DESCRIPTION

This endpoint creates a new matter with the provided parameters.

URL STRUCTURE

https://[hostname]/matter/new

METHOD

POST

HEADERS

**Authorization:**    string Base64       [email]:[key]

PARAMETERS

NameTypeDescription
categoryint|stringRequired. Matter category id, or name of matter category as it appears in the system, e.g. "9" or "Patent".
subcategoryint|stringMatter subcategory id or name/partial name of subcategory.
countrystringRequired. Two letter country code.
clientint|stringRequired. If int: the id of an organisation in the address book. If string: Exact name of client in address book, or new client is created and linked to case.
titlestringRequired.
longTitlestring
userint|stringRequired. User id or exact username of user
whoPaysTheBillint|stringID of location in address book or exact name of location in address book.
user2int|stringUser id or exact username of user.
user3int|stringUser id or exact username of user.
user4int|stringUser id or exact username of user.
priority-datestring
priority-countrystring
priority-codestring
application-datestring
application-countrystring
application-codestring
publication-datestring
publication-countrystring
publication-codestring
grant-datestring
grant-countrystring
grant-codestring
natreg-entry-datestring
natreg-entry-countrystring
natreg-entry-codestring
natreg-publication-datestring
natreg-publication-countrystring
natreg-publication-codestring
history-datesarray
{
  "202": {
    "date": "2023-10-25",
    "country": "GB",
    "code": "111111.1"
  }
}
        
applicantsarrayCan be: ID of applicant in address book, exact name of applicant in address book or new applicant which will be added to the address book and linked to the matter.
{
  50,
  'Applicant Name',
  'New Applicant',
}
        
inventorsarrayCan be: ID of inventor in address book, exact name of inventor in address book or new inventor which will be added to the address book and linked to the matter.
{
  50,
  'Inventor Name',
  'New Inventor',
}
        
custom-fieldsarrayJson array of custom field ID's with corresponding values.
{
  "621": "Mechanised Suit"
}
        
mattercodestringMust not exist for the subscriber account already. If not provided the mattercode will be generated automatically using the subscribers settings.



