PracticeMaster

Supergood | PracticeMaster API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | PracticeMaster API

Programmatically access matters, clients/contacts, time entries, calendars, and document links from PracticeMaster with a stable REST API. Supergood builds and operates production-grade, unofficial PracticeMaster integrations so your team can automate legal operations without heavy custom engineering.

Plain English: PracticeMaster is software that helps law firms organize their cases (matters), track time, manage calendars and tasks, store contact details, link emails and documents, and move work through repeatable workflows. It keeps fee earners and staff on the same page so they can run the practice day to day.

For a tech company integrating with PracticeMaster—especially if your customer uses iManage for document management—an unofficial API means you can sync matter metadata to iManage workspaces, pull time/cost data into your product, drive intake and conflict checks, mirror calendars/docketing in your app, and link iManage documents/emails back to matters. You can build features like automatic iManage workspace provisioning on matter open, time capture from document activity, cross-platform conflict alerts, and unified dashboards that join practice data (PracticeMaster) with documents (iManage).

What is PracticeMaster?

PracticeMaster (https://www.tabs3.com/practicemaster) is a legal practice management system from Tabs3 Software. It focuses on matter-centric workflows—combining clients, contacts, calendars, tasks, timekeeping, email/document linking, and automation—to help firms deliver work efficiently. PracticeMaster pairs closely with Tabs3 Billing and Financials for time and invoice management.

Core product areas include:

  • Matter Management (clients, matters, custom fields, security)
  • Calendaring & Docketing (events, deadlines, rules-based schedules)
  • Timekeeping & Expenses (time capture, activity codes, narratives)
  • Contacts & Clients (intake, relationships, address book)
  • Email/Journal & Document Linking (Outlook integration, document references)
  • Workflows & Automation (templates, checklists, routing)
  • Reporting & Conflicts (search across contacts, matters, and journals)

Common data entities:

  • Clients & Contacts (names, roles, addresses, identifiers)
  • Matters (matter number, description, practice area, responsible timekeeper, status)
  • Timekeepers/Users (attorneys, paralegals, roles, permissions)
  • Time Entries & Expenses (date, duration, activity code, narrative, billable flag)
  • Calendar Events & Tasks (dates, attendees, reminders, matter links)
  • Journal Items (emails, calls, notes) with matter linkage
  • Document Links (references to files stored in DMS like iManage, NetDocuments)
  • Security/Teams (access groups, confidential flags)
  • Audit Events (who changed what and when)

The PracticeMaster Integration Challenge

Legal teams rely on PracticeMaster daily, but turning a desktop-first, portal-centric system into API-driven automation can be challenging:

  • On-premises realities: Many firms run PracticeMaster on-prem or via terminal servers; network paths, VPNs, and update cycles complicate automation
  • Coupling with billing: Time/expense data flows to Tabs3 Billing—mappings and posting states must be respected
  • Identity and access: Active Directory/SSO, role-based permissions, and ethical walls require careful session handling
  • Matter–DMS alignment: Matter numbers, clients, and teams must align with iManage workspace naming, security, and metadata
  • Long-running jobs: Imports, large calendar updates, and document backfills need asynchronous handling with progress tracking
  • Audit rigor: Every action must be traceable and idempotent with attachments and rationale for compliance

How Supergood Creates PracticeMaster APIs

Supergood reverse-engineers authenticated client and browser flows to deliver a resilient API endpoint layer for your PracticeMaster environment—purpose-built to bridge to DMS platforms like iManage.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) where enabled
  • Operates in on-prem, hosted, or hybrid topologies with session continuity and automatic refresh
  • Normalizes matter, contact, timekeeping, calendar, journal, and document-link objects into consistent schemas
  • Aligns with firm entitlements, teams, and security to respect ethical walls and confidentiality
  • Supports high-volume operations (matter imports, time capture, calendar sync) with polling or webhooks for long-running jobs
  • Provides opinionated iManage mappings (workspace naming, metadata fields) with safe fallbacks and overrides

Use Cases

Matter Intake to iManage Workspace

  • Create matters from intake data and automatically provision or map the corresponding iManage workspace
  • Sync matter metadata (client, practice area, responsible lawyer) to iManage workspace profile
  • Set workspace security from PracticeMaster teams and confidentiality flags

Time Capture From Document and Email Activity

  • Post time entries to matters based on iManage document open/edit activity or email filing
  • Apply activity codes and narratives from templates with override rules
  • Optionally sync posted entries into Tabs3 Billing per entitlement

Docketing and Calendar Sync

  • Mirror PracticeMaster calendar events into your app or Exchange/Outlook integrations
  • Apply court rules or internal templates and push updates back
  • Maintain reminders and attendee lists while honoring security

Conflict Checking & Intake Decisions

  • Query clients, contacts, matters, and journal references for potential conflicts
  • Present conflicts to intake teams, collect waivers, and log audit trails
  • Create matters only when conflicts are cleared; auto-create iManage workspace on approval

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_pms_91c021",
    "name": "Associate Attorney",
    "entitlements": ["matters", "time", "calendar", "documents"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Matters

