Communication Tools

Sunset provides integrated tools for communicating with financial institutions and handling legal documents. All tools are case-scoped and maintain a full audit trail.

Phone Tool

Make outbound calls to financial institutions via Twilio. Calls are automatically recorded, transcribed, and summarized by AI.

Initiate a Call

curl -X POST "https://api.example.com/v1/cases/{case_id}/phone-calls" \
  -H "Content-Type: application/json" \
  -d '{
    "to_number": "+11112223333",
    "institution_contact_id": "01K8IC04DJ3T10HRYE78AN7DDD",
    "notes": "Calling to request account closure forms."
  }'

What Happens After a Call

Once the call completes, the system automatically:

Records the full call audio
Transcribes the recording to text
Summarizes the call with AI, extracting key outcomes
Extracts action items from the conversation

Retrieve Call Details

curl "https://api.example.com/v1/cases/{case_id}/phone-calls/{call_id}"```

Response includes:
```json
{
  "data": {
    "id": "...",
    "to_number": "+11112223333",
    "status": "completed",
    "duration_seconds": 342,
    "recording_url": "https://recordings.example.com/...",
    "recording_status": "completed",
    "transcript": "Agent: Thank you for calling Chase...",
    "summary": "Called Chase estate services. Spoke with John Johnson. He confirmed they received the death certificate. Letters Testamentary are still needed before they can release account info. Ref# EST-2025-00456.",
    "action_items": [
      {
        "description": "Mail Letters Testamentary to Chase Estate Services",
        "completed": false
      },
      {
        "description": "Call back in 5-7 business days after mailing",
        "completed": false
      }
    ]
  }
}

Download Recording

curl "https://api.example.com/v1/cases/{case_id}/phone-calls/{call_id}/recording" \
  --output recording.mp3

Call Statuses

Status	Description
`initiated`	Call request sent to Twilio
`ringing`	Phone is ringing
`in_progress`	Call is connected
`completed`	Call ended normally
`failed`	Call could not be completed
`no_answer`	No one answered
`busy`	Line was busy
`cancelled`	Call was cancelled before connecting

Email Tool

Send emails with forms and attachments from case documents. Delivery is tracked with read receipts.

Send an Email

curl -X POST "https://api.example.com/v1/cases/{case_id}/emails" \
  -H "Content-Type: application/json" \
  -d '{
    "to_addresses": ["estates@chase.com"],
    "subject": "Estate of John J. Johnson - Death Certificate and Account Closure Request",
    "body_text": "Dear Estate Services,\n\nPlease find attached the death certificate and account closure form for the estate of John J. Johnson.\n\nCase Reference: EST-2025-00456\n\nThank you.",
    "attachment_document_ids": [
      "01K5XB07CJ5T22HRYE78AN7DEF",
      "01K5XB08CJ5T33HRYE78AN7GHI"
    ],
    "institution_contact_id": "01K8IC04DJ3T10HRYE78AN7DDD"
  }'

Checking Delivery Status

curl "https://api.example.com/v1/cases/{case_id}/emails/{email_id}"```

### Email Receipt

Get the delivery receipt with provider-level details:

```bash
curl "https://api.example.com/v1/cases/{case_id}/emails/{email_id}/receipt"```

