Filevine

Supergood | Filevine API

Alex Klarfeld

Alex Klarfeld

— 7 min read
Supergood | Filevine API

Programmatically access matters, contacts, tasks, deadlines, documents, notes, and activity streams from Filevine with a stable REST API. Supergood builds and operates production-grade, unofficial Filevine integrations so your team can automate case management and document workflows without heavy custom engineering.

Plain English: 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 company pull a firm's active matters, upcoming deadlines, assigned tasks, and document metadata—and push new matters and assignments, update custom fields, attach notes, and link documents stored in iManage. You can keep iManage as the system of record for documents while using Filevine as the workflow and reporting hub.

For a legaltech startup trying to fit into the workflow of a customer who uses iManage, this means you can map Filevine projects to iManage workspaces, synchronize document references and metadata (client/matter numbers, categories, authors), trigger review tasks when an iManage document changes, and surface status back to attorneys inside Filevine. You can add features like automated matter intake that creates an iManage workspace, deadline chains that update team calendars, and unified reporting across both systems.

What is Filevine?

Filevine (https://www.filevine.com) 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

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

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_21c9ab",
    "name": "Paralegal",
    "entitlements": ["projects", "tasks", "deadlines", "documents"]
  }
}

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

Projects

GET /projects: List projects (matters) with filters for status, practice area, client/matter numbers, and update windows.

Query parameters

  • status: open | closed | archived
  • practiceArea: string
  • clientNumber: string
  • matterNumber: string
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "projectId": "prj_8d103a",
      "title": "Acme v. Contoso",
      "matterNumber": "2026-ACME-001",
      "practiceArea": "Commercial Litigation",
      "stage": "Discovery",
      "status": "open",
      "client": {"contactId": "ct_5e92", "name": "Acme Corp"},
      "customFields": {"jurisdiction": "NY", "judge": "Hon. J. Harper"},
      "iManageWorkspace": {"workspaceId": "IM_WS_004291", "clientNumber": "ACME", "matterNumber": "001"},
      "updatedAt": "2026-02-18T15:22:07Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

POST /projects: Create or update a project (matter) and optionally link to an iManage workspace.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/projects \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "matter_982341",
    "title": "Acme v. Contoso",
    "practiceArea": "Commercial Litigation",
    "matterNumber": "2026-ACME-001",
    "stage": "Pleadings",
    "status": "open",
    "client": {
      "contactId": "ct_5e92",
      "role": "client"
    },
    "team": {
      "ownerId": "u_fv_partner_01",
      "members": ["u_fv_assoc_12", "u_fv_paralegal_07"]
    },
    "customFields": {
      "jurisdiction": "NY",
      "judge": "Hon. J. Harper",
      "caseType": "Breach of Contract"
    },
    "iManageWorkspace": {
      "workspaceId": "IM_WS_004291",
      "clientNumber": "ACME",
      "matterNumber": "001"
    },
    "tags": ["high_priority", "litigation"]
  }'

Example response

{
  "projectId": "prj_8d103a",
  "matterNumber": "2026-ACME-001",
  "stage": "Pleadings",
  "iManageWorkspace": {"workspaceId": "IM_WS_004291"},
  "createdAt": "2026-02-18T15:05:41Z"
}

Tasks

POST /tasks: Create a task on a project with assignment, due date, and optional linkage to an iManage document.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/tasks \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "projectId": "prj_8d103a",
    "title": "Review Document: Draft Interrogatories",
    "description": "Check for completeness and consistency with pleadings.",
    "assigneeId": "u_fv_assoc_12",
    "dueAt": "2026-02-25T17:00:00Z",
    "priority": "high",
    "watchers": ["u_fv_partner_01", "u_fv_paralegal_07"],
    "tags": ["discovery"],
    "iManageDocument": {
      "library": "IM_DB_MAIN",
      "docId": "IM_DOC_109283",
      "version": 3
    },
    "attachments": [
      {"fileName": "review_checklist.pdf", "uploadToken": "upl_7fa223"}
    ]
  }'

Example response

{
  "taskId": "tsk_41a8f1",
  "status": "open",
  "assigneeId": "u_fv_assoc_12",
  "dueAt": "2026-02-25T17:00:00Z",
  "createdAt": "2026-02-18T15:30:11Z"
}

GET /tasks: List tasks with filters for status, assignee, due windows, and project.

Query parameters

  • status: open | in_progress | blocked | done
  • assigneeId: string
  • projectId: string
  • dueFrom, dueTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Deadlines

POST /deadlines: Create a deadline (standalone or part of a chain) on a project with reminders.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/deadlines \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "projectId": "prj_8d103a",
    "name": "Discovery Responses Due",
    "type": "court_deadline",
    "dueAt": "2026-03-01T21:59:59Z",
    "jurisdiction": "NY",
    "chain": {"template": "Commercial Litigation - Discovery", "sequence": 2},
    "reminders": [
      {"offset": "-P7D", "channel": "email"},
      {"offset": "-P1D", "channel": "sms"}
    ],
    "notes": "Stipulated extension available; confirm with opposing counsel."
  }'

Example response

{
  "deadlineId": "dln_b1e720",
  "status": "scheduled",
  "chain": {"template": "Commercial Litigation - Discovery", "sequence": 2},
  "createdAt": "2026-02-18T15:44:03Z"
}

Documents

POST /documents: Upload a document to Filevine or link a document stored in iManage, associated to a project.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "projectId": "prj_8d103a",
    "mode": "link",
    "fileName": "Draft Interrogatories.docx",
    "source": {
      "system": "imanage",
      "library": "IM_DB_MAIN",
      "workspaceId": "IM_WS_004291",
      "docId": "IM_DOC_109283",
      "version": 3
    },
    "metadata": {
      "category": "Discovery",
      "author": "u_fv_assoc_12",
      "tags": ["interrogatories", "draft"]
    }
  }'

Example response

{
  "documentId": "doc_0e551b",
  "mode": "link",
  "source": {"system": "imanage", "docId": "IM_DOC_109283", "version": 3},
  "createdAt": "2026-02-18T15:52:44Z"
}

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 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

Performance Characteristics

  • 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

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 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.

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 and monitoring for session expiry.

Q: Can you map Filevine projects to iManage workspaces?

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.

Q: How do you handle custom fields across different project templates?

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.

Q: Do you support bulk intake and deadline chains?

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.

Q: Can we attach evidence and maintain an audit trail?

Yes. We support uploading attachments via signed uploads, linking to iManage documents, and capturing notes, approver, and timestamps with immutable audit records.

iManage API - Programmatically access iManage workspaces and documents with Supergood

Ready to automate your Filevine workflows?

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

Get Started →

Read more