Updates organization fields (name, address, metadata, communication preferences, Plaid terms acceptance and similar) and returns the updated details. Renaming also regenerates the slug; returns 400 when the new name is taken. Requires an org admin or owner and an active plan (403 otherwise).
PATCH
/organization/{orgId}
curl \
--request PATCH 'http://api.example.com/organization/{orgId}' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{
"name": "string",
"website": "string",
"logo": "string",
"contact": "string",
"addressLine1": "string",
"addressLine2": "string",
"city": "string",
"state": "string",
"country": "string",
"zipCode": "string",
"email": "string",
"description": "string",
"phone": [
"string"
],
"originData": [
"string"
],
"metadata": {},
"acceptPlaidTerms": true,
"communicationPreferences": {
"contactAllowed": true,
"emailOk": true,
"smsOk": true,
"callOk": true,
"maxTouchesPerWeek": 42.0,
"minHoursBetween": 42.0,
"quietHoursStart": 42.0,
"quietHoursEnd": 42.0,
"preferredTone": "string",
"escalateToFirmOk": true,
"firmContactEmail": "string",
"equipmentAutoApproved": true,
"managedUpgradeAllowed": true,
"notes": "string"
}
}'
Request examples
{
"name": "string",
"website": "string",
"logo": "string",
"contact": "string",
"addressLine1": "string",
"addressLine2": "string",
"city": "string",
"state": "string",
"country": "string",
"zipCode": "string",
"email": "string",
"description": "string",
"phone": [
"string"
],
"originData": [
"string"
],
"metadata": {},
"acceptPlaidTerms": true,
"communicationPreferences": {
"contactAllowed": true,
"emailOk": true,
"smsOk": true,
"callOk": true,
"maxTouchesPerWeek": 42.0,
"minHoursBetween": 42.0,
"quietHoursStart": 42.0,
"quietHoursEnd": 42.0,
"preferredTone": "string",
"escalateToFirmOk": true,
"firmContactEmail": "string",
"equipmentAutoApproved": true,
"managedUpgradeAllowed": true,
"notes": "string"
}
}
Response examples (201)
{
"data": {
"organization": {
"createdAt": "2026-01-15T14:30:00.000Z",
"updatedAt": "2026-01-15T14:30:00.000Z",
"id": "507f1f77bcf86cd799439011",
"name": "Example Law LLP",
"slug": "example-law-llp",
"email": "office@example.com",
"contact": "Jane Doe",
"city": "New York",
"state": "NY",
"country": "US",
"description": "Litigation practice",
"phone": [
"+15555550100"
],
"logo": "https://files.example.com/logo.png",
"isActive": true,
"isPriority": false,
"activePlan": {},
"metadata": {},
"type": "law_firm",
"version": "v1"
},
"permission": {
"createdAt": "2026-01-15T14:30:00.000Z",
"updatedAt": "2026-01-15T14:30:00.000Z",
"id": "507f1f77bcf86cd799439011",
"user": {},
"role": "member",
"organization": {},
"lastActiveAt": "2026-01-15T14:30:00.000Z"
},
"billing": {
"tier": "firm",
"tierName": "Firm",
"billingMode": "per-source",
"cadence": "monthly",
"baseFeeCents": 24900,
"paymentMethodOnFile": true,
"supportTier": "next-day",
"limits": {
"seatCap": 10,
"storageGB": 5000,
"perCaseSourceCap": 42.0
},
"features": [
"rsmf",
"ai",
"mcp",
"whiteLabel"
],
"prices": [
{
"skuKey": "collection.phone",
"name": "Phone collection",
"unitAmountCents": 17900,
"included": false,
"listAmountCents": 42.0,
"overridden": false,
"recurrence": "monthly",
"freeFirstPeriod": false
}
],
"overrides": {
"skuUnitAmountCents": {
"collection.phone": 9900
}
}
}
},
"statusCode": 201,
"timestamp": "2026-01-15T10:15:00.000Z"
}