CounselLink Answer Center for Clients

Integrating Backups (Google Drive, Box.com) with CLM

  • Updated

If you need backup data storage, CLM provides an integration with Google Drive or Box.com.

Integrating CLM with Box.com

  • Runs every Friday at 3:00 AM Eastern
  • Provides a complete set of contracts and the corresponding metadata file

The Box Drive folder structure is configured by the CLM Administrator and is based on the contract metadata.

  1. Go to your Box.com account and create new directory for backup.
  2. Name the folder appropriately and enter the Default Email Address for your Box.com account in the Invite Additional People box.

CLM Configuration

  1. Go to your Corporate Profile.
  2. Click Integrations from the QuickLinks panel.
  3. Select box OAuth or box JWT.
  4. Select a CounselLink CLM User from the dropdown.
  5. Enter the Backup Folder name you created for backup in Box.com.

  6. Document Directory Template: Enter the formatted string template for file names below. Click Connect when you are done.

    <<contract.getCounterpartyCompanyName() | default('undefined')>>/<<contract.getCategory() | default('undefined')>>/

Integrating Google Drive for CLM

The CLM Administrator configures the Google Drive folder structure, and it is based on the contract metadata as defined in CLM.

  • Runs once a week, every Wednesday
  • Provides a full set of contracts, regardless of stage, along with the corresponding metadata file

Prerequisites

  • A Google account with access to Google Drive.
  • Permission to create projects in Google Cloud Console.
  • Access to your organization’s Google Cloud account (if applicable).

Step 1 – Open Google Cloud Console

  1. Go to https://console.cloud.google.com
  2. Sign in using the Google account that owns or manages the Drive where backups will be stored.

Step 2 – Create a New Project

  1. Click the project selector at the top of the page. (Top Left next to Google Cloud Logo)
  2. Click 'New Project'.
  3. Enter a project name (e.g., 'CounselLink CLM Backup').
  4. Click 'Create'.
  5. Ensure the newly created project is selected. (Top Left next to Google Cloud Logo)

Step 3 – Enable Google Drive API

  1. Navigate to APIs & Services -> Library.
  2. Search for 'Google Drive API'.
  3. Open it and click 'Enable'.

Step 4 – Configure OAuth Consent Screen

Go to APIs & Services ->  OAuth Consent screen. You will see Google Auth Platform
not configured -> Click 'Get Started’.

  1. App Information -> Enter the required application details:
    1. App name: CounselLink CLM Backup
    2. User support email: Your email
    3. Click 'Next'.
  2. Audience ->
    1. Choose external or Internal
    2. Click 'Next'.
  3. Contact Information ->
    1. Contact email: Your email
    2. Click ‘Next’
  4. Click Create

Step 5 – Create OAuth Client Credentials

  1. Navigate to APIs & Services -> Credentials.
  2. Click 'Create Credentials' -> 'OAuth client ID'.
  3. Select Application type: Web application.
  4. Set a name (e.g., CounselLink Backup OAuth Client).
  5. Under 'Authorized redirect URIs', add:
    1. https://api.parleypro.com/backup/config/google_drive/oauth/callback
    2. https://api.parleypro-eu.com/backup/config/google_drive/oauth/callback
    3. https://api.parleypro-au.com/backup/config/google_drive/oauth/callback
  6. Click 'Create'.

Step 6 – Copy Client ID and Client Secret

Go to APIs & Services ->  OAuth Consent screen -> Audience

  1. Testing -> Click Publish App
  2. User type -> Keep as External or Internal based your previous config.

  3. Copy and store the values under Client ID and Client Secret. You will enter them on the CounselLink CLM Backup configuration page.

Step 7 – CLM Google Drive Backup configuration

The next step is to design the folder structure in Google Drive for contracts. Administrators can use any of the contract metadata or combination of in order to generate custom folder structure.

The following elements are available:

  • Counterparty name
  • Contract category
  • Contract entity
  • Contract type
  • Custom fields

Some popular directory scenarios are:

<<contract.getCounterpartyCompanyName() |default('undefined')>>/<<contract.getCategory() | default('undefined')>

(<<contract.getEntity() | default('undefined')>>/<<contract.getCategory() | default('undefined')>>/<<contract.getCounterpartyCompanyName() | default('undefined')>>/

CLM Configuration

  1. Go to the Corporate Profile.
  2. Click Integrations under the QuickLinks panel.
  3. In the Google Drive, section specify:
  • Drive Owner Email: The email address of the GSuite user or service account
  • CounselLink CLM User (must have a Chief Negotiator and Contract Manager role)
  • Backup Folder: The same folder name as the one created above in the Google Drive Configuration section
  • Document Directory Template: The folder structure template using any of the contract standard and custom fields. This is defined in the Setting Up the Contract Directory Template section.

Once this configuration is completed and saved, your executed contracts will be replicated into the Back up Google Drive folder.