Originator: Full Integration with Polling

Send cases and poll for updates on relay activity, invitations, and status.


🎯 Overview

📌 TL;DR

Send cases to Lexamica and poll for updates when partners are matched, invitations are accepted/declined, and status updates are posted. Same visibility as webhooks, but you pull the data on your schedule.

This guide is for you if:

  • You send referrals to other firms via Lexamica

  • You can't receive webhooks (firewall, no public endpoint)

  • You prefer batch processing or scheduled syncs

What you'll build:

  • Case and CaseInvitation mappings

  • Send cases to the Relay Engine

  • Stored event subscriptions for relay, invitation, and update events

  • Multi-event polling loop

For real-time webhooks instead, see Originator: Full Integration with Webhooks


📖 Key Terms

Term
Definition

Originator

The firm that creates and sends out a case for referral

Relay Engine

Lexamica's automatic matching system that finds partner firms

Stored Event

An event record stored for later retrieval via polling


⚙️ Architecture


📋 Prerequisites

Credentials:

Infrastructure:

Foundational Docs:


💡 Step-by-Step Implementation

Step 1: Create Mappings

Same as the webhook version—you need Case and CaseInvitation mappings.

Case Mapping:

CaseInvitation Mapping:

Step 2: Create Stored Event Subscriptions

Create subscriptions for each event type you want to track.

Step 3: Send Cases

Same process as other originator guides:

Step 4: Poll for Events

Build a polling loop that fetches and processes all event types.


🔧 Complete Code Example


📋 Event Reference

Event
What It Means
Typical Action

Case Relay Matched

Partner found

Update status to "Matched"

Case Relay Rejected

No partners available

Alert staff

Case Relay Missed

All partners declined

Re-evaluate routing

Case Invitation Accepted

Partner accepted

Store handler info

Case Invitation Declined

Partner declined

Log reason

Case Update Made

Status update posted

Sync to CRM

Case Settlement

Settlement started

Update status


❓ FAQ

❓ "How often should I poll?"

Urgency
Interval

Near real-time

1-5 minutes

Business hours

15-30 minutes

Daily batch

Once per day

❓ "Can I poll for specific cases only?"

Not directly. Events are filtered by type and date range. Filter by case ID in your processing logic.


➡️ Next Steps


Last updated: January 2026

Last updated