Response:
```json
{
  "data": {
    "email_id": "...",
    "message_id": "msg_01abc123def456",
    "provider": "sendgrid",
    "status": "delivered",
    "sent_at": "2025-10-15T14:30:00Z",
    "delivered_at": "2025-10-15T14:30:05Z",
    "opened_at": "2025-10-15T15:12:00Z"
  }
}

Email Statuses

Status	Description
`draft`	Email created but not yet sent
`queued`	Queued for sending
`sent`	Sent to email provider
`delivered`	Confirmed delivered to recipient’s server
`bounced`	Delivery failed (invalid address, full inbox, etc.)
`failed`	Could not be sent

Notarization Tool

Initiate online notarization sessions powered by DocuSign’s Notary API. Signers join a live video session with a commissioned notary.

Initiate Notarization

curl -X POST "https://api.example.com/v1/cases/{case_id}/notarizations" \
  -H "Content-Type: application/json" \
  -d '{
    "document_id": "01K5XB07CJ5T22HRYE78AN7DEF",
    "title": "Small Estate Affidavit - Notarization",
    "description": "Online notarization for Cache County probate filing.",
    "signers": [
      {
        "name": "John Jonas Johnson",
        "email": "john.johnson@example.com",
        "role": "signer"
      },
      {
        "name": "John Jonas Johnson",
        "email": "john.johnson@example.com",
        "role": "witness"
      }
    ]
  }'

Notarization Flow

Create request  ->  Status: pending_signer
                    (signers receive email with session link)

Signer joins    ->  Status: pending_notary
                    (waiting for notary to join)

Session starts  ->  Status: in_session
                    (live video notarization)

Notary stamps   ->  Status: completed
                    (notarized document available for download)

Download Notarized Document

curl "https://api.example.com/v1/cases/{case_id}/notarizations/{id}/download" \
  --output notarized_document.pdf

Notarization Statuses

Status	Description
`draft`	Not yet sent to signers
`pending_signer`	Waiting for signers to join
`pending_notary`	Signer ready, waiting for notary
`in_session`	Live notarization session in progress
`completed`	Document notarized successfully
`declined`	A signer or notary declined
`expired`	Session expired before completion
`failed`	Technical failure

Fax Tool

One-click fax sending. Attach case documents and optionally include a cover page.

Send a Fax

curl -X POST "https://api.example.com/v1/cases/{case_id}/faxes" \
  -H "Content-Type: application/json" \
  -d '{
    "to_number": "+11112223333",
    "institution_contact_id": "01K8IC04DJ3T10HRYE78AN7DDD",
    "document_ids": [
      "01K5XB07CJ5T22HRYE78AN7DEF",
      "01K5XB08CJ5T33HRYE78AN7GHI"
    ],
    "cover_page": true,
    "cover_page_note": "Re: Estate of John J. Johnson. Please process enclosed death certificate and account closure form. Reference: EST-2025-00456."
  }'

Fax Receipt

Get the delivery receipt with confirmation details:

curl "https://api.example.com/v1/cases/{case_id}/faxes/{fax_id}/receipt"```

Response:
```json
{
  "data": {
    "fax_id": "...",
    "confirmation_number": "FAX-2025-1015-001",
    "pages_sent": 3,
    "duration_seconds": 45,
    "status": "confirmed",
    "remote_station_id": "CHASE FAX",
    "timestamp": "2025-10-15T14:35:00Z"
  }
}

Fax Statuses

Status	Description
`queued`	Fax queued for sending
`sending`	Fax transmission in progress
`delivered`	Fax confirmed delivered
`failed`	Delivery failed (busy, no answer, error)
`cancelled`	Fax cancelled before sending

Getting Started

Guides

Communication Tools Guide

Communication Tools

Phone Tool

Initiate a Call

What Happens After a Call

Retrieve Call Details

Download Recording

Call Statuses

Email Tool

Send an Email

Checking Delivery Status

Email Statuses

Notarization Tool

Initiate Notarization

Notarization Flow

Download Notarized Document

Notarization Statuses

Fax Tool

Send a Fax

Fax Receipt

Fax Statuses

​Communication Tools

​Phone Tool

​Initiate a Call

​What Happens After a Call

​Retrieve Call Details

​Download Recording

​Call Statuses

​Email Tool

​Send an Email

​Checking Delivery Status

​Email Statuses

​Notarization Tool

​Initiate Notarization

​Notarization Flow

​Download Notarized Document

​Notarization Statuses

​Fax Tool

​Send a Fax

​Fax Receipt

​Fax Statuses

Communication Tools

Phone Tool

Initiate a Call

What Happens After a Call

Retrieve Call Details

Download Recording

Call Statuses

Email Tool

Send an Email

Checking Delivery Status

Email Statuses

Notarization Tool

Initiate Notarization

Notarization Flow

Download Notarized Document

Notarization Statuses

Fax Tool

Send a Fax

Fax Receipt

Fax Statuses