Onboarding
This section contains in-depth information regarding Collaborati set up and onboarding. Tools available include detailed articles and step-by-step screenshot guides.
- New to Collaborati
- This section contains in-depth information regarding Collaborati set up and onboarding for users that are brand new to Collaborati.
- Complete Set Up for New Firms
- Overview of Profile Setup [Video]
- Upload Multiple Timekeepers
- How to Submit Rate Requests
- Edit and Submit a Budget Request
- Add a New Timekeeper Manually (& Video)
- Collaborati - Tips and Tricks FOR LAWTRAC Clients
- Complete Set Up for New Firms Public Investment Fund of Saudi Arabia (PIFSA)
- Glossary
- Existing Account
- This section contains in-depth information regarding Collaborati set up and onboarding for users that already use the Collaborati system.
- Complete Set Up for An Existing Firm
- Upload Multiple Timekeepers (Onboarding)
- The Timekeeper Upload File Explained
- Assign Existing Timekeepers to a New Client
- Client-Specific Timekeeper Profiles
- How to Submit Rate Requests
- Upload Rate Requests
- Edit and Submit a Budget Request
- Tips to Complete Setup if the JD/Bar year is required
Have an idea for Collaborati?
Please use this link to submit an enhancement to our Product Management team: https://collaborati.ideas.aha.io/ideas/new