresh, and token rotation.

OAuth Guide

Configure Authorization Code flows and scope selection.

Case Lifecycle

Understand referral states, ownership, and re-referrals.

Error Handling

See standard response envelopes and status codes.
Need sandbox data or partner credentials? Email [email protected].