DecisionVault API
  1. Matters
DecisionVault API
  • DecisionVault API
    • Authentication
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        GET
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        GET
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        GET
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        GET
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        GET
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        GET
      • Get Financial Documents for Matter
        GET
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        POST
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  1. Matters

Get Financial Documents for Matter

GET
/matters/{matter_id}/financial-documents
Get a list of the financial documents uploaded to the matter by the client (under the "Asset Intake" section of the questionnaire)

Request

Path Params

Query Params

Header Params

Responses

🟢200Success
application/json
Body

Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request GET '/matters//financial-documents?uploaded_since=2025-06-25' \
--header 'Authorization: Token {{api_token}}'
Response Response Example
{
    "matter_id": "matter_FA304874A6284A4FA7E5161A9AA8B3E0",
    "documents": [
        {
            "document_id": "document_FB8AAB2303852413CB2D3A54A671607D6",
            "filename": "merge_test_lawcus - decedent.docx",
            "size": 13286,
            "download_url": "https://aws-download-link.com",
            "expires_in": 600,
            "fin_item": {
                "description": "Retirement Accounts - Vanguard - 401(k) - 2587-48398",
                "id": "asset_D0530958A3D74DA99C8E2E1222B3A6BE"
            },
            "fin_category": {
                "id": "fincat_2CF79389AB904BBEA61F3DBBFA6518A5",
                "label": "Retirement Accounts",
                "general_category": {
                    "id": "A018",
                    "label": "Retirement Accounts & Pensions"
                }
            },
            "uploaded_at": "2025-08-16T13:34:18Z"
        },
        {
            "document_id": "document_FDD2F0860BFD44F0285B0495E4616BC52",
            "filename": "statement.txt",
            "size": 9,
            "download_url": "https://aws-download-link.com",
            "expires_in": 600,
            "fin_item": {
                "description": "Real Estate - Primary Residence - 111 Street, Denver, CO 80008",
                "id": "asset_40C1A219E97449B3A3201B9D31EB2240"
            },
            "fin_category": {
                "id": "fincat_99A95254C19541F1AD648B34CA782F84",
                "label": "Real Estate",
                "general_category": {
                    "id": "A017",
                    "label": "Real Estate"
                }
            },
            "uploaded_at": "2025-06-23T03:34:50Z"
        }
    ],
    "count": 2,
    "next": null,
    "previous": null
}
Modified at 2025-09-21 17:33:12
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