Get a list of matters
query Parameters
query
stringSearch for matters matching the query string. Returns matters that match partially on either name or reference.
reference
stringReturn matter matching the matter reference (exact match only)
clientReference
stringReturn matters matching the client reference (exact match only)
userId
string · uuidOnly return matters where this user is assigned
responsibleId
string · uuidOnly return matters where this user is responsible
originatorId
string · uuidOnly return matters where this user is the originator
clientId
string · uuidFilter by client, only return matters for this client
practiceAreaId
string · uuidFilter by practice area, only return matters for this practice area
archived
booleanFilter by archived- return only archived matters (true) or only active matters (false) or all matters (null)
select
stringUsed to include additional detail in the response with a comma separated list of object identifiers.. Fields can be prefixed with a minus sign to exclude them. Supported fields: matter, ledesConfiguration, responsible, originator, practiceArea, meta
sort
stringSorting parameters for matters. Supported sort fields: name, reference, client.name, client.reference Example: "name,-client.name" sorts by name ascending, then client name descending
limit
integer · int32Maximum number of items to return (default: 1000)
offset
integer · int32Number of items to offset (default: 0)
modifiedSince
string · date-timeOnly return results that have the ModifiedDate property after this date and time (optional)
Responses
OK
data
array | nullThe list of items returned by the API
pagination
objectPagination information
Create a new matter
Request Body
name
string · minLength: 1 · requiredThe name of the matter
clientId
string · uuid · requiredThe client id of the matter (required)
responsibleId
string · uuid · requiredUser id for responsible attorney for matter
reference
string | nullA reference number for the matter (optional)
matterType
string · enumMatter type determines defaults for time entries and certain billing behaviors. The default value is "hourly".
Enum values:hourlyfixedFeecontingencyprobonointernalopened
string | null · dateThe date the matter was opened
archived
booleanWhether the matter is archived (true) or active (false)
conflictInformation
objectConflict information for a matter
billingInstructions
string | nullBilling instructions for the matter
notes
string | nullNotes about the matter
referralSources
string | nullReferral sources for the matter
Responses
OK
data
objectRepresents a matter in the firm
Update a matter
The update is "sparse", where only the fields that are provided in the request will be updated.
path Parameters
id
string · uuid · requiredThe id of the matter to update
Request Body
name
string | nullThe name of the matter, if not provided, the current name will not be changed
reference
string | nullA reference number for the matter; if not provided, the current reference will not be changed
clientId
string | null · uuidThe client id of the matter - if not provided, the client will not be changed
responsibleId
string | null · uuidUser id for responsible attorney for matter, if not provided, the current responsible will not be changed
opened
string | null · dateThe date the matter was opened, if not provided, the current opened date will not be changed
archived
boolean | nullWhether the matter is archived (true) or active (false), if not provided, the current archived state will not be changed
conflictInformation
objectConflict information for a matter
billingInstructions
string | nullBilling instructions for the matter, if not provided, the current billing instructions will not be changed
notes
string | nullNotes about the matter, if not provided, the current notes will not be changed
referralSources
string | nullReferral sources for the matter, if not provided, the current referral sources will not be changed
Responses
OK
data
objectRepresents a matter in the firm
Delete a matter
Deleting a matter will remove it from the system permanently. Matters that have
any associated activity in the system such as time entries, expenses, or invoices
cannot be deleted. To archive a matter, use UpdateMatter and set the Archived
property to true.
path Parameters
id
string · uuid · requiredThe id of the matter to delete
Responses
OK