Skip to main content
Mitratech Success Center

How do I view client information and billing guidelines?

  1. From anywhere in the Collaborati application, select the Clients tab. The Clients screen opens listing all Collaborati clients linked to your firm.
  2. Click on the Client's name. The Client Profile screen opens, displaying the client's contact information for your reference.  Contact the Billing Contact for general questions.
  3. On the right side of the page, the Documents area displays links to billing guideline documents shared by your Client. For each document, the following information displays:
    • File size
    • Date last updated

Shared documents are transferred to Collaborati at synchronization time. If a client removes a billing guideline document from CSM, the document will also be removed from Collaborati.

Note: Collaborati Vendor Administrators will receive an email notification on the midnight of the day when new or updated documents are uploaded.

Note: If you don't see expected documents in this area, please check with the Billing Contact listed for your client.