A Matter is a legal case, and the primary object in Lawmatics. NOTE: You may see Matters referenced as "Prospects" or "PNCs". This is for legacy reasons, and we are working to migrate away from these names internally. When creating a new Matter it will be in status PNC. This stands for Potential N
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openapi: 3.2.0
info:
title: Lawmatics OAuth Matters (Prospects) API
version: 1.22.0
description: 'The official Lawmatics REST API for legal CRM, client intake and law firm automation. Manage matters (prospects), contacts, companies, custom forms and form entries, custom fields, events and appointments, tasks, notes, files, tags, users, time entries, expenses, invoices and transactions.
Authentication is OAuth 2.0 authorization code grant; access tokens do not expire, there are no refresh tokens, and Lawmatics does not currently support scopes - an authorized app receives full CRUD access to the granted account.
All list endpoints support the shared query-parameter grammar documented in the Param Guide: `fields` (field selection, one level deep, `fields=all` to expand), `page` (pagination), `sort_by`/`sort_order`, and `filter_by`/`filter_on`/`filter_with` (one filter at a time; operators `=`, `!=`, `<=`, `<`, `>=`, `>`, `like`, `ilike`, `null`, `not_null`).
Responses follow a JSON:API-style `data` / `attributes` / `relationships` envelope.'
contact:
name: Lawmatics API Support
email: api@lawmatics.com
url: https://docs.lawmatics.com/
termsOfService: https://www.lawmatics.com/terms-of-use
servers:
- url: https://api.lawmatics.com
description: Lawmatics production API
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Matters (Prospects)
description: 'A Matter is a legal case, and the primary object in Lawmatics.
NOTE: You may see Matters referenced as "Prospects" or "PNCs". This is for legacy reasons, and we are working to migrate away from these names internally.
When creating a new Matter it will be in status PNC. This stands for Potential N'
paths:
/v1/prospects/find_by_phone/{phone_number}:
get:
operationId: findMatterByPhoneNumber
summary: Find Matter By Phone Number
description: Fuzzy find a specific Matter by Phone Number.
tags:
- Matters (Prospects)
parameters:
- name: phone_number
in: path
required: true
description: Any valid phone number. We strip all non digits when matching, and try with and without the leading 1 for US country codes.
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getFindMatterByPhoneNumber:
summary: GET Find Matter By Phone Number
value:
data:
id: '41871'
type: prospect
attributes:
first_name: Roey
last_name: Chasman
email: roey+api@lawmatics.com
phone: '5555555555'
created_at: '2018-10-17T17:24:43.293-07:00'
updated_at: '2018-10-17T17:24:43.293-07:00'
relationships: {}
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/prospects/find_by_email/{email_address}:
get:
operationId: findMatterByEmailAddress
summary: Find Matter By Email Address
description: Fuzzy find a specific Matter by Email Address.
tags:
- Matters (Prospects)
parameters:
- name: email_address
in: path
required: true
description: A valid email address
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getFindMatterByEmailAddress:
summary: GET Find Matter By Email Address
value:
data:
id: '41871'
type: prospect
attributes:
first_name: Roey
last_name: Chasman
email: roey+api@lawmatics.com
phone: '5555555555'
created_at: '2018-10-17T17:24:43.293-07:00'
updated_at: '2018-10-17T17:24:43.293-07:00'
relationships: {}
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/prospects/find_by_name/{name}:
get:
operationId: findMatterByName
summary: Find Matter By Name
description: Fuzzy find (case-insensitive) a specific Matter by their Name. You can pass either '{first_name} {last_name}' or simply '{first_name}'
tags:
- Matters (Prospects)
parameters:
- name: name
in: path
required: true
description: We return the closest match. For better results include the PNC Contact's last name.
