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PUT
/
cases
/
{id}
Update Case
curl --request PUT \
  --url https://api.casexchange.com/api/v1/cases/{id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "title": "<string>",
  "description": "<string>",
  "caseType": "<string>",
  "jurisdiction": "<string>",
  "clientFirstName": "<string>",
  "clientLastName": "<string>",
  "clientEmail": "[email protected]",
  "clientPhone": "<string>",
  "clientDateOfBirth": "2023-12-25",
  "incidentDate": "2023-12-25",
  "referentFirmId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "notes": "<string>",
  "salesforceRecordId": "<string>",
  "salesforceObjectType": "<string>",
  "source": "<string>"
}
'
{
  "success": true,
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "title": "<string>",
    "description": "<string>",
    "referenceNumber": "<string>",
    "status": "draft",
    "caseType": "<string>",
    "jurisdiction": "<string>",
    "clientFirstName": "<string>",
    "clientLastName": "<string>",
    "clientEmail": "[email protected]",
    "clientPhone": "<string>",
    "referringFirmId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "referringFirm": {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "<string>",
      "caseStatusSubscriber": true
    },
    "referentFirmId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "referentFirm": {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "<string>",
      "caseStatusSubscriber": true
    },
    "notes": "<string>",
    "externalId": "<string>",
    "salesforceRecordId": "<string>",
    "salesforceObjectType": "<string>",
    "settlementAmount": 123,
    "attorneyFees": 123,
    "closureReason": "<string>",
    "source": "<string>",
    "createdById": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "createdBy": {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "firstName": "<string>",
      "lastName": "<string>"
    },
    "lastUpdatedById": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "lastUpdatedBy": {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "firstName": "<string>",
      "lastName": "<string>"
    },
    "statusUpdates": [
      {}
    ],
    "documents": [
      {}
    ],
    "createdAt": "2023-11-07T05:31:56Z",
    "updatedAt": "2023-11-07T05:31:56Z"
  }
}
Update an existing case by its UUID. All fields in the request body are optional; only provided fields will be updated. Field editability is enforced based on:
  • Case Status: Fields like title, caseType, jurisdiction, and client PII can only be edited when the case is in DRAFT or SENT status (by the referring firm).
  • Firm Relationship:
    • Referring firms can edit core case details before acknowledgment, and notes at any time.
    • Receiving firms can edit title and notes after acknowledgment.
    • System admins have full edit access.
Use this endpoint to update case information, change the receiving firm (referentFirmId), or add notes throughout the case lifecycle.

Authorizations

​
Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

​
id
string<uuid>
required

Body

application/json

All fields are optional. Only provided fields will be updated. Field editability depends on case status and your firm's relationship to the case (referring vs receiving firm).

​
title
string
Minimum string length: 1
​
description
string | null
​
caseType
string
Minimum string length: 1
​
jurisdiction
string
Minimum string length: 1
​
clientFirstName
string
Minimum string length: 1
​
clientLastName
string
Minimum string length: 1
​
clientEmail
string<email> | null
​
clientPhone
string | null
​
clientDateOfBirth
string<date> | null

Date in YYYY-MM-DD format

​
incidentDate
string<date> | null

Date in YYYY-MM-DD format

​
referentFirmId
string<uuid> | null
​
notes
string | null
​
salesforceRecordId
string | null
Maximum string length: 18
​
salesforceObjectType
string | null
Maximum string length: 100
​
source
string | null

Source attribution for the receiving firm to indicate where the case originated from (e.g., ad campaigns, referral partners).

Response

Case updated

​
success
boolean
​
data
object