This integration 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.Your firm must also 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.
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.
What the integration does
| Behaviour | Detail |
|---|---|
| Direction | One-way copy: Kleos → Libra. |
| Trigger | The Documents button in any Libra project. |
| What’s copied | Selected files from Kleos. The originals stay in Kleos untouched. |
| Where files land | The Libra project root by default; you can move them after. |
| Authentication | Uses your Kleos credentials. First-time use requires you to sign in to Kleos through Libra. |
How to use it
Click Documents → Add from Kleos
The Documents button opens a menu with upload sources, including Add from Kleos.
Confirm your Libra licence in Kleos
Before you connect Libra, your Kleos administrator must assign your user the Libra licence in Kleos: go to Settings → Licences, select your user, then assign the Libra licence.
Sign in to Kleos (first time only)
A Kleos sign-in window opens. Use your usual Kleos credentials. Libra remembers the connection for future copies.
Browse Kleos
Libra shows the Kleos folder structure. Navigate to the matter or folder containing the files you want.
What you can do with copied files
Once a Kleos file is in your Libra project, it behaves like any other document.| Action | How |
|---|---|
| Reference in chat | Type @ in a chat and pick the file. |
| Run a Review | Pick the file when starting a Review. |
| Include in a Discovery | Add to a Discovery’s document list. |
| Organise into folders | Drag-and-drop in the Documents panel. See Folder structure. |
What’s not in this release
The spring-release Kleos integration is intentionally narrow. A few things you might expect aren’t yet supported:| Not in this release | Workaround |
|---|---|
| Bidirectional sync (Libra → Kleos) | Download from Libra, upload to Kleos manually. |
| Live links between a Libra document and its Kleos source | Re-copy from Kleos to refresh. |
| Push notifications when Kleos files change | Re-copy from Kleos when you need the latest version. |
Tips
Copy once, organise once
Copy once, organise once
Drop Kleos files into the right project folder right after copying. Don’t accumulate them in the project root.
Re-copy when versions matter
Re-copy when versions matter
A Kleos file can change after you copied it. For matters where the latest version matters, re-copy before doing important analysis.
Use Kleos as the system of record, Libra for analysis
Use Kleos as the system of record, Libra for analysis
Kleos is your firm’s practice-management source of truth. Libra is where you analyse, draft, and research. Don’t mistake Libra for the long-term filing system.
Check entitlements with your firm administrator
Check entitlements with your firm administrator
Your Kleos integration depends on your firm’s Kleos subscription and your individual Kleos credentials. If the integration doesn’t appear, ask your firm administrator about access.
Troubleshooting
Sign-in fails
Sign-in fails
Confirm your Kleos credentials work directly on the Kleos website. If those work but the integration fails, your firm may have SSO restrictions that need an administrator’s help.
Files don't appear after copying
Files don't appear after copying
Large files take a few minutes to process. Check the Documents panel; processing files show a progress indicator.
Some files won't copy
Some files won't copy
Permissions in Kleos carry over: you can only copy files you have access to read in Kleos. If you can’t access a file in Kleos, the integration won’t see it either.
Next steps
Documents
Organise and use copied files.
SharePoint
The other document-source integration.