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getFindMatterByName:
summary: GET Find Matter By Name
value:
data:
id: '41871'
type: prospect
attributes:
first_name: Roey
last_name: Chasman
email: roey+api@lawmatics.com
phone: '5555555555'
created_at: '2018-10-17T17:24:43.293-07:00'
updated_at: '2018-10-17T17:24:43.293-07:00'
relationships: {}
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/interactions/{interaction_id}:
get:
operationId: getInteraction
summary: Interaction
description: Retrieves an interaction by its ID
tags:
- Matters (Prospects)
parameters:
- name: interaction_id
in: path
required: true
description: The interaction id
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getInteraction:
summary: GET Interaction
value:
data:
id: '69'
type: interaction
attributes:
interaction_type: One kind of interaction
body: The one - cannot change.
happened_at: '2019-03-01T14:00:00.000-08:00'
created_at: '2022-08-23T20:19:47.926-07:00'
updated_at: '2022-08-24T15:30:15.255-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '144'
type: prospect
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
put:
operationId: updateInteraction
summary: Update Interaction
description: 'Update an existing Interaction by ID.
PATCH works for this endpoint as well as PUT.'
tags:
- Matters (Prospects)
parameters:
- name: interaction_id
in: path
required: true
description: The interaction id
schema:
type: string
requestBody:
required: true
content:
application/json:
schema:
type: object
example:
happened_at: '2019-02-29T15:00:00-07:00'
body: The one - from 143 to 144
interaction_type: One kind of interaction
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
putUpdateInteraction:
summary: PUT Update Interaction
value:
data:
id: '69'
type: interaction
attributes:
interaction_type: One kind of interaction
body: A changed body.
happened_at: '2019-03-01T14:00:00.000-08:00'
created_at: '2022-08-23T20:19:47.926-07:00'
updated_at: '2022-08-24T20:43:05.020-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '144'
type: prospect
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
delete:
operationId: deleteInteraction
summary: Delete Interaction
description: Deletes an existing interaction
tags:
- Matters (Prospects)
parameters:
- name: interaction_id
in: path
required: true
description: The interaction id
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
deleteInteraction:
summary: DELETE Interaction
value:
data:
id: '69'
type: interaction
attributes:
interaction_type: One kind of interaction
body: A changed body.
happened_at: '2019-03-01T14:00:00.000-08:00'
created_at: '2022-08-23T20:19:47.926-07:00'
updated_at: '2022-08-24T20:43:25.148-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '144'
type: prospect
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/interactions:
get:
operationId: getInteractions
summary: Interactions
description: A paginated list of all Interactions in Lawmatics
tags:
- Matters (Prospects)
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getInteractions:
summary: GET Interactions
value:
data:
- id: '70'
type: interaction
attributes:
interaction_type: A type of interaction
body: The two.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-24T15:29:44.289-07:00'
updated_at: '2022-08-24T15:29:44.289-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '143'
type: prospect
- id: '69'
type: interaction
attributes:
interaction_type: One kind of interaction
body: The one - cannot change.
happened_at: '2019-03-01T14:00:00.000-08:00'
created_at: '2022-08-23T20:19:47.926-07:00'
updated_at: '2022-08-24T15:30:15.255-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '144'
type: prospect
- id: '68'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-19T07:08:05.717-07:00'
updated_at: '2022-08-19T07:08:05.717-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '143'
type: prospect
- id: '67'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-19T06:57:07.842-07:00'
updated_at: '2022-08-19T06:57:07.842-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '143'
type: prospect
- id: '65'
type: interaction
attributes:
interaction_type: Phone Call
body: '2016'
happened_at: '2016-08-18T21:02:00.790-07:00'
created_at: '2022-08-18T21:03:08.111-07:00'
updated_at: '2022-08-18T21:03:08.111-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '143'
type: prospect
- id: '33'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-17T07:45:22.510-07:00'
updated_at: '2022-08-17T07:45:22.510-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '32'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-17T07:18:57.068-07:00'
updated_at: '2022-08-17T07:18:57.068-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '31'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-17T07:18:20.243-07:00'
updated_at: '2022-08-17T07:18:20.243-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '29'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T18:31:05.746-07:00'
updated_at: '2022-08-16T18:31:05.748-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '121'
type: prospect
- id: '28'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T18:31:00.704-07:00'
updated_at: '2022-08-16T18:31:00.713-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '27'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction.
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T10:13:38.683-07:00'
updated_at: '2022-08-16T10:13:38.685-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '26'
type: interaction
attributes:
interaction_type: some type of Interaction too
body: Body of the Interaction!
