Open a matter
open_matterStarts a request for a data processing agreement ($350) or, with tool "baa", a business associate agreement ($350). Send only the service, the governing law (CALIFORNIA by default, or SPAIN; CALIFORNIA only for a BAA), the client's role (PROCESSOR by default, or CONTROLLER; BUSINESS_ASSOCIATE for a BAA, with receivesPhi false) and, if useful, a short label that names no one. Do not ask the user for, and do not send, any name, e-mail address or postal address: the firm never needs them from you. Write "the Client" for the user's company and "the Customer" (or "the Vendor", when the client is the controller) for the other party. Returns a matter id, a matter token (shown once: keep it) and a private link. Give the private link to the user and ask them to open it in their browser within 24 hours. There the user enters their company's details, their own and the other party's, and the firm runs its conflicts check. You never see those details. The firm accepts the engagement when its automatic conflicts check is clear and payment is received (for a subscriber, when the engagement is accepted and the check is clear). If a possible conflict is found, nothing is charged, or the payment is refunded in full. A vendor whose services handle protected health information should use request_consultation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| role | No | The client's role under the agreement: PROCESSOR by default, or CONTROLLER. For a BAA: BUSINESS_ASSOCIATE (the default and the only role offered). | |
| tool | Yes | The service: "dpa" (data processing agreement) or "baa" (business associate agreement). | |
| label | No | Optional. A short label for the user to recognize the request, for example "customer DPA, October". It must name no one. | |
| receivesPhi | No | BAA only, and required for it: whether the client's services are designed to create, receive, maintain or transmit protected health information. Only false is accepted; for services that handle it, use request_consultation. | |
| governingLaw | No | The law of the DPA: CALIFORNIA by default, or SPAIN. The law of the BAA: CALIFORNIA only. | CALIFORNIA |