Get Meeting Templates for Matter

GET

/v1/matters/{matter_id}/meeting-templates

Get every meeting template of the matter's questionnaire in its filled form: template questions with answers, role pickers with assignments and the questionnaire questions embedded on the template.

Only answered items are returned, grouped in sections by the template's header dividers. active: false marks an answer to a question no longer asked; embedded_question: true marks a questionnaire question whose id matches the answers endpoint. ROLE_PICKER answers are role entries of the roles endpoint, TEMPLATE_TEXT answers are sanitized HTML, PEOPLE_GROUP_BOX answers are {id, name} lists; every other answer is a string.

Request

Path Params

Responses

🟢200OK

application/json

Bodyapplication/json

🟠404Not Found

Response Example

200 - Example 1

{
    "matter": "matter_60320E3DF65D4CD1897B1A0CBC4BA5EE",
    "meeting_templates": [
        {
            "id": "meeting_template1",
            "name": "Estate Plan Design",
            "sections": [
                {
                    "name": "meeting_template",
                    "questions": [
                        {
                            "id": "question_5A6B7C8D9E0F41A2B3C4D5E6F7081930",
                            "label": "Trust type",
                            "type": "RADIO_BUTTONS",
                            "answer": "Joint",
                            "active": true,
                            "embedded_question": false
                        }
                    ]
                },
                {
                    "name": "Fiduciaries",
                    "questions": [
                        {
                            "id": "question_7C8D9E0F1A2B43C4D5E6F708192A3B52",
                            "label": "Do you have minor children?",
                            "type": "YES_NO",
                            "answer": "Yes",
                            "active": true,
                            "embedded_question": true
                        },
                        {
                            "id": "question_9E0F1A2B3C4D45E6F708192A3B4C5D74",
                            "label": "Executor - John Peter Smith",
                            "type": "ROLE_PICKER",
                            "answer": {
                                "id": "role_7D8E9F0A1B2C43D4E5F60718293A4B5C",
                                "role_description": "Executor - John Peter Smith",
                                "split": true,
                                "focus_type": "contact_main",
                                "focus_contact": "contact_9F39387E14CD43F688A0D452AA00B78B",
                                "assignments": [
                                    {
                                        "position": 1,
                                        "contacts": [
                                            "contact_1A2B3C4D5E6F47889900AABBCCDDEEFF"
                                        ],
                                        "display_name": "Alice Smith"
                                    }
                                ]
                            },
                            "active": true,
                            "embedded_question": false
                        }
                    ]
                }
            ]
        }
    ]
}

Modified at 2026-10-23 22:30:02

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