Records are the actual entities (people, companies, properties, etc.) or matter data (employment information, trial details, etc.) - that contain the data values your users will utilise in Smarter Drafter forms. Every Record links the previously defined Field Aliases (the data keys) with the actual data values, and is categorised by a Record Type.

API Reference: Managing Records

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 record

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

Update the record types associate to a record

Update the aliases associate to a record

Deactivate a record by ID

For more information, see Records full list of APIs.