Integrating eBrief Ready and Disclosure Ready
eBrief Ready integrates with Disclosure Ready, allowing you to move documents between the two platforms. You only need to set up the integration once.
Setting up the integration
- In Disclosure Ready, click the top right hand menu and select eBrief Ready
- You will be asked to enter an API key, click the hyperlink to retrieve your personal API key
- Copy the key and paste it back into the dialogue box
- Click Save
Your integration is now set up and ready to use.
Using the integration
Once set up, the integration displays your eBrief Ready matters on the left hand side and Disclosure Ready on the right hand side.
- Select your eBrief Ready matter from the left hand side
- On the right hand side you can manage your links or create a new matter
You can move documents between the two platforms in two ways:
- Drag an entire folder — grab the folder and drag it across to the other platform
- Move individual documents — go into a folder and drag a specific document across
Note: While documents can be dragged in either direction, you would typically transfer documents from Disclosure Ready to eBrief Ready.
For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.
This video provides a quick overview of the Disclosure Ready and eBrief Ready integration.