API Reference
RESTful API for MatterFirst: legal practice management. All endpoints require Bearer token authentication via API key. Responses follow JSON:API-like conventions.
Authentication
All API endpoints require a Bearer token passed in the
Authorization
header. You can generate API keys from your organization settings.
Include the token as a Bearer authorization header on all requests.
Requests without valid authentication will return a
401
status code.
curl -H "Authorization: Bearer {YOUR_API_KEY}" \
https://app.matterfirst.com.au/api/v1/matters
Errors
The API returns standard HTTP status codes. Error responses include a JSON body
with an
errors
key describing what went wrong.
-
- Status
-
400 - Description
- Bad Request: the request was malformed
-
- Status
-
401 - Description
- Unauthorized: invalid or missing API key
-
- Status
-
403 - Description
- Forbidden: insufficient permissions
-
- Status
-
404 - Description
- Not Found: resource does not exist
-
- Status
-
422 - Description
- Unprocessable Entity: validation errors
-
- Status
-
429 - Description
- Rate Limited: too many requests
-
- Status
-
500 - Description
- Internal Server Error
{
"errors": {
"detail": "Resource not found"
}
}
Pagination
List endpoints support pagination via
page[number]
and
page[size]
query parameters.
-
- Name
-
total - Type
- integer
- Description
- Total number of records.
-
- Name
-
page - Type
- integer
- Description
- Current page number.
-
- Name
-
page_size - Type
- integer
- Description
- Number of records per page.
-
- Name
-
total_pages - Type
- integer
- Description
- Total number of pages.
{
"data": [],
"meta": {
"total": 100,
"page": 1,
"page_size": 20,
"total_pages": 5
}
}
Audit Log
List audit log entries
Parameters
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
resource_type - Type
- string
- In
- in query
- Description
-
- Name
-
action - Type
- string
- In
- in query
- Description
-
- Name
-
user_id - Type
- string (uuid)
- In
- in query
- Description
{
"data": [
{
"attributes": {
"action": "create",
"changed_fields": [
"string"
],
"inserted_at": "2026-01-01T00:00:00Z",
"metadata": {},
"resource_id": "00000000-0000-0000-0000-000000000000",
"resource_type": "string",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "audit_logs"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Get audit log entries for a specific resource
Parameters
-
- Name
-
resource_type - Type
- string
- required
- In
- in path
- Description
-
- Name
-
resource_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
{
"data": [
{
"attributes": {
"action": "create",
"changed_fields": [
"string"
],
"inserted_at": "2026-01-01T00:00:00Z",
"metadata": {},
"resource_id": "00000000-0000-0000-0000-000000000000",
"resource_type": "string",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "audit_logs"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Automation Actions
List actions for an automation
Parameters
-
- Name
-
automation_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automation_actions"
}
],
"meta": {
"count": 0,
"timestamp": "2026-01-01T00:00:00Z"
}
}
Create an automation action
Parameters
-
- Name
-
automation_id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"action_type": "string",
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automation_actions"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update an automation action
Parameters
-
- Name
-
automation_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"action_type": "string",
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automation_actions"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update an automation action
Parameters
-
- Name
-
automation_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"action_type": "string",
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automation_actions"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete an automation action
Parameters
-
- Name
-
automation_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/automations/{automation_id}/actions/{id}
Automations
List automations
{
"data": [
{
"attributes": {
"actions": [
{
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
}
],
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automations"
}
],
"meta": {
"count": 0,
"timestamp": "2026-01-01T00:00:00Z"
}
}
Create an automation
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"actions": [
{
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
}
],
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automations"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get an automation
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"actions": [
{
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
}
],
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automations"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update an automation
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"actions": [
{
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
}
],
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automations"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update an automation
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"actions": [
{
"action_type": "string",
"automation_id": "00000000-0000-0000-0000-000000000000",
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"configuration": {},
"continue_on_error": false,
"delay_seconds": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
}
],
"conditions": [
{
"field": "string",
"operator": "equals",
"type": "field",
"value": {}
}
],
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"trigger_config": {},
"trigger_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "automations"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete an automation
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/automations/{id}
Calendar Events
List calendar events
Parameters
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
-
- Name
-
start_date - Type
- string (date)
- In
- in query
- Description
-
- Name
-
end_date - Type
- string (date)
- In
- in query
- Description
{
"data": [
{
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "calendar_events"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a calendar event
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "calendar_events"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a calendar event
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "calendar_events"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a calendar event
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "calendar_events"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a calendar event
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"attendee_ids": [
"00000000-0000-0000-0000-000000000000"
],
"color": "string",
"contact_ids": [
"00000000-0000-0000-0000-000000000000"
],
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"end_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"location": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"start_at": "2026-01-01T00:00:00Z",
"title": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "calendar_events"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a calendar event
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/calendar-events/{id}
Contact Types
List contact types
{
"data": [
{
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contact_types"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a contact type
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"is_active": false,
"name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contact_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a contact type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contact_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a contact type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"is_active": false,
"name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contact_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a contact type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"is_active": false,
"name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contact_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Deactivate a contact type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contact_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Contacts
List contacts
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
- Field filters, e.g. `filter[email]=*@acme.com`. Also supports `filter[lead_id]=<uuid>` to return only the contacts linked to that lead.
