Skip to main content
POST
/
api
/
v2
/
cases
Create a new case
curl --request POST \
  --url https://api.example.com/api/v2/cases \
  --header 'Content-Type: application/json' \
  --data '
{
  "type": "Sale",
  "branchId": "<string>",
  "feeEarnerId": "<string>",
  "propertyPrice": 123,
  "reference": "<string>",
  "conveyancingFee": 123,
  "line_1": "<string>",
  "postcode": "<string>",
  "clients": [
    {
      "clientId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "title": "<string>",
      "telephoneNumber": "<string>",
      "smsInvite": true,
      "onboardingLetters": true,
      "verificationOfFunds": true,
      "statements": true,
      "questionnaire": true,
      "sofType": "purchaser",
      "idCheckType": "standard",
      "checkProvider": "yoti",
      "ongoing": true,
      "international": true,
      "poa": true,
      "poo": true,
      "sofProvider": "upload",
      "tenantId": "<string>",
      "interestedPartyType": "<string>",
      "isGiftorOnly": true
    }
  ],
  "paymentOnAccount": 123,
  "paymentOnAccountRequired": true,
  "line_2": "<string>",
  "line_3": "<string>",
  "post_town": "<string>",
  "county": "<string>",
  "uprn": "<string>",
  "ta6_4th": true,
  "ta6_5th": true,
  "ta7_3rd": true,
  "ta7_4th": true,
  "ta9": true,
  "ta10": true
}
'
{
  "id": "<string>"
}

Body

application/json
type
enum<string>
required

The type of case

Available options:
Sale,
Remortgage,
Purchase
branchId
string
required

ID of the branch handling the case

feeEarnerId
string
required

ID of the fee earner assigned to the case

propertyPrice
number
required

Price of the property in GBP

reference
string
required

Case reference

conveyancingFee
number
required

Conveyancing fee in GBP

line_1
string
required

Address line 1

postcode
string
required

Postcode

clients
(Existing client · object | New client · object)[]
required

Array of clients to attach to the new case (existing or new)

Minimum array length: 1

Client object - can be either an existing client (by ID) or a new client (with details). All optional properties below apply to both existing and new clients.

paymentOnAccount
number

Payment on account amount

paymentOnAccountRequired
boolean

Whether payment on account is required

line_2
string

Address line 2

line_3
string

Address line 3

post_town
string

Post town

county
string

County

uprn
string

Unique Property Reference Number (optional)

ta6_4th
boolean

TA6 (4th) form required (Sale cases only)

ta6_5th
boolean

TA6 (5th) form required (Sale cases only)

ta7_3rd
boolean

TA7 (3rd) form required (Sale cases only)

ta7_4th
boolean

TA7 (4th) form required (Sale cases only)

ta9
boolean

TA9 form required (Sale cases only)

ta10
boolean

TA10 form required (Sale cases only)

Response

Case created successfully

id
string

The ID of the created case