Create matter
POST /matters
This endpoint allows you to create a matter and apply associated workflows to it.
Applying workflows
When specifying workflows to apply, you can also set the start date for each workflow.
Omitting start dates will apply the workflows sequentially from the current date.
Specifying matter types
Only matter types that are available in the workspace can be applied to a matter. If a matter type is not available, the API will return an error.
Check out the workspace API to get a list of available matter types in the workspace.
Request Body required
object
object
object
Name of the matter
Description of the matter
object
External reference for the matter
Source of the external reference
A list of label/value tags associated with the matter as an array of object .
object
The label of the tag (e.g., “priority”, “status”, “type”, “value”)
An optional value to the label of the tag (e.g., “high”, “open”, “ACC”, “$3,000”)
A list of matter type identifiers for this matter
A list of Jurisdictions this matter is associated with Australia: https://en.wikipedia.org/wiki/ISO_3166-2:AU Canada: https://en.wikipedia.org/wiki/ISO_3166-2:CA Great Britain: https://en.wikipedia.org/wiki/ISO_3166-2:GB New Zealand: https://en.wikipedia.org/wiki/ISO_3166-2:NZ United States od America: https://en.wikipedia.org/wiki/ISO_3166-2:US
A list of roles and users associated with the matter
If no OWNER is specified, the current user will be set as the matter owner
object
Matter owner (limited to one user)
Matter lead (limited to one user)
Business Administrators of the matter
Advocates (or Barristers) of the matter
Consultants of the matter
Senior Lawyers of the matter
Junior Lawyers of the matter
Law Clerks or Paralegals of the matter
Senior Legal Assistants of the matter
Junior Legal Assistants of the matter
object
A list of workflow to be applied to this matter
object
The Workflow ID
An integer representing milliseconds since the Unix epoch
Responses
201
Matter created
object
object
object
Name of the matter
Description of the matter
object
External reference for the matter
Source of the external reference
A list of label/value tags associated with the matter as an array of object .
object
The label of the tag (e.g., “priority”, “status”, “type”, “value”)
An optional value to the label of the tag (e.g., “high”, “open”, “ACC”, “$3,000”)
A list of matter type identifiers for this matter
A list of Jurisdictions this matter is associated with Australia: https://en.wikipedia.org/wiki/ISO_3166-2:AU Canada: https://en.wikipedia.org/wiki/ISO_3166-2:CA Great Britain: https://en.wikipedia.org/wiki/ISO_3166-2:GB New Zealand: https://en.wikipedia.org/wiki/ISO_3166-2:NZ United States od America: https://en.wikipedia.org/wiki/ISO_3166-2:US
A list of roles and users associated with the matter
If no OWNER is specified, the current user will be set as the matter owner
object
Matter owner (limited to one user)
Matter lead (limited to one user)
Business Administrators of the matter
Advocates (or Barristers) of the matter
Consultants of the matter
Senior Lawyers of the matter
Junior Lawyers of the matter
Law Clerks or Paralegals of the matter
Senior Legal Assistants of the matter
Junior Legal Assistants of the matter
object
object
object
object
object
Name of the milestone
Description of the milestone
Status of the milestone
An integer representing milliseconds since the Unix epoch
An integer representing milliseconds since the Unix epoch
An integer representing milliseconds since the Unix epoch
Total number of tasks in the milestone
Number of completed tasks in the milestone
Number of pending tasks in the milestone