How to connect your Filevine account to

Crystal Field Updated by Crystal Field

How the Filevine + integration works

With this integration, after every call, will:

  • Add calls to the Activity tab of an existing Filevine project
  • Add call details and summary notes to each activity
  • A link to the call recording and transcription (if it is turned on for your account)

How to connect your Filevine account to

If you’re already a Filevine user, getting started is simple.

Before connecting your Filevine account to, you’ll need to collect the following information from Filevine:

API Base URL. You can find your API Base URL in your Filevine Portal.

API Key and Key Secret. If you don't have an API Key yet, you’ll need to create one from your Filevine Portal.

Project ID. Identify the default project in which you want calls to appear. You can find this information in your Filevine Dashboard. If you’d like, you can choose to create a new project labeled “” so it’s easier for you to view and organize communications handled by

Once you’ve collected all the required information from your Filevine account, you’re now ready to connect it to your Virtual Receptionist account.

  1. Go to your Virtual Receptionist Dashboard and select the “Integrations” tab. Select Filevine to begin the integration process.

  1. Complete the required form with the information you collected earlier from your Filevine account: API Base URL, API Key, API Secret (a.k.a. "Key Secret"), and Project ID.

  1. Click "Connect Filevine."
  2. That’s it! Once you’ve completed the last step, the integration between your account and Filevine will be live! All activity will go to your default project.
  3. If you'd like the below additional functionality, please reach out to us at agents can transfer callers to primary agents can search your Filevine instance (via APIs) to look up existing clients and route those callers to the appropriate primary on the case (attorney, paralegal, etc.). agents match callers to Filevine projects agents can search your Filevine instance (via APIs) to look up existing clients and route those call summaries to the appropriate project as an activity. If an appropriate project is not found (or doesn't exist), the activity will be added to the default project setup during connecting and Filevine.

How to see calls and callers in Filevine: 

To view your calls in Filevine, navigate to the Activity tab and view calls that have been logged.

You will see the caller's contact information, call details, and summary notes.

Note: The time zone that appears will match the time zone set for your account.

filevine integration showing a call in the activity log integration pricing note: Each plan includes one free integration. View current pricing.

Access to call recording & transcription is an additional charge. View current pricing.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

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