Send a message to the "Pocket Lawyer" AI assistant. Returns a plain-text response string. The AI is backed by OpenAI GPT-4o-mini and scoped to personal injury / insurance legal information (not legal advice).

Arguments

Returns

String — The AI assistant's response text.

Example

const { data: reply, errors } = await dataClient.queries.generateAiResponse({
  message: "What should I do after a car accident?"
});

if (errors) {
  console.error(errors);
} else {
  console.log(reply); // "First, make sure everyone is safe..."
}Copy

const { data: reply } = await dataClient.queries.generateAiResponse({
  message: "What if the other driver was uninsured?",
  history: [
    { role: "user", content: "I was in a car accident" },
    { role: "assistant", content: "I'm sorry to hear that. Are you safe?" },
    { role: "user", content: "Yes, but my car is damaged" },
    { role: "assistant", content: "Here's what you should do next..." }
  ]
});Copy

List all Cognito user pool users with their roles. Supports pagination. Admin-only.

Arguments

Returns — ListUsersResult

CognitoUserItem shape

Example

const { data: result } = await dataClient.queries.listCognitoUsers({
  limit: 20
});

if (result?.success) {
  result.users.forEach(user => {
    console.log(`${user.email} — ${user.role} — ${user.status}`);
  });

  if (result.paginationToken) {
    // Fetch next page
    const { data: page2 } = await dataClient.queries.listCognitoUsers({
      limit: 20,
      paginationToken: result.paginationToken
    });
  }
}Copy

FilevineCaseData shape

FilevineNote shape

List Filevine projects (cases). Optionally filter to cases assigned to the calling staff member.

Arguments

Example

const { data } = await dataClient.queries.staffListCases({ assignedToMe: true });

if (data?.success) {
  data.cases?.forEach(c => console.log(`${c.externalCaseId}: ${c.stage}`));
}Copy

Fetch a single Filevine project by its external case ID.

Arguments

Example

const { data } = await dataClient.queries.staffGetCase({
  externalCaseId: "FV-2024-0042"
});

if (data?.success && data.caseData) {
  console.log(data.caseData.stage);    // "Negotiation"
  console.log(data.caseData.attorney); // "J. Roberts"
}Copy

List notes on a Filevine project. Supports cursor pagination.

Arguments

Example

const { data } = await dataClient.queries.staffListNotes({
  externalCaseId: "FV-2024-0042",
  limit: 25
});

data?.notes?.forEach(n => console.log(`${n.authorName}: ${n.body}`));Copy

Return all Filevine cases linked to the calling user via ClientCaseLink records. Returns an empty list if the user has no linked cases.

Arguments

None.

Example

const { data } = await dataClient.queries.clientGetMyCases({});

if (data?.success) {
  data.cases?.forEach(c => {
    console.log(`${c.caseType} — ${c.stage} — ${c.attorney}`);
  });
}Copy

Fetch one of the caller's linked cases. The Lambda verifies the caller owns the case (via ClientCaseLink) before fetching — calls for unlinked cases fail with SCOPE_DENIED.

Arguments

Example

const { data } = await dataClient.queries.clientGetCaseDetails({
  externalCaseId: "FV-2024-0042"
});

if (data?.success && data.caseData) {
  console.log(data.caseData.stage);
}Copy

List messages (Filevine notes) for one of the caller's linked cases. Scope-checked. Supports cursor pagination.

Arguments

Example

const { data } = await dataClient.queries.clientListMessages({
  externalCaseId: "FV-2024-0042",
  limit: 25
});

data?.notes?.forEach(n => console.log(`${n.authorName}: ${n.body}`));Copy

Send a message to the firm on one of the caller's linked cases. Creates a Filevine note (prefixed with [authorLabel] when given). Scope-checked.

Arguments

Example

const { data } = await dataClient.mutations.clientSendMessage({
  externalCaseId: "FV-2024-0042",
  body: "When is my next appointment?",
  authorLabel: "Jane Doe"
});

if (data?.success) {
  console.log(`Note created: ${data.noteId}`);
}Copy

Match a Cognito user to a Filevine contact by email, then create ClientCaseLink rows for each of the contact's projects. Also invoked automatically (best-effort) by the postConfirmation trigger after sign-up.

Arguments

Returns — ClientCaseLinkResult

Example

const { data } = await dataClient.mutations.matchAndLinkClient({
  targetUserId: "abc-123-def",
  targetEmail: "jane.doe@example.com"
});

if (data?.success) {
  console.log(`Linked ${data.linkedCount ?? 0} case(s)`);
}Copy

Acceptance-test endpoint. Verifies Filevine credentials can be acquired (bearer token + org ID) without making data calls.

Arguments

None.

Example

const { data } = await dataClient.queries.pingFilevine({});

console.log(data?.ok, data?.hasBearer, data?.hasOrg);Copy

Generate an AI-powered plain-language digest of a client's active cases. Uses GPT-4o-mini to summarize case status, upcoming dates, and recommended next steps. Output is under 300 words.

