Creating a matter

Open a matter from an existing client and leave firm-specific setup to authorised users.

Requirements

To create a matter, all you need is a clientId and a title.

Example

C#

static async Task<string> CreateMatter(string clientId)
{
    var request = new HttpRequestMessage(HttpMethod.Post, "v1/matters") {
        Content = new StringContent(
            JsonSerializer.Serialize(new {
                clientId = clientId,
                title = "Smith v. Johnson"
            }), null, "application/json")
    };

    return await Send(request, result => {
        var data = result.RootElement.GetProperty("data");
        return data.GetProperty("id").GetString();
    });
}

After creation

A newly created matter does not become an active matter until an authorised user has assigned the appropriate matter type, acting and responsible persons, billing rates, and any other required setup in accordance with the firm’s internal policies.