> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a case

> Creates a case (plus plaintiff and intake survey details) in the caller’s organization through the canonical write-once ownership command. Partner keys and OIDC bearers keep working unchanged; integration keys require cases:write and the standard X-Idempotency-Key contract.

Requires the `cases:write` scope. Legacy partner API keys and OIDC bearer tokens are also accepted on this endpoint (shipped behavior, unchanged); integration keys are scope-enforced. Mutations require an `X-Idempotency-Key` header (responses are stored for replay; reusing a key with a different request returns 409 `IDEMPOTENCY_CONFLICT`). Rate tier: `write`.



## OpenAPI

````yaml /openapi.json post /api/v1/cases
openapi: 3.1.0
info:
  title: Grand Charter Public API
  version: 1.0.0
  description: >-
    Org-scoped integration API for the Grand Charter legal platform.


    Authenticate every request with an integration API key in the `x-api-key`
    header. Keys are created in the attorney portal under **Settings →
    Integrations → API Credentials** (or by platform admins) and carry an
    explicit list of scopes; each operation below names its required scope
    (`x-required-scope`).


    Conventions: JSON bodies/responses in camelCase; money in integer cents;
    ISO-8601 UTC timestamps; keyset cursor pagination (`after`, `limit` →
    `nextCursor`); errors use `{ success: false, error, code }`.


    Idempotency: most mutations require an `X-Idempotency-Key` header — each
    operation description below says so explicitly. Exceptions that do NOT
    consume the header (retrying them can create duplicates): `POST /leads`,
    `PATCH /leads/{leadId}`, and `PATCH /cases/{caseId}`.
servers:
  - url: https://www.presolve.com
    description: Production
security:
  - integrationApiKey: []
tags:
  - name: Platform
  - name: Org & Team
  - name: Cases
  - name: Leads
  - name: Clients
  - name: Contacts
  - name: Documents
  - name: Notes
  - name: Tasks
  - name: Calendar
  - name: Deadlines
  - name: Intake
  - name: E-Sign
  - name: Billing
  - name: Settlement Funds
  - name: Referrals
  - name: Communications
  - name: Medical
  - name: Reports & Exports
  - name: Events & Webhooks
paths:
  /api/v1/cases:
    post:
      tags:
        - Cases
      summary: Create a case
      description: >-
        Creates a case (plus plaintiff and intake survey details) in the
        caller’s organization through the canonical write-once ownership
        command. Partner keys and OIDC bearers keep working unchanged;
        integration keys require cases:write and the standard X-Idempotency-Key
        contract.


        Requires the `cases:write` scope. Legacy partner API keys and OIDC
        bearer tokens are also accepted on this endpoint (shipped behavior,
        unchanged); integration keys are scope-enforced. Mutations require an
        `X-Idempotency-Key` header (responses are stored for replay; reusing a
        key with a different request returns 409 `IDEMPOTENCY_CONFLICT`). Rate
        tier: `write`.
      operationId: post_cases
      parameters:
        - name: X-Idempotency-Key
          in: header
          required: false
          description: >-
            Required for integration-key callers; optional for legacy
            partner-key/OIDC callers.
          schema:
            type: string
            maxLength: 200
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LegacyCaseCreateBody'
      responses:
        '201':
          description: '{ success: true, caseId }'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SuccessEnvelope'
        '400':
          description: Validation failed (VALIDATION_FAILED).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          description: Missing, invalid, or expired API key (UNAUTHORIZED).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '403':
          description: API key lacks the required scope (FORBIDDEN).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '404':
          description: Resource not found in the caller’s organization (NOT_FOUND).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '409':
          description: >-
            Conflict: invalid state transition, duplicate entry, stale revision,
            or idempotency conflict.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '429':
          description: Rate limit exceeded (RATE_LIMITED). Honor Retry-After.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
        - integrationApiKey: []
components:
  schemas:
    LegacyCaseCreateBody:
      type: object
      properties:
        firstName:
          type: string
        lastName:
          type: string
        email:
          type: string
        phone:
          type: string
        dateOfBirth:
          type: string
        zipCode:
          type: string
        city:
          type: string
        state:
          type: string
        description:
          type: string
        caseType:
          type: string
        subCaseType:
          type: string
        caseMatchMode:
          type: string
          enum:
            - attorney
            - plaintiff
        attorneyId:
          type: string
        matterStage:
          type: string
        matterStatus:
          type: string
        estimatedSettlementMin:
          type: number
          description: Dollars (converted to cents server-side)
        estimatedSettlementMax:
          type: number
          description: Dollars (converted to cents server-side)
        estimatedTimeToResolution:
          type: number
        dateOfIncident:
          type: string
        partnerId:
          type: string
        partnerName:
          type: string
        isCommercial:
          type: boolean
        highValue:
          type: boolean
        surveyDetails:
          type: object
          additionalProperties:
            anyOf:
              - type: string
              - type: number
              - type: boolean
          description: Intake survey answers keyed by accessor (max 200 keys)
        targetOrganizationId:
          type: string
          description: Partner keys with partner_multi_org only
      required:
        - firstName
        - lastName
    SuccessEnvelope:
      type: object
      properties:
        success:
          type: boolean
          const: true
      required:
        - success
      additionalProperties: {}
    ErrorResponse:
      type: object
      properties:
        success:
          type: boolean
          const: false
        error:
          type: string
          description: >-
            Human-readable error message. 5xx responses are always scrubbed to
            "Internal server error".
        code:
          type: string
          description: >-
            Stable machine-readable error code (ErrorCode), e.g. UNAUTHORIZED,
            FORBIDDEN, VALIDATION_FAILED, NOT_FOUND, INVALID_STATE_TRANSITION,
            DUPLICATE_ENTRY, STALE_REVISION, IDEMPOTENCY_IN_PROGRESS,
            IDEMPOTENCY_CONFLICT, RATE_LIMITED, INTERNAL_ERROR.
      required:
        - success
        - error
        - code
  securitySchemes:
    integrationApiKey:
      type: apiKey
      in: header
      name: x-api-key
      description: >-
        Org-issued integration API key (service account credential). The
        plaintext secret is shown once at creation.

````