Skip to main content
Mitratech Success Center

How do I access or change my firm's profile information?

This information can be accessed from the Admin tab.

Your firm's profile information is displayed on the Firm Profile screen, and includes your firm's general demographic data (Firm Name, Tax ID, address, etc.). Your client will be automatically receiving any updates to your Firm profile, so make sure this information is up-to-date and accurate.

The Settings area is where you can indicate your billing settings such as currency and invoice options.

When your firm first registered with Collaborati, you or somebody on behalf of your firm verified and/or set this information.

  • You can update the following general information in your Firm Profile:
    • Firm Name
      Your firm's name and address information will appear on each invoice submitted through Collaborati to your clients.
    • Firm Tax ID
      Used as a unique identifier for your company, along with your firm's mailing address.
    • Phone (optional)
      The primary phone number for this firm.
    • Email
      This address was initially used for sending out registration notification. For future notifications, your Admin account email address is used.
    • Mailing Address
      If your Mailing Address is not the same as your Payment Address, select the No check-box and enter information about your Payment Address.
    • Account Country, Account Title, Account Number, Routing Number
      Enter payment information about your firm's account.
  • Select the Settings sub-navigation link. You can update the following information from this screen:
    • Billing Currency
      The selected currency will be set as the default currency for all invoices created from Collaborati. International currencies are supported.
    • Select Invoice Option
      Depending on your firm's preference, select one or more of the following check-boxes:
      • Create Invoices in Collaborati—Choose this option if you will be creating invoices in Collaborati, using the online form.
      • Support LEDES international fields for invoice creation—Choose this option if you need to create invoices in multiple currencies and/or your client requested additional information related to inter-nation invoicing.
        For details of the types of extra information available in the LEDES-INTL format see LEDES98BI V2 Format Specifications.
      • Upload LEDES invoices—Choose this option if you will be uploading LEDES invoices.
      • Submit LEDES invoices to client automatically after uploading
        Select this check-box to set the default behavior that successfully uploaded invoices will be automatically submitted to clients.

        Note: Users who upload invoices can override this setting by clearing the Submit invoices directly to the client without previewing check-box from the Invoices tab > Upload Invoices screen.
         
    • Discounts in LEDES invoices are:

      Select whether discounts in invoices will be derived from a percentage, or applied as a flat amount. This option will apply only when/if your client may be additionally adjusting your discounted charges. This setting applies to all invoices rather than just LEDES-uploaded invoices.

      If the derived from a percentage option is selected, then Collaborati will assume that the discount values in your LEDES invoices came from a percentage discount in your Time & Billing system (e.g., $10 on a $100 line item will be assumed as a 10% discount).

      That means that if a client adjusts any line items with such discounts, then the discount value will have to be recalculated to attain the original percentage. For example: if a client adjusts this line item by $20, then the new discount amount would be ($100 - $20) * 10% = $8, so the $10 discount on the original charge would be auto-adjusted to $8, so the new line item total would be $72.

      If the flat amount option is selected, then all line item discount values would be assumed as flat discounts, and these amounts will not change after client adjustments of charges. In the example above, if a client adjusts your original line item of $100 already discounted by $10, by additional $20 - then the new line item total will arrive at $100 - $10 - $20 = $70.

      Note: Your selection on this field will determine the format of the Discounts and Taxes page of Manual Collaborati Invoice Creation.
    • Matter selection when creating line items in Collaborati:

      In the invoice line item data entry page, the Matter field can be assigned a value in one of three ways. Choose one:
      • Select matter from drop-down by number—A drop-down list of matter numbers is presented. Select the specific matter.
      • Select matter from drop-down by name—A drop-down list of matter names is presented. Select the specific matter.
      • Select matter from auto-suggest by name or number—A data field allows you to type all or part of the matter name or matter number. Matters that contain what you have typed (in either their name or their number) appear in a list below the field that continuously refreshes to match your typing. Click on the specific item in the list.
    • Restrict Email username to domain
      (Optional) Complete this field to allow only a specific email domain for user names. For example, if your firm's email domain name is "abclawfirm.com", then only user names with an email address appended with "abclawfirm.com" will be allowed for all Collaborati users in your firm.
    • Delete approved, paid, or rejected invoices from the system after—x days:

      Enter the number of days that an invoice and related information should be stored after a client approves, pays for, or rejects it (minimum of 10 days, maximum of 90 days).

      After the specified number or days, all information will be deleted from the database.
    • Delete approved or canceled budget requests from the system after—x days:

      Enter the number of days that a budget request and related information should be stored after a client approves or cancels it (minimum of 10 days, maximum of 90 days).

      After the specified number or days, all information will be deleted from the database.
    • Delete approved or canceled rate requests from the system after—x days:

      Enter the number of days the system stores a rate request and related information after a client approves or cancels it (minimum of 10 days, maximum of 90 days).
    • Time Zone
      Find and select your main office's Time Zone from the drop-down list of time zones. This selection will determine the default time zone selection for all users from your firm, however users will be able to change their individual Time Zone preferences.
  • Click the Save button, located at the bottom of the screen. This saves the settings, and takes you to the Collaborati home page.
  • Was this article helpful?