Collaborati
Collaborati
Welcome to the Collaborati Help Portal! Please click a topic below to access our library of knowledge articles. Or click the Contact Support option at the bottom to reach our support team.
User Guides
This section details user information regarding invoices, budgets, timekeepers, rates, matters, notifications, and currency.
Administrator Help
Information about setting up Users, Password Requirements, Clients (Contacts, Settings, Codes and more).
Resources
Help Videos
The following videos provide training on certain tasks in Collaborati.
Webinars
This section houses Collaborati webinars including best practices, training, announcements, and product enhancements
Collaborati Release Notes
Click here to review the release dates and details for new Collaborati releases.
Frequently Asked Questions
The following section details frequently asked questions for Collaborati.
IDEAS Portal
The Product team reviews new ideas and prioritizes the most popular ones for future versions of Collaborati.
Who to Contact When
Tips for determining when to contact your Client or Collaborati Support.
Recommended Articles
Create an Invoice
Step by step guide on how to create a manual invoice in Collaborati. Article includes helpful screen shots.
Troubleshooting Uploaded Invoices
List of all the File Errors for LEDES1998B and LEDES98BI v2 in Collaborati
How do I create an Accrual Invoice in Collaborati
Step-by-step guide to creating general accruals and submitting monthly accruals within Collaborati. Article includes helpful screenshots and example.
Changing Billing Currency
Step-by-step guide that describes how to change the billing currency for a user in Collaborati.
Collaborati: Budget Requests and Budgets - General
Informational article on Budget Requests and Budgets in Collaborati with helpful screenshots. See table of contents.
Videos
Manually Create Invoices
This video will explain all of the basics of invoice submission. Topics addressed include: Track Invoices, Creating an Invoice
Creating Timekeepers
Video demonstrating how to create timekeepers using the manual creation wizard and check the status of a timekeeper.
Introduction to Collaborati
This video is a brief overview of Collaborati that shows the basic features and functionalities!