Requests API

List requests

GET https://neudocs.app/api/v1/requests

curl https://neudocs.app/api/v1/requests \
  -H "Authorization: Bearer $NEUDOCS_API_KEY"

Returns {"data": [...]} with every request for the authenticated firm, ordered newest first. Each record contains id, title, status, dueDate, createdAt, clientName, totalItems, and completedItems. The endpoint does not currently accept pagination, search, or status parameters.

Create and send a request

POST https://neudocs.app/api/v1/requests

This endpoint does not create a draft. A successful call creates the request, issues a 72-hour client portal link, emails it to the client, records the evidence events, and schedules reminders.

curl https://neudocs.app/api/v1/requests \
  -X POST \
  -H "Authorization: Bearer $NEUDOCS_API_KEY" \
  -H "Content-Type: application/json" \
  --data '{
    "clientId": "7f2dbf8e-6d51-4e28-b155-125332f202be",
    "title": "2025 records",
    "dueDate": "2026-08-15T17:00:00.000Z",
    "aiVerify": false,
    "items": [
      {
        "name": "Bank statement",
        "description": "All pages for June 2026",
        "required": true,
        "type": "file",
        "expectation": "A bank statement for June 2026",
        "correctnessMode": "advisory",
        "captureFields": ["Account holder name", "Statement ending date"]
      },
      {
        "name": "Anything else to add?",
        "required": false,
        "type": "text"
      }
    ]
  }'

Request fields

Field	Required	Notes
`clientId`	Yes	UUID of an active client in the authenticated firm.
`title`	Yes	Non-empty request title.
`templateId`	No	UUID recorded as the source template; `items` are still required.
`dueDate`	No	ISO 8601 date-time.
`aiVerify`	No	Defaults to `false`.
`items`	Yes	At least one item.

Each item requires a non-empty name. required defaults to true; type defaults to file and also accepts text, date, number, or boolean. Correctness mode accepts off, advisory, soft, or hard.

Success

{
  "data": {
    "requestId": "31cb742e-55a8-4215-9559-d460543d28b8"
  }
}

A successful create returns 201 Created and enforces the same billing and active-request limits as the dashboard.

Errors

Status	Meaning
`400`	Invalid JSON, invalid fields, a client/template problem, or another creation error.
`401`	Bearer key is missing, malformed, unknown, or revoked.
`402`	The firm’s plan or billing state does not allow another request.
`500`	NeuDocs could not list requests.

title: “Requests API” sidebarTitle: “Requests endpoints” description: “List requests or create a request with file and typed checklist items.” icon: “file-json” keywords: [“GET requests”, “POST requests”, “REST API”]

List requests

GET https://neudocs.app/api/v1/requests

curl https://neudocs.app/api/v1/requests \
  -H "Authorization: Bearer $NEUDOCS_API_KEY"

The response is {"data": [...]} and contains requests for the authenticated firm.

Create a request

POST https://neudocs.app/api/v1/requests

curl https://neudocs.app/api/v1/requests \
  -X POST \
  -H "Authorization: Bearer $NEUDOCS_API_KEY" \
  -H "Content-Type: application/json" \
  --data '{
    "clientId": "7f2dbf8e-6d51-4e28-b155-125332f202be",
    "title": "2025 records",
    "dueDate": "2026-08-15T17:00:00.000Z",
    "aiVerify": false,
    "items": [
      {
        "name": "Bank statement",
        "description": "All pages for June 2026",
        "required": true,
        "type": "file",
        "expectation": "A bank statement for June 2026",
        "correctnessMode": "advisory",
        "captureFields": ["Account holder name", "Statement ending date"]
      },
      {
        "name": "Anything else to add?",
        "required": false,
        "type": "text"
      }
    ]
  }'

Request fields

Field	Required	Notes
`clientId`	Yes	UUID of a client in the authenticated firm.
`title`	Yes	Non-empty request title.
`templateId`	No	UUID of an existing template.
`dueDate`	No	ISO 8601 date-time.
`aiVerify`	No	Defaults to false.
`items`	Yes	At least one item.

Item type is file, text, date, number, or boolean. Correctness mode is off, advisory, soft, or hard.

Success

{
  "data": {
    "requestId": "31cb742e-55a8-4215-9559-d460543d28b8"
  }
}

A successful create returns 201 Created and enforces the same plan limits as the dashboard.

Get started

Core workflow

Verification and trust

Workspace and administration

Integrations and API

Reference and help

List requests

Create and send a request

Request fields

Success

Errors

title: “Requests API” sidebarTitle: “Requests endpoints” description: “List requests or create a request with file and typed checklist items.” icon: “file-json” keywords: [“GET requests”, “POST requests”, “REST API”]

List requests

Create a request

Request fields

Success

​List requests

​Create and send a request

​Request fields

​Success

​Errors

​title: “Requests API” sidebarTitle: “Requests endpoints” description: “List requests or create a request with file and typed checklist items.” icon: “file-json” keywords: [“GET requests”, “POST requests”, “REST API”]

​List requests

​Create a request

​Request fields

​Success

List requests

Create and send a request

Request fields

Success

Errors

title: “Requests API” sidebarTitle: “Requests endpoints” description: “List requests or create a request with file and typed checklist items.” icon: “file-json” keywords: [“GET requests”, “POST requests”, “REST API”]

List requests

Create a request

Request fields

Success