Filevine Projects API

openapi: 3.1.0
info:
  title: Filevine Projects API
  description: >
    Projects (also called Matters) are the central organizing unit in
    Filevine. Each project belongs to a project type, has a primary client
    contact card, a phase/stage, and a customizable set of sections and
    fields. The Projects API lets external systems list, create, read, and
    update projects programmatically across an organization.
  version: '2.0'
  contact:
    name: Filevine API Support
    url: https://developer.filevine.io/
  license:
    name: Filevine Terms of Service
    url: https://www.filevine.com/terms-of-service/

servers:
  - url: https://api.filevine.io
    description: Filevine API Gateway (US)
  - url: https://api.filevineapp.ca
    description: Filevine API Gateway (Canada)

security:
  - BearerAuth: []

tags:
  - name: Projects
    description: Filevine projects (matters/cases).

paths:
  /core/projects:
    get:
      summary: Filevine List Projects
      description: List projects accessible to the authenticated user with filters for project type, client, phase, and modification timestamps.
      operationId: listProjects
      tags: [Projects]
      parameters:
        - name: offset
          in: query
          schema: { type: integer, default: 0 }
        - name: limit
          in: query
          schema: { type: integer, default: 50, maximum: 1000 }
        - name: projectTypeId
          in: query
          schema: { type: integer }
        - name: phaseName
          in: query
          schema: { type: string }
        - name: modifiedSince
          in: query
          schema: { type: string, format: date-time }
      responses:
        '200':
          description: A page of projects.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/ProjectList' }
    post:
      summary: Filevine Create Project
      description: Create a new project of a given project type with an associated client contact.
      operationId: createProject
      tags: [Projects]
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/CreateProjectRequest' }
      responses:
        '201':
          description: Project created.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/Project' }
  /core/projects/{projectId}:
    parameters:
      - $ref: '#/components/parameters/ProjectId'
    get:
      summary: Filevine Get Project
      description: Retrieve a single project by ID.
      operationId: getProject
      tags: [Projects]
      responses:
        '200':
          description: Project found.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/Project' }
    patch:
      summary: Filevine Update Project
      description: Patch project fields such as name, phase, client, or any custom section values.
      operationId: updateProject
      tags: [Projects]
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/UpdateProjectRequest' }
      responses:
        '200':
          description: Updated.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/Project' }

components:
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
  parameters:
    ProjectId:
      name: projectId
      in: path
      required: true
      schema:
        type: integer
        format: int64
  schemas:
    Project:
      type: object
      properties:
        projectId: { type: integer, format: int64 }
        projectName: { type: string }
        number: { type: string }
        projectTypeId: { type: integer }
        clientId: { type: integer, format: int64 }
        phaseName: { type: string }
        isArchived: { type: boolean }
        createdDate: { type: string, format: date-time }
        modifiedDate: { type: string, format: date-time }
    ProjectList:
      type: object
      properties:
        items:
          type: array
          items: { $ref: '#/components/schemas/Project' }
        hasMore: { type: boolean }
        totalCount: { type: integer }
    CreateProjectRequest:
      type: object
      required: [projectTypeId, projectName, clientId]
      properties:
        projectTypeId: { type: integer }
        projectName: { type: string }
        clientId: { type: integer, format: int64 }
        phaseName: { type: string }
    UpdateProjectRequest:
      type: object
      properties:
        projectName: { type: string }
        phaseName: { type: string }
        isArchived: { type: boolean }