Matters

Create matter

Depending on whether there's a checklist, it could move to Draft state until it is completed or directly move to Active state. If an ID is not provided, a new one will be generated.

post/api/v1/matters

Request

  • Base URL: /sandbox (relative, and the document was published on a file host, not at the API’s origin)
  • URL: /sandbox/api/v1/matters
  • Auth: OAuth 2 (authorization code, authorization URL https://id.efimis.com/pevolveextprod.onmicrosoft.com/b2c_1a_idp_aad_multi/oauth2/authorize, token URL https://id.efimis.com/pevolveextprod.onmicrosoft.com/b2c_1a_idp_aad_multi/oauth2/token; client credentials, token URL https://id.efimis.com/pevolveextprod.onmicrosoft.com/b2c_1a_idp_aad_multi/oauth2/token, scopes: policy.write)

Query parameters

idstring

e.g. matter_c0645dc026a74ae99ec436df63d77d2c

Request body

divisionIdstring nullable

e.g. division_c0645dc026a74ae99ec436df63d77d2c

clientIdstring nullable

e.g. client_c0645dc026a74ae99ec436df63d77d2c

responsiblePersonIdstring nullable

e.g. employee_c0645dc026a74ae99ec436df63d77d2c

actingPersonIdstring nullable

e.g. employee_c0645dc026a74ae99ec436df63d77d2c

assistingPersonIdstring nullable

e.g. employee_c0645dc026a74ae99ec436df63d77d2c

matterTypeIdstring nullable

e.g. mattertype_c0645dc026a74ae99ec436df63d77d2c

matterNumberstring nullable

User facing unique identifier for the matter

titlestring nullable

One-line description of the matter

dateOpenedstring date-time nullable

The date on which the matter was opened.

billingContactIdstring nullable

e.g. entity_c0645dc026a74ae99ec436df63d77d2c

introducerIdstring nullable

e.g. employee_c0645dc026a74ae99ec436df63d77d2c

Response

OK

successboolean
reasonstring nullable
resultCode0 | 100 | 101 | 102 | 103 | 104 | 105 | 106 | 107 | 108 | 109 | 110

Represents the outcome of a command execution. Used to indicate success or the reason for failure when a command does not succeed.

sourceIdstring nullable

Changes

No recorded changes to this operation across all 1 revision of this API.