Intake turned into new cases
Form submissions, calls and referral emails are read and set up as cases for staff to review, with conflict checks noted.
Filevine integration consulting
Connect Filevine to the rest of your business.
Filevine runs cases, deadlines, documents and client communication for many litigation and personal injury firms. We build the connections and tools around it, so intake, records and billing stop being copied into each case by hand.
Keep it, then extend it
What Filevine does well, and where teams outgrow it.
Where Filevine shines
- Built around the case
- Shaped to each practice
- A supported way in
Where teams hit the limits
- Intake starts elsewhereWeb forms, calls and referral emails get keyed into Filevine by staff, often after hours.
- Records arrive as paperworkMedical records, bills and police reports come in as PDFs and faxes, and someone files and summarizes each one.
- Firm reporting by handCase values, stage times and referral sources across the firm end up in a spreadsheet each month.
What changes
The same week, with the connection.
Today
- The intake paralegal sets up cases from calls and referral emails, then runs conflict checks.
- The case manager reads hundreds of pages of incoming records to summarize them for the attorney.
- Paralegals field client calls all day asking where their case stands.
With the connection
- Intake becomes cases for review with conflict checks started. The paralegal confirms each one.
- Records are filed and summarized, with unclear parts flagged. The case manager checks the summary.
- Status updates are drafted from the case. Paralegals approve them and save calls for real questions.
What we build around it
Connecting Filevine to the rest of your work.
Records filed and summarized
Incoming records are read, filed to the right case and summarized for the attorney, with anything unclear flagged.
Deadlines that don't slip
Upcoming deadlines, missing documents and stalled phases reach the right person each morning.
Clients kept informed
Short status updates drafted from the case for a paralegal to approve, so clients stop calling to ask.
Billing and accounting in step
Case costs, settlements and invoices kept in step between Filevine and your accounting system.
Firm-wide reports
Case stages, values and referral sources combined across Filevine and other systems in one scheduled report.
How it starts
What happens after you reach out.
You work directly with a senior builder from the first call to launch, not a hand-off to a junior team. How we work
Before we start
What we need from you.
- Someone on your team with admin rights sets up our access. We walk them through it.
- You choose what the connection can see and change, and you can switch it off at any time.
- We build and test on sample data before touching live records.
- Your admin requests it inside Filevine, then sets it up.
Technical details for your IT team
A Filevine account admin creates a client ID and secret for the connection in Account Manager, under Access Tokens, Client Secrets, and accepts Filevine's API terms. The default credentials allow a limited number of requests, so for heavier use the admin asks Filevine for higher API access, and Filevine replies by email. The admin then creates a personal access token, ideally for a dedicated service account user, with only the permissions the connection needs (see Filevine's guide). The connection acts with that user's permissions. Client secrets expire after a year by default and can't be renewed, so we plan for replacing them. We work within your firm's confidentiality rules and with whoever oversees them. Using Clio or MyCase elsewhere? See our Clio and MyCase pages.
FAQ
Common questions.
Do we have to replace Filevine?
No. Filevine stays your case management system. We build around it and connect what it doesn't reach.
Doesn't Filevine already connect to our other tools?
It has built-in connections and partner apps, and you should use one if it fits. Custom work makes sense when a step spans several systems or needs judgment, like reading records.
How do you handle confidential client information?
We work within your firm's own rules and with whoever oversees them. Access is limited to what each connection needs, and a person reviews anything that goes to a client.
What access do you need from us?
Credentials your admin creates in Filevine, and a token for a dedicated service account with only the permissions needed. You can revoke it at any time.
Are you a certified Filevine partner?
No. We're an independent integration consultant and development team. We build with Filevine's official developer tools and approved access, using the access your team grants, and we work alongside your Filevine admin or implementation partner rather than replacing them.
Sources
- Filevine Support: API Authentication Q&A
- Filevine Support: Authenticate requests to the API Gateway
- Filevine Support: Account Manager admin settings
- Filevine Support: API Errors Q&A
- Filevine: API License Agreement
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use Filevine today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.