Filevine

aid: filevine
url: https://raw.githubusercontent.com/api-evangelist/filevine/refs/heads/main/apis.yml
apis:
  - aid: filevine:filevine-identity-api
    name: Filevine Identity API
    tags:
      - Legal
      - Identity
      - Auth
      - OAuth
    humanURL: https://support.filevine.com/hc/en-us/articles/27944810461851-Authenticate-Requests-to-the-API-Gateway
    properties:
      - url: https://support.filevine.com/hc/en-us/articles/27944810461851-Authenticate-Requests-to-the-API-Gateway
        type: Documentation
      - url: https://support.filevine.com/hc/en-us/articles/29937964706203-API-Authentication-Q-A
        type: Documentation
      - url: openapi/filevine-identity-api-openapi.yml
        type: OpenAPI
    description: >-
      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.
  - aid: filevine:filevine-projects-api
    name: Filevine Projects API
    tags:
      - Legal
      - Matters
      - Case Management
      - Projects
    humanURL: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
    properties:
      - url: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
        type: Documentation
      - url: openapi/filevine-projects-api-openapi.yml
        type: OpenAPI
      - url: json-schema/filevine-project-schema.json
        type: JSONSchema
      - url: json-structure/filevine-project-structure.json
        type: JSONStructure
      - url: json-ld/filevine-context.jsonld
        type: JSONLD
    description: >-
      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.
  - aid: filevine:filevine-contacts-api
    name: Filevine Contacts API
    tags:
      - Legal
      - Contacts
    humanURL: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
    properties:
      - url: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
        type: Documentation
      - url: openapi/filevine-contacts-api-openapi.yml
        type: OpenAPI
      - url: json-schema/filevine-contact-schema.json
        type: JSONSchema
    description: >-
      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.
  - aid: filevine:filevine-documents-api
    name: Filevine Documents API
    tags:
      - Legal
      - Documents
      - Files
    humanURL: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
    properties:
      - url: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
        type: Documentation
      - url: openapi/filevine-documents-api-openapi.yml
        type: OpenAPI
      - url: json-schema/filevine-document-schema.json
        type: JSONSchema
    description: >-
      Upload, list, and read documents attached to Filevine projects. Documents support folders, tags, versioning,
      locking, and optional sharing to the secure client portal.
  - aid: filevine:filevine-notes-api
    name: Filevine Notes API
    tags:
      - Legal
      - Notes
      - Activity
    humanURL: https://developer.filevine.io/docs/v2-us/da00bc90e087f-create-note
    properties:
      - url: https://developer.filevine.io/docs/v2-us/da00bc90e087f-create-note
        type: Documentation
      - url: openapi/filevine-notes-api-openapi.yml
        type: OpenAPI
    description: >-
      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.
  - aid: filevine:filevine-deadlines-api
    name: Filevine Deadlines API
    tags:
      - Legal
      - Deadlines
      - Calendaring
    humanURL: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
    properties:
      - url: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
        type: Documentation
      - url: openapi/filevine-deadlines-api-openapi.yml
        type: OpenAPI
    description: >-
      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.
  - aid: filevine:filevine-tasks-api
    name: Filevine Tasks API
    tags:
      - Legal
      - Tasks
      - Workflow
    humanURL: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
    properties:
      - url: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
        type: Documentation
      - url: openapi/filevine-tasks-api-openapi.yml
        type: OpenAPI
    description: >-
      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.
  - aid: filevine:filevine-time-entries-api
    name: Filevine Time Entries API
    tags:
      - Legal
      - Time
      - Billing
    humanURL: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
    properties:
      - url: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
        type: Documentation
      - url: openapi/filevine-time-entries-api-openapi.yml
        type: OpenAPI
    description: >-
      Record billable and non-billable time entries against a project, including timer-driven entries. Time entries feed
      invoice generation and staff productivity reporting.
