# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json

# Payload
{
  "Client": [
    {
      "title": {
        "type": "string",
        "example": "Mr",
        "required": false,
        "description": "Title"
      },
      "value": {
        "type": "integer",
        "example": 500000,
        "required": false,
        "description": "The value of the client in penny format. E.g £5,000 would be 500000."
      },
      "gender": {
        "type": "string",
        "example": "Male",
        "required": false,
        "description": "Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown"
      },
      "groups": {
        "type": "array",
        "example": [
          "0dc05701-8f7c-47db-8120-2e83074a7d3b",
          "e8626747-497a-4523-9da2-c6b37c9c5d04"
        ],
        "required": false,
        "description": "Group UUIDs to sync client to. Null can be provided to clear a clients groups."
      },
      "height": {
        "type": "integer",
        "example": 186,
        "required": false,
        "description": "The height of the client in centimeters."
      },
      "weight": {
        "type": "integer",
        "example": 220,
        "required": false,
        "description": "The weight of the client in pounds."
      },
      "has_will": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has a will or not."
      },
      "nickname": {
        "type": "string",
        "example": "Garth",
        "required": false,
        "description": "preferred nickname of the client"
      },
      "pronouns": {
        "type": "string",
        "example": "he/him",
        "required": false,
        "description": "Pronouns"
      },
      "last_name": {
        "type": "string",
        "example": "Thompson",
        "required": false,
        "description": "Last name"
      },
      "ni_number": {
        "type": "string",
        "example": "AB 12 34 56 C",
        "required": false,
        "description": "National Insurance Number"
      },
      "first_name": {
        "type": "string",
        "example": "Gareth",
        "required": false,
        "description": "First name"
      },
      "gift_notes": {
        "type": "string",
        "example": "Notes on the gifts.",
        "required": false,
        "description": "Notes on the gifts."
      },
      "will_notes": {
        "type": "string",
        "example": "Notes on the client's will.",
        "required": false,
        "description": "Notes on the client's will."
      },
      "deceased_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Date of death"
      },
      "entity_name": {
        "type": "string",
        "example": "Plannr Ltd",
        "required": false,
        "description": "Entity name for shared account types"
      },
      "inactive_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Inactive from date"
      },
      "is_deceased": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client is deceased"
      },
      "is_prospect": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client is a prospect or not."
      },
      "lead_source": {
        "type": "string",
        "example": "LeadGen Company",
        "required": false,
        "description": "Marks the lead source of the client"
      },
      "maiden_name": {
        "type": "string",
        "example": "Thompson",
        "required": false,
        "description": "Maiden name."
      },
      "middle_name": {
        "type": "string",
        "example": "Alex",
        "required": false,
        "description": "Middle name."
      },
      "status_uuid": {
        "type": "string",
        "example": "e8f7f083-5cfd-4afc-94d6-c94638b24f29",
        "required": false,
        "description": "The status of the client."
      },
      "do_not_visit": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be visited"
      },
      "health_notes": {
        "type": "string",
        "example": "Notes on the client's health.",
        "required": false,
        "description": "Notes on the client's health."
      },
      "smoker_since": {
        "type": "date",
        "example": "2015-04-22",
        "required": false,
        "description": "The date of when the client started smoking."
      },
      "date_of_birth": {
        "type": "date",
        "example": "1975-04-22",
        "required": false,
        "description": "Date of birth"
      },
      "do_not_market": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be visited"
      },
      "is_vulnerable": {
        "type": "string",
        "example": "possibly",
        "required": false,
        "description": "whether the client is vulnerable.  Possible values are: \"yes\", \"no\", and \"possibly\""
      },
      "nationalities": {
        "type": "array",
        "example": [
          "British",
          "Romanian"
        ],
        "required": false,
        "description": "Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list."
      },
      "pension_notes": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Notes on the pension"
      },
      "smoker_status": {
        "type": "string",
        "example": "non-smoker",
        "required": false,
        "description": "Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown"
      },
      "will_location": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Where is the will stored?"
      },
      "write_to_whom": {
        "type": "string",
        "example": "Gareth",
        "required": false,
        "description": "Marks the name of the client to write to"
      },
      "is_uk_domicile": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client is a UK domicile or not."
      },
      "is_uk_resident": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client is a UK resident or not."
      },
      "marital_status": {
        "type": "string",
        "example": "married",
        "required": false,
        "description": "Marital status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown"
      },
      "will_executors": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Who are the executors?"
      },
      "passport_number": {
        "type": "string",
        "example": "123456",
        "required": false,
        "description": "The passport number of the client"
      },
      "cigarettes_daily": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The amount of cigarettes the client smokes a day."