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"avatar_url": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"custom_fields": {},
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_archived": false,
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"position": "string",
"postcode": "string",
"preferred_name": "string",
"source": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contacts"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a contact
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"postcode": "string",
"preferred_name": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"avatar_url": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"custom_fields": {},
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_archived": false,
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"position": "string",
"postcode": "string",
"preferred_name": "string",
"source": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contacts"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a contact
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"avatar_url": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"custom_fields": {},
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_archived": false,
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"position": "string",
"postcode": "string",
"preferred_name": "string",
"source": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contacts"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a contact
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"postcode": "string",
"preferred_name": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"avatar_url": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"custom_fields": {},
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_archived": false,
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"position": "string",
"postcode": "string",
"preferred_name": "string",
"source": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contacts"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a contact
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"postcode": "string",
"preferred_name": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"avatar_url": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"custom_fields": {},
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_archived": false,
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"position": "string",
"postcode": "string",
"preferred_name": "string",
"source": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contacts"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a contact
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Merge two contacts
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
- Primary contact ID
Request body
-
- Name
-
field_selections - Type
- object
- Description
-
- Name
-
secondary_id - Type
- string (uuid)
- required
- Description
{
"field_selections": {},
"secondary_id": "00000000-0000-0000-0000-000000000000"
}
{
"data": {
"attributes": {
"abn": "string",
"acn": "string",
"address_line_1": "string",
"address_line_2": "string",
"avatar_url": "string",
"company_name": "string",
"contact_type_id": "00000000-0000-0000-0000-000000000000",
"country": "string",
"custom_fields": {},
"date_of_birth": "2026-01-01",
"email": "string",
"first_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_archived": false,
"is_company": false,
"last_name": "string",
"mobile": "string",
"notes": "string",
"phone": "string",
"position": "string",
"postcode": "string",
"preferred_name": "string",
"source": "string",
"state": "string",
"suburb": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "contacts"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Disbursements
List disbursements
Parameters
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"receipt_document_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "disbursements"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a disbursement
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"receipt_document_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "disbursements"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a disbursement
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"receipt_document_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "disbursements"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a disbursement
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"receipt_document_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "disbursements"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a disbursement
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"receipt_document_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "disbursements"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a disbursement
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/disbursements/{id}
Document Request Templates
List document request templates
Parameters
-
- Name
-
matter_type_id - Type
- string (uuid)
- In
- in query
- Description
{
"data": [
{
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"is_active": false,
"items": [
{
"name": "string"
}
],
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document_request_templates"
}
],
"meta": {
"count": 0,
"timestamp": "2026-01-01T00:00:00Z"
}
}
Create a document request template
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"description": "string",
"instructions": "string",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"is_active": false,
"items": [
{
"name": "string"
}
],
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document_request_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a document request template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"is_active": false,
"items": [
{
"name": "string"
}
],
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document_request_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a document request template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"description": "string",
"instructions": "string",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"is_active": false,
"items": [
{
"name": "string"
}
],
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document_request_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a document request template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"description": "string",
"instructions": "string",
"is_active": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"is_active": false,
"items": [
{
"name": "string"
}
],
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"requested_items": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document_request_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a document request template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Document Requests
List secure document requests
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"contact_id": "00000000-0000-0000-0000-000000000000",
"email_id": "00000000-0000-0000-0000-000000000000",
"expires_at": "2026-01-01T00:00:00Z",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"items": [
{
"description": "string",
"id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"received_at": "2026-01-01T00:00:00Z",
"status": "string"
}
],
"matter_id": "00000000-0000-0000-0000-000000000000",
"recipient_email": "string",
"recipient_name": "string",
"requested_by_id": "00000000-0000-0000-0000-000000000000",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z",
"uploads_count": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document-requests"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create and send a secure document request
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"expires_at": "2026-01-01T00:00:00Z",
"folder_id": "00000000-0000-0000-0000-000000000000",
"instructions": "string",
"items": [
{
"description": "string",
"name": "string"
}
],
"matter_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"recipient_email": "string",
"recipient_name": "string",
"subject": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"contact_id": "00000000-0000-0000-0000-000000000000",
"email_id": "00000000-0000-0000-0000-000000000000",
"expires_at": "2026-01-01T00:00:00Z",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"items": [
{
"description": "string",
"id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"received_at": "2026-01-01T00:00:00Z",
"status": "string"
}
],
"matter_id": "00000000-0000-0000-0000-000000000000",
"recipient_email": "string",
"recipient_name": "string",
"requested_by_id": "00000000-0000-0000-0000-000000000000",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z",
"uploads_count": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document-requests"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a secure document request
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"contact_id": "00000000-0000-0000-0000-000000000000",
"email_id": "00000000-0000-0000-0000-000000000000",
"expires_at": "2026-01-01T00:00:00Z",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"items": [
{
"description": "string",
"id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"received_at": "2026-01-01T00:00:00Z",
"status": "string"
}
],
"matter_id": "00000000-0000-0000-0000-000000000000",
"recipient_email": "string",
"recipient_name": "string",
"requested_by_id": "00000000-0000-0000-0000-000000000000",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z",
"uploads_count": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document-requests"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Close a secure document request upload link
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"contact_id": "00000000-0000-0000-0000-000000000000",
"email_id": "00000000-0000-0000-0000-000000000000",
"expires_at": "2026-01-01T00:00:00Z",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"instructions": "string",
"items": [
{
"description": "string",
"id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"position": 0,
"received_at": "2026-01-01T00:00:00Z",
"status": "string"
}
],
"matter_id": "00000000-0000-0000-0000-000000000000",
"recipient_email": "string",
"recipient_name": "string",
"requested_by_id": "00000000-0000-0000-0000-000000000000",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subject": "string",
"updated_at": "2026-01-01T00:00:00Z",
"uploads_count": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "document-requests"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Documents
List documents
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"ai_analyzed_at": "2026-01-01T00:00:00Z",
"ai_classification": "string",
"ai_summary": "string",
"archived_at": "2026-01-01T00:00:00Z",
"archived_by_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_current": false,
"is_portal_visible": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"retention_expires_at": "2026-01-01T00:00:00Z",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"uploaded_by_id": "00000000-0000-0000-0000-000000000000",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "documents"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Register an uploaded document
Second half of the two-step upload flow: registers the document row for a file already PUT to the presigned URL from `POST /documents/uploads`. The upload is verified to exist in storage before the document is created.
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
],
"upload_key": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"ai_analyzed_at": "2026-01-01T00:00:00Z",
"ai_classification": "string",
"ai_summary": "string",
"archived_at": "2026-01-01T00:00:00Z",
"archived_by_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_current": false,
"is_portal_visible": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"retention_expires_at": "2026-01-01T00:00:00Z",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"uploaded_by_id": "00000000-0000-0000-0000-000000000000",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "documents"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Request a presigned upload URL for a document file
First half of the two-step upload flow. Returns a short-lived presigned URL; PUT the raw file bytes to it (with the returned headers), then register the document with `POST /documents`, passing the returned `upload_key`.
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"byte_size": 0,
"content_type": "string",
"filename": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"expires_in": 0,
"headers": {},
"method": "PUT",
"upload_key": "string",
"upload_url": "string"
},
"type": "document-uploads"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a document
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"ai_analyzed_at": "2026-01-01T00:00:00Z",
"ai_classification": "string",
"ai_summary": "string",
"archived_at": "2026-01-01T00:00:00Z",
"archived_by_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_current": false,
"is_portal_visible": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"retention_expires_at": "2026-01-01T00:00:00Z",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"uploaded_by_id": "00000000-0000-0000-0000-000000000000",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "documents"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a document
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"ai_analyzed_at": "2026-01-01T00:00:00Z",
"ai_classification": "string",
"ai_summary": "string",
"archived_at": "2026-01-01T00:00:00Z",
"archived_by_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_current": false,
"is_portal_visible": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"retention_expires_at": "2026-01-01T00:00:00Z",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"uploaded_by_id": "00000000-0000-0000-0000-000000000000",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "documents"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a document
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"ai_analyzed_at": "2026-01-01T00:00:00Z",
"ai_classification": "string",
"ai_summary": "string",
"archived_at": "2026-01-01T00:00:00Z",
"archived_by_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_current": false,
"is_portal_visible": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"retention_expires_at": "2026-01-01T00:00:00Z",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"uploaded_by_id": "00000000-0000-0000-0000-000000000000",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "documents"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a document
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/documents/{id}
Fetch a document's file bytes via a signed link
Serves the raw file for a document to a caller holding a valid signed token minted by `POST /documents/:id/download`. The token authorises this single document for a short window; no API key is required (and none is accepted) on this endpoint: the token is the whole authorization, exactly like a presigned S3 URL.
