Collaborati User Interface Fields

Collaborati - Timekeepers page

Date Field Name	Required/Optional for Sync	Description
Timekeeper - First and Last Name	Required	The Timekeeper’s first and last name
Timekeeper - E-mail	Required	The Timekeeper's email address.
Display Code	Required	The Timekeeper's unique code that is displayed on the invoice line items. The display code has a limit of 8 characters
Timekeeper - ID	Required	The Timekeeper's ID
Timekeeper - Classification	Required	The Timekeeper's title
Timekeeper - Home Office	Required	The primary office that a Timekeeper uses
Timekeeper - Clients	Required	The Timekeeper's assigned client.
Timekeeper - Salutation	Optional	The Timekeeper's preferred salutation, such as Mr., Ms., or Mrs., if applicable.
Timekeeper - Middle Name	Optional	The Timekeeper's middle name.
Timekeeper - Suffix	Optional	The Timekeeper's preferred suffix, such as Jr., Sr., or Ph.D.
Timekeeper - Phone	Optional	The Timekeeper's phone number.
Timekeeper - Mobile Phone	Optional	The Timekeeper's mobile phone number.
Timekeeper - Fax	Optional	The Timekeeper's fax number.
Timekeeper - City	Optional	The Timekeeper's current city.
Timekeeper - State/Providence	Optional	The Timekeeper's current State or Province.
Timekeeper - Post Code	Optional	The Timekeeper's Zip Code or Post Code.
Timekeeper - Country	Optional	The Timekeeper's country.
Timekeeper - First Year in Current Category	Optional	The year that the Timekeeper received the selected Classification.
Timekeeper - Permitted to Practice Year	Optional	The year that the Timekeeper began practicing law.
Timekeeper - JD/Bar Year	Optional	The year when the Timekeeper first passed the Bar or received their JD if they did not take Bar.
Timekeeper - Practice Area	Optional	The area of law that the Timekeeper primarily practices.
Timekeeper - Primary Expertise	Optional	The Timekeeper's primary area of expertise.
Timekeeper - Secondary Expertise	Optional	The Timekeeper's secondary area of expertise.
Timekeeper - Clerkships	Optional	The Timekeeper's judicial clerkships.
Timekeeper - Licensed to Practice Law in	Optional	The states, countries, and jurisdictions where the Timekeeper is licensed to practice law.
Timekeeper - Languages Spoken	Optional	The languages the Timekeeper speaks.
Timekeeper - Gender	Optional	The Timekeeper's gender
Timekeeper - Race	Optional	The Timekeeper's race.
Timekeeper - LGBTQ	Optional	The Timekeeper's gender community. Options are Yes, No, Prefer not to disclose.
Timekeeper - Disability	Optional	Indicates if the Timekeeper has a disability
Timekeeper - Veteran	Optional	Indicates if the Timekeeper served in active duty as a member of the armed forces for their country or government
Timekeeper - Home Office	Optional	The primary office that a Timekeeper uses.

Collaborati - Firm Profile

Date Field Name	Required/Optional for Sync	Description
Firm - Name	Required	The Firm's name
Firm - Tax ID	Required	The Firm's Tax ID details.
Firm - Phone	Required	The Firm's phone number.
Firm - E-mail	Required	The Firm's email address.
Firm - Mailing Address 1	Required	The Firm's current Address
Firm - Mailing Address - Country	Required	The Firm's current country.
Firm - Mailing Address 2	Optional	The Firm's alternate Mailing Address
Firm - Mailing Address - City	Required	The Firm's current city.
Firm - Mailing Address - State/Province	Required	The Firm's current State or Province.
Firm - Mailing Address - Zip/Postal Code	Required	The Firm's Zip Code or Post Code.
Firm - Fiscal Year Start Date	Optional	The Firm's Fiscal year state date.

Collaborati - Office Profile

Date Field Name	Required/Optional for Sync	Description
Office - Name	Required	The Office's name
Office - Tax ID	Required	The Office's Tax ID details.
Office - Phone Number	Required	The Office's phone number.
Office - E-Mail	Required	The Office's email address.
Office - Country	Required	The Office's current country.
Office - Mailing Address 1	Required	The Office's current Address.
Office - Mailing Address 2	Optional	The Office's alternate Mailing Address
Office - Mailing Address - City	Required	The Office's current city.
Office - Mailing Address - State/Province	Required	The Office's current State or Province.
Office - Mailing Address - Zip/Postal Code	Required	The Office's Zip Code or Post Code.
Office - Account Country	Optional	The Office's Account current country.
Office - Account Title	Optional	The Office's Account name.
Office - Account Number	Optional	The Office's Account number.
Office - Routing Number	Optional	The Office's Rounting number.

