Filevine API
Filevine is legal case management software for law firms and in-house legal teams. An unofficial API lets you programmatically pull case/matter lists, contacts, tasks, deadlines, calendar events, notes, documents, custom fields, intake leads, and time entries—and push new records or u
What is Filevine?
Filevine is a cloud platform for legal case and practice management that centralizes intake, matter management, documents, tasks/deadlines, communications, and reporting across law firms and corporate legal departments. Its suite includes Lead Docket (intake/CRM), Vinesign (eSignature), and Outlaw (contract lifecycle management), enabling teams to manage the full matter lifecycle—from lead to resolution—with configurable workflows and custom fields.
Core product areas include:
- Case Management (Matters/Projects, Custom Fields & Collections, Phases/Stages, Tasks, Deadlines, Notes, Activity)
- Intake & CRM (Lead Docket, Referrals, Source Tracking, Conversion to Cases)
- Documents & E-Signature (Document Storage, Versioning, Vinesign Packets, Outlaw Contracts)
- Communication & Collaboration (Email/SMS Logging, Client Communications, Mentions, Internal Comments)
- Time & Billing (Time Entries, Expenses, Invoicing, Reporting)
- Calendaring & Compliance (Court Dates, Reminders, Statute of Limitations Tracking)
Common data entities:
- Organizations, Teams, Users, Roles/Permissions
- Projects/Matters (metadata, practice area, status, stage/phase, matter number)
- Contacts (clients, opposing counsel/party, adjusters, witnesses, providers)
- Tasks & Deadlines (assignees, due dates, reminders, categories)
- Calendars & Events (court, mediation, hearing dates)
- Documents & Folders (file metadata, versions, tags)
- Notes/Comments (activity stream, internal threads)
- Intake Leads (Lead Docket submissions, referral sources, statuses)
- Time Entries & Expenses (user, duration, rates, categories)
- E-Signature Packets (Vinesign envelopes, signer roles, status)
The Filevine Integration Challenge
Legal teams rely on Filevine daily, but turning portal-first workflows into API-driven automation is non-trivial:
- Custom projects: Highly variable custom fields and collections by practice area complicate stable schemas
- Fine-grained permissions: Case-level roles, sensitive notes, and confidential docs require careful access handling
- Attachments & processing: Document uploads, virus scanning, file size/time limits, and versioning introduce async steps
- Intake-to-case transitions: Lead Docket to Filevine conversion flows aren’t always fully covered by official webhooks
- SSO/MFA complexity: Okta/Microsoft SSO and MFA challenge lifecycles obstruct headless automation
- Rate limits & pagination: Official API limits, pagination quirks, and custom field retrieval can slow bulk syncs
- Cross-suite friction: Separate auth and data models across Vinesign/Outlaw/Lead Docket add integration overhead
How Supergood Creates Filevine APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Filevine tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Filevine adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Filevine evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Projects (Matters)
/projectsList matters with filters and summary details.
Contacts
/projects/{projectId}/contactsAdd a contact to a matter (e.g., client, opposing party, adjuster, witness).
Deadlines
/projects/{projectId}/deadlinesCreate a matter deadline with reminders and assignee notifications.
Documents
/projects/{projectId}/documentsUpload a document to a matter with metadata, tags, and optional client portal sharing.
Use Cases
Case & Contact Data Sync
- Mirror matters and contacts into your internal systems for analytics, compliance, and CRM - Keep practice-specific metadata current across multi-tenant operations - Normalize stages, statuses, and matter numbers for accurate reporting
Intake & Referral Automation
- Pull new leads from Lead Docket and automatically create matters with correct templates - Route referrals to the right practice group and enforce SLA alerts - Push intake forms and status updates back into Filevine
Documents & E-Signature
- Upload filings, medical records, and discovery documents directly to matters - Initiate Vinesign packets and track signature status - Apply standardized tags, folders, and sharing rules to keep DMS and Filevine in sync
Tasks, Deadlines & Calendaring
- Create court deadlines with reminders and assignee notifications - Sync calendars with your planning tools to avoid missed hearings - Drive follow-ups from sensors (e.g., mailroom scans) and push updates back to Filevine
Time & Billing: Accounting Sync
- Reconcile time entries and expenses to your ERP/accounting (e.g., QuickBooks, Xero) - Normalize rates, categories, and matter IDs for accurate invoicing - Deliver updates via webhooks or polling while honoring rate/permission constraints
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of matters, contacts, deadlines, documents, intake, and time/billing objects
Security
Encrypted transport, scoped tokens, and audit logging; respects Filevine role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., signature completion, deadline changes)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume case data sync and deadline/document processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Case Management (Projects/Matters, Tasks, Deadlines), Documents & E-Signature (File Storage, Vinesign), and Intake (Lead Docket), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize time entries and expenses to match your ERP/accounting schema (matter IDs, rates, categories) and deliver updates via webhooks or polling while complying with rate and permission constraints. We commonly integrate with QuickBooks and Xero.
Yes. We support initiating Vinesign packets, tracking signer statuses, downloading completion artifacts, and uploading attachments via signed uploads, with checksum validation and time-limited URLs.