Filevine API
Filevine is software that helps law firms manage cases. It centralizes matter details, contacts, tasks, deadlines, documents, communications, intake, and reporting so attorneys and staff can collaborate, track progress, and meet obligations. An unofficial API lets a different tech com
What is Filevine?
Filevine is a legal case management platform used by law firms and in-house legal teams to organize matters, automate workflows, manage documents, and track communications and outcomes. It provides configurable project templates, task flows, deadline chains, intake forms, and reporting with robust permission controls.
Core product areas include:
- Matter/Project Management (custom fields, phases/stages, roles)
- Task & Workflow Automation (assignments, approvals, taskflows)
- Deadlines & Calendaring (deadline chains, reminders, court-related dates)
- Document Management & Mailroom (uploads, versioning, document generation, eSignature via Vinesign)
- Intake & Lead Management (Lead Docket)
- Communications (text/email logging, notes, activity)
- Reporting & Analytics (dashboards, KPIs, exports)
- Time & Expenses (time entries, costs, settlement tracking)
Common data entities:
- Projects/Matters (title, matter number, practice area, stage, status, custom fields)
- Contacts/Parties (clients, opposing counsel, insurers, roles)
- Tasks (title, description, assignee, priority, due dates, status)
- Deadlines & Calendar Events (type, due date, chain, reminders)
- Documents (file metadata, storage pointer, tags, versions)
- Notes & Activity (comments, mentions, audit trail)
- Communications (SMS, email logs)
- Intake Leads (forms, sources, conversion)
- Time & Expenses (time entries, costs, billing references)
- Users/Teams & Permissions (roles, assignments)
The Filevine Integration Challenge
Law firms lean on Filevine daily, but turning portal-centric case work into API-driven automation—especially alongside iManage—introduces complexity:
- Highly customized schemas: Every tenant uses different project templates and custom fields; integrations must adapt without breaking.
- Workflow nuance: Taskflows and deadline chains require idempotent operations, sequencing, and reliable notifications.
- Calendaring and compliance: Court-related deadlines and reminders need accurate time zones, updates, and auditability.
- Document dynamics: Many firms store documents in iManage; integrations must reconcile pointers, metadata sync, and version lifecycles without duplicating files.
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation.
- Entitlements & segregation: Role-based access, matter ownership, and confidential projects must be respected.
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 project, task, deadline, document, and contact objects so you can integrate once and rely on consistent schemas
- Aligns with customer entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (matter intake, task/deadline sync) with polling or webhooks for long-running jobs
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.
Use Cases
Matter Intake & Sync with iManage
- Push new matters from your app into Filevine and create/link iManage workspaces - Map client/matter numbers and keep workspace metadata in sync - Publish stage changes and custom fields back to Filevine for reporting
Task & Deadline Automation
- Create review tasks when iManage documents are checked in or reach specific versions - Generate deadline chains from matter type templates and notify assigned teams - Update task status and dispositions from your own case system
Document Linking & Evidence Management
- Attach references to iManage documents to Filevine projects with category and author metadata - Track versions and trigger approvals without duplicating documents - Log notes and communications tied to documents for audit
Reporting & KPI Unification
- Centralize matter progress, tasks completed, and upcoming deadlines - Join Filevine activity with iManage document events for holistic dashboards - Export normalized audit logs across both systems
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 projects, tasks, deadlines, documents, and communications
Security
Encrypted transport, scoped tokens, and audit logging; respects Filevine role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., deadline chains, bulk intake) and document-link change events
Latency
Sub-second responses for list/detail queries under normal load; document operations reflect underlying platform behavior
Throughput
Designed for high-volume matter intake and task/deadline synchronization
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used for legal case management, including Projects/Matters, Tasks & Deadlines (chains, reminders), Documents & Mailroom (uploads, links, document generation), Intake (Lead Docket), Communications, and Reporting, 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 and monitoring for session expiry.
Yes. We store normalized pointers to iManage workspaces (client/matter numbers, workspace IDs) and document references (library, doc ID, version). We sync metadata and can trigger tasks and deadlines based on document events while keeping iManage as the source of truth for files.
We preserve tenant-specific custom fields as flexible key/value objects while normalizing common attributes (title, stage, status, team). This lets you query and update standard fields consistently and access custom data for reporting.
Yes. We support high-volume project creation with job status polling, and we can generate deadline chains from templates with reminders and webhooks for state changes.
Yes. We support uploading attachments via signed uploads, linking to iManage documents, and capturing notes, approver, and timestamps with immutable audit records.