      },
      "date_of_forecast": {
        "type": "date",
        "example": "2025-04-22T13:44:16+01:00",
        "required": false,
        "description": "What is the date of the obtained forecast"
      },
      "date_of_marriage": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Date of marriage"
      },
      "has_iht_planning": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has Inheritance Tax (IHT) planning or not."
      },
      "is_will_accurate": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Does your current will reflect your wishes?"
      },
      "next_review_date": {
        "type": "date",
        "example": "2025-05-22",
        "required": false,
        "description": "Date of next review"
      },
      "will_poa_details": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Who are the Attorney’s?"
      },
      "has_gifted_family": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has gifted the family."
      },
      "client_preferences": {
        "type": "string",
        "example": "Prefers telephone calls in the morning.",
        "required": false,
        "description": "Any client preferences."
      },
      "first_contact_date": {
        "type": "date",
        "example": "2025-03-22",
        "required": false,
        "description": "The date of the first contact."
      },
      "iht_planning_notes": {
        "type": "string",
        "example": "Notes on the client's Inheritance Tax (IHT) planning.",
        "required": false,
        "description": "Notes on the client's Inheritance Tax (IHT) planning."
      },
      "introduced_by_uuid": {
        "type": "string",
        "example": "cebf70c2-f0bd-4f27-996b-1fe9376c2645",
        "required": false,
        "description": "The UUID of the introducer for this client"
      },
      "primary_email_uuid": {
        "type": "string",
        "example": "6a6e390e-490c-4b37-b08d-6a83e6d025ce",
        "required": false,
        "description": "uuid of the primary email contact detail"
      },
      "residential_status": {
        "type": "string",
        "example": "settled",
        "required": false,
        "description": "Residential status"
      },
      "will_gifts_details": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Notes of gifts"
      },
      "will_last_reviewed": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "The date of the last time the will's been reviewed."
      },
      "third_party_offered": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has been offered any third party."
      },
      "checked_sanctions_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Date the client was checked for sanctions"
      },
      "country_of_residence": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country of residence"
      },
      "long_term_care_notes": {
        "type": "string",
        "example": "Notes on the client's long term care.",
        "required": false,
        "description": "Notes on the client's long term care."
      },
      "previous_review_date": {
        "type": "date",
        "example": "2025-03-22",
        "required": false,
        "description": "Date of previous review"
      },
      "primary_address_uuid": {
        "type": "string",
        "example": "357e7044-a41e-45da-84d2-6c7905eff6c8",
        "required": false,
        "description": "uuid of the primary address"
      },
      "procedure_adaptation": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Whether any procedures need to be adapted to the client."
      },
      "state_retirement_age": {
        "type": "integer",
        "example": 60,
        "required": false,
        "description": "The state retirement age."
      },
      "will_bequests_detail": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Details of any Bequests"
      },
      "assigned_adviser_uuid": {
        "type": "string",
        "example": "acfe3248-f800-4c7d-9d4e-2f472634ec0b",
        "required": false,
        "description": "The UUID of the employee that the client directly reports to"
      },
      "has_power_of_attorney": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has power of attorney."
      },
      "is_married_to_partner": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Denotes if the client is married to their partner"
      },
      "long_term_care_needed": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Whether the client required long term care."
      },
      "prospect_converted_at": {
        "type": "date",
        "example": "2025-04-22T13:44:16+01:00",
        "required": false,
        "description": "The datetime when the prospect was converted into a client."
      },
      "target_retirement_age": {
        "type": "integer",
        "example": 60,
        "required": false,
        "description": "Targest retirement age."
      },
      "vulnerability_details": {
        "type": "string",
        "example": "No vulnerabilities",
        "required": false,
        "description": "Any details regarding the client's vulnerabilities."
      },
      "adaption_details_notes": {
        "type": "boolean",
        "example": "Adaptation notes",
        "required": false,
        "description": "Any notes regarding adaptations"
      },
      "do_not_contact_via_fax": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via fax"
      },
      "do_not_contact_via_sms": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via SMS"
      },
      "anniversary_review_date": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Anniversary review date"
      },
      "current_state_of_health": {
        "type": "string",
        "example": "Fit and healthy",
        "required": false,
        "description": "The client's current state of health."
      },
      "do_not_contact_via_mail": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via mail"
      },
      "expected_retirement_age": {
        "type": "integer",
        "example": 60,
        "required": false,
        "description": "The expected retirement age."
      },
      "has_obtained_a_forecast": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Have you recently obtained a forecast"
      },
      "power_of_attorney_notes": {
        "type": "string",
        "example": "Notes on the client's power of attorney.",
        "required": false,
        "description": "Notes on the client's power of attorney."