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
token - Type
- string
- required
- In
- in query
- Description
curl -X GET \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/documents/{id}/content
Get a download URL for a document
Returns a short-lived, signed URL for the document's file. For `:s3` storage this is a presigned, expiring S3 GET URL; for `:local` storage it is a signed link to `GET /documents/:id/content` that expires in 900 seconds. Either way the URL carries its own authorization and stops working once it expires. It is not a permanent, public path.
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"url": "string"
}
Get version history for a document
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"ai_analyzed_at": "2026-01-01T00:00:00Z",
"ai_classification": "string",
"ai_summary": "string",
"archived_at": "2026-01-01T00:00:00Z",
"archived_by_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"content_type": "string",
"description": "string",
"file_size": 0,
"filename": "string",
"folder_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_current": false,
"is_portal_visible": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"retention_expires_at": "2026-01-01T00:00:00Z",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"uploaded_by_id": "00000000-0000-0000-0000-000000000000",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "documents"
}
],
"meta": {
"count": 0,
"timestamp": "2026-01-01T00:00:00Z"
}
}
Email Templates
List email templates
Parameters
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string",
"system_key": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "email_templates"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create an email template
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string",
"system_key": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "email_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get an email template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string",
"system_key": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "email_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update an email template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string",
"system_key": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "email_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update an email template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"body_html": "string",
"body_text": "string",
"category": "string",
"editor_design": {},
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_id": "00000000-0000-0000-0000-000000000000",
"subject": "string",
"system_key": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "email_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete an email template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Emails
List emails
Parameters
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"bcc_addresses": [
"string"
],
"body_html": "string",
"body_text": "string",
"cc_addresses": [
"string"
],
"from_address": "string",
"from_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"matter_id": "00000000-0000-0000-0000-000000000000",
"opened_at": "2026-01-01T00:00:00Z",
"reply_to": "string",
"scheduled_at": "2026-01-01T00:00:00Z",
"sent_at": "2026-01-01T00:00:00Z",
"sent_by_id": "00000000-0000-0000-0000-000000000000",
"source": "string",
"status": "queued",
"subject": "string",
"template_id": "00000000-0000-0000-0000-000000000000",
"to_addresses": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "emails"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Schedule an email for future delivery
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"bcc": [
"string"
],
"bcc_addresses": [
"string"
],
"body_html": "string",
"body_text": "string",
"cc": [
"string"
],
"cc_addresses": [
"string"
],
"from": "string",
"from_address": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"scheduled_at": "2026-01-01T00:00:00Z",
"subject": "string",
"template_id": "00000000-0000-0000-0000-000000000000",
"to": [
"string"
],
"to_addresses": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"bcc_addresses": [
"string"
],
"body_html": "string",
"body_text": "string",
"cc_addresses": [
"string"
],
"from_address": "string",
"from_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"matter_id": "00000000-0000-0000-0000-000000000000",
"opened_at": "2026-01-01T00:00:00Z",
"reply_to": "string",
"scheduled_at": "2026-01-01T00:00:00Z",
"sent_at": "2026-01-01T00:00:00Z",
"sent_by_id": "00000000-0000-0000-0000-000000000000",
"source": "string",
"status": "queued",
"subject": "string",
"template_id": "00000000-0000-0000-0000-000000000000",
"to_addresses": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "emails"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Send an email
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"bcc": [
"string"
],
"bcc_addresses": [
"string"
],
"body_html": "string",
"body_text": "string",
"cc": [
"string"
],
"cc_addresses": [
"string"
],
"from": "string",
"from_address": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"scheduled_at": "2026-01-01T00:00:00Z",
"subject": "string",
"template_id": "00000000-0000-0000-0000-000000000000",
"to": [
"string"
],
"to_addresses": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"bcc_addresses": [
"string"
],
"body_html": "string",
"body_text": "string",
"cc_addresses": [
"string"
],
"from_address": "string",
"from_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"matter_id": "00000000-0000-0000-0000-000000000000",
"opened_at": "2026-01-01T00:00:00Z",
"reply_to": "string",
"scheduled_at": "2026-01-01T00:00:00Z",
"sent_at": "2026-01-01T00:00:00Z",
"sent_by_id": "00000000-0000-0000-0000-000000000000",
"source": "string",
"status": "queued",
"subject": "string",
"template_id": "00000000-0000-0000-0000-000000000000",
"to_addresses": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "emails"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get an email
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"bcc_addresses": [
"string"
],
"body_html": "string",
"body_text": "string",
"cc_addresses": [
"string"
],
"from_address": "string",
"from_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"matter_id": "00000000-0000-0000-0000-000000000000",
"opened_at": "2026-01-01T00:00:00Z",
"reply_to": "string",
"scheduled_at": "2026-01-01T00:00:00Z",
"sent_at": "2026-01-01T00:00:00Z",
"sent_by_id": "00000000-0000-0000-0000-000000000000",
"source": "string",
"status": "queued",
"subject": "string",
"template_id": "00000000-0000-0000-0000-000000000000",
"to_addresses": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "emails"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Field Definitions
List field definitions
Parameters
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_readonly": false,
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_definitions"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a field definition
Parameters
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_readonly": false,
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_definitions"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a field definition
Parameters
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_readonly": false,
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_definitions"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a field definition
Parameters
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_readonly": false,
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_definitions"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a field definition
Parameters
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"default_value": "string",
"description": "string",
"field_group_id": "00000000-0000-0000-0000-000000000000",
"field_type": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_readonly": false,
"is_required": false,
"name": "string",
"options": [
{}
],
"placeholder": "string",
"position": 0,
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"validation_rules": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_definitions"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a field definition
Parameters
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Field Groups
List field groups
Parameters
-
- Name
-
matter_type_id - Type
- string (uuid)
- In
- in query
- Description
{
"data": [
{
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_groups"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a field group
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"is_active": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_groups"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a field group
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_groups"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a field group
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"is_active": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_groups"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a field group
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"is_active": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_system": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_groups"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a field group
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Field Values
Get field values for a matter + field group
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"field_definition_id": "00000000-0000-0000-0000-000000000000",
"field_record_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"updated_at": "2026-01-01T00:00:00Z",
"value_boolean": false,
"value_contact_id": "00000000-0000-0000-0000-000000000000",
"value_date": "2026-01-01",
"value_datetime": "2026-01-01T00:00:00Z",
"value_json": {},
"value_number": 0.0,
"value_text": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_values"
}
],
"meta": {
"record_id": "00000000-0000-0000-0000-000000000000"
}
}
Update a field value
