Status Updates

Status Updates Endpoints

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

GET /status-updates/lookup

Returns all status updates and messages for a case or referral identified by a flexible identifier. The id query parameter accepts a referral UUID, a reference number (e.g. CX-A1BC001-X2Y), or a CMS ID from any connected system (DearLegal, Neos, Clio, SmartAdvocate, Salesforce, Case Status). When the identifier resolves to a base case, status updates across all accessible referrals are returned. Tier: read_only

curl -X GET "https://api.casexchange.com/api/public/v1/status-updates/lookup?id=CX-A1BC001-X2Y" \
  -H "X-API-Key: cxp_ro_your_key_here"

Response 200

{
  "data": [
    {
      "id": "b7e24a19-3c85-4f6d-91a2-d0e8f347c562",
      "referralId": "a1d930f4-82bb-4e1c-b6f0-5c9a3de71284",
      "referenceNumber": "CX-A1BC001-X2Y",
      "status": "under_evaluation",
      "message": "Referral received and currently under medical review.",
      "isMessage": false,
      "source": "manual",
      "createdAt": "2026-03-18T09:15:00.000Z",
      "createdByName": "Jessica Thompson"
    },
    {
      "id": "c8f35b2a-4d96-5a7e-02b3-e1f9a458d673",
      "referralId": "a1d930f4-82bb-4e1c-b6f0-5c9a3de71284",
      "referenceNumber": "CX-A1BC001-X2Y",
      "status": "under_evaluation",
      "message": "Please send over the accident report when available.",
      "isMessage": true,
      "source": "manual",
      "createdAt": "2026-03-19T14:42:00.000Z",
      "createdByName": "Jessica Thompson"
    },
    {
      "id": "d9a46c3b-5e07-6b8f-13c4-f20ab569e784",
      "referralId": "a1d930f4-82bb-4e1c-b6f0-5c9a3de71284",
      "referenceNumber": "CX-A1BC001-X2Y",
      "status": "signed",
      "message": "Retainer signed. Case accepted for litigation.",
      "isMessage": false,
      "source": "case_status",
      "createdAt": "2026-03-25T11:30:00.000Z",
      "createdByName": null
    }
  ],
  "meta": {
    "requestId": "req_8d2e4f6a0b1c3579",
    "timestamp": "2026-03-31T16:00:00.000Z"
  }
}

GET /status-updates

Returns all status updates across all cases and referrals the firm has access to, sorted by most recent first. Results are paginated. Optional query parameters:

Parameter	Type	Description
`page`	integer	Page number, 1-indexed (default `1`)
`limit`	integer	Results per page, 1-100 (default `20`)
`status`	string	Filter by status value (e.g. `signed`, `in_litigation`)
`dateFrom`	ISO 8601	Only status updates created on or after this date
`dateTo`	ISO 8601	Only status updates created on or before this date
`source`	string	Filter by source (`manual`, `case_status`, `salesforce`, `system`, `dearlegal`, `api`)

Tier: read_only

curl -X GET "https://api.casexchange.com/api/public/v1/status-updates?page=1&limit=20&dateFrom=2026-03-01T00:00:00.000Z&dateTo=2026-03-31T23:59:59.000Z" \
  -H "X-API-Key: cxp_ro_your_key_here"

Response 200

{
  "data": [
    {
      "id": "d9a46c3b-5e07-6b8f-13c4-f20ab569e784",
      "referralId": "a1d930f4-82bb-4e1c-b6f0-5c9a3de71284",
      "referenceNumber": "CX-A1BC001-X2Y",
      "status": "signed",
      "message": "Retainer signed. Case accepted for litigation.",
      "isMessage": false,
      "source": "case_status",
      "createdAt": "2026-03-25T11:30:00.000Z",
      "createdByName": null
    },
    {
      "id": "ea5b7d4c-6f18-7c9a-24d5-031bc67af895",
      "referralId": "f2e841a5-93cc-4f2d-c7a1-6dab4ef82395",
      "referenceNumber": "CX-D4EF002-Z8W",
      "status": "investigating",
      "message": "Liability investigation underway with adjuster.",
      "isMessage": false,
      "source": "salesforce",
      "createdAt": "2026-03-22T08:45:00.000Z",
      "createdByName": "Marcus Reeves"
    },
    {
      "id": "fb6c8e5d-7a29-8d0b-35e6-142cd78ba906",
      "referralId": "b3f952b6-a4dd-5a3e-d8b2-7ebc5fa93406",
      "referenceNumber": "CX-G7HI003-V5Q",
      "status": "rejected",
      "message": "Outside practice area. Recommending redirect to partner firm.",
      "isMessage": false,
      "source": "manual",
      "createdAt": "2026-03-20T16:10:00.000Z",
      "createdByName": "Sarah Chen"
    }
  ],
  "pagination": {
    "page": 1,
    "limit": 20,
    "total": 47,
    "totalPages": 3
  },
  "meta": {
    "requestId": "req_9e3f5a7b1c2d4680",
    "timestamp": "2026-03-31T16:00:00.000Z"
  }
}

Overview

Authentication

Core Concepts

Integration Guides

Core Examples

Extended Examples

Status Updates Endpoints

GET /status-updates/lookup

GET /status-updates

​Status Updates Endpoints

​GET /status-updates/lookup

​GET /status-updates

Status Updates Endpoints

GET /status-updates/lookup

GET /status-updates