  - aid: filevine:filevine-webhooks-api
    name: Filevine Webhooks API
    tags:
      - Legal
      - Webhooks
      - Events
    humanURL: https://support.filevine.com/hc/en-us/articles/13644331859611-Webhooks-Subscriptions
    properties:
      - url: https://support.filevine.com/hc/en-us/articles/13644331859611-Webhooks-Subscriptions
        type: Documentation
      - url: openapi/filevine-webhooks-api-openapi.yml
        type: OpenAPI
      - url: asyncapi/filevine-events-asyncapi.yml
        type: AsyncAPI
    description: >-
      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.
name: Filevine
tags:
  - Legal
  - Case Management
  - Matters
  - Intake
  - Documents
  - LOIS
  - Webhooks
  - Legal AI
  - Personal Injury
  - Mass Torts
kind: contract
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
access: 3rd-Party
common:
  - url: https://www.filevine.com
    name: Filevine Homepage
    type: Portal
  - url: https://developer.filevine.io/
    name: Filevine Developer Portal
    type: Documentation
  - url: https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
    name: Filevine API v2 (US)
    type: Documentation
  - url: https://developer.filevine.io/docs/v2-ca/branches/main/31e991e1bfac1-filevine-api-v2
    name: Filevine API v2 (Canada)
    type: Documentation
  - url: https://support.filevine.com/hc/en-us/sections/28543097895835-API
    name: Filevine API Help Center
    type: Documentation
  - url: https://support.filevine.com/hc/en-us/articles/27944810461851-Authenticate-Requests-to-the-API-Gateway
    name: Authenticate Requests to the API Gateway
    type: Documentation
  - url: https://support.filevine.com/hc/en-us/articles/29259311975707-General-API-Q-A
    name: API General Q&A
    type: Documentation
  - url: https://support.filevine.com/hc/en-us/articles/29937964706203-API-Authentication-Q-A
    name: API Authentication Q&A
    type: Documentation
  - url: https://support.filevine.com/hc/en-us/articles/13644331859611-Webhooks-Subscriptions
    name: Webhooks Subscriptions
    type: Documentation
  - url: https://support.filevine.com/hc/en-us/articles/18053591346331-Intraday-Data-Feed
    name: Intraday Data Feed
    type: Documentation
  - url: https://www.filevine.com/platform/case-management-software/
    name: Case Management Platform
    type: Portal
  - url: https://www.filevine.com/platform/case-management-software/client-portal-software/
    name: Client Portal
    type: Documentation
  - url: https://www.filevine.com/features/docsplus/
    name: Docs+ Document Management
    type: Documentation
  - url: https://www.filevine.com/integrations/
    name: Integrations
    type: Documentation
  - url: https://www.filevine.com/pricing/
    name: Pricing (custom-quoted)
    type: Pricing
  - url: https://www.filevine.com/security/
    name: Security & Compliance
    type: Documentation
  - url: https://trust.paramify.com/filevine
    name: Filevine Trust Center
    type: TrustCenter
  - url: https://www.filevine.com/blog/
    name: Filevine Blog
    type: Blog
  - url: https://www.filevine.com/customers/
    name: Filevine Customers / Case Studies
    type: CaseStudies
  - url: https://www.filevine.com/company/jobs/
    name: Filevine Careers
    type: Jobs
  - url: https://support.filevine.com/
    name: Filevine Help Center
    type: Support
  - url: https://support.filevine.com/hc/en-us/articles/8671232852507-Status-Page
    name: Filevine Status Page
    type: StatusPage
  - url: https://www.filevine.com/subscription-agreement/
    name: Subscription Agreement
    type: TermsOfService
  - url: https://www.filevine.com/terms-of-service/
    name: End User Terms of Service
    type: TermsOfService
  - url: https://www.filevine.com/privacy-policy/
    name: Privacy Policy
    type: PrivacyPolicy
  - url: https://www.filevine.com/subprocessors/
    name: Subprocessors
    type: Documentation
  - url: https://github.com/Filevine
    name: Filevine GitHub Organization
    type: GitHubOrganization
  - url: https://github.com/Filevine/filevine-api-examples
    name: Filevine API Examples (C#, JS, Python)
    type: CodeExamples
  - url: https://github.com/Filevine/migration-helpers
    name: Migration Helpers
    type: Tool
  - url: https://github.com/Filevine/fedramp20x-low-submission
    name: FedRAMP 20x Low Pilot Submission
    type: Documentation
  - url: https://www.linkedin.com/company/filevine