RETURNS

{
  "id": "296",
  "oldCode": null,
  "oldId": null,
  "country": "GB",
  "countryName": "United Kingdom",
  "status": {
      "id": "0",
      "name": "Open"
  },
  "matterCode": "000027GB",
  "shortTitle": "Magic \"The Bean\" Beans",
  "longTitle": "Magic \"The Bean\" Beans Sauce",
  "formalTitle": null,
  "clientRef": null,
  "parentage": null,
  "designatedCountries": null,
  "application": {},
  "publication": {},
  "natRegEntry": {},
  "natRegPublication": null,
  "grant": {},
  "priority": {},
  "applicants": [
      {
          "id": "44",
          "oldId": null,
          "type": null,
          "name": "Tom Wilfpp",
          "formalName": "Tom Wilf",
          "formalNameTitle": null,
          "formalNameFirst": null,
          "formalNameMiddle": null,
          "formalNameLast": null,
          "addressName": null,
          "salutation": null,
          "nationality": null,
          "secondaryNationality": null,
          "domicile": null,
          "address": null,
          "street1": null,
          "street2": null,
          "street3": null,
          "city": null,
          "county": null,
          "postcode": null,
          "phone": null,
          "email": null,
          "cc": null,
          "dateOfBirth": null,
          "notes": null,
          "entity": null,
          "active": null,
          "licensee": null,
          "checkedByUserId": null,
          "entityType": "appInv"
      }
  ],
  "inventors": [],
  "licensees": [],
  "associates": [],
  "otherSideClients": [],
  "otherSideSolicitors": [],
  "clientKeyContactId": null,
  "category": {
      "id": "36",
      "definition": "registereddesigns",
      "name": "Registered Designs"
  },
  "subCategory": {
      "id": "1",
      "name": "Registereddesigns - Product Designs",
      "categoryType": "registereddesigns"
  },
  "imageId": "0",
  "typeOfMark": "0",
  "businessUnit": null,
  "expiryDate": null,
  "client": {
      "id": "98",
      "name": "Example Company",
      "orgCode": "EXA",
      "categories": [
          {}
      ],
      "type": {},
      "secondaryType": null,
      "marketSource": "0",
      "marketNotes": null,
      "exportNumber": "",
      "tags": "",
      "extraCareNotes": "",
      "setupDateTime": "2018-11-06 09:29:50",
      "setupByUser": "1782",
      "nominator": "0",
      "modifiedDateTime": null,
      "modifiedByUser": null,
      "hasGeneralPowerAttorney": "0",
      "generalPowerAttorneyStartDate": "0000-00-00",
      "generalPowerAttorneyStartEnd": "0000-00-00",
      "contactChecked": "0",
      "contactCheckedBy": "0",
      "contactCheckedDate": null,
      "linkedMatterId": "162",
      "oldId": null,
      "notes": null,
      "correspondenceNotes": "",
      "organisationGroupId": "0",
      "entityType": "organisation",
      "linkedMatter": null,
      "customFields": []
  },
  "clientId": "98",
  "billingAddress": {
      "id": "86237",
      "organisationId": "98",
      "categories": [
          {
              "name": "Correspondence",
              "id": "1"
          },
          {
              "name": "Visiting",
              "id": "2"
          },
          {
              "name": "Billing",
              "id": "3"
          }
      ],
      "type": null,
      "name": "Example Company",
      "address": "Example Company\r\n13 Placeholder Street\r\nTypical City\r\nSample County",
      "street1": "",
      "street2": "",
      "street3": "",
      "city": "",
      "county": "",
      "postCode": "BU88 73S",
      "country": "GB",
      "website": "",
      "phone": "0122354575",
      "phone2": "0122354575",
      "phone3": null,
      "email": "[email protected]",
      "email2": null,
      "email3": null,
      "notes": "",
      "extraCareNotes": "",
      "extraCareNotesColor": "",
      "setupDateTime": "2018-11-06 09:29:50",
      "setupByUser": "1782",
      "modifiedDateTime": "2018-11-06 09:29:50",
      "modifiedByUser": "1782",
      "active": "1",
      "VATNumber": "",
      "badPayer": "0",
      "taxCode": "0",
      "exportCode": "",
      "oldId": null,
      "companyNumber": "",
      "bankAccount": "",
      "matterToSaveInvoicesOn": "0",
      "accountsContactId": "0",
      "entityType": "location",
      "invoiceSettings": null,
      "defaultCurrency": null,
      "customFields": [],
      "addressString": "Example Company<br />\r\n13 Placeholder Street<br />\r\nTypical City<br />\r\nSample County,<br>BU88 73S"
  },
  "billingAddressId": "86237",
  "user": {
      "id": "1782",
      "oldId": null,
      "subscriberId": null,
      "username": "twilf",
      "email": null,
      "secondaryEmail": [],
      "firstName": "Tom",
      "secondName": "Wilford",
      "subscriberRef": null,
      "clientSQL": null,
      "loginCount": null,
      "lastLogin": null,
      "notes": null,
      "gender": null,
      "initials": null,
      "legalEntity": null
  },
  "user2": {
      "id": null,
      "oldId": null,
      "subscriberId": null,
      "username": null,
      "email": null,
      "secondaryEmail": [],
      "firstName": null,
      "secondName": null,
      "subscriberRef": null,
      "clientSQL": null,
      "loginCount": null,
      "lastLogin": null,
      "notes": null,
      "gender": null,
      "initials": null,
      "legalEntity": null
  },
  "user3": {
      "id": null,
      "oldId": null,
      "subscriberId": null,
      "username": null,
      "email": null,
      "secondaryEmail": [],
      "firstName": null,
      "secondName": null,
      "subscriberRef": null,
      "clientSQL": null,
      "loginCount": null,
      "lastLogin": null,
      "notes": null,
      "gender": null,
      "initials": null,
      "legalEntity": null
  },
  "user4": {
      "id": null,
      "oldId": null,
      "subscriberId": null,
      "username": null,
      "email": null,
      "secondaryEmail": [],
      "firstName": null,
      "secondName": null,
      "subscriberRef": null,
      "clientSQL": null,
      "loginCount": null,
      "lastLogin": null,
      "notes": null,
      "gender": null,
      "initials": null,
      "legalEntity": null
  },
  "family": null,
  "office": null,
  "notes": null,
  "familyId": "0",
  "businessGroup": null,
  "internationalRegistrationId": "0",
  "classes": null,
  "goods": null,
  "openDate": "2019-11-05 10:50:25",
  "designatedStates": "",
  "parentMatterId": null,
  "typeId": "7",
  "correspondenceNotes": null,
  "renewalClient": null,
  "renewalClientId": null,
  "renewalBillingAddress": null,
  "renewalBillingAddressId": null,
  "entityType": "matter",
  "legalEntity": "6",
  "allHistoryDates": null,
  "goodsAndClasses": null,
  "associatesLoaded": null,
  "budgets": null,
  "customFields": []
}