How to Submit Rate Requests

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Rate requests are requests you submit to a client to propose hourly rates. You can submit multiple rates in one request.

After you submit a rate request, the client's system must sync to Collaborati for the client to receive the request. When the client's system receives a request, the client can approve, with or without proposing another rate, or reject the request.

Note: You can submit rate requests to a client if you have Administrator rights and if rate collaboration is enabled for your client. If rate collaboration is not enabled for your client, you cannot create rate requests.

For more information about how to submit rate requests (with example screenshots), click here.

To view an existing request

Click the "Timekeepers" tab.
Click "Rate Requests". If requests already exist, you can see a list of created or uploaded requests.
Under the Request Name column, click the link for the rate request you want to view. Refer to the Rate Request Fields table (below) for more information about each field and possible ways to View a Rate Request.
Click "Done" to return to the list of all rate requests. From this page, you can also Delete and Submit a request.

Rate request fields

Field/Column Name	Description
Request Name	Descriptive name of the request.
Client	The name of the client, which cannot change after you save the request.
Request Date	The date you submit the request.
Requested By	The name of the user who enters the rate request.
Status	One of the following values: Not Submitted—The client does not see a request until you submit it. Click Submit from the Rates Request page to submit a request. Pending Client Retrieval—The request is not in the client's system yet. Pending Client Approval—The request is in the client's system, but the client has to approve it. Approved—The client can propose a new rate when approving a request. Rejected—When the client rejects a rate, you cannot resubmit the request. Create a new request to submit new rates. Canceled (Pending Client Synchronization)—Cancellation is pending until the client's system syncs with Collaborati. Canceled—The cancellation status has synced with the client's system. Error—An error can occur after the client approves the request if something in the request conflicts with the client's system. After an error occurs, the client can update the system and approve the request again, or you can cancel the request.
Comments	Comments the client receives from the office with the rate request submission.
Client Comments	Comments the client sends to the office after reviewing the request.
Rate Request Item	The line item number of the rate.
Timekeeper	The name of the timekeeper associated with the rate.
Type	One of the following types of rates: Timekeeper rate—The rate for the timekeeper. Invoice task rate—The rate for the timekeeper for a specific task. Office rate—The rate for the office for a specific task or timekeeper classification. If the rate applies to a timekeeper classification, the field includes the classification type.
Task Code	The code for a task. Only rows with a Type of Invoice task rate or a Office rate for a task include task codes.
Currency	The type of currency.
Proposed Rate	The amount the rate request proposes per hour.
Client Rate	The amount the client entered for the rate after reviewing the rate request. The field displays Rejected if the client rejected the rate item.
State Date	The start date for this rate.
End Date	The end date for the rate.
Note	Notes the client receives from the office for the rate.
Client Note	Notes the client sends to the office after reviewing the rate.
Matter	List of matters appears if you want to raise a matter specific rate can choose from the drop down.

To submit rates to be approved

You can submit rate requests in one of two ways from the list of requests on the Rate Requests page:

Under the Request Status column, click "Submit".
Click the Request Name to review all the information for a request. From this page, click the "Submit" button.

To cancel rate requests

From the Rate Requests page, search for the request you want to cancel.
Click "Cancel" in the Request Status column.

Note: You can only cancel rate requests if the client has not approved or rejected the request. If the status of the request is Pending Client Retrieval when you cancel, the client does not receive the request. If the status is Pending Client Approval, the request updates with a cancellation status after the client's system syncs with Collaborati.

To delete rate requests

From the Rate Requests page, search for the request you want to delete.
Click "Delete" in the Request Status column.

Note: You can only delete rate requests if the status is Approved, Rejected, Canceled, or Error.

To Track Rate Requests from Multiple Offices

From the Rate Requests page, Click on the “Select Office” drop down menu.
Hold the “Ctrl” key and Select each office you want to track rate requests from Click outside the drop-down.

To Track Rate Requests across All Offices in your Firm

To track all rate requests in your Firm, click on the “Select Office” drop down menu at the top of the Rate Requests page. This will open a menu that lists each individual office within your Firm Structure. Select the “All Offices” Option at the top of the list.