Creating a matter

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

Requirements

To create a matter, the client must be active and you need its clientId, a valid tenant divisionId, and a title.

Example

C#

static async Task<string> CreateMatter(string clientId, string divisionId)
{
    var request = new HttpRequestMessage(HttpMethod.Post, "v1/matters") {
        Content = new StringContent(
            JsonSerializer.Serialize(new {
                clientId = clientId,
                divisionId = divisionId,
                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.