> ## Documentation Index > Fetch the complete documentation index at: https://docs.casexchange.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a sent case > Creates a case owned by the caller's firm. If referentFirmId is provided the case is SENT; otherwise it is created as a DRAFT. Pass routingRuleId + roundRobinPosition (from GET /routing/evaluate) to advance the round-robin pointer. Requires STANDARD tier. ## OpenAPI ````yaml /api-reference/openapi.yml post /sent-cases openapi: 3.0.3 info: title: CaseXchange Public API version: 1.0.0 description: >- The CaseXchange Public API enables law firms to integrate referral management directly into their own systems. ## Authentication All requests must include an `X-API-Key` header containing a valid API key (format: `cxp_`). Keys are scoped to a firm and an access tier. ## Access Tiers | Tier | Description | |------|-------------| | `read_only` | GET endpoints — read data without mutation | | `standard` | read_only + create/update case referrals | | `full` | standard + delete, routing rules, bulk import, firm mutation | ## Rate Limiting Rate limits are enforced per API key. Exceeded limits return `429 Too Many Requests`. ## Pagination List endpoints accept `page` (default 1) and `limit` (default 20, max 100) query params. ## Response Format Successful responses are wrapped in `{ data: T, meta: { requestId, timestamp } }`. Errors are wrapped in `{ error: { code, message }, meta: { requestId, timestamp } }`. contact: name: CaseXchange API Support url: https://casexchange.com servers: - url: https://api.casexchange.com/api/public/v1 description: Production Public API base path - url: /api/public/v1 description: Relative base path (for proxied docs/local environments) security: [] tags: - name: Reference Data description: Case types, jurisdictions, and counties - name: Firms description: Firm directory and profile management - name: Cases description: Case referral lifecycle and actions - name: Sent Cases description: 'Sender-side case management: create, track, and refer/route cases you own' - name: Documents description: Document upload, download, and management - name: Users description: User management within the caller's firm - name: Routing description: Referral routing rules - name: Analytics description: Dashboard and case analytics - name: Notifications description: Notification preferences and email management - name: Med Cases description: Med Xchange cases and their nested referrals to medical providers - name: MedEx Documents description: Med Xchange case document listing and download - name: Import description: Bulk case import/update via CSV - name: Salesforce description: Org-facing endpoints consumed by the CaseXchange managed package paths: /sent-cases: post: tags: - Sent Cases summary: Create a sent case description: >- Creates a case owned by the caller's firm. If referentFirmId is provided the case is SENT; otherwise it is created as a DRAFT. Pass routingRuleId + roundRobinPosition (from GET /routing/evaluate) to advance the round-robin pointer. Requires STANDARD tier. operationId: createSentCase requestBody: required: true content: application/json: schema: type: object required: - title - caseType - jurisdiction - clientFirstName - clientLastName properties: title: type: string minLength: 1 description: type: string caseType: type: string minLength: 1 jurisdiction: type: string minLength: 1 county: type: string nullable: true clientFirstName: type: string minLength: 1 clientLastName: type: string minLength: 1 clientEmail: type: string format: email clientPhone: type: string clientDateOfBirth: type: string format: date nullable: true incidentDate: type: string format: date nullable: true tier: type: integer minimum: 1 maximum: 5 nullable: true source: type: string notes: type: string referentFirmId: type: string format: uuid description: Receiving firm. Omit to create a DRAFT. routingRuleId: type: string format: uuid description: >- Optional. Routing rule this send was chosen from (from GET /routing/evaluate). Ignored (with a server-side warning) if it is not a live rule owned by your firm. roundRobinPosition: type: integer minimum: 0 description: >- Optional. The roundRobinPosition from GET /routing/evaluate. Requires routingRuleId; advances the rule's round-robin pointer. isRetainerSigned: type: boolean default: false salesforceId: type: string salesforceObjectType: type: string externalSystem: type: string enum: - cloudlex - morgan_morgan externalId: type: string responses: '201': description: Created sent case content: application/json: schema: type: object properties: data: $ref: '#/components/schemas/SentCase' meta: type: object properties: requestId: type: string example: req_f2dbe1d3f6ad4a7bb5b4c9f2 timestamp: type: string format: date-time required: - requestId - timestamp required: - data - meta '400': description: Request validation failed content: application/json: schema: type: object properties: error: type: object properties: code: type: string message: type: string required: - code - message meta: type: object properties: requestId: type: string example: req_f2dbe1d3f6ad4a7bb5b4c9f2 timestamp: type: string format: date-time required: - requestId - timestamp required: - error - meta '401': description: Invalid or missing API key content: application/json: schema: type: object properties: error: type: object properties: code: type: string message: type: string required: - code - message meta: type: object properties: requestId: type: string example: req_f2dbe1d3f6ad4a7bb5b4c9f2 timestamp: type: string format: date-time required: - requestId - timestamp required: - error - meta '403': description: API key tier does not permit this action content: application/json: schema: type: object properties: error: type: object properties: code: type: string message: type: string required: - code - message meta: type: object properties: requestId: type: string example: req_f2dbe1d3f6ad4a7bb5b4c9f2 timestamp: type: string format: date-time required: - requestId - timestamp required: - error - meta '409': description: A referral for this Salesforce record already exists content: application/json: schema: type: object properties: error: type: object properties: code: type: string message: type: string required: - code - message meta: type: object properties: requestId: type: string example: req_f2dbe1d3f6ad4a7bb5b4c9f2 timestamp: type: string format: date-time required: - requestId - timestamp required: - error - meta security: - apiKeyAuth: [] components: schemas: SentCase: type: object description: >- A case from the sender (owning firm) perspective, with all of its referrals. properties: id: type: string format: uuid referenceNumber: type: string nullable: true example: ABC-0001 salesforceId: type: string nullable: true salesforceObjectType: type: string nullable: true title: type: string nullable: true description: type: string nullable: true caseType: type: string nullable: true jurisdiction: type: string nullable: true county: type: string nullable: true clientFirstName: type: string nullable: true clientLastName: type: string nullable: true clientEmail: type: string format: email nullable: true clientPhone: type: string nullable: true clientDateOfBirth: type: string format: date nullable: true incidentDate: type: string format: date nullable: true tier: type: integer nullable: true source: type: string nullable: true status: type: string description: CaseStatus enum value closingStatus: type: string nullable: true createdAt: type: string format: date-time updatedAt: type: string format: date-time referrals: type: array description: All referrals on this case, most recent first. items: type: object securitySchemes: apiKeyAuth: type: apiKey in: header name: X-API-Key description: Public API key (starts with cxp_). Required on every request. ````