Step 1: Enable the Lawmatics Integration in Filevine
In Filevine, click the hamburger menu in the upper-right corner
Select Advanced
Click Integrations
Search for Lawmatics
Select Lawmatics and connect it with All Permissions
Step 2: Create a Lawmatics Service Account
Under Advanced, select Service Account
Look up your org
Click New
Choose Lawmatics
Grant All Permissions
Click Create
This will automatically create a Lawmatics service account email in Filevine. You’ll use this in a later step.
Step 3: Create a Personal Access Token (PAT)
Click your profile icon (initials or photo) in the upper-right corner
Select Manage My Account
Go to Access Tokens
Click New
Give the token a unique name (for example: Lawmatics Integration)
Under User, select the Lawmatics service account email created earlier
Select the scopes Lawmatics should have access to
Required Scopes
We recommend granting full access. At a minimum, Lawmatics requires:
Filevine API Access
Bulk Data API Access
Vitals API Access
Webhook API Access
Click Create
Copy the Personal Access Token (PAT) and store it securely
⚠️ Important: This token acts like a password and cannot be viewed again. Do not share it publicly.
Step 4: Find Your Filevine Org ID
Go to Filevine Settings
Select your Org
Copy the Org ID
Step 5: Complete the Connection in Lawmatics
Log in to Lawmatics
Go to Settings → Integrations
Select Filevine
Paste your Personal Access Token (PAT)
Paste your Filevine Org ID
Click Connect