For Offices: When to contact your client vs when to contact Collaborati Support
Suggestions for who to contact and when to contact them
Contact your client: click here
• If your Timekeeper has not been authorized for several days
• When you need to bill to a certain code and it is not available from the codes page (how to view codes)
• If your Rate Request has not been approved for several days
• When you need a copy of your client’s billing guidelines (some clients share their billing guidelines on the Client profile page)
• If your invoice has been rejected - note that many clients use automatic rules to validate the invoice. (Click Here for a list of common rejection comment with a possible solution.)
Contact Collaborati Support: click here
• If your LEDES file has file errors and you do not understand them (for a general list of file errors)
• When you need to complete the setup for a new client (Instructions on how to complete setup)
• If you need help with adding timekeepers (short video on creating a timekeeper)
• When you need to submit a Rate Request (instructions on how to create a rate request)
• If you need help with invoice upload or manually creating an invoice (how to create a manual invoice)