- Select the Clients tab.
The Clients screen opens a list of all of your clients.
- Click the client's name or search for a client.
- Click the Settings icon located on the left side of the page for that client.
Timekeeper and Rate Submission block provides the information related to client settings for each office. You can view the following information:
- Additional Timekeeper Fields Required for Submission
- Additional Rate Fields Required for Submission
- New Timekeeper Submission to Include Timekeeper (TK) Rate?
- If the Office has both Rate Required for Authorization and Rate Required for Submission then Rate Required for Submission will take precedence.
- This block will not be displayed if the settings Rate Required for Timekeeper Submission and Rate Required for Timekeeper Authorization are disabled for all offices and firms and no additional Timekeeper fields are required for submission.
- The list of Client settings may vary as not all settings are available for Clients on older eBilling versions.
You can also view the following for the selected client:
|Line Item Rate Precision
(Previously read as "Expense Rate Precision")
|Displays the maximum digits that can be entered after the decimal point for the "price box". (Applies to both expense and fee line items)
|Line Item Unit Precision
|Displays the maximum digits that can be entered after the decimal point for the "unit box". (Applies to both expense and fee line items)
|Your client may want to share invoice payments with your firm. If this is the case, you can track invoice payment information, and receive notification about invoice payments. Yes indicates that the client will update invoice status and details when your invoices are paid.
|Timekeepers ignored on Invoice Expense Line Items
Based on your client's settings as follows:
No indicates that when users create invoices in Collaborati or upload invoices, the expense type line item Timekeeper values are saved and sent to the client.
Yes indicates that when users create invoices in Collaborati or upload invoices, the expense type line item Timekeeper values are not used or are removed.
|Apply Timekeeper Rates
Based on your client's settings for default rates for invoice validation as follows:
|Whether the ability to appeal invoices is available. Options are On or Off.
|Matter Level Rates
|(NEW Lawtrac clients and TC 6 or higher) Allows a Rate Request to include a matter-specific rate if it is ON.
|Requires Invoice Period
|(Lawtrac clients only) Requires the Invoice Period to be entered.
|10 Decimal limit on Tax Rate
|If it is On, it allows invoices with a tax rate upto 10 decimals.
|Expanded Timekeeper Classifications Enabled
|Users can have access to the Timekeeper Classifications that are available in CSM by enabling this Collaborati setting.
|If budget collaboration is On, Collaborati can receive budget requests for matters and send estimated budget amounts to clients.
|If budget sharing is On, Collaborati receives information about actual and remaining amounts for budgets on the Matters page.
|Alternative Fee Arrangements
|Whether alternative fee arrangement information is displayed for a matter connected with a budget. Options are On or Off.
Whether or not rate collaboration is enabled for the selected Client. Options are On or Off.
|If rate sharing is On, rates that the client specifies for the office appear on the Rates page of the Clients tab.
|International Line Item Tax Details
|If this setting is On - Allows the office to specify taxes for each line item, which is commonly used for international e-billing. *This setting does not prevent offices from using Invoice Level Tax if their client configures Non-US Tax Codes in TeamConnect/ELM.
|Allows clients to submit requests for bids or "tender requests" to Collaborati so that offices can submit their estimates back to their client if it is ON.
|LEDES File Archiving
|Allows TeamConnect to store a read-only copy of the LEDES file that was uploaded and submitted in Collaborati by an Admin or User associated with a particular invoice. These files are unable to be edited by either the client or the office, and thus meet compliance regulations regarding the non-repudiation of LEDES invoices.
|Allow Rate Requests for Timekeeper Invoice Task Rates
|Default setting to ON. Allows clients to restrict the types of Rate Requests that can be submitted by their offices. When the feature is Disabled (turned Off), offices can only submit Type: Timekeeper Rates. (Does not restrict the Office Rate.)
|Enable LEDES Invoices with Charge Type = F
|Default setting to OFF. When turned ON, Firms can submit Invoices with charge_type = F which allows for line items with a fixed fee.