Skip to main content

​
Sent Cases Endpoints

Base URL: https://api.casexchange.com/api/public/v1 All sent-cases endpoints support flexible ID resolution — you can pass a UUID, a reference number (e.g. CX-ABC123), or a Salesforce record ID wherever {id} appears.

​
GET /sent-cases

Returns a paginated list of cases owned by your firm (sender perspective). The response uses a lean shape with only the fields needed for list views. Tier: read_only 
curl -X GET "https://api.casexchange.com/api/public/v1/sent-cases?page=1&limit=20&status=sent&sort=updatedAt&order=desc" \
  -H "X-API-Key: cxp_ro_your_key_here"
Response 200 
{
  "data": [
    {
      "id": "d4e5f6a7-1234-5678-9abc-def012345678",
      "referenceNumber": "CX-PI-00142",
      "cmsId": "NEO-88431",
      "receivingFirmName": "Sterling & Associates",
      "receivingFirmId": "a1b2c3d4-5678-9abc-def0-1234567890ab",
      "status": "sent",
      "closingStatus": null,
      "updatedAt": "2026-03-28T15:44:00.000Z"
    },
    {
      "id": "e5f6a7b8-2345-6789-0abc-ef0123456789",
      "referenceNumber": "CX-PI-00139",
      "cmsId": null,
      "receivingFirmName": "Caldwell Legal Group",
      "receivingFirmId": "b2c3d4e5-6789-0abc-def1-234567890abc",
      "status": "under_evaluation",
      "closingStatus": null,
      "updatedAt": "2026-03-25T10:12:00.000Z"
    }
  ],
  "pagination": {
    "page": 1,
    "limit": 20,
    "total": 47,
    "totalPages": 3
  },
  "meta": {
    "requestId": "req_8a2b3c4d5e6f7890",
    "timestamp": "2026-03-31T16:00:00.000Z"
  }
}
Query parameters
ParamTypeDefaultDescription
pageinteger1Page number (1-indexed)
limitinteger20Results per page (max 100)
statusstring—Filter by status: draft, sent, under_evaluation, investigating, signed, in_litigation, closing, rejected, withdrawn, closed
searchstring—Search by reference number, receiving firm name, or client name (max 200 chars)
sortstringupdatedAtSort field: updatedAt, status, referenceNumber
orderstringdescSort order: asc or desc

​
GET /sent-cases/

Returns full detail for a sent case, including all referrals. The {id} parameter accepts a UUID, reference number, or Salesforce record ID. Tier: read_only 
curl -X GET "https://api.casexchange.com/api/public/v1/sent-cases/d4e5f6a7-1234-5678-9abc-def012345678" \
  -H "X-API-Key: cxp_ro_your_key_here"
You can also look up by reference number: 
curl -X GET "https://api.casexchange.com/api/public/v1/sent-cases/CX-PI-00142" \
  -H "X-API-Key: cxp_ro_your_key_here"
Response 200 
{
  "data": {
    "id": "d4e5f6a7-1234-5678-9abc-def012345678",
    "referenceNumber": "CX-PI-00142",
    "cmsId": "NEO-88431",
    "title": "Martinez v. National Freight - Trucking Accident",
    "description": "Multi-vehicle collision on I-95. Client was rear-ended by an 18-wheeler.",
    "caseType": "Personal Injury",
    "jurisdiction": "FL",
    "county": "Miami-Dade",
    "clientFirstName": "Sofia",
    "clientLastName": "Martinez",
    "clientEmail": "s.martinez@example.com",
    "clientPhone": "305-555-0198",
    "clientDateOfBirth": "1990-04-22T00:00:00.000Z",
    "incidentDate": "2026-01-15T00:00:00.000Z",
    "tier": 3,
    "ratedTier": null,
    "ratingNotes": null,
    "source": "Website Lead",
    "isTestCase": false,
    "createdBy": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
    "createdAt": "2026-02-10T09:15:00.000Z",
    "updatedAt": "2026-03-28T15:44:00.000Z",
    "status": "sent",
    "closingStatus": null,
    "closureReason": null,
    "settlementAmount": null,
    "attorneyFees": null,
    "leadAttorneyName": null,
    "clientFeeAgreementPercentage": null,
    "statuteOfLimitationsExpiration": null,
    "estimatedDateOfResolution": null,
    "estimatedDistributionDate": null,
    "projectedSettlementAmount": null,
    "phase": null,
    "requiresUpdate": false,
    "referrals": [
      {
        "id": "c3d4e5f6-7890-1234-5678-9abcdef01234",
        "referentFirmId": "a1b2c3d4-5678-9abc-def0-1234567890ab",
        "referentFirmName": "Sterling & Associates",
        "status": "sent",
        "closingStatus": null,
        "notes": "Priority referral - strong liability evidence",
        "createdBy": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
        "lastUpdatedBy": null,
        "createdAt": "2026-02-10T09:16:00.000Z",
        "updatedAt": "2026-03-28T15:44:00.000Z"
      }
    ]
  },
  "meta": {
    "requestId": "req_1b2c3d4e5f6a7890",
    "timestamp": "2026-03-31T16:00:00.000Z"
  }
}

