Filevine API
✓ Official Vendor SpecProductivityTask ManagementapiKey35 EndpointsREST
For Agents
Manage Filevine cases, contacts, tasks, notes, documents, and custom fields via the x-fv-secretkey header. Useful for agents automating legal case intake and task tracking.
Use for: Create a new Filevine case from an intake form, Add a contact to a Filevine project, Assign a Filevine task with a due date, Upload a document to a Filevine case
Not supported: Does not handle billing and time entry, e-signature collection, or court e-filing - use for case, contact, task, note, and document management on Filevine projects only.
The Filevine API is the programmatic surface of the Filevine legal case management platform, exposing 35 endpoints across projects (cases), contacts, tasks, notes, documents, and the platform's custom field model. Authentication is performed by sending the x-fv-secretkey header containing a Filevine secret key. The API is used by law firms and legal operations teams that need to automate case intake, document filing, and task assignment without manual entry into the Filevine web UI.
Install Jentic One Beta
Connect the Filevine API to your agent
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Filevine API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
1
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Ffilevine.io%2Ffilevine" | sh2
Step 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Ffilevine.io%2Ffilevine" | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
Capabilities
What an agent can do with Filevine API.
Open a new Filevine project (case) and assign initial team members
Create and update contacts so a case is linked to client, opposing counsel, and witnesses
Assign tasks to staff with due dates and surface upcoming deadlines per case
Append notes to a project to capture call summaries and intake interviews
Upload and list case documents, then organise them in the project's document tree
Read and write custom field values that drive Filevine's case-specific data model
Use Cases
Patterns agents use Filevine API for, with concrete tasks.
★ Intake-Form-To-Case Automation
Personal injury and mass tort firms can have an agent receive a web intake submission, call POST /projects to open the case, then POST /contacts and link the contact to the project. The agent finishes by creating the standard intake task list via POST /tasks. A workflow that previously took an intake clerk twenty minutes per matter completes in seconds.
Call POST /projects with the case template, POST /contacts for the lead, then POST /tasks for each step in the intake checklist.
Case Document Filing
Operations teams can route incoming PDFs (scanned mail, signed retainers, medical records) to an agent that classifies the document and calls POST /projects/{id}/documents on the right Filevine case. The agent then drops a note onto the case with the source and routing rationale, keeping a clean audit trail.
Classify the PDF, look up the matching project, call POST documents on that project, then call POST notes summarising the filing.
Deadline Compliance Reporting
Litigation managers can have an agent walk every active project, call GET /projects/{id}/tasks, and produce a daily report of tasks due in the next 7 days that are still open. Filevine returns task due dates, so the agent can prioritise by deadline severity and surface at-risk matters before deadlines slip.
Iterate GET /projects, then GET /projects/{id}/tasks for each, filter open tasks with due_date in the next 7 days, and emit a digest grouped by assignee.
AI Agent Filevine Integration via Jentic
An agent connected to Jentic can search by intent (for example create a new case from an intake) and Jentic returns the right Filevine operation along with its input schema. The x-fv-secretkey is held in your Jentic One instance, so the agent never handles the credential. Integration drops from a multi-day Filevine API project to under an hour.
Search Jentic for create a filevine case, load POST /projects, and execute with the intake payload while Jentic injects the secret key from the vault.
Key Endpoints
35 endpoints — the filevine api is the programmatic surface of the filevine legal case management platform, exposing 35 endpoints across projects (cases), contacts, tasks, notes, documents, and the platform's custom field model.
METHOD
PATH
DESCRIPTION
GET
/projects
List Filevine projects (cases)
POST
/projects
Create a new project
GET
/projects/{id}
Retrieve a specific project
PUT
/projects/{id}
Update a project including custom fields
DELETE
/projects/{id}
Delete a project
GET
/contacts
List contacts
POST
/contacts
Create a contact
GET
/contacts/{id}
Retrieve a contact
GET
/projects
List Filevine projects (cases)
POST
/projects
Create a new project
GET
/projects/{id}
Retrieve a specific project
PUT
/projects/{id}
Update a project including custom fields
DELETE
/projects/{id}
Delete a project
GET
/contacts
List contacts
POST
/contacts
Create a contact
GET
/contacts/{id}
Retrieve a contact
Why Jentic?
What agents get from Jentic-routed access to this vendor.
Setup
Wiring the Filevine API by hand means sending the x-fv-secretkey header, pointing at the v2 base, and threading project and contact ids through the case-management routes yourself. Through Jentic you install once, import the Filevine API from the API Directory, store the secret key once, and your agent calls it.
Permission scoping
Filevine puts the project id and contact id in the URL path (/projects/{id}, /contacts/{id}), so a rule can pin your agent to the projects you allow. You choose the operations it may call, so a destructive action like deleting a project is not included unless you add it to the read and update operations.
Credential isolation
Your Filevine secret key is stored once, encrypted, by your own Jentic One instance and injected at execution time. The raw x-fv-secretkey value never enters the agent's prompt, logs, or context, even on retries.
Intent-based discovery
Agents search Jentic by intent such as 'create a new legal case' or 'add a contact', and Jentic returns the matching Filevine operation with its input schema, so the agent calls the right endpoint without reading the spec.
Related APIs
Alternatives and complements available in the Jentic catalogue.
FAQs
Specific to using Filevine API through Jentic.
What authentication does the Filevine API use?
Filevine authenticates with a secret API key sent in the x-fv-secretkey header. Through Jentic the secret key lives in the encrypted vault and is injected at execution; the agent only ever sees a vault reference.
Can I create a new case with the Filevine API?
Yes. Call POST /projects with the project type and required fields. The response returns the project id you then use to attach contacts, tasks, notes, and documents.
What are the rate limits for the Filevine API?
Filevine applies per-org throttling and the spec does not publish a fixed limit. Agents should respect 429 responses with exponential backoff and avoid bursting on /projects listings during business hours.
How do I file a document on a Filevine case via Jentic?
Search Jentic for upload a document to a filevine project, load the documents POST operation, and execute with the project id and document binary. Jentic injects x-fv-secretkey from the vault so the agent never handles the credential.
Can I update custom fields on a Filevine project?
Yes. Use PUT /projects/{id} with the updated custom field values. Filevine's custom field model is project-type specific, so the agent should first read the project to understand which fields are valid for that type.
Is the Filevine API free to use?
API access is included with Filevine subscriptions but typically requires the integrations add-on for production-scale traffic. There is no public free tier.
Can I limit what my agent is allowed to do with the Filevine API?
Yes. Because you run Jentic One yourself, your own rules decide which Filevine operations the agent may call and which credentials it may use. Filevine puts the project id and contact id in the URL path (/projects/{id}, /contacts/{id}), so you can pin the agent to the specific projects you allow. You choose the operations it is granted, so a destructive call like DELETE /projects/{id} stays out of reach unless you add it alongside the read and update endpoints.
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