Admin & Settings
- Client Setup Help
- Complete Client Setup and Begin Invoicing
- Review New Client Setup Summary
- View Client Settings
- How to Attach Documents to a Client's Profile
- Client Codes Help
- View Client Contact Information and Billing Guidelines
- How to Define Billing Codes and Non-US Tax Codes for a New Client
- Training for Lawtrac Clients with Collaborati
- Firm Setup Help
- Settings Required to Start Billing a Client
- License Agreement & Contact Information for Finance Team
- How to Access or Change my Firm's Profile Information and Settings
- How to Change the Default Billing Currency
- Change Time Zone Settings
- Access the Audit Log to View System Activity
- How to Define the Firm's Retention Policies for Data
- Overview of Office Accounts
- Collaborati: Tips for Firms
- Timekeeper Merge for Office Profiles
- Troubleshooting: Unable to View All the Tabs in my Collaborati Account
- What Information Does a Client Need to Register Me as a Vendor