​
GET /sent-cases//available-statuses

Returns the available next status transitions for the most recent referral on a sent case, from the sender’s perspective. Tier: read_only 
curl -X GET "https://api.casexchange.com/api/public/v1/sent-cases/d4e5f6a7-1234-5678-9abc-def012345678/available-statuses" \
  -H "X-API-Key: cxp_ro_your_key_here"
Response 200 
{
  "data": {
    "currentStatus": "sent",
    "availableTransitions": [
      {
        "status": "withdrawn",
        "label": "Withdraw",
        "requiresReason": true,
        "requiresClosingStatus": false
      }
    ]
  },
  "meta": {
    "requestId": "req_2c3d4e5f6a7b8901",
    "timestamp": "2026-03-31T16:00:00.000Z"
  }
}

​
POST /sent-cases

Creates a new case from the sender perspective. The case starts in draft status unless a referentFirmId is provided, in which case it is immediately sent. Tier: standard Required fields: title, caseType, jurisdiction, clientFirstName, clientLastName 
curl -X POST "https://api.casexchange.com/api/public/v1/sent-cases" \
  -H "X-API-Key: cxp_std_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Rivera v. Metro Transit - Slip and Fall",
    "description": "Client slipped on unmarked wet floor in subway station.",
    "caseType": "Personal Injury",
    "jurisdiction": "NY",
    "county": "New York",
    "clientFirstName": "Marco",
    "clientLastName": "Rivera",
    "clientEmail": "m.rivera@example.com",
    "clientPhone": "212-555-0374",
    "clientDateOfBirth": "1988-11-03",
    "incidentDate": "2026-03-10",
    "tier": 2,
    "source": "Attorney Referral",
    "notes": "Witnesses present. Incident report filed with MTA.",
    "isRetainerSigned": false
  }'
Response 201 
{
  "data": {
    "id": "f6a7b8c9-3456-7890-1abc-def234567890",
    "referenceNumber": "CX-PI-00158",
    "cmsId": null,
    "title": "Rivera v. Metro Transit - Slip and Fall",
    "description": "Client slipped on unmarked wet floor in subway station.",
    "caseType": "Personal Injury",
    "jurisdiction": "NY",
    "county": "New York",
    "clientFirstName": "Marco",
    "clientLastName": "Rivera",
    "clientEmail": "m.rivera@example.com",
    "clientPhone": "212-555-0374",
    "clientDateOfBirth": "1988-11-03T00:00:00.000Z",
    "incidentDate": "2026-03-10T00:00:00.000Z",
    "tier": 2,
    "ratedTier": null,
    "ratingNotes": null,
    "source": "Attorney Referral",
    "isTestCase": false,
    "createdBy": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
    "createdAt": "2026-03-31T16:05:00.000Z",
    "updatedAt": "2026-03-31T16:05:00.000Z",
    "status": "draft",
    "closingStatus": null,
    "closureReason": null,
    "settlementAmount": null,
    "attorneyFees": null,
    "leadAttorneyName": null,
    "clientFeeAgreementPercentage": null,
    "statuteOfLimitationsExpiration": null,
    "estimatedDateOfResolution": null,
    "estimatedDistributionDate": null,
    "projectedSettlementAmount": null,
    "phase": null,
    "requiresUpdate": false,
    "referrals": []
  },
  "meta": {
    "requestId": "req_3d4e5f6a7b8c9012",
    "timestamp": "2026-03-31T16:05:00.000Z"
  }
}

