Lawmatics

Create a matter (legal case) in Lawmatics. A new contact is created automatically from the provided contact fields; the matter starts in 'pnc' (potential new case) status.

Create a matter (legal case) in Lawmatics linked to a company, by company ID or by company name (found or created). Contact fields create or update the matter's point-of-contact.

Create a matter (legal case) in Lawmatics for an existing contact by contact ID. Any passed contact fields are updated on the linked contact.

Create a matter (legal case) in Lawmatics by matching an existing contact on email, name, or phone. Creates the matter for the matched contact, or creates a new contact when no match is found.

Delete a matter (legal case) from Lawmatics by ID. This is irreversible.

Fetch a single matter (legal case) from Lawmatics by ID, including case details, status, contact information, matter value, custom fields, and a `relationships` envelope of {id,type} pointers to related records (contact, company, attorneys, tasks, notes, files, invoices, and more).

List matters (legal cases) from Lawmatics with optional pagination, filtering, and sorting. Rows carry case title, status, contact fields, and a `relationships` envelope of to-one {id,type} pointers (practice area, contact, company, attorneys, stage, source, ...); use get-matter for full details including to-many relationships.

Update an existing matter (legal case) in Lawmatics by ID: case title, contact fields, practice area, sub-status, staff assignment, tags, notes, and custom field values.