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Build with Confidence

CaseXchange connects law firms with the referrals, routing logic, and case data they need to collaborate securely. The Public API uses API key authentication with tiered access levels, giving third parties a straightforward path to integration.

Quickstart

Get your API key and make your first call.

API Reference

Explore every endpoint with request/response examples.

Postman Collection

Pre-built requests with automated test scripts and variable chaining.

Error Handling

Response envelopes, status codes, and troubleshooting patterns.

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Access Tiers

The Public API uses X-API-Key authentication with three access levels:
TierKey prefixPermissionsBest for
READ_ONLYcxp_ro_...GET endpoints onlyDashboards, read integrations
STANDARDcxp_std_...Read + create/update referralsCase intake, referral workflows
FULLcxp_full_...All operations including delete, bulk import, routing rules, firm profile updatesAdmin integrations

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What’s Inside

Cases & Referrals

Create, send, re-refer, and track cases from both sender and receiver perspectives.

Firms & Directory

Browse the firm directory, manage your profile, and discover available referral partners.

Jurisdictions

US states and territories supported by the platform.

Case Types

Practice areas and specialties available for referral routing.
The API also covers documents (upload, download via pre-signed URLs), routing rules (automatic case assignment), analytics (dashboard and case-level), users (invite, update, deactivate), medical referrals, notifications (email preferences), bulk CSV import/update, and API key management. See the API Reference for the complete endpoint list, or explore every request in the Postman Collection.

Need help?

Contact support for API key provisioning or onboarding assistance.