Client : The Company that will be the recipient of the invoice(s)
Vendor : Law Firm or Outside Party that submits invoices via Collaborati to their client
Timekeepers: Attorneys and Paralegals who perform services listed on invoices; persons whose time is listed on the invoice
Vendor Admin – creates and submits invoices, maintains users and timekeepers, submit budget requests, rate requests and tender requests, troubleshooting invoice errors. This person will have highest level of privilege and can see all the information in the system.
Vendor User – creates and submits invoices, submits budget requests and tender requests. Will have limited access in the system.
Matter Budget - a snapshot of the most recent proposed and allocated amounts (the amount accepted or approved by the client).
Budget Request - the information that the vendor proposes to the client
Tender Request : Offers and/or bids for particular Legal
Rate Request : Request initiated by vendor for timekeeper rates; to be approved by client, can include Timekeeper rate or Task code rate. (Matter Level Rates are available for some clients)
Firms and Offices
Firm Admin: maintains vendor offices and Firm. Creates and submits invoices, maintains users and timekeepers, submit budget requests, rate requests and tender requests, troubleshooting invoice errors.
Firm: group of Vendors. Record which allows user (Firm users) access to multiple vendors (called Offices) using one login, as opposed to one login for each location (or office).
Office: when a law firm has several accounts in Collaborati and is merged using the firm structure (see diagram above), the different accounts are called "Offices"