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
field_group_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"field_definition_id": "00000000-0000-0000-0000-000000000000",
"field_record_id": "00000000-0000-0000-0000-000000000000",
"value": {}
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"field_definition_id": "00000000-0000-0000-0000-000000000000",
"field_record_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"updated_at": "2026-01-01T00:00:00Z",
"value_boolean": false,
"value_contact_id": "00000000-0000-0000-0000-000000000000",
"value_date": "2026-01-01",
"value_datetime": "2026-01-01T00:00:00Z",
"value_json": {},
"value_number": 0.0,
"value_text": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "field_values"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Folders
List folders for a matter
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in query
- Description
{
"data": [
{
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_system": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "folders"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a folder
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_system": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "folders"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a folder
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_system": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "folders"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a folder
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_system": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "folders"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a folder
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_system": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "folders"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a folder
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Invoices
List invoices
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"accounting_provider": "string",
"accounting_sync_status": "string",
"balance_cents": 0,
"contact_id": "00000000-0000-0000-0000-000000000000",
"currency": "string",
"delivered_at": "2026-01-01T00:00:00Z",
"delivery_status": "string",
"due_date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_number": "string",
"invoice_type": "string",
"issue_date": "2026-01-01",
"issued_at": "2026-01-01T00:00:00Z",
"last_sync_error": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"paid_at": "2026-01-01T00:00:00Z",
"paid_cents": 0,
"payment_mode": "string",
"payment_provider": "string",
"payment_status": "string",
"payment_terms": "string",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subtotal_cents": 0,
"tax_cents": 0,
"total_cents": 0,
"updated_at": "2026-01-01T00:00:00Z",
"voided_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "invoices"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create an invoice
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"payment_terms": "string",
"tax_rate": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"accounting_provider": "string",
"accounting_sync_status": "string",
"balance_cents": 0,
"contact_id": "00000000-0000-0000-0000-000000000000",
"currency": "string",
"delivered_at": "2026-01-01T00:00:00Z",
"delivery_status": "string",
"due_date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_number": "string",
"invoice_type": "string",
"issue_date": "2026-01-01",
"issued_at": "2026-01-01T00:00:00Z",
"last_sync_error": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"paid_at": "2026-01-01T00:00:00Z",
"paid_cents": 0,
"payment_mode": "string",
"payment_provider": "string",
"payment_status": "string",
"payment_terms": "string",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subtotal_cents": 0,
"tax_cents": 0,
"total_cents": 0,
"updated_at": "2026-01-01T00:00:00Z",
"voided_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "invoices"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get an invoice
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"accounting_provider": "string",
"accounting_sync_status": "string",
"balance_cents": 0,
"contact_id": "00000000-0000-0000-0000-000000000000",
"currency": "string",
"delivered_at": "2026-01-01T00:00:00Z",
"delivery_status": "string",
"due_date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_number": "string",
"invoice_type": "string",
"issue_date": "2026-01-01",
"issued_at": "2026-01-01T00:00:00Z",
"last_sync_error": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"paid_at": "2026-01-01T00:00:00Z",
"paid_cents": 0,
"payment_mode": "string",
"payment_provider": "string",
"payment_status": "string",
"payment_terms": "string",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subtotal_cents": 0,
"tax_cents": 0,
"total_cents": 0,
"updated_at": "2026-01-01T00:00:00Z",
"voided_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "invoices"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update an invoice
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"payment_terms": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"accounting_provider": "string",
"accounting_sync_status": "string",
"balance_cents": 0,
"contact_id": "00000000-0000-0000-0000-000000000000",
"currency": "string",
"delivered_at": "2026-01-01T00:00:00Z",
"delivery_status": "string",
"due_date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_number": "string",
"invoice_type": "string",
"issue_date": "2026-01-01",
"issued_at": "2026-01-01T00:00:00Z",
"last_sync_error": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"paid_at": "2026-01-01T00:00:00Z",
"paid_cents": 0,
"payment_mode": "string",
"payment_provider": "string",
"payment_status": "string",
"payment_terms": "string",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subtotal_cents": 0,
"tax_cents": 0,
"total_cents": 0,
"updated_at": "2026-01-01T00:00:00Z",
"voided_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "invoices"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update an invoice
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"payment_terms": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"accounting_provider": "string",
"accounting_sync_status": "string",
"balance_cents": 0,
"contact_id": "00000000-0000-0000-0000-000000000000",
"currency": "string",
"delivered_at": "2026-01-01T00:00:00Z",
"delivery_status": "string",
"due_date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_number": "string",
"invoice_type": "string",
"issue_date": "2026-01-01",
"issued_at": "2026-01-01T00:00:00Z",
"last_sync_error": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"paid_at": "2026-01-01T00:00:00Z",
"paid_cents": 0,
"payment_mode": "string",
"payment_provider": "string",
"payment_status": "string",
"payment_terms": "string",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subtotal_cents": 0,
"tax_cents": 0,
"total_cents": 0,
"updated_at": "2026-01-01T00:00:00Z",
"voided_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "invoices"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete an invoice
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/invoices/{id}
Send an invoice
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"accounting_provider": "string",
"accounting_sync_status": "string",
"balance_cents": 0,
"contact_id": "00000000-0000-0000-0000-000000000000",
"currency": "string",
"delivered_at": "2026-01-01T00:00:00Z",
"delivery_status": "string",
"due_date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_number": "string",
"invoice_type": "string",
"issue_date": "2026-01-01",
"issued_at": "2026-01-01T00:00:00Z",
"last_sync_error": "string",
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"paid_at": "2026-01-01T00:00:00Z",
"paid_cents": 0,
"payment_mode": "string",
"payment_provider": "string",
"payment_status": "string",
"payment_terms": "string",
"sent_at": "2026-01-01T00:00:00Z",
"status": "string",
"subtotal_cents": 0,
"tax_cents": 0,
"total_cents": 0,
"updated_at": "2026-01-01T00:00:00Z",
"voided_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "invoices"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Key Date Types
List key date types
Parameters
-
- Name
-
matter_type_id - Type
- string (uuid)
- In
- in query
- Description
{
"data": [
{
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_date_types"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a key date type
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_date_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a key date type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_date_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a key date type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_date_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a key date type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"auto_complete": false,
"code": "string",
"color": "string",
"default_reminder_days": 0,
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_milestone": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"name": "string",
"position": 0,
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_date_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a key date type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Key Dates
List key dates for a matter
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in query
- Description
{
"data": [
{
"attributes": {
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"source": "string",
"source_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"time": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_dates"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a key date
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"date": "2026-01-01",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"status": "string",
"time": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"source": "string",
"source_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"time": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_dates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a key date
