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These are the steps to follow to authorize Arken to connect with Proclaim

Account Profile - Choose the CRM Integration

  1. An Arken Administrator needs to amend the Account Profile by agreeing to an integration

  2. A drop-down list of CRM integration choices will display. Select Proclaim from the list

  3. Update the Account Profile

Developer Integration

  • The application type needs to be passed in as ‘CRM’

  • The CRMModel must be set to Proclaim

  • The CRMMatterId can be passed to set the Matter Reference when adding a document

  • See the Public API Changelog and Public API Endpoints for more detail

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