Authorization
There are multiple token types that you will encounter. This page covers when each token should be used, how to acquire them, and other information related to authorization.
The types of API tokens are:
- Partner Token
- Firm Token
- Payment Session Token
- Onboarding Token
To use an API token, add it to your request as the x-api-key
header.
Our API tokens are prefixed with some human readable information. For example,
a Partner Token may start with p_secret_sandbox_
. The p
indicates it’s a
Partner Token, secret
indicates it’s a secret and should be treated as one,
and sandbox
indicates that this is for the sandbox environment.
Partner Token
Partner tokens are generated through the Confido Legal partner portal under settings.
If you do not have a partner account, please reach out to and we will get you set up.
Partner tokens should never be shared with the frontend. Keep them secured on your server.
The primary use of a Partner Token is to create Firms and Firm Tokens. Below is an example partner token.
Firm Token
Firm tokens are generated with the createFirmApiToken
mutation or the createFirm
mutation. This request can be made using a Partner API Token.
Firm tokens should never be shared with the frontend. Keep them secured on your server.
Firm tokens are used for most requests to the Confido Legal API. Some common examples are addPaymentLink
, addClient
, and addMatter
. They are also used to create Payment Session Tokens for hosted fields. Below is an example firm token.
Payment Session Token
Payment Session Tokens are generated with the createPaymentToken
mutation. This request can only be made with a Firm API token.
Payment Session Tokens are a one time use token that should be used to initialize the Confido Legal javascript SDK on your frontend. These tokens are meant to be shared with your frontend code.
For more about Payment Sessions see the hosted fields section.
Onboarding Token
Onboarding Tokens are generated with the createOnboardingToken
mutation. This request can only be made with a Firm API token.
Onboarding Tokens are short term tokens that should be used to initialize the Confido Legal javascript SDK on your frontend. These tokens are meant to be shared with your frontend code.
For more about Onboarding see the hosted fields section.