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"source": "string",
"source_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"time": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_dates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a key date
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"date": "2026-01-01",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"status": "string",
"time": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"source": "string",
"source_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"time": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_dates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a key date
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"date": "2026-01-01",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"status": "string",
"time": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"date": "2026-01-01",
"inserted_at": "2026-01-01T00:00:00Z",
"is_all_day": false,
"key_date_type_id": "00000000-0000-0000-0000-000000000000",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"notes": "string",
"source": "string",
"source_id": "00000000-0000-0000-0000-000000000000",
"status": "string",
"time": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "key_dates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a key date
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/key-dates/{id}
Leads
List leads
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"consultation_scheduled_at": "2026-01-01T00:00:00Z",
"conversion_matter_id": "00000000-0000-0000-0000-000000000000",
"converted_at": "2026-01-01T00:00:00Z",
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"last_contacted_at": "2026-01-01T00:00:00Z",
"lost_at": "2026-01-01T00:00:00Z",
"lost_reason": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"next_follow_up_at": "2026-01-01T00:00:00Z",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"qualified_at": "2026-01-01T00:00:00Z",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "leads"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a lead
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"owner_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"summary": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"consultation_scheduled_at": "2026-01-01T00:00:00Z",
"conversion_matter_id": "00000000-0000-0000-0000-000000000000",
"converted_at": "2026-01-01T00:00:00Z",
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"last_contacted_at": "2026-01-01T00:00:00Z",
"lost_at": "2026-01-01T00:00:00Z",
"lost_reason": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"next_follow_up_at": "2026-01-01T00:00:00Z",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"qualified_at": "2026-01-01T00:00:00Z",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "leads"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a lead
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"consultation_scheduled_at": "2026-01-01T00:00:00Z",
"conversion_matter_id": "00000000-0000-0000-0000-000000000000",
"converted_at": "2026-01-01T00:00:00Z",
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"last_contacted_at": "2026-01-01T00:00:00Z",
"lost_at": "2026-01-01T00:00:00Z",
"lost_reason": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"next_follow_up_at": "2026-01-01T00:00:00Z",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"qualified_at": "2026-01-01T00:00:00Z",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "leads"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a lead
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"consultation_scheduled_at": "2026-01-01T00:00:00Z",
"conversion_matter_id": "00000000-0000-0000-0000-000000000000",
"converted_at": "2026-01-01T00:00:00Z",
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"last_contacted_at": "2026-01-01T00:00:00Z",
"lost_at": "2026-01-01T00:00:00Z",
"lost_reason": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"next_follow_up_at": "2026-01-01T00:00:00Z",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"qualified_at": "2026-01-01T00:00:00Z",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "leads"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a lead
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"consultation_scheduled_at": "2026-01-01T00:00:00Z",
"conversion_matter_id": "00000000-0000-0000-0000-000000000000",
"converted_at": "2026-01-01T00:00:00Z",
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"last_contacted_at": "2026-01-01T00:00:00Z",
"lost_at": "2026-01-01T00:00:00Z",
"lost_reason": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"next_follow_up_at": "2026-01-01T00:00:00Z",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"qualified_at": "2026-01-01T00:00:00Z",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "leads"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a lead
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/leads/{id}
Mark a lead as lost
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- Description
{
"data": {
"attributes": {
"reason": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"consultation_scheduled_at": "2026-01-01T00:00:00Z",
"conversion_matter_id": "00000000-0000-0000-0000-000000000000",
"converted_at": "2026-01-01T00:00:00Z",
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"last_contacted_at": "2026-01-01T00:00:00Z",
"lost_at": "2026-01-01T00:00:00Z",
"lost_reason": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"next_follow_up_at": "2026-01-01T00:00:00Z",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"qualified_at": "2026-01-01T00:00:00Z",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "leads"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Add a contact to a lead
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"is_primary": false,
"role": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"lead_id": "00000000-0000-0000-0000-000000000000",
"role": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "lead-contacts"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Convert a lead to a matter
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"team_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"consultation_scheduled_at": "2026-01-01T00:00:00Z",
"conversion_matter_id": "00000000-0000-0000-0000-000000000000",
"converted_at": "2026-01-01T00:00:00Z",
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"jurisdiction_country": "string",
"jurisdiction_region": "string",
"last_contacted_at": "2026-01-01T00:00:00Z",
"lost_at": "2026-01-01T00:00:00Z",
"lost_reason": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"next_follow_up_at": "2026-01-01T00:00:00Z",
"owner_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000000",
"pipeline_stage_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"qualified_at": "2026-01-01T00:00:00Z",
"referral_source": "string",
"source": "portal",
"source_detail": "string",
"status": "open",
"summary": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "leads"
},
"meta": {
"conversion": {
"matter_id": "00000000-0000-0000-0000-000000000000",
"matter_name": "string"
}
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Matter Roles
List roles for a matter
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_roles"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Add a role to a matter
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_roles"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a matter role
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_roles"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a matter role
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_roles"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a matter role
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"contact_id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"notes": "string",
"role_name": "string",
"source": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_roles"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Remove a role from a matter
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/matters/{matter_id}/roles/{id}
Matter Types
List matter types
{
"data": [
{
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"name": "string",
"reference_format": "string",
"required_contact_types": [
"string"
],
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_types"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a matter type
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"is_active": false,
"name": "string",
"reference_format": "string",
"settings": {},
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"name": "string",
"reference_format": "string",
"required_contact_types": [
"string"
],
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a matter type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"name": "string",
"reference_format": "string",
"required_contact_types": [
"string"
],
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a matter type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"is_active": false,
"name": "string",
"reference_format": "string",
"settings": {},
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"name": "string",
"reference_format": "string",
"required_contact_types": [
"string"
],
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a matter type
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"is_active": false,
"name": "string",
"reference_format": "string",
"settings": {},
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"code": "string",
"color": "string",
"default_tags": [
"string"
],
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"name": "string",
"reference_format": "string",
"required_contact_types": [
"string"
],
"settings": {},
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matter_types"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Matters
List matters
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"archived_at": "2026-01-01T00:00:00Z",
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"cancelled_at": "2026-01-01T00:00:00Z",
