The Matter object in Smarter Drafter represents the overarching case or file from your source system. Integrating your matters is essential as they serve as the central repository for all associated Records and allow for granular control over who can access and reuse the linked data.

Purpose of Matter Integration

Source of Truth: Creates a link between a specific matter ID in your source system and Smarter Drafter.
Data Container: Allows Records (Clients, Properties, etc.) to be associated with and saved under the context of that matter.
Security & Access: Enables you to define user permissions for who can view and use the matter's data within Smarter Drafter's forms (Form Filler).

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Matters will not contain any additional attributes, if matter information is required to be stored, this should be created as a Record which will store the field alias and value.

API Reference: Managing Matters

Use the following endpoint to import matter references from your source system and set up initial access controls. The custom data source created will be required to link to a matter. The external ID should reflect the ID from the source system.

Add a new matter

Smarter Drafter provides the ability to update the name and ID of a matter in your tenant.

Update a matter by ID.

Deprecate a matter

Access controls to a matter can be managed by users or groups. Users can Groups can be created in the Smarter Drafter interface. Groups can be managed via API also via the Groups APIs.

Update users that have access to a matter

Update the groups that limits access to a matter

For more information, see Matters full list of APIs.