Matter documentsClio
Connect through Clio's authorization page. Select the region that matches your Clio account and approve matter read and document write access.
An administrator connects the firm's account in Settings. Clio authorization must be configured on the Chronos server.
Project documentsFilevine
Connect your firm's Filevine account with its Personal Access Token and registered API client credentials. Choose United States or Canada to match your organization.
Your Filevine representative can help provision or locate registered API client credentials.
Matter filesLitify
Connect through your Salesforce Connected App using client credentials. The execution user needs access to read Litify matters and create and publish Salesforce Files on the matter.
A Salesforce administrator sets up the Connected App and execution-user permissions.
Connection availability depends on your provider account, permissions, and completed administrator setup. Chronos verifies the connection before you link a destination.