Filevine

Supergood | Filevine API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | Filevine API

Programmatically access Filevine case data, contacts, tasks, deadlines, documents, and intake workflows with a stable REST API. Supergood builds and operates production-grade, unofficial Filevine integrations so your team can automate legal operations without heavy custom engineering.

Plain English: 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 updates back into Filevine (including attaching filings, creating deadlines, updating phases, and initiating e-signature packets via Vinesign).

For a tech company integrating with Filevine, this means you can ingest real-time case and client data to power dashboards, automate conflict checks, sync deadlines and tasks with your planning tools, drive document workflows and e-signatures, and reconcile time/billing in accounting (e.g., QuickBooks, Xero). You can also trigger client-facing updates, convert intakes to cases, attach court filings, aggregate medical records, and keep stakeholder systems (DMS, eDiscovery, analytics, CRM, scheduling) in lockstep.

What is Filevine?

Filevine (https://developer.filevine.io/) 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

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

Available Endpoints

Authentication

POST /sessions: Establish 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.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_fv_29d81e",
    "name": "Paralegal",
    "entitlements": ["projects", "contacts", "deadlines", "documents", "intake"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Projects (Matters)

GET /projects: List matters with filters and summary details.

Query parameters

  • organizationId: string
  • practiceArea: string (e.g., personal_injury, employment, corporate)
  • responsibleAttorneyId: string
  • status: open | closed | archived | pending
  • stage: string (e.g., investigation, litigation, settlement)
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "projectId": "prj_fv_7a12c0",
      "title": "Smith v. Acme Corp.",
      "matterNumber": "PI-2026-014",
      "practiceArea": "personal_injury",
      "status": "open",
      "stage": "litigation",
      "clientId": "ctc_88b32e",
      "clientName": "Jordan Smith",
      "responsibleAttorneyId": "u_fv_att_1201",
      "court": {
        "name": "Douglas County District Court",
        "jurisdiction": "NE"
      },
      "statuteOfLimitationsDate": "2026-11-30",
      "updatedAt": "2026-01-20T13:45:00Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Contacts

POST /projects/{projectId}/contacts: Add a contact to a matter (e.g., client, opposing party, adjuster, witness).

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/projects/prj_fv_7a12c0/contacts \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "contactType": "client",
    "name": {
      "first": "Jordan",
      "last": "Smith"
    },
    "email": "[email protected]",
    "phones": [
      {"type": "mobile", "number": "+1-402-555-0199"}
    ],
    "address": {
      "line1": "125 Lakeview Ct",
      "city": "Omaha",
      "region": "NE",
      "postalCode": "68130",
      "country": "US"
    },
    "preferredContactMethod": "email",
    "notes": "Primary client; authorize sharing via portal."
  }'

Example response

{
  "contactId": "ctc_fv_90e412",
  "relationId": "rel_fv_32a091",
  "type": "client",
  "createdAt": "2026-01-21T10:03:11Z"
}

Deadlines

POST /projects/{projectId}/deadlines: Create a matter deadline with reminders and assignee notifications.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/projects/prj_fv_7a12c0/deadlines \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "title": "File Motion to Compel",
    "category": "court_filing",
    "dueDate": "2026-02-10",
    "assignedToUserId": "u_fv_att_1201",
    "court": {"name": "Douglas County District Court", "jurisdiction": "NE"},
    "reminders": [
      {"relativeDays": -7, "channel": "email"},
      {"relativeDays": -1, "channel": "sms"}
    ],
    "notifyAssignees": true,
    "notes": "Coordinate with co-counsel; include exhibits."
  }'

Example response

{
  "deadlineId": "ddl_fv_51af80",
  "status": "open",
  "dueDate": "2026-02-10",
  "assignedToUserId": "u_fv_att_1201",
  "createdAt": "2026-01-21T11:20:44Z"
}

Documents

POST /projects/{projectId}/documents: Upload a document to a matter with metadata, tags, and optional client portal sharing.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/projects/prj_fv_7a12c0/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "fileName": "motion_to_compel.pdf",
    "uploadToken": "upl_fv_08ab73",
    "folderId": "fld_fv_2001",
    "title": "Motion to Compel",
    "description": "Filed 2026-02-10; includes exhibits A-C",
    "tags": ["court_filing", "discovery"],
    "shareWithClientPortal": false,
    "relatedContactId": "ctc_fv_90e412"
  }'

Example response

{
  "documentId": "doc_fv_7fa223",
  "version": 1,
  "status": "processed",
  "createdAt": "2026-01-22T08:15:12Z"
}

Get full API Specs →

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)

Performance Characteristics

  • 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

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Filevine adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Filevine evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Filevine modules can this integration cover?

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.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.

Q: Can you sync time and expenses to our accounting system?

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.

Q: Are e-signatures supported via Vinesign?

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.

Ready to automate your Filevine workflows?

Supergood can have your Filevine integration live in days with no ongoing engineering maintenance.

Get Started →

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