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REST API v1

PracticeWings API

Build powerful integrations for your firm. Access clients, engagements, tasks, billing, and more through our comprehensive REST API.

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Quick Start

Everything you need to make your first API call.

Step 1

Authentication

// Include in all requests
Authorization: Bearer <your_access_token>
Step 2

Base URL

// All endpoints are prefixed with
https://api.practicewings.com/api/v1
Step 3

Response Format

// All responses wrapped in:
{
  "data": { ... }
}

API Reference

Explore endpoints organized by domain area.

Clients and Contacts

Manage client records, contacts, and client groups.

GET/clients
POST/clients
GET/contacts

Engagements

Create and manage client engagements and service agreements.

GET/engagements
POST/engagements
PATCH/engagements/:id

Work Items and Tasks

Create tasks, manage workflows, and track work completion.

GET/work-items
POST/work-items
PATCH/work-items/:id/status

Time Entries

Log time, manage timers, and track billable hours.

GET/time-entries
POST/time-entries
PATCH/time-entries/:id

Invoices and Billing

Generate invoices, record payments, and manage billing.

GET/invoices
POST/invoices
POST/payments

Documents

Upload, organize, and share documents with clients.

GET/documents
POST/documents/upload
GET/document-folders

Users and Organizations

Manage firm users, roles, permissions, and office locations.

GET/users
GET/organizations
GET/roles

Code Examples

Get started quickly with these ready-to-use examples.

# List all active clients
curl -X GET "https://api.practicewings.com/api/v1/clients" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

# Create a new client
curl -X POST "https://api.practicewings.com/api/v1/clients" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "displayName": "Acme Corporation",
    "type": "business",
    "status": "active",
    "email": "[email protected]"
  }'
// List all active clients
const response = await fetch('https://api.practicewings.com/api/v1/clients', {
  headers: {
    'Authorization': `Bearer ${accessToken}`,
    'Content-Type': 'application/json'
  }
});

const { data } = await response.json();
console.log(data); // Array of client objects

// Create a new client
const newClient = await fetch('https://api.practicewings.com/api/v1/clients', {
  method: 'POST',
  headers: {
    'Authorization': `Bearer ${accessToken}`,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    displayName: 'Acme Corporation',
    type: 'business',
    status: 'active',
    email: '[email protected]'
  })
});
import requests

# List all active clients
headers = {
    "Authorization": f"Bearer {access_token}",
    "Content-Type": "application/json"
}

response = requests.get(
    "https://api.practicewings.com/api/v1/clients",
    headers=headers
)

clients = response.json()["data"]

# Create a new client
new_client = requests.post(
    "https://api.practicewings.com/api/v1/clients",
    headers=headers,
    json={
        "displayName": "Acme Corporation",
        "type": "business",
        "status": "active",
        "email": "[email protected]"
    }
)

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