Get Assets for a Matter

GET

/v1/matters/{matter_id}/assets

Get a list of the assets under a given matter

NOTE: if you are pulling this directly after the intakeform.submitted event you are probably getting incomplete information. DecisionVault functions like a portal and the client can come back later to add more info - check out the webhook event intakeform.completed which can be the right trigger for this.)

Request

Path Params

Responses

🟢200OK

application/json

Body

Response Example

{
    "matter": "matter_D65508D9A98A473B874F4FC2CEDC800E",
    "assets": [
        {
            "id": "asset_F54B62047D204782811F1E53CD6FD520",
            "for_matter": "matter_29AB4847458F425F9CA49E154D9162AB",
            "for_fin_category": "fincat_091D0108DB0D43ED9C984C69283FFBF6",
            "general_category": {
                "id": "A003",
                "label": "Bank Accounts"
            },
            "identifier_label": "Account Number",
            "identifier_value": "5473",
            "owner_label": "Owner",
            "owner_value": "...",
            "credit_label": "Balance",
            "credit_value": "35000.00",
            "debit_label": null,
            "debit_value": "0.00",
            "net_value": "35000.00",
            "additional_fields": [
                {
                    "id": "finfield_1C2157E5A3C04256B228503FC781670E",
                    "prompt": "Bank",
                    "answer": "Chase"
                },
                {
                    "id": "finfield_306E5B4EC3314DB4833DD0CC3CBAD14A",
                    "prompt": "Type",
                    "answer": "Checking"
                }
            ],
            "beneficiaries": null
        },
        {
            "id": "asset_88878F2437A6442DB233EA83F48E80AE",
            "for_matter": "matter_29AB4847458F425F9CA49E154D9162AB",
            "for_fin_category": "fincat_CE7B44405DD24248AC38C7D6BF519C2A",
            "general_category": {
                "id": "A017",
                "label": "Real Estate"
            },
            "identifier_label": "Address / Description",
            "identifier_value": "547 Monaco Parkway, Denver, CO 80008",
            "owner_label": "How Titled?",
            "owner_value": "...",
            "credit_label": "Estimated Value",
            "credit_value": "550000.00",
            "debit_label": "Mortgage Balance",
            "debit_value": "250000.00",
            "net_value": "300000.00",
            "additional_fields": [
                {
                    "id": "finfield_16A2A654152D4BA8A3223492646A89DC",
                    "prompt": "Type",
                    "answer": "Primary Residence"
                }
            ],
            "beneficiaries": null
        }
    ]
}

Modified at 2025-09-21 17:21:25

Get Clients for a Matter

Get Contacts for a Matter