Skip to main content

Filevine Integration

How to integrate your Filevine account with DocketBird

Grey avatar
Written by Grey
Updated over 3 weeks ago

Integrating your Filevine account with DocketBird is easy. Just follow these steps:

  1. Log in to your Filevine account. You must be an account administrator.

  2. In Filevine, navigate to Advanced > Service Accounts.

  3. Create a new service account. Name it "DocketBird". (To get to the service account creation page, you may first need to search for and select your organization.)

  4. Create your Access Token:

    1. Navigate to Filevine's Access Token Page.

    2. Basic instructions are here:

    3. For "Name", enter "DocketBird".

    4. For "User", select the service account you just created.

    5. Under "Scopes", check "Filevine API Access".

    6. Copy your Access Token and save it in a safe place.

  5. Generate a Client Secret:

    1. Again, make sure you are at Filevine's Access Token Page.

    2. Click "Client Secrets"

    3. Click "Generate Secret"

    4. For "Description," enter "DocketBird".

    5. Click "Generate"

    6. Copy your Client Secret, and save it in a safe place.

  6. Get your Client ID:

    1. After you generate your Client Secret, you should see your "Client ID" listed.

    2. If you don't see it, Navigate to Filevine's Access Token Page and click "Client Secrets"

  7. Now you should have three separate strings: (i) your Access Token; (ii) your Client Secret; and (iii) your Client ID.

  8. Complete the Integration:

    1. Navigate to DocketBird's Filevine Integration Page

    2. Enter your Access Token, Client Secret, and Client ID.

Did this answer your question?