Get Roles for Matter

GET

/v1/matters/{matter_id}/roles

Get the role structure defined by the matter's questionnaire, together with the contacts assigned to each active role.

A role that is set up as a "split" role (asked separately of each client) is returned once per client when the matter has two clients. On a single-client matter a split role collapses to a single entry with split: false.

assignments holds the levels of the role (e.g. first choice, then successor), numbered from 1 in position.
Each level can hold more than one contact (e.g. co-trustees) and contacts lists them in the order they were added.

Request

Path Params

Responses

🟢200OK

application/json

Bodyapplication/json

🟠404Not Found

Response Example

200 - Success

{
    "matter": "matter_60320E3DF65D4CD1897B1A0CBC4BA5EE",
    "roles": [
        {
            "id": "role_9C1B2A4E6D7F48A2B0E5C3D19F8A7B64",
            "role_description": "Trustee",
            "split": false,
            "focus_type": null,
            "focus_contact": null,
            "assignments": [
                {
                    "position": 1,
                    "contacts": [
                        "contact_1A2B3C4D5E6F47889900AABBCCDDEEFF",
                        "contact_2B3C4D5E6F708899AABBCCDDEEFF0011"
                    ],
                    "display_name": "Alice Smith & Bob Jones"
                },
                {
                    "position": 2,
                    "contacts": [
                        "contact_2B3C4D5E6F708899AABBCCDDEEFF0011"
                    ],
                    "display_name": "Bob Jones"
                }
            ]
        },
        {
            "id": "role_7D8E9F0A1B2C43D4E5F60718293A4B5C",
            "role_description": "Power of Attorney - John Peter Smith",
            "split": true,
            "focus_type": "contact_main",
            "focus_contact": "contact_9F39387E14CD43F688A0D452AA00B78B",
            "assignments": [
                {
                    "position": 1,
                    "contacts": [
                        "contact_1A2B3C4D5E6F47889900AABBCCDDEEFF"
                    ],
                    "display_name": "Alice Smith"
                }
            ]
        },
        {
            "id": "role_7D8E9F0A1B2C43D4E5F60718293A4B5C",
            "role_description": "Power of Attorney - Mary Smith",
            "split": true,
            "focus_type": "contact_partner",
            "focus_contact": "contact_8F1FD2BABFCD4378AFB3ECC6DCFCD48B",
            "assignments": [
                {
                    "position": 1,
                    "contacts": [
                        "contact_2B3C4D5E6F708899AABBCCDDEEFF0011"
                    ],
                    "display_name": "Bob Jones"
                }
            ]
        }
    ]
}

Modified at 2026-08-25 15:49:59

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