Authenticate to LegalServer's Core API with a Bearer personal access token and create a Matter record
domain: legalserver.org · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Create a dedicated API user and API-only user role in LegalServer (never reuse an administrator account); grant it the Login permission plus the specific endpoint permissions needed
Generate a Personal Access Token for that user via the Manage Personal Access Tokens block, or use HTTP Basic Auth with the user's username/password as an alternative
POST to https://{sitename}.legalserver.org/api/v1/matters with an Authorization: Bearer <token> header and a JSON body containing required fields such as first, last, case_disposition, and case_type
Confirm Create/Update Matter is enabled on your site — it is a Premium API (currently $200/month) that returns HTTP 402 Payment Required if not enabled
Use the returned matter UUID (not a numeric id) for any subsequent GET/PATCH calls against that record
Test against the site's -demo subdomain before pointing the integration at production data
Known gotchas
Create/Update Matter, along with most matter-subtable writes (Assignments, Charges, Contacts, Events, Notes updates), are Premium APIs requiring a separate paid subscription enabled by LegalServer support — a 402 response means the account isn't provisioned, not that credentials are wrong
Usernames are case-sensitive in API authentication even though the LegalServer UI login may be more forgiving
If the API user's password has expired, the API currently returns HTTP 200 with an HTML login-page body instead of a JSON error, so status-code-only error handling will treat a failed auth as a success
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