Filevine Integration Guide

🚀

Integration Steps

Follow these steps to connect your law firm's Filevine account to LawLink.ai. This procedure is for law firms connecting their own Filevine account (not for vendors).

⚠️ Important: These steps must be completed in order. If you skip the activation step or copy the wrong key, the integration will fail.

Activate LawLink.AI in Filevine

Log in to your Filevine Dashboard. Click the hamburger menu (☰) at the top left and choose Advanced, then select Integrations. In the right-hand pane, scroll down to LawLink.AI and click Activate.

Filevine dashboard with the top-left hamburger menu highlighted — Click the hamburger menu (☰) at the top-left of the Filevine dashboard.

Expanded Filevine menu with the Advanced option highlighted — In the menu that opens, click **Advanced**.

Filevine Advanced page showing Integrations and the LawLink.AI Activate button — Select **Integrations** from the left menu, find **LawLink.AI**, and click **Activate**.

✅ Confirm: LawLink.AI is now activated when its button changes to Deactivate. Make sure you see the Deactivate button before you continue.

Open Access Tokens in Manage My Account

Click your initials icon in the upper-right corner of the Filevine dashboard and select Manage My Account.

Filevine initials dropdown with Manage My Account highlighted — Click your initials in the upper-right corner, then click **Manage My Account**.

Create a New Access Token

In the right-hand pane, click + New and configure the token:

Name — Give it a clear name such as Lawlink Integration.
User — Select your user. If your user isn't listed, select clientportal@filevine.com.
Scopes — Check both Filevine API Access and Webhook API Access.

Filevine New Token panel showing Name, User, and Filevine API Access scope — Click **+ New**, enter a Name, select your User (use `clientportal@filevine.com` if your user isn't listed), and check **Filevine API Access**.

Filevine New Token panel with Webhook API Access checked and the Create button — Scroll down, check **Webhook API Access**, then click **Create**.

Reveal and Copy the Key

The key appears hidden in the window that opens — make it visible and copy it out. We suggest saving it in a text file on your computer for future reference, in case you need it again or need to share it with teammates.

Filevine Personal Access Token dialog with the copy button highlighted — Use the copy button to copy the token, then paste and save it in a text file. Do not close this dialog until you've confirmed the key is copied — this is the only time you can copy it.

⚠️ Important: You will not get access to this key again. Copy it from this creation window now — the masked value shown in the Access Tokens list afterward is different and will not work for the integration.

👥 Separate credentials: If different team members need their own credentials — for example where a conflict of interest could occur — each attorney or staff member must generate their own token by following this procedure. In that case, be sure to include the staff member's name in the token name as well.

🔐

Authentication

Connect Filevine in LawLink

Go to https://app.lawlink.ai and log in. Click Integrations at the top, select the Filevine card, and click Connect Filevine at the upper right. Paste the key you copied from Filevine, then click Connect Filevine.

LawLink Integrations page with the Filevine card highlighted — On the LawLink **Integrations** page, click the **Filevine** card.

LawLink Filevine page with the Connect Filevine button highlighted — Click **Connect Filevine** in the upper right.

LawLink Connect Filevine dialog with the Personal Access Token field — Paste your Personal Access Token into the field, then click **Connect Filevine**.

LawLink showing a Successfully connected to Filevine confirmation — You should see a **Successfully connected to Filevine** confirmation. If you get an error, please contact support.

✅ Success: The connection indicator should now turn green. LawLink securely encrypts the credential and handles token exchanges automatically — you won't need to re-enter it unless you explicitly disconnect.

📡

API Usage

Call APIs with Token & Headers

Use your LawLink API token in the Authorization header. Filevine-specific session headers like x-fv-orgid and x-fv-userid are handled automatically by the LawLink backend.

API Request Structure

                            Authorization: Bearer YOUR_ACCESS_TOKEN
Content-Type: application/json

# Optional Parameter (for ORG_ADMIN tokens)
attorney_email=attorney@lawfirm.com
                        

Example: Get Projects

                            # List projects for the connected organization
curl -X GET \
  "https://app.lawlink.ai/api/v1/filevine/projects" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -H "Content-Type: application/json"
                        

Example: Create Task

                            # Create a new task in a project feed
curl -X POST \
  "https://app.lawlink.ai/api/v1/filevine/tasks" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "ProjectId": { "Native": 266356 },
    "Subject": "Review Evidence",
    "Body": "Please review the new documents."
  }'
                        

🔑 Key Points:

The attorney_email parameter is optional and defaults to the token owner's account.
LawLink handles all v2 session token exchanges internally.
The API token authenticates your application to LawLink.

👥

Team Management

Manage Teams and Project Associations

LawLink now supports retrieving Filevine teams and associating them with specific projects.

Example: List Teams

                            # Retrieve all teams for the organization
curl -X GET \
  "https://app.lawlink.ai/api/v1/filevine/teams" \
  -H "Authorization: Bearer ACCESS_TOKEN"
                        

Example: Add Team to Project

                            # Associate a team with a project
curl -X PUT \
  "https://app.lawlink.ai/api/v1/filevine/teams/1234/projects/5678" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "applySubscriptions": false
  }'
                        

🔍

Contact Conflict Check

Implement Contact Conflict Check

Before creating a new contact, use the /api/v1/filevine/contacts/check endpoint to detect potential duplicates within Filevine.

🔍 Detection Logic:

High Confidence Fail: Exact email match OR (Name + Phone match) OR (Name + Email match) OR (Email + Phone match)
Low Confidence Fail: Phone-only match (same phone number, different name/email)
Pass: No match found, or name-only match (safe to create — same name is common)

                            POST /api/v1/filevine/contacts/check
{
  "first_name": "John",
  "last_name": "Smith",
  "email": "john@example.com"
}
                        

                            // Conflict Check Passes
{
  "status": "pass",
  "message": "No conflict found"
}
                        

                            // High Confidence Conflict
{
  "status": "high_confidence_fail",
  "reason": "Email matches an existing contact",
  "contact": { "personId": { "native": 546255 }, "fullName": "John Doe", ... }
}
                        