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

# Create a new case

> Creates a new case with the specified type, branch, fee earner, and property details.



## OpenAPI

````yaml https://v2.proconvey.co.uk/api/v2/doc post /api/v2/cases
openapi: 3.1.0
info:
  title: ProConvey Public API
  version: '2.0'
  description: Public API for case management.
servers: []
security: []
tags:
  - name: Cases
    description: Case management operations including creation, retrieval, and data access
  - name: Clients
    description: Client records for the organisation
  - name: Webhooks
    description: >-
      Webhooks available for receiving updates of events on the ProConvey
      platform
  - name: Organisations
    description: Organization management and setup
  - name: System
    description: System and utility endpoints including branches and documentation
paths:
  /api/v2/cases:
    post:
      tags:
        - Cases
      summary: Create a new case
      description: >-
        Creates a new case with the specified type, branch, fee earner, and
        property details.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - type
                - reference
                - branchId
                - feeEarnerId
                - propertyPrice
                - line_1
                - postcode
                - clients
              properties:
                type:
                  type: string
                  enum:
                    - Sale
                    - Remortgage
                    - Purchase
                    - Transfer
                  description: The type of case
                branchId:
                  type: string
                  description: ID of the branch handling the case
                feeEarnerId:
                  type: string
                  description: ID of the fee earner assigned to the case
                propertyPrice:
                  type: number
                  description: Price of the property in GBP
                reference:
                  type: string
                  description: Case reference
                conveyancingFee:
                  type: number
                  minimum: 0
                  description: >-
                    Conveyancing fee in GBP (optional; omit or set to 0 if not
                    applicable)
                introducerId:
                  type: integer
                  description: >-
                    ID of the introducer to associate with this case. Use GET
                    /api/v2/introducers to retrieve valid IDs.
                isNewBuild:
                  type: boolean
                  description: Whether the property is a new build (default false)
                isLeasehold:
                  type: boolean
                  description: Whether the property is leasehold (default false)
                isBuildingSafetyAct:
                  type: boolean
                  description: >-
                    Whether the property is subject to the Building Safety Act
                    (BSA) (default false)
                paymentOnAccount:
                  type: number
                  description: Payment on account amount
                paymentOnAccountRequired:
                  type: boolean
                  description: Whether payment on account is required
                line_1:
                  type: string
                  description: Address line 1
                line_2:
                  type: string
                  description: Address line 2
                line_3:
                  type: string
                  description: Address line 3
                post_town:
                  type: string
                  description: Post town
                county:
                  type: string
                  description: County
                postcode:
                  type: string
                  description: Postcode
                uprn:
                  type: string
                  description: Unique Property Reference Number (optional)
                ta6_6th:
                  type: boolean
                  description: TA6 (6th) form required (Sale cases only)
                ta7_5th:
                  type: boolean
                  description: TA7 (5th) form required (Sale cases only)
                ta9:
                  type: boolean
                  description: TA9 form required (Sale cases only)
                ta10:
                  type: boolean
                  description: TA10 form required (Sale cases only)
                clients:
                  type: array
                  minItems: 1
                  description: Array of clients to attach to the new case (existing or new)
                  items:
                    type: object
                    description: >-
                      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.
                    allOf:
                      - oneOf:
                          - title: Existing client
                            type: object
                            required:
                              - clientId
                            properties:
                              clientId:
                                type: string
                                format: uuid
                                description: >-
                                  ID of an existing client. Only clientId may be
                                  provided — name and email are read from the
                                  stored client record and cannot be overridden
                                  here.
                          - title: New client
                            type: object
                            required:
                              - firstName
                              - lastName
                              - emailAddress
                            properties:
                              title:
                                type:
                                  - string
                                  - 'null'
                                description: Client's title (e.g., Mr, Mrs, Ms, Dr)
                              firstName:
                                type: string
                                description: First name of the new client
                              lastName:
                                type: string
                                description: Last name of the new client
                              emailAddress:
                                type: string
                                format: email
                                description: Email address of the new client
                              companyName:
                                type:
                                  - string
                                  - 'null'
                                description: Company name (if applicable)
                              telephoneNumber:
                                type:
                                  - string
                                  - 'null'
                                description: >-
                                  Phone number in E.164 format (required when
                                  checkProvider is thirdfort or title-guardian)
                      - type: object
                        description: >-
                          Optional properties that can be set for both existing
                          and new clients
                        properties:
                          smsInvite:
                            type:
                              - boolean
                              - 'null'
                            description: Whether to send SMS invitations
                          idAndAmlCheck:
                            type:
                              - boolean
                              - 'null'
                            description: Whether an ID and AML check task is required
