Create Matter and Invite Clients

POST

/v1/matters/create-and-invite

Immediately create a matter and invite up to two client users to it by their email. Each invited client gets the standard invite email and can log straight in to access the matter.

If an account already exists under this firm, the email address conflicts with an account, or any other failure occurs: the whole call is rejected with a 400 error code, no email is sent, and no matter is created.

This endpoint is rate limited to 20 calls per day and is not idempotent.

Request

Body Params application/json

Examples

Responses

🟢201Created

application/json

Created

Bodyapplication/json

🟠400Bad Request

🟠403Forbidden

Request Example

Shell

JavaScript

Java

Swift

curl --location '/v1/matters/create-and-invite' \
--header 'Content-Type: application/json' \
--data-raw '{
    "questionnaire_id": "quest_74BBDCE7149D4CC08427BC53922B48FE",
    "matter_name": "Smith - Estate Plan",
    "meeting_date": "2026-09-01",
    "clients": [
        {
            "email": "johnsmith@email.com",
            "name": "John Smith"
        },
        {
            "email": "marysmith@email.com",
            "name": "Mary Smith"
        }
    ],
    "context": {
        "crm_id": "48219",
        "source": "website"
    }
}'

Response Example

201 - Success

{
    "matter": "matter_60320E3DF65D4CD1897B1A0CBC4BA5EE",
    "invites": [
        {
            "email": "johnsmith@email.com",
            "status": "invited"
        },
        {
            "email": "marysmith@email.com",
            "status": "invited"
        }
    ]
}

Modified at 2026-08-27 17:44:25

Create Matter

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