Filevine logo

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 9 Capabilities 23 Features
LegalCase ManagementMattersIntakeDocumentsLOISWebhooksLegal AIPersonal InjuryMass Torts

Filevine publishes 9 APIs on the APIs.io network, including Identity API, Projects API, Contacts API, and 6 more. Tagged areas include Legal, Case Management, Matters, Intake, and Documents.

The Filevine catalog on APIs.io includes 9 machine-runnable capabilities, 1 event-driven AsyncAPI specification, 1 JSON-LD context, and 1 Spectral governance ruleset.

Filevine’s developer surface includes developer portal, documentation, pricing, engineering blog, support, code examples, tooling, and 30 more developer resources.

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...

Capabilities

Filevine Contacts API — Contacts

Filevine Contacts — global contact list, contact creation, and project-scoped contact attachment.

Run with Naftiko

Filevine Deadlines API — Deadlines

Filevine Deadlines — list and create the date-driven legal milestones on a project, with assignees and reminder notifications.

Run with Naftiko

Filevine Documents API — Documents

Filevine Documents — list project documents, upload new documents (optionally shared to the client portal), and read metadata.

Run with Naftiko

Filevine Identity API — Tokens

Filevine Identity — exchange a Personal Access Token (PAT) for a short-lived bearer access token used by the API Gateway.

Run with Naftiko

Filevine Notes API — Notes

Filevine Notes — append, edit, and read project notes/activity items including typed kinds (note, task, portal message, phone call, text).

Run with Naftiko

Filevine Projects API — Projects

Filevine Projects (matters/cases) — list, create, get, update. Self-contained Naftiko capability covering one Filevine business surface.

Run with Naftiko

Filevine Tasks API — Tasks

Filevine Tasks — list, create, and update assignable to-do items on a project, with status, priority, and due dates.

Run with Naftiko

Filevine Time Entries API — Time Entries

Filevine Time Entries — record billable and non-billable time against a project. Feeds invoice generation and productivity reporting.

Run with Naftiko

Filevine Webhooks API — Subscriptions

Filevine Webhooks — list, create, and delete webhook subscriptions to receive event callbacks for project, document, note, and payment activity.

Run with Naftiko

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.

Event Specifications

Filevine Webhook Events

Filevine emits webhook events to subscribed callback URLs when activity occurs in the platform. Subscriptions are configured per organization and select from a curated event cat...

ASYNCAPI

Semantic Vocabularies

Filevine Context

0 classes · 7 properties

JSON-LD

API Governance Rules

Filevine API Rules

7 rules · 3 errors 4 warnings

SPECTRAL

Resources

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Portal
Portal
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Documentation
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Documentation
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Documentation
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Documentation
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Portal
Portal
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Documentation
Documentation
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Documentation
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Documentation
Documentation
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Pricing
Pricing
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Documentation
Documentation
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TrustCenter
TrustCenter
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Blog
Blog
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CaseStudies
CaseStudies
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Jobs
Jobs
💬
Support
Support
🟢
StatusPage
StatusPage
📜
TermsOfService
TermsOfService
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TermsOfService
TermsOfService
📜
PrivacyPolicy
PrivacyPolicy
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Documentation
Documentation
👥
GitHubOrganization
GitHubOrganization
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CodeExamples
CodeExamples
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Tool
Tool
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Documentation
Documentation
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LinkedIn
LinkedIn
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X
X
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Plans
Plans
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RateLimits
RateLimits
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FinOps
FinOps
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Vocabulary
Vocabulary
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SpectralRules
SpectralRules

Sources

Raw ↑
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
  - type: NaftikoCapability
    url: capabilities/identity-tokens.yaml
  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
  - type: NaftikoCapability
    url: capabilities/projects-projects.yaml
  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
  - type: NaftikoCapability
    url: capabilities/contacts-contacts.yaml
  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
  - type: NaftikoCapability
    url: capabilities/documents-documents.yaml
  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
  - type: NaftikoCapability
    url: capabilities/notes-notes.yaml
  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
  - type: NaftikoCapability
    url: capabilities/deadlines-deadlines.yaml
  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
  - type: NaftikoCapability
    url: capabilities/tasks-tasks.yaml
  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
  - type: NaftikoCapability
    url: capabilities/time-entries-time-entries.yaml
  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
  - type: NaftikoCapability
    url: capabilities/webhooks-subscriptions.yaml
  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-productions2.s3.amazonaws.com/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: [email protected]
  X: apievangelist
  url: https://apievangelist.com
specificationVersion: '0.16'