Use Connect when your user already has an existing Confido Legal account.
For users without a Confido Legal account, use Sign Up Links or Onboarding.js.
With Connect, you’ll direct users to a unique Connect URL where they will authorize your application. Upon authorization, they will be redirected back to your configured Callback URL with a one time use code that can be exchanged for a Firm API Token. You’ll then store this token in your database to use in subsequent requests to manage the Firm through the API. Let’s get started. First we need to configure some settings in the Partner portal. Login to the portal and go to Settings > Connect. It’s best if this logo is square and around 200x200 pixels. This logo will show up on the Connect authorization screen as well as the Sign Up screen when users are using a Sign Up Link.

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Copy your Connect URL

Each Partner has their own unique Connect URL. You will direct your users here to start the Connect session. You can pass an optional state search parameter to this URL that will be threaded through the process and returned back to you at your Callback URL. This state parameter can be any string.

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Setup a Callback URL

The Callback URL is where we will redirect users after they have authorized your application. The GET request will include a couple search parameters. https://your_app.com/callback?code=connect_code&state=your_state You can exchange the code for a Firm API Token using the exchangeCodeForFirmApiToken mutation and your Partner API Token. You can use the state param for anything you like. For example, maybe you want to pass through the userId of the user who started the connect session.