      },
      "projected_state_pension": {
        "type": "integer",
        "example": 50000,
        "required": false,
        "description": "What is the projected State Pension"
      },
      "units_of_alcohol_weekly": {
        "type": "integer",
        "example": 28,
        "required": false,
        "description": "The units of alcohol digested weekly."
      },
      "do_not_contact_via_email": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via email"
      },
      "assigned_paraplanner_uuid": {
        "type": "string",
        "example": "d3b19c1b-a6d4-4218-abef-cc736384481d",
        "required": false,
        "description": "The UUID of the paraplanner employee that the client has been assigned"
      },
      "poa_attorney_appointed_at": {
        "type": "date",
        "example": "2025-04-22T00:00:00+01:00",
        "required": false,
        "description": "When were the Attorney’s appointed?"
      },
      "primary_phone_number_uuid": {
        "type": "string",
        "example": "37f0c74d-8874-4a89-9fe8-1e98e9db91d7",
        "required": false,
        "description": "uuid of the primary phone number contact detail"
      },
      "assigned_administrator_uuid": {
        "type": "string",
        "example": "2980f343-0206-438d-93d2-b8f29f051020",
        "required": false,
        "description": "The UUID of the adviser employee that the client has been assigned"
      },
      "is_anticipating_inheritance": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client is anticipating/ expecting any inheritance."
      },
      "state_of_health_explanation": {
        "type": "string",
        "example": "Explanation of the current state of health.",
        "required": false,
        "description": "Explanation of the current state of health."
      },
      "are_poa_documents_registered": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Are the documents registered?"
      },
      "do_not_contact_via_telephone": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via telephone"
      },
      "is_poa_registered_epa_or_lpa": {
        "type": "string",
        "example": "epa",
        "required": false,
        "description": "Is the Power of Attorney Registered as a EPA or LPA"
      },
      "anticipating_inheritance_notes": {
        "type": "string",
        "example": "Notes on the client's inheritance anticipation/ expectations.",
        "required": false,
        "description": "Notes on the client's inheritance anticipation/ expectations."
      },
      "last_used_nicotine_products_date": {
        "type": "date",
        "example": "2024-04-22",
        "required": false,
        "description": "The date of the last time the client used nicotine products."
      },
      "is_in_receipt_of_your_state_pension": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Are you in receipt of your State Pension"
      },
      "are_poa_appointed_for_health_or_wealth": {
        "type": "string",
        "example": "health",
        "required": false,
        "description": "Are the Attorneys appointed for Health, Wealth or Both?"
      },
      "years_of_national_insurance_contributions": {
        "type": "integer",
        "example": 5,
        "required": false,
        "description": "How many years have you made Nation Insurance Contributions"
      }
    }
  ],
  "Employee": [
    {
      "role": {
        "type": "string",
        "example": "owner",
        "required": false,
        "description": "The role of the employee."
      },
      "email": {
        "type": "string",
        "example": "gareth.thompson@plannrcrm.com",
        "required": false,
        "description": "The email of the employee. Required when with_login is present."
      },
      "groups": {
        "type": "array",
        "example": [
          "92aa5d4a-b562-4f11-bffa-e5f5f2c742cf",
          "e3450780-bd98-4a78-8c60-e46e8a9aa991"
        ],
        "required": false,
        "description": "Group UUIDs to sync employee to. Null can be provided to clear an employees groups"
      },
      "last_name": {
        "type": "string",
        "example": "Thompson",
        "required": false,
        "description": "The last name of the employee."
      },
      "first_name": {
        "type": "string",
        "example": "Gareth",
        "required": false,
        "description": "The first name of the employee."