Arguments

CaseDigestInput shape

Returns — CaseDigestResult

Example

const { data } = await dataClient.queries.generateCaseDigest({
  clientUserId: "abc-123-def",
  caseSummaries: [
    {
      externalCaseId: "FV-2024-0042",
      caseType: "Auto Accident",
      status: "active",
      stage: "Treatment",
      attorney: "J. Roberts",
      nextKeyDate: "2025-03-15",
      notes: "MRI scheduled for next week"
    }
  ]
});

if (data?.success) {
  console.log(data.digest);
  // "Your auto accident case is currently in the Treatment phase..."
}Copy

Change a user's Cognito group (role). Removes all existing role groups and adds the new one. Admin-only.

Arguments

Returns — ManageRoleResult

Example

const { data } = await dataClient.mutations.assignUserRole({
  targetUserId: "abc-123-def-456",
  targetRole: "Client"
});

if (data?.success) {
  console.log(`Changed from ${data.previousRole} to ${data.newRole}`);
  // "Changed from Prospect to Client"
}Copy

Create a new Cognito user and send them an email invitation with a temporary password. The user is placed in the specified role group immediately. Admin-only.

Arguments

Returns — InviteUserResult

Example

const { data } = await dataClient.mutations.inviteUser({
  email: "jane.doe@example.com",
  firstName: "Jane",
  lastName: "Doe",
  role: "Staff",
  phone: "+15551234567"
});

if (data?.success) {
  console.log(`Invited ${data.email}, user ID: ${data.userId}`);
}Copy

Interact with the LeadDocket CRM. Two actions: submit a new lead from an intake form, or sync active matters for a client by email.

Arguments

Returns — LeadDocketResult

LeadDocketMatter shape

Examples

const { data } = await dataClient.mutations.submitToLeadDocket({
  action: "submitIntake",
  contactName: "John Smith",
  contactEmail: "john.smith@example.com",
  contactPhone: "+15559876543",
  incidentType: "Auto Accident",
  incidentDate: "2025-01-15",
  location: "Highway 61, Memphis TN",
  injuries: "Whiplash, back pain",
  medicalTreatment: "ER visit, follow-up with chiropractor"
});

if (data?.success) {
  console.log(`Lead created: ${data.externalLeadId}`);
}Copy

const { data } = await dataClient.mutations.submitToLeadDocket({
  action: "syncMatters",
  email: "jane.doe@example.com"
});

if (data?.success) {
  console.log(`Found ${data.matters?.length ?? 0} matters`);
  data.matters?.forEach(m => {
    console.log(`${m.externalCaseId}: ${m.caseType} — ${m.status}`);
  });
}Copy

Core profile for all authenticated users. The record id is the user's Cognito sub — each user can only read/write their own profile.

Example

// Create (id should be the user's Cognito sub)
await dataClient.models.UserProfile.create({
  id: "cognito-sub-uuid",
  email: "user@example.com",
  firstName: "Jane",
  lastName: "Doe",
  phoneNumber: "+15551234567",
  location: "Memphis, TN"
});

// List all
const { data: profiles } = await dataClient.models.UserProfile.list();

// Get by ID
const { data: profile } = await dataClient.models.UserProfile.get({ id: "abc-123" });Copy

Extended profile for clients with case details.

Example

await dataClient.models.ClientProfile.create({
  externalCaseId: "FV-2024-0042",
  dateOfAccident: "2024-12-01",
  injuryType: "Whiplash",
  primaryAttorney: "J. Roberts"
});Copy

Profile for firm staff members.

Example

await dataClient.models.StaffProfile.create({
  position: "Paralegal",
  firmLocation: "Memphis Office"
});Copy

Per-user notification settings.

Example

// Create with custom preferences
await dataClient.models.NotificationPreferences.create({
  caseUpdates: true,
  blogUpdates: false,
  recoveryReminders: true
});

// Update
await dataClient.models.NotificationPreferences.update({
  id: "existing-id",
  blogUpdates: true
});Copy

New lead/intake form submissions. Can be created publicly (via API key) or by authenticated users. Full CRUD for Staff/Admin.

Auto-sync to LeadDocket: every new row triggers the intake-leaddocket-sync Lambda (DynamoDB stream, INSERT only). It POSTs the lead to LeadDocket server-side — regardless of who created the row, so anonymous apiKey submissions from the /intake form and the chat CTA are covered with no extra calls — then stamps externalLeadId and leadSyncStatus back onto the row. Staff queues using observeQuery see new leads in real time.

Example

await dataClient.models.IntakeSubmission.create({
  incidentType: "Auto Accident",
  incidentDate: "2025-01-15",
  contactName: "John Smith",
  contactEmail: "john@example.com",
  contactPhone: "+15551234567",
  location: "Memphis, TN",
  injuries: "Back pain, whiplash"
});Copy

Request for a callback from the firm. Can be created publicly or by authenticated users.

