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Routing Endpoints

Base URL: https://api.casexchange.com/api/public/v1

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GET /routing/rules

Returns the referral routing rules configured for the caller’s firm. Tier: read_only 
curl -X GET "https://api.casexchange.com/api/public/v1/routing/rules" \
  -H "X-API-Key: cxp_ro_your_key_here"
Response 200 
{
  "data": [
    {
      "id": "e4a71c9f-2b38-4d06-a9f1-7c8e350d12ab",
      "name": "Auto-route NY Personal Injury",
      "conditions": [
        {
          "field": "caseType",
          "operator": "in",
          "value": ["Personal Injury"]
        },
        {
          "field": "jurisdiction",
          "operator": "eq",
          "value": "NY"
        }
      ],
      "targetFirmId": "b2c3d4e5-6789-0abc-def1-234567890abc",
      "priority": 1,
      "isActive": true,
      "firmId": "a1b2c3d4-5678-9abc-def0-1234567890ab",
      "createdAt": "2025-09-10T14:30:00.000Z",
      "updatedAt": "2026-01-05T11:15:00.000Z"
    },
    {
      "id": "f5b82daf-3c49-5e17-baf2-8d9f461e23bc",
      "name": "CA Med-Mal to Caldwell",
      "conditions": [
        {
          "field": "caseType",
          "operator": "in",
          "value": ["Medical Malpractice"]
        },
        {
          "field": "jurisdiction",
          "operator": "eq",
          "value": "CA"
        }
      ],
      "targetFirmId": "c3d4e5f6-7890-1abc-def2-34567890abcd",
      "priority": 2,
      "isActive": true,
      "firmId": "a1b2c3d4-5678-9abc-def0-1234567890ab",
      "createdAt": "2025-10-22T09:00:00.000Z",
      "updatedAt": "2026-02-14T16:45:00.000Z"
    }
  ],
  "meta": {
    "requestId": "req_4e7a1b2c3d5f6789",
    "timestamp": "2026-03-31T16:00:00.000Z"
  }
}

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GET /routing/evaluate

Evaluates routing rules for a hypothetical case profile and returns the matching rule with its firm assignments. Useful for previewing which firms would receive a referral before it is created. Tier: read_only Query parameters:
ParameterTypeRequiredDescription
caseTypestringYesCase type name or ID to match against routing rules.
jurisdictionstringYesJurisdiction code (e.g. NY, CA).
tierintegerNoRouting tier to evaluate.
countystringNoCounty name to match against routing rule conditions.
typeCategorystringNoCase type category filter.
attemptintegerNoRouting attempt number (default 1).
curl -X GET "https://api.casexchange.com/api/public/v1/routing/evaluate?caseType=Personal%20Injury&jurisdiction=CA" \
  -H "X-API-Key: cxp_ro_your_key_here"
Response 200 
{
  "data": {
    "rule": {
      "id": "f5b82daf-3c49-5e17-baf2-8d9f461e23bc",
      "name": "CA Injury to Rivera"
    },
    "assignments": [
      {
        "firmId": "c3d4e5f6-7890-1abc-def2-34567890abcd",
        "firmName": "Rivera Injury Law",
        "referralInstructions": "Email intake@riverainjury.example.com with case summary and client contact info."
      },
      {
        "firmId": "d4e5f6a7-8901-2bcd-ef34-567890abcde0",
        "firmName": "Hawkins & Pratt LLP",
        "referralInstructions": null
      }
    ]
  },
  "meta": {
    "requestId": "req_7b0d4e5f6a8c9012",
    "timestamp": "2026-03-31T16:03:00.000Z"
  }
}
When no routing rule matches the given parameters, data is null: 
{
  "data": null,
  "meta": {
    "requestId": "req_8c1e5f6a7b9d0123",
    "timestamp": "2026-03-31T16:03:05.000Z"
  }
}

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GET /routing/re-refer

Evaluates which firms would receive a re-referral for an existing case, taking into account previous routing attempts. Tier: read_only Query parameters:
ParameterTypeRequiredDescription
caseIdstringYesUUID, reference number, or CMS ID of the case to evaluate.
tierintegerNoRouting tier to evaluate.
curl -X GET "https://api.casexchange.com/api/public/v1/routing/re-refer?caseId=a9b0c1d2-3456-7890-abcd-ef0123456789" \
  -H "X-API-Key: cxp_ro_your_key_here"
Response 200 
{
  "data": {
    "rule": {
      "id": "f5b82daf-3c49-5e17-baf2-8d9f461e23bc",
      "name": "CA Injury to Rivera"
    },
    "assignments": [
      {
        "firmId": "e5f6a7b8-9012-3cde-f456-7890abcdef01",
        "firmName": "Whitfield Trial Attorneys",
        "referralInstructions": "Call 415-555-0312 and reference the CaseXchange ID."
      }
    ]
  },
  "meta": {
    "requestId": "req_9d2f6a7b8c0e1234",
    "timestamp": "2026-03-31T16:04:00.000Z"
  }
}
When no routing rule matches, data is null: 
{
  "data": null,
  "meta": {
    "requestId": "req_0e3a7b8c9d1f2345",
    "timestamp": "2026-03-31T16:04:05.000Z"
  }
}