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Filevine (filevine)

Filevine is the leading legal case management and operating intelligence platform for plaintiff, personal-injury, mass-tort, family, immigration, criminal-defense, estate-planning, and government legal teams. The platform combines a customizable matter / project system with intake (Lead Docket), documents (Docs+), eSignature (Vinesign), contract management (Outlaw), deadline calendaring, time and billing, a secure client portal, and the LOIS Legal Operating Intelligence System for AI-assisted drafting, deposition prep, and case analysis. Filevine exposes a public REST API v2 with US and Canada gateways, PAT-based OAuth bearer authentication, and webhook subscriptions for event-driven integrations.

APIs.json: https://raw.githubusercontent.com/api-evangelist/filevine/refs/heads/main/apis.yml

Scope

  • Position: Provider
  • Access: 3rd-Party

Tags

  • Legal
  • Case Management
  • Matters
  • Intake
  • Documents
  • LOIS
  • Webhooks
  • Legal AI
  • Personal Injury
  • Mass Torts

Timestamps

  • Created: 2026-05-25
  • Modified: 2026-05-25

APIs

Filevine Identity API

Exchange a Filevine Personal Access Token (PAT) for a short-lived bearer access token used to call the Filevine API Gateway. Tokens are issued at https://identity.filevine.io/connect/token with grant_type personal_access_token, the PAT, and a requested scope set. Tokens are typically valid for ~20 minutes.

Tags

  • Legal
  • Identity
  • Auth
  • OAuth

Properties

Filevine Projects API

List, create, read, and update Filevine projects (matters/cases). Each project belongs to a project type, carries a primary client contact, has a phase, and a customizable set of sections and fields. The Projects API is the spine of Filevine integrations and is the parent surface for documents, notes, deadlines, tasks, and time entries.

Tags

  • Legal
  • Matters
  • Case Management
  • Projects

Properties

Filevine Contacts API

Manage the global Filevine contact list and project-scoped contact attachments. Contacts represent clients, opposing parties, witnesses, experts, and adjusters with structured emails, phones, and organization affiliation.

Tags

  • Legal
  • Contacts

Properties

Filevine Documents API

Upload, list, and read documents attached to Filevine projects. Documents support folders, tags, versioning, locking, and optional sharing to the secure client portal.

Tags

  • Legal
  • Documents
  • Files

Properties

Filevine Notes API

Append, edit, and read project notes and activity items. Notes carry a typed kind (note, task, portal message, phone call, text) and support @mentions, pinning, and attached documents.

Tags

  • Legal
  • Notes
  • Activity

Properties

Filevine Deadlines API

Manage the date-driven legal milestones on a project — statutes of limitations, court dates, response deadlines — with assignees and reminder notifications. Deadlines can chain off a parent deadline.

Tags

  • Legal
  • Deadlines
  • Calendaring

Properties

Filevine Tasks API

List, create, and update assignable to-do items on a project with status, priority, due dates, and completion tracking. Tasks are produced by workflow automation and by direct user assignment.

Tags

  • Legal
  • Tasks
  • Workflow

Properties

Filevine Time Entries API

Record billable and non-billable time entries against a project, including timer-driven entries. Time entries feed invoice generation and staff productivity reporting.

Tags

  • Legal
  • Time
  • Billing

Properties

Filevine Webhooks API

Manage organization webhook subscriptions and receive event callbacks (project.created, project.updated, document.uploaded, note.created, deadline.created, task.completed, payment.created, payment.updated). Each subscription has a unique signing key for delivery verification.

Tags

  • Legal
  • Webhooks
  • Events

Properties

Common Properties

Maintainers

FN: Kin Lane Email: info@apievangelist.com URL: https://apievangelist.com

About

API Evangelist profile of Filevine — legal case management and operating intelligence platform for law firms

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