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Kleos is Wolters Kluwer’s practice-management system. If your firm runs Kleos, you can browse your Kleos cases from inside Libra and copy the documents you need straight into a project — no downloading and re-uploading.
Kleos appears only for Libra teams registered in Germany, the Netherlands, Belgium or Italy. If your team is registered elsewhere, the integration won’t show up anywhere in Libra, whatever your Kleos subscription.It also requires a Kleos Advanced or Advanced+ subscription. If your firm is on a different Kleos package, the integration won’t be available — check with your firm administrator.Finally, your firm must assign permission to use Libra in Kleos. In Kleos, go to Settings → Licences, select a user, then assign the Libra licence. For the official requirements, see the Kleos Libra FAQ.
Libra mascot excited
The copy is one-way, Kleos to Libra, a snapshot, not a live link. Re-copy when the matter file moves on, or you’ll review yesterday’s SPA.

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What the integration does

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How to use it

1

Connect Kleos (first time only)

Go to Settings → Integrations and find the Kleos card. Click Connect with Kleos and sign in with your usual Kleos credentials in the pop-up window. Libra remembers the connection, so later copies skip this step.You can also start from the project: if you pick Add from Kleos before connecting, Libra opens the Kleos card for you and asks you to connect first.
2

Open the Project files panel

In any project, click Project files in the sidebar.The Project files panel in a Libra project
3

Click Upload → Add from Kleos

In the Project files toolbar, click Upload and choose Add from Kleos. The same menu holds Upload Files, Upload Folders and Add from SharePoint.The Project files add menu showing Add from Kleos
4

Pick a case

The picker opens on your Kleos Cases, not on a file tree. Search by case name or number, or page through the list, then open the case you’re working on.
5

Select the documents

Inside the case you get its folders and documents. Expand a folder to load its contents; where a folder holds more than one page of documents, a Load more button fetches the next batch. Tick as many documents as you need — file types Libra can’t process are greyed out and can’t be selected.
6

Click Add documents

Libra copies the selected files into the project’s Project files panel. Processing happens in the background; the files become searchable, citable and usable in chat once they finish indexing.
You don’t have to go through Project files. The attachment button in the chat composer — next to Tools and Research — reaches Kleos too, which is the quicker route when you just want one case document in the conversation you’re already having. Depending on how your team is set up, Kleos is either listed straight in that menu or one level down under Select files. In a narrow browser window there’s no separate attachment button; open Tools → Attach for the same list.

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What you can do with copied files

Once a Kleos file is in your Libra project, it behaves like any other document.

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What the integration doesn’t do

The integration is deliberately narrow — it copies documents out of Kleos and stops there.

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Tips

Copied files land at the top level of Project files. Move them into the right folder straight away rather than letting them pile up there.
A Kleos file can change after you copied it. For matters where the latest version matters, re-copy before doing important analysis.
Kleos is your firm’s practice-management source of truth. Libra is where you analyse and research. Don’t mistake Libra for the long-term filing system.

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Troubleshooting

Three things have to line up: your Libra team is registered in Germany, the Netherlands, Belgium or Italy; your firm has a Kleos Advanced or Advanced+ subscription; and your user has been assigned the Libra licence in Kleos. Your firm administrator can confirm the last two. If there’s no Upload button in the toolbar at all, the cause is different — either you have view-only access to this project, or your team has document uploads switched off.
Confirm your Kleos credentials work directly on the Kleos website. Also allow pop-ups for Libra — the Kleos sign-in opens in a pop-up window and Libra can’t complete the connection if the browser blocks it. If your credentials work but the connection still fails, your firm may have SSO restrictions that need an administrator’s help.
Kleos sessions don’t last forever. Go to Settings → Integrations → Kleos, where the card shows Session expired, and click Reconnect to sign in again. Your previously copied files are unaffected.
Large files take a few minutes to process. Check the Project files panel; processing files show a progress indicator.
Permissions in Kleos carry over: Libra browses Kleos as you, so you only see the cases and documents you can already read there. Files in formats Libra doesn’t support are visible in the picker but greyed out.

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Next steps

Project files

Organise and use copied files.

SharePoint

The other document-source integration.