      },
      "advice_type": {
        "type": "string",
        "example": "independent",
        "required": false,
        "description": "Employee's RMAR advice type"
      },
      "departments": {
        "type": "array",
        "example": [
          "paraplanner",
          "adviser"
        ],
        "required": false,
        "description": "The departments the employee is part of"
      },
      "inactive_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Inactive from date"
      },
      "adviser_split_uuid": {
        "type": "string",
        "example": "186a678e-0f21-4ea2-adab-6fe2af1ce111",
        "required": false,
        "description": "Adviser split"
      },
      "meeting_booking_url": {
        "type": "string",
        "example": "https://calendly.com/gareth-codepotato",
        "required": false,
        "description": "Employee's meeting booking URL"
      },
      "assigned_adviser_uuid": {
        "type": "string",
        "example": "7d531017-c820-465b-abad-c51fbdc58a37",
        "required": false,
        "description": "The uuid of the senior employee that the employee directly reports to"
      }
    }
  ],
  "Introducer": [
    {
      "title": {
        "type": "string",
        "example": "Mr",
        "required": false,
        "description": "Title"
      },
      "groups": {
        "type": "array",
        "example": [
          "a451e3bf-a07b-430c-9bfa-abae19097160",
          "09242162-9fd6-463d-a482-beff74cb5a4e"
        ],
        "required": false,
        "description": "Group UUIDs to sync introducer to. Null can be provided to clear an introducers groups"
      },
      "last_name": {
        "type": "string",
        "example": "Stanton",
        "required": false,
        "description": "Last name"
      },
      "first_name": {
        "type": "string",
        "example": "Patrick",
        "required": false,
        "description": "First name"
      },
      "entity_name": {
        "type": "string",
        "example": "PatrickCo",
        "required": false,
        "description": "Entity/business name"
      },
      "inactive_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Inactive from date"
      },
      "assigned_adviser_uuid": {
        "type": "string",
        "example": "ada15a39-a7d3-4e1e-a148-624a392a70b2",
        "required": false,
        "description": "UUID of the account that this account reports to"
      },
      "charge_split_schema_uuid": {
        "type": "string",
        "example": "11428bbf-1f94-4b00-b609-f4e3b5f28ecc",
        "required": false,
        "description": "Charge split schema that is always used when adding a charge split for this introducer"
      }
    }
  ]
}

{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "1be3dc92-3375-4306-9a99-fca9c89f29f1",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#ffffff",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#ffffff",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#ffffff",
      "sidebar_background": "#0E0E56",
      "sidebar_title_primary": "#FFC634",
      "email_button_background": "#36367E",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "email_logo_background_panel": "#36367E",
      "sidebar_title_secondary_hover": "#ffffff"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "name": "Gareth Thompson",
  "role": "client",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "dd3131d7-14af-4643-949b-8f240f4cb1ec",
      "colour": "#ef4582",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00"
    }
  ],
  "type": "client",
  "uuid": "a2379ae7-7f00-46e7-88e8-4b1e944a409c",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "61f6d6af-9a62-4451-aba4-68b221534866",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "ae7c3cc3-8d16-412e-b4ec-3b778d0c0d77",
          "description": "UUID of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        }
      },
      "participants_count": "3"
    }
  ],
  "owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "3d8cee77-2514-457f-a3db-374c8dab87a9",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-04-22T13:44:16+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "with_login": true,
      "inactive_at": "2025-04-22",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-04-22T13:44:16+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-04-22T13:44:16+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-04-22T13:44:16+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-04-22T13:44:16+01:00"
    }
  ],
  "last_name": "Thompson",
  "created_at": "2025-04-22T13:44:16+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-04-22T13:44:16+01:00",
  "with_login": true,
  "inactive_at": "2025-04-22",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "7af5912a-a7d5-4966-bb22-978ffdf47805",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "introduced_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "bfa8d720-9e68-4de7-8afc-f5a5ffeec9d1",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "primary_email": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "b7c48342-c165-4f36-8a0f-70191cebaac3",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "can_be_deleted": "false",
  "assigned_adviser": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "c4d28e3c-49fa-4181-88ee-d0d41bf86bfe",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "next_review_date": "2025-04-22T13:44:16+01:00",
  "has_joint_account": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "cf84f8f8-b54f-4b63-8e99-aa01769e52f4",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-04-22T13:22:16+01:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "start_date": "2025-04-22T12:54:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "first_contact_date": "2025-04-22T13:44:16+01:00",
  "external_references": [
    {
      "uuid": "ddb480cb-1e15-4f49-8dfc-24711c7515f5",
      "reference": "AB123456",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "third_party": "nucleus"
    }
  ],
  "assigned_paraplanner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "56947c54-9faf-4d9d-9474-cb14cd105bbc",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "joint_account_circle": {
    "name": "Jones Family",
    "uuid": "c8672f8d-5851-45ac-a908-cc46799438b2",
    "groups": "App\\Http\\Resources\\GroupResource",
    "accounts": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "joint_account_uuid": "6331a9c1-8058-4713-bf33-c6beb3da6592"
  },
  "ownership_percentage": 100,
  "previous_review_date": "2025-04-22T13:44:16+01:00",
  "primary_phone_number": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "d9cb9d1b-ac02-4f8c-9147-4bd4f94f2350",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "assigned_administrator": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "42ffb9c1-2a5f-4826-8b08-17f0842db095",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "anniversary_review_date": "2025-04-22T13:44:16+01:00"
}