Create Matter From Contact (lawmatics_create-matter-from-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.
Tool Input
contactIdstringrequired— ID of the existing contact to create the matter for; a numeric string(pattern: ^\d+$)
caseTitlestring— Title of the matter/case
firstNamestring— First name to set on the linked contact (updates the contact record)
lastNamestring— Last name to set on the linked contact (updates the contact record)
emailstring(email)— Email address to set on the linked contact (updates the contact record)(pattern: ^(?!\.)(?!.*\.\.)([A-Za-z0-9_'+\-\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\-]*\.)+[A-Za-z]{2,}$)
phonestring— Phone number to set on the linked contact (updates the contact record)
notesarray— Notes to create inline with the matter (write-only; not returned)
[]object
namestringrequired— Note title
bodystringrequired— Note content
tagsarray— Tag names to attach to the matter; missing tags are created
[]string
customFieldsarray— Custom field values to set on the new matter; pass null as a value to clear
[]object
idstringnumberrequired— Custom field ID (the API returns it as a number; either a string or number is accepted)
valuestringnumberbooleannullrequired— Value to set (matches the field's type); pass null to clear the field
Tool Output
idstringrequired— Lawmatics matter ID of the newly created matter
caseTitlestringnullrequired— Title of the matter/case; null if unset
caseBlurbstringnullrequired— Short description of the matter (read-only attribute); null if unset
statusstringrequired— Matter status (e.g. "pnc", "hired", "lost"); new matters start as "pnc"
subStatusstringnullrequired— Sub-status label within the status; null if unset
firstNamestringnullrequired— First name of the matter's primary contact; null if unset
lastNamestringnullrequired— Last name of the matter's primary contact; null if unset
emailstringnullrequired— Primary email address of the matter's contact; null if unset
phonestringnullrequired— Primary phone number of the matter's contact; null if unset
customFieldsarrayrequired— Account-defined custom fields on the matter; empty array if none
[]object
idstringrequired— Custom field definition ID, as a numeric string
namestringnullrequired— Custom field display name; null if unset
fieldTypestringnullrequired— Custom field data type (e.g. text, date, select); null if unset
valueanyrequired— Raw custom field value; type varies by `fieldType`
formattedValueanyrequired— Display-formatted custom field value; type varies by `fieldType`
createdAtstringrequired— When the matter was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the matter was last updated, as an ISO 8601 timestamp
relationshipsobjectrequired— JSON:API relationship pointers to related records as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get/find tool (e.g. type 'contact' -> get-contact, type 'company' -> get-company, type 'user' -> get-user).
sourceobjectnullrequired— Lead source pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
stageobjectnullrequired— Pipeline stage pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
campaignobjectnullrequired— Marketing campaign pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
practiceAreaobjectnullrequired— Practice area pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
salespersonobjectnullrequired— Salesperson (user) pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
leadAttorneyobjectnullrequired— Lead attorney (user) pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
originatingAttorneyobjectnullrequired— Originating attorney (user) pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
ownedByobjectnullrequired— Owning user pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
createdByobjectnullrequired— Creating user pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
contactobjectnullrequired— Primary contact pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
companyobjectnullrequired— Linked company pointer; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
assignedStaffarrayrequired— Assigned staff (user) pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
eventsarrayrequired— Event pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
fileRequestsarrayrequired— File-request pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
documentsarrayrequired— Document pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
filesarrayrequired— File pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
foldersarrayrequired— Folder pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
notesarrayrequired— Note pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
tasksarrayrequired— Task pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
emailsarrayrequired— Email-address pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
phoneNumbersarrayrequired— Phone-number pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
addressesarrayrequired— Address pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
invoicesarrayrequired— Invoice pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
tagsarrayrequired— Tag pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
relationshipsarrayrequired— Related-party relationship-record pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
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