đ§Ș Beta â The Amberlo connection is in beta. Itâs fully usable, but weâre still refining it, so you may encounter the occasional rough edge. Weâd love your feedback.
Legal TwinÂź - Case Knowledge can work directly with the matters and documents you keep in Amberlo. This article guides you through connecting your Amberlo account to Legal TwinÂź - Case Knowledge.
How the connection works
There are two ways to connect Amberlo:
- Through your STP account â you sign in and authorize the connection via your STP account.
- With an Access Key and Secret â you generate a key pair in Amberlo and enter it into Legal TwinÂź.
â ïž Important: The STP account method does not work yet. For now, please use the Access Key & Secret method described below. We are working on enabling the STP account option.
Once connected, you choose which of your Amberlo portfolios should be added as connections.
Opening the âAdd data connectionâ dialog
Open the Settings in Legal TwinÂź. You reach them via the gear icon at the bottom left of the Legal TwinÂź interface.
In the âDatenverbindungenâ (Data connections) section, click the âVerbindenâ (Connect) button. This opens the âDatenverbindung hinzufĂŒgenâ (Add data connection) dialog. If no system is connected yet, this dialog opens automatically.
Select the Amberlo option. The dialog now shows the two authentication methods â âSTP-Kontoâ (STP account) and âAccess Key & Secretâ.
Switch to the âAccess Key & Secretâ tab (the âSTP-Kontoâ tab is selected by default, but that method does not work yet).
Generating an Access Key and Secret in Amberlo
You create the Access Key and Secret in Amberloâs API documentation (Swagger UI). You must already be logged in to Amberlo for this page to be accessible.
While logged in to Amberlo, open the API documentation at https://app.amberlo.io/login/docs/index.html
Find the CurrentUser section and expand the POST endpoint with the path
current/secrets.Click âTry it outâ and then âExecuteâ.
The API response now contains an
accessKeyand asecretKey. Keep this response open â youâll copy both values into Legal TwinÂź in the next step.
Note: Treat the Secret like a password â anyone with the Access Key and Secret can access your Amberlo data. Donât share it.
Entering the credentials in Legal TwinÂź
- Back in the âDatenverbindung hinzufĂŒgenâ dialog,
with the âAccess Key & Secretâ tab selected, enter
the values from Amberlo:
- Paste the
accessKeyfrom the API response into the âAccess Keyâ field. - Paste the
secretKeyinto the âSecretâ field.
- Paste the
- Click âHinzufĂŒgenâ (Add). Legal TwinÂź validates the credentials and loads the portfolios your key can access.
Selecting portfolios
What happens next depends on how many Amberlo portfolios your key can access:
A single portfolio â the connection is added automatically and the dialog closes. Youâre done.
Multiple portfolios â you choose which ones to add. All accessible portfolios are selected by default; clear any you donât want. Portfolios that are already connected are marked with a âVerbundenâ (Connected) badge and canât be selected again. Click âHinzufĂŒgenâ (Add) to add the selected portfolios and close the dialog.
Each portfolio you add appears as its own connection in the âDatenverbindungenâ section of the settings.
Start using Case Knowledge
Thatâs it â your Amberlo account is now connected. You can browse your cases and open or download their documents straight away. In our article Analyze Your First Case we walk you through the analysis of your first case and show you the core features of Legal TwinÂź - Case Knowledge.
Change connections
You can return to the settings at any time. To add further Amberlo portfolios, open the dialog again and select Amberlo â because youâre already authenticated, you go straight to the portfolio selection. To remove a connection, use the âEntfernenâ (Remove) button next to it in the âDatenverbindungenâ section.
Do You Need Support?
If you need further assistance, please contact us via âNew Requestâ in the top right of this page. Our team will get in touch with you promptly.