Get started with Chronicle
Welcome to Chronicle! We are excited to have your firm on board.
To start getting value from the platform, complete these four setup steps in order.
Add your ERE credentials
Chronicle monitors the SSA Evidence and Case Status portal (ERE) for new documents and status changes. Add your ERE credentials so Chronicle can check the ERE on your behalf.
Invite team members
Bring your teammates into Chronicle and assign roles so everyone has the right permissions from day one.
Invite team members to your firm
Turn on notifications
Configure how and when you receive alerts for decisions, status changes, new documents, and event invites. You can set global preferences and follow specific cases individually.
Add some SSNs
Enable e-File monitoring for your clients so Chronicle can automatically pull documents from ERE and keep case records current. Enter the SSN digits on each client’s Documents tab to start monitoring.