View Individual Timekeeper Rate

If your client uses the Rate Sharing feature in Collaborati, you can view the rates for your timekeeper by following the steps below:

1. Click on “Timekeepers” in the top menu bar

2. Click on the timekeeper’s name

3. Click the third icon from the top on the left navigation menu (“Rates”)

4. Click "Select Office" to choose the correct Office from the dropdown menu

              Rates for one individual timekeeper

View Client Rates for multiple Timekeepers

If your client uses the Rate Sharing feature in Collaborati, you can view the rates for all your timekeepers by following the steps below:

1. Click on “Clients” in the top menu bar

2. Click on your Client’s name

3. Click the eighth icon from the top on the left navigation menu (“Rates”)

4. Click "Select Office" to choose the correct Office from the dropdown menu

           Rates for multiple timekeepers

Timekeeper Rates not Showing

If one or more timekeeper rate(s) do not appear as described above, follow these steps:

1. Verify your client's settings allow for Rate Sharing. If Rate Sharing is not allowed, please contact your client regarding questions about approved rates.
2. Verify that Rate Requests for that timekeeper have been approved for the correct dates. If a Rate Request shows the status of "Pending Client Retrieval" longer than 1-2 days, Support can check with the client to see if there is a problem: 
   • Support can check if the client has turned off their CSM sync in the History. (Contact the client to see if they turned off their sync temporarily.)
   • If the client's sync appears to be working, Support should contact the client and ask them to check if their CSM sync is successful.  If the sync is successful, ask the client to check the logs in TeamConnect to see if there are any errors.  If the client uses TeamConnect and needs help to check the logs, then TeamConnect Support can assist the client. Or if the client uses Lawtrac, then Lawtrac Support can assist the client.
3. If Rate Sharing is allowed and Rate Requests have been approved, contact Collaborati Support for assistance, and the Support team will contact the client to work with TeamConnect Support to investigate why the rates are not showing in Collaborati.

Search for Rates by Year

To narrow the timekeeper rates to a particular year, use the Search bar to search for that year, using the 2 digit year preceded by the forward slash. For example, to search for rates in 2024, enter "/24" in the Search bar.

Note that the results will show rates that have "/24" in the Start Date or the End Date. 
Additional sorting can be done by using the Export to Excel button.