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Build with Confidence

CaseXchange connects law firms with the referrals, routing logic, and case data they need to collaborate securely. This guide gives third parties a single place to learn the platform, authenticate, and ship integrations faster.

Quickstart

Spin up an integration-ready workspace in minutes.

API Reference

Explore every public endpoint with examples.

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Platform Highlights

JWT + OAuth

Secure requests with JWT sessions or OAuth 2.0 Authorization Code flow.

Referral Engine

Standardized objects for cases, referrals, routing, and firm handoffs.

Routing Intelligence

Evaluate routing rules to recommend the best firm automatically.

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What’s Inside

  • Authentication – Complete JWT and OAuth 2.0 flows with token refresh and rotation.
  • Case APIs – Create cases (POST /cases), update cases by ID (PUT /cases/{id}), re-refer cases (POST /cases/{id}/re-refer), and list cases with filtering.
  • Directory APIs – Get firms (GET /firms), jurisdictions (GET /firms/jurisdictions), and case types (GET /firms/case-types).
  • Routing – Evaluate routing rules (POST /routing/evaluate-api) to automate firm suggestions.
  • Error Handling – Consistent response schemas and rate-limit headers.

Need help?

Contact support for OAuth client registration or onboarding assistance.