                          onboardingLetters:
                            type:
                              - boolean
                              - 'null'
                            description: Whether to send onboarding letters
                          instructionLetters:
                            type:
                              - boolean
                              - 'null'
                            description: >-
                              Whether to send instruction letters for
                              estate-agent cases
                          verificationOfFunds:
                            type:
                              - boolean
                              - 'null'
                            description: Whether source of funds is required
                          statements:
                            type:
                              - boolean
                              - 'null'
                            description: Whether statements are required
                          questionnaire:
                            type:
                              - boolean
                              - 'null'
                            description: Whether questionnaire is required
                          sofType:
                            type:
                              - string
                              - 'null'
                            enum:
                              - purchaser
                              - giftor
                            description: Source of funds type
                          idCheckType:
                            type:
                              - string
                              - 'null'
                            enum:
                              - standard
                              - original
                            description: Type of ID check required
                          checkProvider:
                            type:
                              - string
                              - 'null'
                            enum:
                              - yoti
                              - thirdfort
                              - title-guardian
                              - armalytix
                            description: Provider for ID checks
                          armalytixIdCheckType:
                            type:
                              - string
                              - 'null'
                            enum:
                              - NFC
                              - NON_NFC
                              - NFC_POO
                              - GIFTORS_ID_CHECK
                            description: >-
                              Armalytix ID check template (required when
                              checkProvider is armalytix). NFC = HM Land
                              Registry Digital ID Standard, NON_NFC = devices
                              without NFC, NFC_POO = NFC plus proof of
                              ownership, GIFTORS_ID_CHECK = NFC-first check for
                              giftors with option to switch to Non-NFC.
                          ongoing:
                            type:
                              - boolean
                              - 'null'
                            description: Whether ongoing monitoring is required
                          international:
                            type:
                              - boolean
                              - 'null'
                            description: Whether this is an international client
                          poa:
                            type:
                              - boolean
                              - 'null'
                            description: Whether Proof of Address is required
                          poo:
                            type:
                              - boolean
                              - 'null'
                            description: Whether Proof of Ownership is required
                          sofProvider:
                            type:
                              - string
                              - 'null'
                            enum:
                              - upload
                              - thirdfort
                              - armalytix
                            description: Provider for source of funds verification
                          armalytixCheckType:
                            type:
                              - string
                              - 'null'
                            enum:
                              - RESIDENTIAL_PROPERTY_PURCHASE
                              - COMPANY_PROPERTY_PURCHASE
                              - STANDARD
                              - GIFTOR
                              - SOF_REFRESH
                            description: >-
                              Armalytix check type (required when sofProvider is
                              armalytix)
                          armalytixAmountToProve:
                            type:
                              - string
                              - 'null'
                            description: >-
                              Amount to prove in GBP (required when sofProvider
                              is armalytix, except for SOF_REFRESH)
                          armalytixBankDataRange:
                            type:
                              - string
                              - 'null'
                            enum:
                              - 6_MONTHS
                              - 9_MONTHS
                              - 1_YEAR
                              - 1_YEAR_3_MONTHS
                              - 1_YEAR_6_MONTHS
                              - 1_YEAR_9_MONTHS
                              - 2_YEARS
                            description: >-
                              Bank data range (required when sofProvider is
                              armalytix)
                          armalytixBusinessName:
                            type:
                              - string
                              - 'null'
                            description: >-
                              Business name (required for
                              COMPANY_PROPERTY_PURCHASE check type)
                          armalytixMatterDescription:
                            type:
                              - string
                              - 'null'
                            description: >-
                              For GIFTOR checks, the name of the person who
                              received the gift. For other types, the property
                              address (auto-derived from case address if
                              omitted).
                          interestedPartyType:
                            type:
                              - string
                              - 'null'
                            description: Type of interested party
                          isGiftorOnly:
                            type:
                              - boolean
                              - 'null'
                            description: Whether the client is a giftor only
                          customLetterContent:
                            type:
                              - string
                              - 'null'
                            description: Custom onboarding letter content
      responses:
        '201':
          description: Case created successfully
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: string
                    description: The ID of the created case
        '400':
          description: Bad request - invalid JSON or missing required fields
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    description: Error message

````