AI agents for Lawmatics

Find matters

Lists matters (Lawmatics "prospects": leads and cases), 25 a page, newest first, filtered by ONE of: words in the case title, a contact, a status.

Get a matter

Reads one matter by ID with all its fields: case title, number and description, status and sub status, the person's name, email, phone and address, estimated and actual value in cents.

Find a contact

Finds the one contact that best matches an email address, a phone number or a name ("First Last" or just the first name), with fuzzy, case-insensitive matching.

Get a contact

Reads one contact by ID with all fields: names, email, phone, birthdate, employer, occupation, contact type, custom fields, and links to their matters.

List tasks

Lists tasks, 25 a page, filtered by ONE of: a matter, a contact, an assigned user, or done / not done.

List appointments

Lists events and appointments, 25 a page, filtered by ONE of: a matter, a contact, or starting on or after a time (then soonest first).

List notes

Lists the notes on a matter, a contact or a company, 25 a page, newest first.

List time entries

Lists time entries, 25 a page, newest first, on one matter or by one user.

List invoices

Lists invoices, 25 a page, newest first, on one matter or with one status (draft, sent, paid, partially_paid, past_due …).

List records

Lists any kind of Lawmatics record, 25 a page: users (for user IDs), files.

Open a matter

Opens a matter for an existing contact or company (by ID), or for a new person (first name, with last name, email and phone).

Add a contact

Adds a contact with a first name, and optionally last name, email, phone, a primary address, birthdate, title, employer and tags.

Add a task

Adds a task with a name and due date, and optionally a description, priority.

Add an appointment

Adds an event or appointment of an event type (IDs from "List records" with event_types) with a name and start time with its offset (like 2026-10-20T09:00:00-07:00), and optionally an end time.

Add a note

Adds a note with a title and text to a matter, a contact or a company.

Record time

Records time on a matter for a user (IDs from "List records" with users).