Reveal Connector Guide

Administrator Setup

Make the Reveal Connector Available

1. Navigate to the CoCounsel Connectors screen.
2. Select New Integration.
3. Choose Reveal from the list of available connectors.
4. Enter a meaningful name for the connector or simply use Reveal.
5. Enter your Reveal Server Address, for example: https://lawfirm.us-east-1.reveal11.cloud/
6. All other configuration details are pre-configured.
7. Click Add Connector.

The Reveal connector will now be available for users within the platform.

Connector Configuration

When adding the connector, the following values are pre-configured:

• Redirect URI: Pre-configured
• Refresh Token Lifetime: Pre-configured

Important: Connector authorisation is valid for 30 minutes of inactivity. After this period, the connector must be reauthorised. Reauthorisation can be completed quickly through the connector menu when uploading documents.

User Authorisation

Each user must authorise the connector before they can access documents from Reveal.

Authorise the Connector

1. Navigate to the Connectors screen.
2. Locate the Reveal connector.
3. Open the three-dot menu next to the connector.
4. Select Authorise.
5. You will be redirected to the Reveal sign-in page.
6. Sign in using your Reveal credentials.

Once authorisation is complete, you will be automatically redirected back to CoCounsel and the connector will be available for use.

Using the Connector

After authorisation, documents can be imported into either a CoCounsel Chat or a CoCounsel Database.

Import Documents from Reveal

1. Open a CoCounsel Chat or CoCounsel Database.
2. Select Attach.
3. Select Reveal as the connector source.
4. Browse and select one or more documents.
5. Click Add.

The selected files will be uploaded and made available within CoCounsel.

Troubleshooting

Unable to Sign In to Reveal

Verify that:

• Your Reveal credentials are correct.
• Your Reveal account is active.

Connector Requires Reauthorisation

If more than 30 minutes of inactivity have elapsed, the connector authorisation may have expired.

To reauthorise:

1. Open the Connectors screen.
2. Locate the Reveal connector.
3. Select Authorise from the connector menu.
4. Sign in again using your Reveal credentials.

Summary

Administrator

✅ Create a new Reveal integration from the Connectors screen
✅ Provide a connector name and Reveal Server Address
✅ Add the connector for user access

End User

✅ Authorise the connector using Reveal credentials
✅ Use Attach → Files from External DMS → Reveal
✅ Select documents and click Add

Imported documents are immediately available for use within CoCounsel.