Collaborati - Invoice

Date Field Name	Required/Optional for Sync	Description
Invoice - Firm Office	Required	The Firm Office name.
Invoice - Number	Required	The number associated with this invoice.
Invoice - Date	Required	The date of invoice submission. This date might be the last day of the Invoice Period or after.
Invoice - Period	Optional	The span of time that encompasses work that takes place for the invoice.
Invoice - Submitted Total	Optional	The total amount of the invoice.
Invoice - Tax Type	Required	The tax type of the invoice.
Invoice - Taxes & Tax Amounts	Optional	The tax type of the invoice.
Invoice - Type	Required	The type of the invoice.
Invoice - Description	Optional	A description of the invoice.
Invoice - Currency	Required	The currency type that applies to the invoice.
Invoice - Total	Required	The total amount of the invoice.
Invoice - Fee Discount	Optional	The fee discount of the invoice.
Invoice - Expense Discount	Optional	Th expense discount of the invoice.
Invoice - Matter	Required	The matter associated with the tax.
Invoice - Attachments	Optional	The attachments associated with the invoice.
Invoice Line Item - Type (Fee or Expense)	Required	The Invoice line item type.
Invoice Line Item - Timekeeper	Required	The timekeeper of the invoice line item.
Invoice Line Item - Date	Required	The date of the invoice line item.
Invoice Line Item - Billing Code (Fee or Expense - based on Type)	Required	Billing code of the Invoice line item.
Invoice Line Item - Activity Code	Optional	An appropriate activity code for the fee
Invoice Line Item - Rate/Unit Price	Required	The hourly rate of the timekeeper.
Invoice Line Item - Hours/Units	Required	The number of hours worked for the line item.
Invoice Line Item - Discount	Optional	The discount amount for the fee or expense line item.
Invoice Line Item - Description	Optional	A description of the line item.
Invoice Line Item - Tax	Optional	The line item tax.
Invoice - Status	Required	The status of the invoice.
Invoice - Tax ID	Optional	The tax ID number of the client you are billing.
Invoice - PO Number	Optional	The purchase order number or code of the client you are billing
Invoice - Account Type	Optional	The account type of the invoice.
Invoice - Law Firm - Name	Optional	The name of the law firm.
Invoice - Law Firm - Country	Optional	The country name of the law firm.
Invoice - Law Firm - Address 1	Optional	The address of the law firm.
Invoice - Law Firm - Address 2	Optional	The address of the law firm.
Invoice - Law Firm - City	Optional	The city of the law firm.
Invoice - Law Firm - State/Province	Optional	The state of the law firm.
Invoice - Law Firm - Zip/Postal Code	Optional	The Zip code of the law firm.
Invoice - Client - Name	Optional	The name of the client.
Invoice - Client - Country	Optional	The country name of the client.
Invoice - Client - Address 1	Optional	The address of the client.
Invoice - Client - Address 1	Optional	The address of the client.
Invoice - Client - City	Optional	The city of the client.
Invoice - Client - State/Province	Optional	The state of the client.
Invoice - Client - Zip/Postal Code	Optional	The Zip code of the client.

Collaborati - New Timekeeper with Rates

Data Field Name	Required/Optional for Sync	Description
Office	Required	Choose the associated office from the dropdown.
Client	Required	Choose the associated client for the office.
Type	Required	Invoice Task Rate/Timekeeper Rate.
Rate	Required	Enter the Rate value.
Currency	Required	Currency will be displayed.
Start Date	Optional	The start date of the rate.
End Date	Optional	The end date of the rate.
Matter	Optional	Choose the matter for the request.
Notes	Optional	The notes provided by the client .
Assignee and Matter Details	Optional	The assignee and Matter details of the rate request.

Collaborati - Rate Requests

Data Field Name	Required/Optional for Sync	Description
Request Date	Required	The date that which Rate Request created.
Requested By	Optional	Name of the client requested.
Status	Optional	Status of the Rate Request.
Date of Status Change	Required	The Date of Status change for the rate request.
Firm Comments	Optional	The notes and comments of Firm office.
Client Notes / Rejection Reason	Optional	The notes and rejection reason for the rate request.

Collaborati - Timekeeper Rates

Data Field Name	Required/Optional for Sync	Description
Timekeeper	Required	Select the Timekeeper from drop down
Rate - Type	Required	Select the type of the rate.
Amount	Required	The amount of the timekeeper’s rate
Start Date	Optional	The start date of the rate.
End Date	Optional	The end date of the rate.
Note	Optional	Notes or Additional information of the rate request.
Assignee & Matter Details	Optional	Assignee and Matter details of the rate request.
Task Code (If Type is Task Level)	Required	The task code of the rate
Matter (if Rate is a Matter specific Rate)	Optional	Select the matter from the drop-down.
Client	Required	The client name.
Firm Office	Required	The firm office name.

Collaborati - Budget Requests

Data Field Name	Required/Optional for Sync	Description
Budget Request - Name	Required	Assign the name of the client.
Budget Request - Firm Office	Required	Select the office for the request.
Budget Request - Request Date	Optional	The date of the request.
Budget Request - Due Date	Optional	The date that request to be completed.
Budget Request - Status	Required	The status of the budget request.
Budget Request - Budget Currency	Required	The Currency type that applies to the Budget request.
Budget Request - Matter Name/Number	Required	The Matter name and Number of the Budget request.
Budget Request - Budget Category and Time Period	Required	The Budget Category and Time period of the request.
Budget Request - Starting Amount	Required	The initial amount of the Budget request.
Budget Request - Collaborati Firm Office - Proposed Amount	Required	The proposed amount of collaborati firm for the budget request.
Budget Request - Accepted Amount	Required	The accepted amount of the Budget request.
Budget Request - Notes/Comments from Firm Office to TeamConnect Client	Optional	The notes and comments of Firm office to teamconnect client.

Collaborati - Matters

Data Field Name	Required/Optional for Sync	Description
Matter Name	Required	The name of the Matter.
Matter Number	Required	The identification number of the matter.
Internal Matter Number	Optional	The Internal Matter number.
Internal Matter Name	Optional	The Internal Matter name.
Primary Attorney	Optional	The name of the primary attorney.
Claim Number	Optional	The claim number of the matter.
Client	Required	Name of the client.