Filevine Legal Practice Management API
Filevine REST API for legal case and practice management platform. Enables AI agents to manage case and project records, access contacts and party data, retrieve document metadata, track deadlines and calendar events, manage tasks and workflows, access custom field data across practice areas, and integrate legal operations data with external billing, CRM, and communication systems.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Attorney-client privileged and medical data. SOC2, HIPAA. OAuth2. US data residency only.
⚡ Reliability
Best When
A personal injury, mass tort, or litigation law firm using Filevine wants AI agents to automate case intake, deadline tracking, document management, and client communication workflows.
Avoid When
PRIVACY+PRIVILEGE: Case files contain attorney-client privileged communications and sensitive client personal and medical data. All integrations must maintain privilege protections and comply with state bar regulations.
Use Cases
- • Managing case records and contact data from legal operations automation agents
- • Retrieving deadlines and statute of limitations dates from legal calendar agents
- • Creating and updating tasks and workflows from legal process management agents
- • Accessing case financial and settlement data from law firm analytics agents
Not For
- • Corporate legal departments without law firm case management focus
- • Document management without case and matter workflow requirements
- • In-house counsel without client and opposing party management needs
Interface
Authentication
Filevine uses OAuth 2.0 for API access. Firm-level credentials. Developer portal with sandbox environment. Scopes control access to case data, contacts, documents, and financial data.
Pricing
Salt Lake City, Utah. Founded 2013. Strong in personal injury and mass tort litigation. AI-native features for legal intake and document analysis. Significant venture backing.
Agent Metadata
Known Gotchas
- ⚠ PRIVACY+PRIVILEGE: Attorney-client privilege applies to case communications — never expose to unauthorized parties
- ⚠ HIPAA compliance required for personal injury cases with medical records
- ⚠ No public MCP server — REST API with OAuth2
- ⚠ US data residency only — verify for international law firm offices
- ⚠ Custom field schema varies by practice area — API data model differs per firm configuration
- ⚠ Case data includes sensitive medical and financial settlement information
Alternatives
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Scores are editorial opinions as of 2026-03-07.