Home
Filevine
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
Legal Case Management Matters Intake Documents LOIS Webhooks Legal AI Personal Injury Mass 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.
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...
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...
Manage the global Filevine contact list and project-scoped contact attachments. Contacts represent clients, opposing parties, witnesses, experts, and adjusters with structured e...
Upload, list, and read documents attached to Filevine projects. Documents support folders, tags, versioning, locking, and optional sharing to the secure client portal.
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...
Manage the date-driven legal milestones on a project — statutes of limitations, court dates, response deadlines — with assignees and reminder notifications. Deadlines can chain ...
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...
Record billable and non-billable time entries against a project, including timer-driven entries. Time entries feed invoice generation and staff productivity reporting.
Manage organization webhook subscriptions and receive event callbacks (project.created, project.updated, document.uploaded, note.created, deadline.created, task.completed, payme...
Run Capabilities with Naftiko — Deploy and orchestrate these API capabilities using Naftiko Fleet.
Run with Naftiko
Filevine Contacts — global contact list, contact creation, and project-scoped contact attachment.
Run with Naftiko
Filevine Deadlines — list and create the date-driven legal milestones on a project, with assignees and reminder notifications.
Run with Naftiko
Filevine Documents — list project documents, upload new documents (optionally shared to the client portal), and read metadata.
Run with Naftiko
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 — append, edit, and read project notes/activity items including typed kinds (note, task, portal message, phone call, text).
Run with Naftiko
Filevine Projects (matters/cases) — list, create, get, update. Self-contained Naftiko capability covering one Filevine business surface.
Run with Naftiko
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 — record billable and non-billable time against a project. Feeds invoice generation and productivity reporting.
Run with Naftiko
Filevine Webhooks — list, create, and delete webhook subscriptions to receive event callbacks for project, document, note, and payment activity.
Run with Naftiko
Run Capabilities with Naftiko — Deploy and orchestrate these API capabilities using Naftiko Fleet.
Run with Naftiko
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)"}
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 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
0 classes · 7 properties
JSON-LD
7 rules ·
3 errors
4 warnings
SPECTRAL
Sources
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'