Optimaite

Case Notes

Create, read, update, and delete rich text notes attached to cases.

1 Min. LesezeitAktualisiert 26. Mai 2026

Case notes are rich text notes attached to a specific case. They support pinning, autosave, and cursor-paginated listing.

Endpoints

MethodPathDescription
GET/api/v1/cases/{case_id}/notesList notes for a case
POST/api/v1/cases/{case_id}/notesCreate a note
GET/api/v1/cases/{case_id}/notes/{id}Get a single note
PUT/api/v1/cases/{case_id}/notes/{id}Update a note
DELETE/api/v1/cases/{case_id}/notes/{id}Delete a note
POST/api/v1/cases/{case_id}/notes/{id}/pinToggle pinned state

Required scope: cases:read for GET, cases:write for POST/PUT/DELETE.

The Note Object

{
  "id": "note_01ABCDEF",
  "case_id": "550e8400-e29b-41d4-a716-446655440000",
  "title": "Strategy Notes",
  "content": "<p>Key points from client meeting...</p>",
  "pinned": true,
  "author": {
    "id": "usr_01GHIJKL",
    "name": "Erika Mustermann"
  },
  "created_at": "2026-05-20T14:00:00Z",
  "updated_at": "2026-05-21T09:15:00Z"
}

Create a Note

POST /api/v1/cases/{case_id}/notes
{
  "title": "Strategy Notes",
  "content": "<p>Key points from client meeting on 2026-05-20:</p><ul><li>Filing deadline June 15</li><li>Client will provide additional documents</li></ul>"
}

Next Steps

Contact

Let's talk

Ready for the next step? Tell us about your project and we'll show you how Optimaite can help.

By submitting, you agree to our Privacy Policy .