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.

Operations 4

GET /core/projects Filevine List Projects #
POST /core/projects Filevine Create Project #
GET /core/projects/{projectId} Filevine Get Project #
PATCH /core/projects/{projectId} Filevine Update Project #

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OpenAPI Specification

filevine-projects-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Filevine Contacts Projects API
  description: 'Contact cards represent people and organizations associated with a project — clients, opposing parties, witnesses, adjusters, experts, and third parties. The Contacts API exposes the global contact list as well as project-scoped contact attachments and roles.

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