User Guides
This section details user information regarding invoices, budgets, timekeepers, rates, matters, notifications, and currency. Use the search feature for best results finding the documentation you need.
- Timekeepers
- This section includes Timekeeper-related information and instructional documents. Please select the article that best suits your needs for instructions on how to accomplish your desired outcome. If you are experiencing a timekeeper error, please see the "Error" documentation below.
- Add a New Timekeeper Manually (& Video)
- Upload Multiple Timekeepers
- The Timekeeper Upload File Explained
- Assign Existing Timekeepers to a New Client
- Client-Specific Timekeeper Profiles
- Edit Timekeeper Information
- View a Summary of Timekeepers
- View the Client Authorization Status for Timekeepers
- View, Add, Modify, or Delete Individual Timekeepers
- View the Default Currency for Timekeepers
- Error: I can't add my timekeeper to the client/client not showing when adding timekeeper
- Bulk Upload Wizard - Update Timekeeper Data only without any Client/Office Associations
- Collaborati: Change a Timekeeper from Unauthorized to Pending
- Error: Timekeeper ID Error/Timekeeper ID is Invalid
- How to Recategorize TimeKeepers in Collaborati?
- How to unassign several Timekeepers from a particular client
- Timekeeper ID field error for legacy data and newly created data
- Update Timekeeper data only
- Upload Timekeepers for one Office and one Client
- Upload Timekeeper and Rates for one Office and one Client
- Rate Requests
- This section provides an overview of rate requests - how to submit them and various rate request scenarios. Please select the article that best suits your needs for instructions on how to accomplish your desired outcome. If you are experiencing an error, please see "Error" documentation below.
- Determining if your Client uses Collaborati for Rate Submission
- Collaborati Manually Submit Rate Requests
- How to Submit Rate Requests
- Upload Rate Requests
- View Timekeeper Rates
- View a Rate Request
- Error: I can't find my Rate Request
- Error: Rate is Missing
- Error: Line Item # Conflicts with Existing Rate
- Error: The request must have at least one valid line item
- Error: Issue with Date on Rate Request
- Collaborati Rate Request throws Internal Error
- Create Rate Request Manually
- Edit and Submit a Rate Request
- How to resubmit the rejected Rate Request
- How to View List of Rates
- Rate Requests: How to submit a new rate when a rate already exists
- View Timekeeper Rates by Client
- View Individual Timekeeper Rates
- View rate requests
- Timekeeper With Rates
- When you want to add new timekeepers to Collaborati, it's possible to add the timekeepers and rates together using the Timekeepers with Rates page.
- Budgets and Tender Requests
- This section includes information relevant to Budgets, Budget Requests and Tender Requests. Please select the article that best suits your needs for instructions on how to accomplish your desired outcome. If you are experiencing an error, please see the "Error" documentation below
- Collaborati: Budget Requests and Budgets - General
- View Budget Requests
- Edit and Submit a Budget Request
- Search for Budget Requests
- Initiate a Request for Re-Budgeting
- Cancel a Budget Request
- View the Date of a Status Change
- View the Latest Budgets for a Matter
- Attach Documents to a Budget Request
- View the Matter Related to a Budget
- File Size Requirements for Tender and Budget Requests?
- Correcting Budget Currency Issues
- Error: Budget Request with "Error" Status
- Help with Volume Discounts
- Tender Request: Cancel a Tender Request
- Tender Request: Different Phases of a Tender Request
- Tender Request: Different Workflow Phases of a Request
- Tender Request: How to Submit, Renegotiate or Reject a Request
- Tender Requests: View Record Histories
- Tender Requests: View Tender Requests
- Matters
- This section includes Matter-related information and instructional documents. Please select the article that best suits your needs for instructions on how to accomplish your desired outcome. If you are experiencing an error, please see the "Error" documentation below.
- Invoices
- This section includes information on Invoice submission including Manual Invoice Creation (using Create Invoice page), LEDES Upload (using Upload Invoices page), Invoice Status, and Troubleshooting.
- Notifications
- This section includes information on how to set up email notifications in Collaborati
- Currency
- This section includes currency-related information and instructional documents.
- Spanish / Español
- Collaborati - Spanish: Cómo ver el estado de autorización de sus Cronometradores (How to view your Timekeeper Authorization)
- Collaborati - Spanish: Proceso para crear un nuevo Timekeeper en Collaborati (Process to Create a New Timekeeper in Collaborati manually)
- Collaborati - Spanish: Registro y configuración de cuenta (Process to Complete Setup for New Vendor - Welcome Package)
- Collaborati - Spanish: Pasos para crear una factura manual (Steps to Create a Manual Invoice)