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"conflict_checks": [
{
"acknowledged_at": "2026-01-01T00:00:00Z",
"acknowledged_by": "00000000-0000-0000-0000-000000000000",
"check_type": "new_matter",
"clearance_reason": "string",
"cleared_at": "2026-01-01T00:00:00Z",
"cleared_by_user_id": "00000000-0000-0000-0000-000000000000",
"conflict_type": "same_party",
"conflicting_matter_id": "00000000-0000-0000-0000-000000000000",
"conflicting_matter_name": "string",
"conflicting_matter_reference": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"contact_name": "string",
"disclosure_redacted": false,
"highest_score": 0.0,
"id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"rechecked_at": "2026-01-01T00:00:00Z",
"status": "pending",
"subject_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
}
],
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"current_step_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_blocked": false,
"jurisdiction_country": "AU",
"jurisdiction_country_label": "string",
"jurisdiction_region": "NSW",
"jurisdiction_region_label": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"opened_at": "2026-01-01T00:00:00Z",
"priority": "low",
"reference": "string",
"status": "open",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matters"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a matter
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"jurisdiction_country": "AU",
"jurisdiction_region": "NSW",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"priority": "low",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"archived_at": "2026-01-01T00:00:00Z",
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"cancelled_at": "2026-01-01T00:00:00Z",
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"conflict_checks": [
{
"acknowledged_at": "2026-01-01T00:00:00Z",
"acknowledged_by": "00000000-0000-0000-0000-000000000000",
"check_type": "new_matter",
"clearance_reason": "string",
"cleared_at": "2026-01-01T00:00:00Z",
"cleared_by_user_id": "00000000-0000-0000-0000-000000000000",
"conflict_type": "same_party",
"conflicting_matter_id": "00000000-0000-0000-0000-000000000000",
"conflicting_matter_name": "string",
"conflicting_matter_reference": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"contact_name": "string",
"disclosure_redacted": false,
"highest_score": 0.0,
"id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"rechecked_at": "2026-01-01T00:00:00Z",
"status": "pending",
"subject_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
}
],
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"current_step_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_blocked": false,
"jurisdiction_country": "AU",
"jurisdiction_country_label": "string",
"jurisdiction_region": "NSW",
"jurisdiction_region_label": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"opened_at": "2026-01-01T00:00:00Z",
"priority": "low",
"reference": "string",
"status": "open",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matters"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a matter
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"archived_at": "2026-01-01T00:00:00Z",
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"cancelled_at": "2026-01-01T00:00:00Z",
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"conflict_checks": [
{
"acknowledged_at": "2026-01-01T00:00:00Z",
"acknowledged_by": "00000000-0000-0000-0000-000000000000",
"check_type": "new_matter",
"clearance_reason": "string",
"cleared_at": "2026-01-01T00:00:00Z",
"cleared_by_user_id": "00000000-0000-0000-0000-000000000000",
"conflict_type": "same_party",
"conflicting_matter_id": "00000000-0000-0000-0000-000000000000",
"conflicting_matter_name": "string",
"conflicting_matter_reference": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"contact_name": "string",
"disclosure_redacted": false,
"highest_score": 0.0,
"id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"rechecked_at": "2026-01-01T00:00:00Z",
"status": "pending",
"subject_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
}
],
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"current_step_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_blocked": false,
"jurisdiction_country": "AU",
"jurisdiction_country_label": "string",
"jurisdiction_region": "NSW",
"jurisdiction_region_label": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"opened_at": "2026-01-01T00:00:00Z",
"priority": "low",
"reference": "string",
"status": "open",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matters"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a matter
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"jurisdiction_country": "AU",
"jurisdiction_region": "NSW",
"metadata": {},
"name": "string",
"priority": "low",
"status": "open",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"archived_at": "2026-01-01T00:00:00Z",
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"cancelled_at": "2026-01-01T00:00:00Z",
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"conflict_checks": [
{
"acknowledged_at": "2026-01-01T00:00:00Z",
"acknowledged_by": "00000000-0000-0000-0000-000000000000",
"check_type": "new_matter",
"clearance_reason": "string",
"cleared_at": "2026-01-01T00:00:00Z",
"cleared_by_user_id": "00000000-0000-0000-0000-000000000000",
"conflict_type": "same_party",
"conflicting_matter_id": "00000000-0000-0000-0000-000000000000",
"conflicting_matter_name": "string",
"conflicting_matter_reference": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"contact_name": "string",
"disclosure_redacted": false,
"highest_score": 0.0,
"id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"rechecked_at": "2026-01-01T00:00:00Z",
"status": "pending",
"subject_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
}
],
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"current_step_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_blocked": false,
"jurisdiction_country": "AU",
"jurisdiction_country_label": "string",
"jurisdiction_region": "NSW",
"jurisdiction_region_label": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"opened_at": "2026-01-01T00:00:00Z",
"priority": "low",
"reference": "string",
"status": "open",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matters"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a matter
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"jurisdiction_country": "AU",
"jurisdiction_region": "NSW",
"metadata": {},
"name": "string",
"priority": "low",
"status": "open",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"archived_at": "2026-01-01T00:00:00Z",
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"cancelled_at": "2026-01-01T00:00:00Z",
"closed_at": "2026-01-01T00:00:00Z",
"completed_at": "2026-01-01T00:00:00Z",
"conflict_checks": [
{
"acknowledged_at": "2026-01-01T00:00:00Z",
"acknowledged_by": "00000000-0000-0000-0000-000000000000",
"check_type": "new_matter",
"clearance_reason": "string",
"cleared_at": "2026-01-01T00:00:00Z",
"cleared_by_user_id": "00000000-0000-0000-0000-000000000000",
"conflict_type": "same_party",
"conflicting_matter_id": "00000000-0000-0000-0000-000000000000",
"conflicting_matter_name": "string",
"conflicting_matter_reference": "string",
"contact_id": "00000000-0000-0000-0000-000000000000",
"contact_name": "string",
"disclosure_redacted": false,
"highest_score": 0.0,
"id": "00000000-0000-0000-0000-000000000000",
"inserted_at": "2026-01-01T00:00:00Z",
"rechecked_at": "2026-01-01T00:00:00Z",
"status": "pending",
"subject_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
}
],
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"current_step_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_blocked": false,
"jurisdiction_country": "AU",
"jurisdiction_country_label": "string",
"jurisdiction_region": "NSW",
"jurisdiction_region_label": "string",
"matter_type_id": "00000000-0000-0000-0000-000000000000",
"metadata": {},
"name": "string",
"opened_at": "2026-01-01T00:00:00Z",
"priority": "low",
"reference": "string",
"status": "open",
"tags": [
"string"
],
"team_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "matters"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a matter
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/matters/{id}
Notes
List notes (comments) for a task
Parameters
-
- Name
-
task_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"body": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "notes"
}
],
"meta": {
"count": 0,
"timestamp": "2026-01-01T00:00:00Z"
}
}
Create a note on a task
Parameters
-
- Name
-
task_id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"body": "string",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"body": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "notes"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a note
Parameters
-
- Name
-
task_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"body": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "notes"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a note
Parameters
-
- Name
-
task_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"body": "string",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"body": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "notes"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a note
Parameters
-
- Name
-
task_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"body": "string",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"body": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"mentioned_user_ids": [
"00000000-0000-0000-0000-000000000000"
],
"task_id": "00000000-0000-0000-0000-000000000000",
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "notes"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a note
Parameters
-
- Name
-
task_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/tasks/{task_id}/notes/{id}
Referral Submissions
Get contract submission spec
Returns the OpenAPI spec describing the expected submission payload for a contract.