​
POST /sent-cases//refer

Sends a draft case to a receiving firm, or creates a new referral on an existing case (re-refer). The case status transitions from draft to sent. Tier: standard Required fields: referentFirmId 
curl -X POST "https://api.casexchange.com/api/public/v1/sent-cases/f6a7b8c9-3456-7890-1abc-def234567890/refer" \
  -H "X-API-Key: cxp_std_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "referentFirmId": "a1b2c3d4-5678-9abc-def0-1234567890ab",
    "notes": "Priority referral - strong liability, multiple witnesses"
  }'
Response 200 
{
  "data": {
    "id": "f6a7b8c9-3456-7890-1abc-def234567890",
    "referenceNumber": "CX-PI-00158",
    "cmsId": null,
    "title": "Rivera v. Metro Transit - Slip and Fall",
    "description": "Client slipped on unmarked wet floor in subway station.",
    "caseType": "Personal Injury",
    "jurisdiction": "NY",
    "county": "New York",
    "clientFirstName": "Marco",
    "clientLastName": "Rivera",
    "clientEmail": "m.rivera@example.com",
    "clientPhone": "212-555-0374",
    "clientDateOfBirth": "1988-11-03T00:00:00.000Z",
    "incidentDate": "2026-03-10T00:00:00.000Z",
    "tier": 2,
    "ratedTier": null,
    "ratingNotes": null,
    "source": "Attorney Referral",
    "isTestCase": false,
    "createdBy": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
    "createdAt": "2026-03-31T16:05:00.000Z",
    "updatedAt": "2026-03-31T16:10:00.000Z",
    "status": "sent",
    "closingStatus": null,
    "closureReason": null,
    "settlementAmount": null,
    "attorneyFees": null,
    "leadAttorneyName": null,
    "clientFeeAgreementPercentage": null,
    "statuteOfLimitationsExpiration": null,
    "estimatedDateOfResolution": null,
    "estimatedDistributionDate": null,
    "projectedSettlementAmount": null,
    "phase": null,
    "requiresUpdate": false,
    "referrals": [
      {
        "id": "a7b8c9d0-4567-8901-2abc-ef3456789012",
        "referentFirmId": "a1b2c3d4-5678-9abc-def0-1234567890ab",
        "referentFirmName": "Sterling & Associates",
        "status": "sent",
        "closingStatus": null,
        "notes": "Priority referral - strong liability, multiple witnesses",
        "createdBy": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
        "lastUpdatedBy": null,
        "createdAt": "2026-03-31T16:10:00.000Z",
        "updatedAt": "2026-03-31T16:10:00.000Z"
      }
    ]
  },
  "meta": {
    "requestId": "req_4e5f6a7b8c9d0123",
    "timestamp": "2026-03-31T16:10:00.000Z"
  }
}

​
PATCH /sent-cases/

Updates sender-owned fields on a sent case. Only tier and source can be updated. At least one field must be provided. Omitted fields remain unchanged. Tier: standard 
curl -X PATCH "https://api.casexchange.com/api/public/v1/sent-cases/f6a7b8c9-3456-7890-1abc-def234567890" \
  -H "X-API-Key: cxp_std_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "tier": 4,
    "source": "Website Lead"
  }'
Response 200 
{
  "data": {
    "id": "f6a7b8c9-3456-7890-1abc-def234567890",
    "referenceNumber": "CX-PI-00158",
    "cmsId": null,
    "title": "Rivera v. Metro Transit - Slip and Fall",
    "description": "Client slipped on unmarked wet floor in subway station.",
    "caseType": "Personal Injury",
    "jurisdiction": "NY",
    "county": "New York",
    "clientFirstName": "Marco",
    "clientLastName": "Rivera",
    "clientEmail": "m.rivera@example.com",
    "clientPhone": "212-555-0374",
    "clientDateOfBirth": "1988-11-03T00:00:00.000Z",
    "incidentDate": "2026-03-10T00:00:00.000Z",
    "tier": 4,
    "ratedTier": null,
    "ratingNotes": null,
    "source": "Website Lead",
    "isTestCase": false,
    "createdBy": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
    "createdAt": "2026-03-31T16:05:00.000Z",
    "updatedAt": "2026-03-31T16:15:00.000Z",
    "status": "sent",
    "closingStatus": null,
    "closureReason": null,
    "settlementAmount": null,
    "attorneyFees": null,
    "leadAttorneyName": null,
    "clientFeeAgreementPercentage": null,
    "statuteOfLimitationsExpiration": null,
    "estimatedDateOfResolution": null,
    "estimatedDistributionDate": null,
    "projectedSettlementAmount": null,
    "phase": null,
    "requiresUpdate": false,
    "referrals": [
      {
        "id": "a7b8c9d0-4567-8901-2abc-ef3456789012",
        "referentFirmId": "a1b2c3d4-5678-9abc-def0-1234567890ab",
        "referentFirmName": "Sterling & Associates",
        "status": "sent",
        "closingStatus": null,
        "notes": "Priority referral - strong liability, multiple witnesses",
        "createdBy": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
        "lastUpdatedBy": null,
        "createdAt": "2026-03-31T16:10:00.000Z",
        "updatedAt": "2026-03-31T16:10:00.000Z"
      }
    ]
  },
  "meta": {
    "requestId": "req_5f6a7b8c9d0e1234",
    "timestamp": "2026-03-31T16:15:00.000Z"
  }
}