list-matters
List legal matters (leads, prospects, clients) with optional filters for status, practice area, source, and value. Sort, paginate, or fetch all for pipeline reporting.
Instructions
List matters (leads/prospects/clients) with optional filter, sort, and pagination. Matter status is 'pnc' (potential new client), 'hired', or 'lost'. Useful filters: status, practice_area_id, stage_id, source_id, sub_status_id, created_at, estimated_value_cents, actual_value_cents. For pipeline reporting, combine filter_by with fields and fetch_all, then aggregate the result.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (Lawmatics returns a fixed 25 records per page). | |
| fields | No | Comma-separated attributes to return, or 'all' for everything. Add 'custom_fields' to include custom field values. | |
| sort_by | No | Attribute to sort by, e.g. 'created_at', 'updated_at', 'id'. Default: id, newest first. | |
| fetch_all | No | Follow pagination and return every record (capped at 1,000). The response says complete=false if truncated. | |
| filter_by | No | Attribute to filter on. IMPORTANT: the Lawmatics API supports only ONE filter per request. Association filters use the _id suffix, e.g. practice_area_id, stage_id, source_id, matter_id, contact_id. | |
| filter_on | No | Value to filter for. Required with filter_by unless filter_with is null/not_null. | |
| sort_order | No | ||
| filter_with | No | Filter operator: =, !=, <, <=, >, >=, like, ilike (default: ilike for text — add % wildcards for fuzzy match, e.g. %smith%), or presence checks: null, not_null. Currency values are in cents. |