Parameters
-
- Name
-
public_id - Type
- string
- required
- In
- in path
- Description
- Contract public ID
{
"info": {},
"openapi": "string",
"paths": {}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Submit a referral
Submit a referral against a contract. Authenticated with a partner API credential (mf_ref_ prefix).
Parameters
-
- Name
-
public_id - Type
- string
- required
- In
- in path
- Description
- Contract public ID
Request body
-
- Name
-
data - Type
- object
- Description
- Submission field data
-
- Name
-
external_reference - Type
- string
- Description
- Partner-side reference ID
{
"data": {},
"external_reference": "string"
}
{
"id": "00000000-0000-0000-0000-000000000000",
"message": "string",
"missing_fields": [
"string"
],
"status": "string"
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Test a referral submission
Validates a referral payload against the contract without creating any records. Use this to test your integration.
Parameters
-
- Name
-
public_id - Type
- string
- required
- In
- in path
- Description
- Contract public ID
Request body
-
- Name
-
data - Type
- object
- Description
- Submission field data
{
"data": {}
}
{
"message": "string",
"missing_fields": [
"string"
],
"normalized": {},
"valid": false
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Reports
List reports
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"configuration": {},
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_shared": false,
"is_system": false,
"name": "string",
"report_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "reports"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a report
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"configuration": {},
"description": "string",
"is_shared": false,
"name": "string",
"report_type": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"configuration": {},
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_shared": false,
"is_system": false,
"name": "string",
"report_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "reports"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a report
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"configuration": {},
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_shared": false,
"is_system": false,
"name": "string",
"report_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "reports"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a report
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"configuration": {},
"description": "string",
"is_shared": false,
"name": "string",
"report_type": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"configuration": {},
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_shared": false,
"is_system": false,
"name": "string",
"report_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "reports"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a report
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"configuration": {},
"description": "string",
"is_shared": false,
"name": "string",
"report_type": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"configuration": {},
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_shared": false,
"is_system": false,
"name": "string",
"report_type": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "reports"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a report
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/reports/{id}
Run a report and return results
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
parameters - Type
- object
- Description
{
"parameters": {}
}
{
"data": {}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Role Templates
List role templates for a matter type
Parameters
-
- Name
-
matter_type_id - Type
- string (uuid)
- required
- In
- in query
- Description
{
"data": [
{
"attributes": {
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "role_templates"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a role template
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "role_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a role template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "role_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a role template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "role_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a role template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"inserted_at": "2026-01-01T00:00:00Z",
"is_primary": false,
"is_required": false,
"matter_type_ids": [
"00000000-0000-0000-0000-000000000000"
],
"max_count": 0,
"position": 0,
"role_name": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "role_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a role template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/role-templates/{id}
Steps
Change matter to a different step
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
reason - Type
- string
- Description
- Optional reason for step change
-
- Name
-
to_step_id - Type
- string (uuid)
- required
- Description
- Target step ID
{
"reason": "string",
"to_step_id": "00000000-0000-0000-0000-000000000000"
}
{
"data": {
"current_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"current_step_id": "00000000-0000-0000-0000-000000000000",
"id": "00000000-0000-0000-0000-000000000000",
"message": "string"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get step history for a matter
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"changed_by_name": "string",
"duration_seconds": 0,
"from_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"from_reporting_step_label": "string",
"from_step_name": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"reason": "string",
"reporting_transition": false,
"to_reporting_step_id": "00000000-0000-0000-0000-000000000000",
"to_reporting_step_label": "string",
"to_step_name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "step_changes"
}
],
"meta": {
"count": 0,
"timestamp": "2026-01-01T00:00:00Z"
}
}
Get available step transitions for a matter
Parameters
-
- Name
-
matter_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"step_type": "string"
}
]
}
List steps for a workflow
Parameters
-
- Name
-
workflow_id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": [
{
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "steps"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a step
Parameters
-
- Name
-
workflow_id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "steps"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a step
Parameters
-
- Name
-
workflow_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "steps"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a step
Parameters
-
- Name
-
workflow_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "steps"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a step
Parameters
-
- Name
-
workflow_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"color": "string",
"description": "string",
"icon": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_initial": false,
"is_terminal": false,
"name": "string",
"position": 0,
"reporting_step_id": "00000000-0000-0000-0000-000000000000",
"settings": {},
"step_type": "sequential",
"updated_at": "2026-01-01T00:00:00Z",
"workflow_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "steps"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a step
Parameters
-
- Name
-
workflow_id - Type
- string (uuid)
- required
- In
- in path
- Description
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Task Templates
List task templates
Parameters
-
- Name
-
matter_type_id - Type
- string (uuid)
- In
- in query
- Description
{
"data": [
{
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "task_templates"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a task template
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "task_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a task template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "task_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a task template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "task_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a task template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"assignments": [
{}
],
"category": "string",
"default_assignee": "string",
"description": "string",
"due_date_mode": "string",
"due_key_date_type_id": "00000000-0000-0000-0000-000000000000",
"due_offset_days": 0,
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_compliance": false,
"is_portal_visible": false,
"name": "string",
"position": 0,
"priority": "string",
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "task_templates"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a task template
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/task-templates/{id}
Tasks
List tasks
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"completed_by_portal_user_id": "00000000-0000-0000-0000-000000000000",
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"due_date": "2026-01-01",
"due_time": "string",
"elapsed_seconds": 0,
"estimated_minutes": 0,
"finished_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_portal_visible": false,
"is_recurring": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"priority": "low",
"recurrence_rule": {},
"source": "string",
"started_at": "2026-01-01T00:00:00Z",
"status": "pending",
"step_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "tasks"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a task
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"description": "string",
