How do I submit a copy service order through the API?

Orders are created as drafts and submitted with a second request. Both calls need an API token.

1. Create the draft. Send a POST to https://app.fluentcase.com/api/copy-service-orders with the vendor and matter:

{
  "vendor_firm_id": 227,
  "matter_id": 10042
}

The response is the new order, including its id. GET /api/copy-service-orders/vendors lists vendors and each vendor’s record_types.

2. Submit it. Send a PUT to https://app.fluentcase.com/api/copy-service-orders/{id} with "action": "submit":

{
  "action": "submit",
  "contact_id": 5501,
  "billto_party_id": 3371,
  "record_types": { "12": true, "15": true },
  "needed_by": "2026-12-01",
  "share_level": "full",
  "docs": [{ "id": 88123 }]
}

• "action": "submit" is what moves the order from Not Submitted to Submitted. Setting a status ID yourself has no effect.
• record_types is an object keyed by record type ID. Each value must be truthy (true or 1); keys with false, 0, or empty values are dropped. At least one is required, and each record type becomes its own order on submission.
• contact_id is the contact to subpoena and must belong to your firm. billto_party_id is a party ID on the matter. Get both from GET /api/matters/view/{matter_id}, which returns the matter’s parties with each party’s id and contact_id.
• needed_by (a future date) and share_level (full, docs-list, or minimal) are required on every PUT, including saves that don’t submit.
• docs replaces the order’s attachments. Send every document you want attached each time; leaving it out removes existing attachments.

To save changes without submitting, send the same PUT without action.