Building Your First PMS Integration with the OMPN API

This guide walks you through connecting your practice management system to the Open Matter Plans API. By the end, you will be able to fetch matter plans by jurisdiction and push structured task hierarchies directly into your PMS.

Prerequisites

• An OMPN account with API access enabled
• Your PMS API documentation (Actionstep, LEAP, or Clio)
• A development environment with Node.js 18+ or Python 3.10+
• Basic familiarity with REST APIs and JSON

Step 1 - Authentication

The OMPN API uses bearer token authentication. Generate your API key from the Developer Settings page in your profile, then include it in the Authorization header of every request.

curl -H "Authorization: Bearer YOUR_API_KEY" \
  https://openmatterplans.com/api/v1/plans?country=AU&state=NSW

Step 2 - Fetching Plans

Use the /api/v1/plans endpoint to search for plans by country, state, area of law, or keyword. The response includes the plan metadata, task hierarchy, practitioner traps, and timeline calculations.

Step 3 - Syncing to Your PMS

The /api/v1/sync/pms endpoint accepts a plan ID and your PMS connection details, then pushes the structured task hierarchy directly into your matter. Each task preserves its position in the hierarchy, its timeline calculations, and its associated practitioner traps.

For complete API documentation including all available endpoints, request and response schemas, and rate limits, visit the API Docs section under Nerd Stuff in the main navigation.