"due_date": "2026-01-01",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"status": "pending",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"completed_by_portal_user_id": "00000000-0000-0000-0000-000000000000",
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"due_date": "2026-01-01",
"due_time": "string",
"elapsed_seconds": 0,
"estimated_minutes": 0,
"finished_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_portal_visible": false,
"is_recurring": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"priority": "low",
"recurrence_rule": {},
"source": "string",
"started_at": "2026-01-01T00:00:00Z",
"status": "pending",
"step_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "tasks"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a task
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"completed_by_portal_user_id": "00000000-0000-0000-0000-000000000000",
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"due_date": "2026-01-01",
"due_time": "string",
"elapsed_seconds": 0,
"estimated_minutes": 0,
"finished_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_portal_visible": false,
"is_recurring": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"priority": "low",
"recurrence_rule": {},
"source": "string",
"started_at": "2026-01-01T00:00:00Z",
"status": "pending",
"step_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "tasks"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a task
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"description": "string",
"due_date": "2026-01-01",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"status": "pending",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"completed_by_portal_user_id": "00000000-0000-0000-0000-000000000000",
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"due_date": "2026-01-01",
"due_time": "string",
"elapsed_seconds": 0,
"estimated_minutes": 0,
"finished_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_portal_visible": false,
"is_recurring": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"priority": "low",
"recurrence_rule": {},
"source": "string",
"started_at": "2026-01-01T00:00:00Z",
"status": "pending",
"step_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "tasks"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a task
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"description": "string",
"due_date": "2026-01-01",
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"priority": "low",
"status": "pending",
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"completed_by_portal_user_id": "00000000-0000-0000-0000-000000000000",
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"due_date": "2026-01-01",
"due_time": "string",
"elapsed_seconds": 0,
"estimated_minutes": 0,
"finished_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_portal_visible": false,
"is_recurring": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"priority": "low",
"recurrence_rule": {},
"source": "string",
"started_at": "2026-01-01T00:00:00Z",
"status": "pending",
"step_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "tasks"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a task
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/tasks/{id}
Mark a task as completed
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"assigned_to_id": "00000000-0000-0000-0000-000000000000",
"category": "string",
"completed_at": "2026-01-01T00:00:00Z",
"completed_by_id": "00000000-0000-0000-0000-000000000000",
"completed_by_portal_user_id": "00000000-0000-0000-0000-000000000000",
"created_by_id": "00000000-0000-0000-0000-000000000000",
"description": "string",
"due_date": "2026-01-01",
"due_time": "string",
"elapsed_seconds": 0,
"estimated_minutes": 0,
"finished_at": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"is_portal_visible": false,
"is_recurring": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"name": "string",
"parent_task_id": "00000000-0000-0000-0000-000000000000",
"position": 0,
"priority": "low",
"recurrence_rule": {},
"source": "string",
"started_at": "2026-01-01T00:00:00Z",
"status": "pending",
"step_id": "00000000-0000-0000-0000-000000000000",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "tasks"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Time Entries
List time entries
Parameters
-
- Name
-
filter - Type
- object
- In
- in query
- Description
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
-
- Name
-
sort - Type
- string
- In
- in query
- Description
{
"data": [
{
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"end_time": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"source": "string",
"start_time": "2026-01-01T00:00:00Z",
"status": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "time_entries"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a time entry
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"tags": [
"string"
],
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"end_time": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"source": "string",
"start_time": "2026-01-01T00:00:00Z",
"status": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "time_entries"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a time entry
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"end_time": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"source": "string",
"start_time": "2026-01-01T00:00:00Z",
"status": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "time_entries"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a time entry
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"end_time": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"source": "string",
"start_time": "2026-01-01T00:00:00Z",
"status": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "time_entries"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a time entry
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"tags": [
"string"
]
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"amount_cents": 0,
"category": "string",
"date": "2026-01-01",
"description": "string",
"duration_minutes": 0,
"end_time": "2026-01-01T00:00:00Z",
"inserted_at": "2026-01-01T00:00:00Z",
"invoice_id": "00000000-0000-0000-0000-000000000000",
"is_billable": false,
"matter_id": "00000000-0000-0000-0000-000000000000",
"rate_cents": 0,
"source": "string",
"start_time": "2026-01-01T00:00:00Z",
"status": "string",
"tags": [
"string"
],
"updated_at": "2026-01-01T00:00:00Z",
"user_id": "00000000-0000-0000-0000-000000000000"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "time_entries"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a time entry
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
curl -X DELETE \
-H "Authorization: Bearer {token}" \
https://app.matterfirst.com.au/api/v1/time-entries/{id}
Workflows
List workflows
Parameters
-
- Name
-
page_number - Type
- integer
- In
- in query
- Description
-
- Name
-
page_size - Type
- integer
- In
- in query
- Description
{
"data": [
{
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_template": false,
"name": "string",
"updated_at": "2026-01-01T00:00:00Z",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "workflows"
}
],
"links": {
"first": "string",
"last": "string",
"next": "string",
"prev": "string",
"self": "string"
},
"meta": {
"page": 0,
"page_size": 0,
"total": 0,
"total_pages": 0
}
}
Create a workflow
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"description": "string",
"is_active": false,
"is_template": false,
"name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_template": false,
"name": "string",
"updated_at": "2026-01-01T00:00:00Z",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "workflows"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Get a workflow
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_template": false,
"name": "string",
"updated_at": "2026-01-01T00:00:00Z",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "workflows"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
Update a workflow
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"description": "string",
"is_active": false,
"is_template": false,
"name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_template": false,
"name": "string",
"updated_at": "2026-01-01T00:00:00Z",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "workflows"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Update a workflow
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
data - Type
- object
- required
- Description
{
"data": {
"attributes": {
"description": "string",
"is_active": false,
"is_template": false,
"name": "string"
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "string"
}
}
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_template": false,
"name": "string",
"updated_at": "2026-01-01T00:00:00Z",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "workflows"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Delete a workflow
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}
Clone a workflow
Parameters
-
- Name
-
id - Type
- string (uuid)
- required
- In
- in path
- Description
Request body
-
- Name
-
name - Type
- string
- required
- Description
{
"name": "string"
}
{
"data": {
"attributes": {
"description": "string",
"inserted_at": "2026-01-01T00:00:00Z",
"is_active": false,
"is_template": false,
"name": "string",
"updated_at": "2026-01-01T00:00:00Z",
"version": 0
},
"id": "00000000-0000-0000-0000-000000000000",
"type": "workflows"
},
"meta": {
"timestamp": "2026-01-01T00:00:00Z"
}
}
{
"errors": [
{
"detail": "string",
"source": {
"pointer": "string"
},
"status": "string",
"title": "string"
}
]
}