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.

9 APIs 23 Features

LegalCase ManagementMattersIntakeDocumentsLOISWebhooksLegal AIPersonal InjuryMass Torts

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/co...

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 o...

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 e...

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.

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 doc...

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 ...

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 u...

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.

Filevine Webhooks API

Manage organization webhook subscriptions and receive event callbacks (project.created, project.updated, document.uploaded, note.created, deadline.created, task.completed, payme...

Collections

Filevine Contacts API

OPEN

Filevine Deadlines API

OPEN

Filevine Documents API

OPEN

Filevine Identity API

OPEN

Filevine Notes API

OPEN

Filevine Projects API

OPEN

Filevine Tasks API

OPEN

Filevine Time Entries API

OPEN

Filevine Webhooks API

OPEN

GraphQL

Filevine GraphQL Schema

This conceptual GraphQL schema maps the Filevine REST API v2 surface onto a unified GraphQL type system. Filevine is a legal case management platform serving plaintiff law firms...

GRAPHQL

Pricing Plans

Filevine Plans Pricing

10 plans

PLANS

Rate Limits

Filevine Rate Limits

3 limits

RATE LIMITS

FinOps

Filevine Finops

FINOPS

Features

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)"}

Integrations

Lawmatics

Legal software with data insights and automated workflows for busy law firms.

InfoTrack

Court filing and process serving with smart document extraction synced to Filevine.

Record Retrieval Solutions

Manage medical and billing record retrieval directly within Filevine.

Microsoft Teams

Data transfer to Lead Docket and Filevine from inside Teams.

Dialpad

Centralized client communication and call logging.

DocuPost

Physical mailing of letters and notices.

MoveDocs

Personal injury settlement and lien resolution workflows.

Copitrak

Copy and print cost tracking.

FedEx / Stamps

Postage and shipping integration.

Microsoft Outlook

Outlook Add-In for drag-and-drop email attachments into projects.

Zapier

Custom Filevine API requests via Zapier custom request action.

Filevine

Sources