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T10:13:28.379-07:00'
updated_at: '2022-08-16T10:13:28.381-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '25'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction!
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T10:13:20.531-07:00'
updated_at: '2022-08-16T10:13:20.534-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '24'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T10:13:16.189-07:00'
updated_at: '2022-08-16T10:13:16.207-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '23'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T10:04:07.490-07:00'
updated_at: '2022-08-16T10:04:07.522-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '22'
type: interaction
attributes:
interaction_type: some type of Interaction
body: Body of the Interaction
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-16T09:52:39.900-07:00'
updated_at: '2022-08-16T09:52:39.917-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '21'
type: interaction
attributes:
interaction_type: '77777'
body: '77777'
happened_at: '2022-03-01T14:00:00.000-08:00'
created_at: '2022-08-16T09:04:14.069-07:00'
updated_at: '2022-08-16T09:12:12.824-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
- id: '6'
type: interaction
attributes:
interaction_type: '77777'
body: '77777'
happened_at: '2022-03-01T14:00:00.000-08:00'
created_at: '2022-08-16T08:23:18.610-07:00'
updated_at: '2022-08-16T10:20:42.847-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '12'
type: prospect
meta:
total_pages: 1
limit_per_page: 25
total_entries: 18
links:
self: /v1/interactions?page=1
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
post:
operationId: createInteraction
summary: Create Interaction
description: 'Create a new Interaction
Required fields:
happened_at: timestamp meaning when the interaction happened
prospect_id: Integer value, id of the prospect this interaction is related to
body: text describing the interaction
interaction_type: a string describing the kind of interaction that happened'
tags:
- Matters (Prospects)
responses:
'201':
description: Created
content:
application/json:
schema:
type: object
examples:
postCreateInteraction:
summary: POST Create Interaction
value:
data:
id: '71'
type: interaction
attributes:
interaction_type: A type of interaction
body: the body
happened_at: '2022-06-29T15:00:00.000-07:00'
created_at: '2022-08-24T20:42:19.343-07:00'
updated_at: '2022-08-24T20:42:19.343-07:00'
relationships:
created_by:
data:
id: '2'
type: user
interactable:
data:
id: '143'
type: prospect
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/campaigns/{campaign_id}:
get:
operationId: getCampaign
summary: Campaign
description: A specific Marketing Campaign by ID
tags:
- Matters (Prospects)
parameters:
- name: campaign_id
in: path
required: true
description: The campaign id
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getCampaign:
summary: GET Campaign
value:
data:
id: '192'
type: campaign
attributes:
name: ClioCon 2018
description: ClioCon in New Orleans 2018
utm_match: clio_con
tracking_number: '+18556347246'
pnc_count: 9
created_at: '2018-10-04T10:35:00.880-07:00'
updated_at: '2018-10-04T10:35:00.880-07:00'
relationships:
source:
data:
id: '2'
type: source
prospects:
data:
- id: '12505'
type: prospect
- id: '6017'
type: prospect
- id: '5977'
type: prospect
- id: '5974'
type: prospect
- id: '5971'
type: prospect
- id: '5968'
type: prospect
- id: '5966'
type: prospect
- id: '5963'
type: prospect
- id: '5959'
type: prospect
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/campaigns:
get:
operationId: getCampaigns
summary: Campaigns
description: A paginated list of all Marketing Campaigns in Lawmatics
tags:
- Matters (Prospects)
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getCampaigns:
summary: GET Campaigns
value:
data:
- id: '284'
type: campaign
attributes:
name: Landing Page Ad 1
created_at: '2018-10-11T18:09:55.363-07:00'
updated_at: '2018-10-11T18:09:55.363-07:00'
relationships: {}
- id: '285'
type: campaign
attributes:
name: Blog Ad 1
created_at: '2018-10-12T15:28:16.893-07:00'
updated_at: '2018-10-12T15:28:23.512-07:00'
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# Full source: https://raw.githubusercontent.com/api-evangelist/lawmatics/refs/heads/main/openapi/lawmatics-matters-prospects-api-openapi.yml