Clients

Create a client

Creates a client (lifecycle: client). Pass templateId to open a matter at the same time. Distinct from creating a lead.

post/api/v1/clients

Request

firstNamestring required

lastNamestring required

emailstring

phonestring

type'person' | 'organization'

templateIdstring uuid

Created. matterId is set when a template was supplied.

idstring uuid required

object'client' required

firstNamestring required

lastNamestring required

emailstring nullable

Null is a real possibility, not an edge case — imported contacts often have no email. Do not assume this is present.

phonestring nullable

E.164.

type'person' | 'organization'

lifecycle'lead' | 'client' | 'former' required

lead has not been engaged; client is active; former is closed.

leadSourcestring nullable

leadScoreinteger nullable

0–100, or null if not yet scored. Recomputed as engagement changes and as a lead goes cold, so it moves without the record changing.

leadScoreBand'hot' | 'warm' | 'cold' | 'null' nullable

createdAtstring date-time

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