    type: LinkedIn
  - url: https://x.com/filevine
    type: X
  - url: plans/filevine-plans-pricing.yml
    type: Plans
  - url: rate-limits/filevine-rate-limits.yml
    type: RateLimits
  - url: finops/filevine-finops.yml
    type: FinOps
  - url: vocabulary/filevine-vocabulary.yml
    type: Vocabulary
  - url: rules/filevine-rules.yml
    type: SpectralRules
  - type: Features
    data:
      - >-
        Matters / Projects — customizable per-practice-area templates with sections, custom fields, phases, and workflow
        automation
      - Intake (Lead Docket) — lead capture, referrals, source tracking, conversion to matters
      - >-
        LOIS — Legal Operating Intelligence System with Ask LOIS, LOIS for Word, AI Drafting, Depo CoPilot, Depo
        Summaries, MedChron, Phase Validation
      - Docs+ — document storage, PDF editing, versioning, tags, folders, locking
      - Vinesign — eSignature packets
      - Outlaw — contract lifecycle management
      - Client Portal — 24/7 case access, status updates, secure messaging
      - Two-way SMS and captured email
      - Timekeeping with context-aware timer, billable rates, expense tracking, invoice generation
      - Deadlines and deadline chains with reminders
      - Tasks with auto-assignment, priority, and completion tracking
      - Periscope — analytics and reporting
      - Timely — deadline calculation engine
      - DataBridge — data integration platform
      - REST API v2 with US (api.filevine.io) and Canada (api.filevineapp.ca) gateways
      - PAT-based OAuth 2.0 bearer flow at https://identity.filevine.io/connect/token
      - Webhook subscriptions for project, document, note, deadline, task, and payment events with signing keys
      - Default rate limit of 320 req/min/endpoint; 250 req/min for billing endpoints; 5 req/min for report endpoints
      - SOC 2 Type II (with HIPAA), CJIS 5.9.3/5.9.4, ISO 27001, HIPAA, GDPR, CCPA/CPRA, PCI DSS via Stripe
      - FedRAMP Moderate authorization in progress; FIPS 140-3 in progress; ISO 27701/27017/27018 in progress
      - AES-256 at rest, TLS 1.2/1.3 in transit, 2FA, RBAC, WAF, DDoS protection, public bug bounty
      - Bilingual region support — US and Canada deployments
      - Sample SDKs: C#, JavaScript, Python (Filevine/filevine-api-examples)
    sources:
      - https://www.filevine.com
      - https://developer.filevine.io/docs/v2-us/branches/main/31e991e1bfac1-filevine-api-v2
      - https://support.filevine.com/hc/en-us/sections/28543097895835-API
      - https://support.filevine.com/hc/en-us/articles/13644331859611-Webhooks-Subscriptions
      - https://support.filevine.com/hc/en-us/articles/29259311975707-General-API-Q-A
      - https://www.filevine.com/security/
      - https://www.filevine.com/integrations/
    updated: '2026-05-25'
  - type: Integrations
    data:
      - name: Lawmatics
        description: Legal software with data insights and automated workflows for busy law firms.
      - name: InfoTrack
        description: Court filing and process serving with smart document extraction synced to Filevine.
      - name: Record Retrieval Solutions
        description: Manage medical and billing record retrieval directly within Filevine.
      - name: Microsoft Teams
        description: Data transfer to Lead Docket and Filevine from inside Teams.
      - name: Dialpad
        description: Centralized client communication and call logging.
      - name: DocuPost
        description: Physical mailing of letters and notices.
      - name: MoveDocs
        description: Personal injury settlement and lien resolution workflows.
      - name: Copitrak
        description: Copy and print cost tracking.
      - name: FedEx / Stamps
        description: Postage and shipping integration.
      - name: Microsoft Outlook
        description: Outlook Add-In for drag-and-drop email attachments into projects.
      - name: Zapier
        description: Custom Filevine API requests via Zapier custom request action.
    sources:
      - https://www.filevine.com/integrations/
      - https://zapier.com/apps/filevine
created: '2026-05-25'
modified: '2026-05-25'
position: Provider
description: >-
  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.
maintainers:
  - FN: Kin Lane
    email: info@apievangelist.com
    X: apievangelist
    url: https://apievangelist.com
specificationVersion: '0.16'