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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 link the documents you need into a project or a database. The documents stay in Kleos. Libra reads them from there whenever you preview one or ask about it.
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
A linked file is a window onto Kleos, not a copy. Open it next week and you see next week’s version of the SPA — no re-importing.

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What the integration does

Picking a Kleos document links it: Libra keeps a reference to the file, and Kleos keeps the file itself. Connect once, then pick documents from a case in the same file picker Libra uses everywhere else.
1

Connect Kleos (first time only)

Go to Settings → Integrations and open the Kleos row. The panel repeats the two prerequisites — an Advanced or Advanced+ Kleos subscription, and the Libra licence assigned to your user in Kleos under Settings → Licences — then offers Connect with Kleos. Sign in with your usual Kleos credentials in the window that opens. Libra remembers the connection, so later links skip this step.The Kleos panel in Settings → Integrations, showing the subscription and licence prerequisites and the Connect with Kleos buttonYou can also start from the picker: if you open Kleos there before connecting, it shows Connect via Settings instead of your cases.
2

Open the Project files panel

In any project you can edit, click Project files in the sidebar.The Project files panel in a Libra project, with the Reviews, Discoveries and Chat uploads folders pinned above the uploaded contracts
3

Click Add → Select files

In the Project files toolbar, click Add and choose Select files. The file picker opens; choose Kleos under Integrations on the left.The Project files Add menu open, listing Select files, Upload Files and Upload Folders
4

Pick a case

Kleos opens on your 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 work with are greyed out and can’t be selected.
6

Click Add to project

Each document appears in Project files as a linked row, with Linked from Kleos where the author would be. A spinner shows while Kleos prepares it for Libra.
You don’t have to go through Project files. In a chat, Tools → Select files → Kleos → Attach links the documents into the project’s Chat uploads folder and attaches them to your message in one go.In a database, Add existing documents → Kleos → Add to database links them into the database.

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Working with linked files

A linked file sits in the tree alongside your uploads, and most of what you do with a document works on it too. Files can be attached while Kleos is still preparing them. The message waits until they are ready, and Libra tells you so if you press send too early. If a file can’t get ready, Libra takes it off the message: “Lease 2024.pdf” was removed because it is not ready yet. If a file is still spinning after about 90 seconds, its checkbox is switched off and the row suggests Check status. Run that from the row’s ⋯ menu; where the menu also offers Retry indexing, that asks Kleos to prepare the file again.

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What a linked file can’t do

Linking is new, and a few parts of Libra still work only with documents stored in Libra itself. Files you copied from Kleos before 24 September 2026 stay ordinary copies in Libra. To switch one to the live version, link the document again from Kleos and remove the old copy. A file is still copied rather than linked when there is nowhere to link it: for instance, when you pick from Kleos in a chat and your current project is one you can only view.

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Tips

Chat only reads linked files you attach one by one. Attaching the whole project leaves them out, so pick the Kleos documents you want Libra to use.
Libra answers from what Kleos’s search finds for your question. “What does clause 9 say about termination for cause?” lands better than “Summarise this 200-page agreement.”
Kleos is your firm’s practice-management source of truth, and a linked file is only a view of it. File, rename and version documents in Kleos; use Libra to analyse and research them.

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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.On the Starter plan the Kleos section stays on the connect prompt even once you’ve signed in. If there’s no Add button or no Select files entry at all, 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. Linked rows show Reconnect instead of Preview; click it, or go to Settings → Integrations → Kleos and click Reconnect. Your linked files are unaffected.
Libra opens Kleos as you, so it follows your Kleos permissions. A colleague may be able to open a file you can’t. Access is managed in Kleos — ask your Kleos administrator or the document’s owner.
Moving it within Kleos doesn’t matter; the link keeps working. If it was deleted, or you can no longer see it, the row stays in Libra but can’t be opened or used in chat. Remove it from the row’s ⋯ menu.
Permissions in Kleos carry over: you only see the cases and documents you can already read there. Files in formats Libra can’t work with are visible in the picker but greyed out.

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Next steps

Project files

Organise linked files alongside your uploads.

SharePoint

The other document-source integration.