Actions

Orchestrate Multi-Step Legal Processes - Build powerful automation by chaining together Templates, LLM, OCR, Vault, and Voice services in declarative actions.

The Actions API enables you to orchestrate complex multi-step processes by chaining together case.dev services. Define actions as JSON or YAML, save them for reuse, and execute them with a single API call. Perfect for automating repetitive legal tasks like document processing pipelines, case intake flows, and deposition analysis.

Authentication

Include your API key in all requests:

Authorization: Bearer sk_case_your_api_key_here

Overview

Actions allow you to:

  • Chain services together: Combine Workflows, LLM, OCR, Vault, and Voice in sequence
  • Reuse common patterns: Save actions and execute them multiple times
  • Pass data between steps: Use variable interpolation to connect step outputs
  • Get webhook notifications: Receive callbacks when long-running actions complete
  • Handle complex logic: Build sophisticated document processing pipelines

How it works:

  1. Define action steps as JSON or YAML
  2. Save the action definition
  3. Execute with your input data
  4. Get results (sync) or webhook notification (async)

Action Definition Example

{
  "name": "Deposition Analysis",
  "description": "Summarize a transcript and extract key admissions",
  "webhook_id": "wh_123",
  "definition": {
    "steps": [
      {
        "id": "transcribe",
        "service": "transcription",
        "input": {
          "audio_url": "{{input.audio_url}}"
        }
      },
      {
        "id": "summarize",
        "service": "workflows",
        "workflow_id": "deposition_summary_v1",
        "input": {
          "transcript": "{{steps.transcribe.output.text}}"
        }
      },
      {
        "id": "store",
        "service": "vault",
        "input": {
          "filename": "{{input.case_id}}/summary.txt",
          "content": "{{steps.summarize.output.text}}"
        }
      }
    ]
  }
}

Quick Start

  1. Create an Action - Define your action steps
  2. Execute an Action - Run it with your data
  3. Set Up Webhooks - Get notifications when actions complete

What's Next?

Examples
Managing Actions