Example

await dataClient.models.CallbackRequest.create({
  contactName: "Sarah Johnson",
  contactPhone: "+15559876543",
  preferredTime: "Afternoon",
  reason: "Question about my case status"
});Copy

Internal case tracking record synced from Filevine/LeadDocket. Owners can only read; Staff/Admin have full CRUD.

Example

// Staff creates a case summary
await dataClient.models.CaseSummary.create({
  externalCaseId: "FV-2024-0042",
  clientUserId: "abc-123-def",
  caseType: "Auto Accident",
  status: "active",
  stage: "Treatment",
  attorney: "J. Roberts",
  nextKeyDate: "2025-03-15",
  messagesVisible: true,
  documentsVisible: false
});

// Client reads their own cases
const { data: myCases } = await dataClient.models.CaseSummary.list();Copy

Stored AI-generated case digests for display in the client portal.

Links a Cognito Client user to one or more Filevine projects. Created automatically on email match during post-confirmation, or manually by an Admin via matchAndLinkClient. Owner is matched on clientUserId (sub claim) — clients can only read their own links.

Example

// Staff manually links a client to a case
await dataClient.models.ClientCaseLink.create({
  clientUserId: "abc-123-def",
  externalCaseId: "FV-2024-0042",
  fvContactId: "fv-contact-789",
  matchedAt: new Date().toISOString(),
  confirmedByStaffId: "staff-sub-456"
});

// Client reads their own links
const { data: links } = await dataClient.models.ClientCaseLink.list();Copy

Dual-write mirror for client ↔ firm communications. Outbound rows start as pending and are stamped synced + fvNoteId once the Filevine note write succeeds. Inbound rows from the Filevine poller arrive already synced. Owner is matched on clientUserId (sub claim).

Example

// Client writes an outbound message mirror row
await dataClient.models.ClientCaseMessage.create({
  clientUserId: "abc-123-def",
  externalCaseId: "FV-2024-0042",
  direction: "outbound",
  body: "When is my next appointment?",
  sentAt: new Date().toISOString(),
  syncStatus: "pending"
});Copy

Append-only record of every server-side Filevine mutation, written by the filevine-integration Lambda. Used for compliance auditing without exposing personal data (no note bodies, no PII).

Example

// Admin reviews recent Filevine mutations
const { data: logs } = await dataClient.models.StaffAuditLog.list();
logs.forEach(l => console.log(`${l.ts} ${l.actorSub} ${l.action} ok=${l.success}`));Copy

Persisted AI chat conversations. Each conversation has many AiMessage records.

Example

// Create a new conversation
const { data: convo } = await dataClient.models.AiConversation.create({
  topic: "Car Accident Question"
});

// List user's conversations
const { data: convos } = await dataClient.models.AiConversation.list();

// Get with messages
const { data: convoWithMsgs } = await dataClient.models.AiConversation.get(
  { id: convo.id },
  { selectionSet: ['id', 'topic', 'messages.*'] }
);Copy

Individual messages within an AI conversation.

Example

// Save a user message
await dataClient.models.AiMessage.create({
  conversationId: "convo-id-123",
  role: "user",
  content: "What should I do after a car accident?"
});

// Save the assistant reply
await dataClient.models.AiMessage.create({
  conversationId: "convo-id-123",
  role: "assistant",
  content: "First, make sure everyone is safe..."
});Copy

Automatically fires after a user confirms their email. Adds the user to the Prospect Cognito group. This is not called by the frontend — it happens server-side automatically.

It then performs a best-effort Filevine email match (via the matchAndLinkClient mutation): if the new user's email matches a Filevine contact, ClientCaseLink rows are created so the user sees their case data on first sign-in. Any failure here is logged and never blocks sign-up confirmation.

Frontend impact: After sign-up + confirmation, the user's JWT will include cognito:groups: ["Prospect"]. No frontend action needed.

All Amplify Data client calls return { data, errors }. Always check errors.

const { data, errors } = await dataClient.queries.generateAiResponse({
  message: "Hello"
});

if (errors) {
  // errors is an array of GraphQL errors
  errors.forEach(err => {
    console.error(err.message);
    // Common error types:
    // - "Unauthorized" — user lacks required group
    // - "Validation error" — missing required field
    // - "Network error" — offline or connectivity issue
  });
  return;
}

// data is safe to use hereCopy

Lambda-backed operations also return a success: boolean and message: string within the data payload. Always check both:

const { data, errors } = await dataClient.mutations.assignUserRole({
  targetUserId: "abc",
  targetRole: "Client"
});

// 1. GraphQL-level error (auth, network, schema)
if (errors) { /* handle */ }

// 2. Business-logic error (invalid role, user not found)
if (!data?.success) {
  console.error(data?.message);
}Copy

These are backend-only (Lambda) env vars. Frontend developers do not need to set these — they are configured in the Amplify sandbox.