Matter Templates API

Matter templates let you save a matter's document checklist as a reusable template. Apply a template when creating a new matter to pre-populate its document requirements.

GET/api/v1/matter-templates

List all matter templates for the authenticated firm.

Parameter	Type	Description
case_type	string	Filter by case type (e.g., divorce_standard, custody_only)
state	string	Filter by state code
page	number	Page number (default: 1)

Response

{
  "data": [
    {
      "id": "tmpl_01HXYZ",
      "name": "SC Divorce — Business Owner",
      "description": "Standard SC divorce checklist with business valuation and QDRO requirements",
      "case_type": "divorce_business_owner",
      "state": "SC",
      "document_count": 14,
      "created_by": "user_01HABC",
      "created_at": "2025-01-10T00:00:00.000Z",
      "updated_at": "2025-02-01T00:00:00.000Z"
    }
  ],
  "pagination": { "page": 1, "per_page": 20, "total": 6 }
}

GET/api/v1/matter-templates/:id

Retrieve a single template with its full document list.

Response

{
  "data": {
    "id": "tmpl_01HXYZ",
    "name": "SC Divorce — Business Owner",
    "description": "Standard SC divorce checklist with business valuation and QDRO requirements",
    "case_type": "divorce_business_owner",
    "state": "SC",
    "metadata": {
      "documents": [
        { "id": "doc_type_001", "name": "Marriage Certificate", "required": true },
        { "id": "doc_type_002", "name": "Business Valuation Report", "required": true },
        { "id": "doc_type_003", "name": "QDRO Documentation", "required": false }
      ]
    },
    "created_at": "2025-01-10T00:00:00.000Z"
  }
}

POST/api/v1/matter-templates

Create a new matter template. Optionally pass matter_id to clone the document checklist from an existing matter.

Field	Type	Required	Description
name	string	Yes	Template display name
case_type	string	Yes	Case type this template applies to
description	string	No	Optional description
state	string	No	US state code (for jurisdiction-specific templates)
matter_id	string	No	Clone documents from this matter's checklist

Request

{
  "name": "SC Divorce — Business Owner",
  "description": "Standard SC divorce checklist with business valuation",
  "case_type": "divorce_business_owner",
  "state": "SC",
  "matter_id": "mat_01HXYZ"
}

Response

{
  "data": {
    "id": "tmpl_01HXYZ",
    "name": "SC Divorce — Business Owner",
    "case_type": "divorce_business_owner",
    "state": "SC",
    "document_count": 14,
    "created_at": "2025-03-29T00:00:00.000Z"
  }
}

PATCH/api/v1/matter-templates/:id

Update a template's name, description, or document list.

DELETE/api/v1/matter-templates/:id

Delete a template. Existing matters that were created from this template are not affected.