POST /matters: Create or update a matter and optionally map or provision an iManage workspace.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/matters \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "client": {
      "clientId": "cli_10045",
      "name": "Acme Corporation",
      "clientNumber": "C-10045"
    },
    "matter": {
      "externalId": "opp-2026-014",
      "matterNumber": "M-20098",
      "title": "Acme v. Contoso - Trademark Dispute",
      "practiceArea": "IP Litigation",
      "status": "open",
      "openDate": "2026-02-18",
      "responsibleTimekeeperId": "tk_0042",
      "billingRef": {"tabs3ClientId": "10045", "tabs3MatterId": "20098"},
      "customFields": {"clientMatterCode": "ACM-TR-2026", "office": "NY"},
      "security": {"teamIds": ["grp_litigation"], "confidential": false}
    },
    "imanage": {
      "sync": true,
      "workspaceName": "ACME-M20098",
      "workspaceId": null,
      "metadata": {
        "Client": "Acme Corporation",
        "MatterNumber": "M-20098",
        "PracticeArea": "IP Litigation",
        "Responsible": "tk_0042"
      }
    }
  }'

Example response

{
  "matterId": "mat_7f2a31",
  "matterNumber": "M-20098",
  "status": "open",
  "createdAt": "2026-02-20T15:03:11Z",
  "imanage": {
    "workspaceId": "ws_3d9b74",
    "workspaceUrl": "https://imanage.example.com/workspaces/ws_3d9b74",
    "metadata": {
      "Client": "Acme Corporation",
      "MatterNumber": "M-20098"
    }
  }
}

Time Entries

POST /time-entries: Create a time entry for a matter, optionally linked to an iManage document or email.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/time-entries \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_7f2a31",
    "timekeeperId": "tk_0042",
    "workDate": "2026-02-20",
    "durationMinutes": 36,
    "activityCode": "L110",
    "narrative": "Review and revise draft cease-and-desist letter.",
    "billable": true,
    "rate": 450.00,
    "source": {
      "system": "imanage",
      "documentId": "DOC-881243",
      "version": 3
    }
  }'

Example response

{
  "timeEntryId": "te_91c0be",
  "matterId": "mat_7f2a31",
  "billableAmount": 270.00,
  "postedToBilling": false,
  "createdAt": "2026-02-20T15:14:22Z"
}

Documents

POST /documents: Create a document link/profile on a matter, referencing a file stored in iManage.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_7f2a31",
    "title": "Draft Cease-and-Desist Letter",
    "category": "Correspondence",
    "authoredOn": "2026-02-20",
    "authorUserId": "u_pms_91c021",
    "dms": {
      "system": "imanage",
      "workspaceId": "ws_3d9b74",
      "documentId": "DOC-881243",
      "version": 3,
      "class": "Letter",
      "pathUrl": "https://imanage.example.com/docs/DOC-881243?v=3"
    },
    "tags": ["draft", "client-communication"],
    "security": {"inheritFromMatter": true}
  }'

Example response

{
  "documentId": "doc_55a9f0",
  "matterId": "mat_7f2a31",
  "linkUrl": "https://imanage.example.com/docs/DOC-881243?v=3",
  "createdAt": "2026-02-20T15:16:09Z"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent schemas and pagination across modules (matters, contacts, time, calendar, documents)
  • Rate limits: Tuned for firm-grade throughput while honoring entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks; resilient to on-prem latency
  • Data freshness: Near real-time retrieval of matters, time entries, calendars, journals, and document links
  • Security: Encrypted transport, scoped tokens, and audit logging; respects PracticeMaster role-based permissions and team security
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., intake imports, calendar rule expansions, document backfills)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; import and backfill timings reflect underlying system behavior
  • Throughput: Designed for high-volume time capture and calendar synchronization across busy case teams
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
  • Adaptation: Continuous monitoring for UI/data model changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, deployment topology (on-prem/hosted), and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened PracticeMaster adapter tailored to your workflows, iManage mappings, and firm entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as PracticeMaster evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which PracticeMaster modules can this integration cover?

Supergood supports workflows commonly used by law firms, including Matters & Clients, Contacts, Time & Expenses, Calendars/Tasks, Journals (emails, calls, notes), Document Links, and Conflict queries—subject to your licensing and entitlements. We scope coverage during the integration assessment.

Q: How do you handle on-prem deployments and security?

We can run behind VPNs/RDP and align with your identity provider (username/password + MFA, SSO/OAuth, or AD). Sessions are refreshed automatically with secure challenge handling, and all actions are logged with audit trails and idempotency.

Q: Can you sync with Tabs3 Billing?

Yes. We can create time entries in PracticeMaster and, where permitted by your configuration and licensing, sync posted entries into Tabs3 Billing. Posting workflow and states are preserved to avoid duplicates.

Q: How do you map matters to iManage workspaces?

We support configurable naming templates (e.g., ClientName-MatterNumber), workspace metadata mappings (practice area, responsible lawyer), and team-based security inheritance. We can create new workspaces or map to existing ones.

Q: Do you support email filing and journal creation from iManage?

Yes. We can link iManage-filed emails to matters by creating PracticeMaster journal entries with references back to iManage, including sender/recipient metadata and outlook message IDs.

iManage API - Programmatically connect DMS workspaces and documents to your apps

Ready to automate your PracticeMaster workflows?

Supergood can have your PracticeMaster integration—built for iManage-centric firms—live in days with no ongoing engineering maintenance.

Get Started →

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