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3.2 Release Notes

This document details the upgrade information, resolved issues, and known issues that are included in Collaborati 3.2.

  1. System Requirements

Collaborati 3.2 is compatible with the following products:

  • All versions of TeamConnect and CSM
  • Lawtrac 4.1 (and later 4.x releases)
  • LawManager 6.5
  • eCounsel 8.10 and later 8.x releases
  1. Performance Notes

Testing of Collaborati 3.2 demonstrated performance improvements in the following areas:

  • Query on vendor data
  • Query on active matters
  • Query on invoice history
  • Query on timekeepers against active/existing invoices
  • Searching on matter list
  • Uploading files to invoices
  • Viewing invoices
  1. Changes and Enhancements

The following items are changes or enhancements built into Collaborati 3.2. Each issue is documented in the following format:

  • A description of the issue
  • Internal tracking code
  • Additional information, if applicable


Enhancement: Collaborati now includes a Reporting feature for vendor administrators.

Tracking code: COLL-1033

Additional detail: For more information, please see Help With Reporting in the Collaborati online guide.


Enhancement: Matter, invoices, budget and client matters tables now include the claim number field.

Tracking code: COLL-1843


Enhancement: New email templates have been developed to be more visually appealing as well as responsive to mobile devices.

Tracking code: COLL-164

Additional detail: Users can view a sample of the new HTML template on Email Template Example under the General FAQ page of the Collaborati online guide.


Enhancement: New rate requests are not validated against rejected rate requests.

Tracking code: COLL-923

Additional detail: Previously, rate requests submitted for the same timekeeper and period as an existing request could be blocked despite if that existing request was rejected.


Enhancement: ‘Clear’ button has been added to remove data entered into all filters.

Tracking code: COLL-924

Additional detail: After clearing the filters, the search will run again. Clear button cannot be clicked while page is reloading.


Enhancement: Obsolete "Free support ends on" field has been removed.

Tracking code: COLL-2145


Enhancement: User interface updates have been made to make Collaborati both more visually appealing and streamlined for daily use.

Tracking code: COLL-2315, COLL-2162, COLL-2186, COLL-1875, COLL-1844,

Additional detail: The primary changes are reflected in the icons, login pages, and navigation menus. For more detail, please see the UI/UX Updates section of the Collaborati 3.2 release notes.


Enhancement: Timekeeper grids now display both the Timekeeper ID and the display code. Importing timekeepers does not migrate in empty extra columns when uploading via .csv file.

Tracking code: COLL-1876

Additional detail: This enhancement allows vendors with eCounsel clients to use the same spreadsheet to import timekeepers in both eCounsel and Collaborati.


Enhancement: The Collaborati Help site has been redesigned for improved searching as well as providing users with an option for giving feedback on help pages.

Additional detail: The Collaborati Help site can be viewed at


Enhancement: Corners on tables have been updated on error message windows as well as several screens for Vendor Admins.


  1. UI/UX Updates

Collaborati 3.2 incorporates the following user interface and user experience updates:



Login, FAQ, Forgot Password, Contact Us, and Technical Support pages

Visual updates to modernize user interface.







Navigation Bar

  • For top-level tabs with sub-menus, hovering over the top tab causes a dropdown to appear with all the submenus. Hovering over an item in the dropdown causes a highlight in a different color.
  • When navigating to a record with submenus, an icon-based left navigation bar appears.
  • Hovering over tabs shows a highlighted color for easier viewability.
  • Icons for Client Profile and Timekeepers have been updated. Icons also have a larger clickable area.
  • Font size decreased, padding decreased, Icon size and navigation bar height reduced for optimal display.





  1. Known Issues

The following items are known Collaborati 3.2 issues and limitations. Each known issue is documented in the following format:


  • A description of the issue
  • Internal tracking code
  • Case number, if available

Issue: Expand icon does not switch to collapse icon on line items while being edited.

Tracking code: COLL-2397


Issue: For Firefox and Internet Explorer users, the new Collaborati Help Portal does not scroll when opened from the application.

Workaround: Open the site directly by accessing


  1. Resolved Issues

The following items are have been resolved in the Collaborati 3.2 release. Each resolved issue is documented in the following format:


  • A description of the issue
  • Internal tracking code
  • Case number, if available


Issue: Resend Invitation button did not deliver email notification to vendors.

Tracking code: SUPPORTPRI-20554

Case number: 2016-1201-287811


Issue: Batch upload performance slowed due to duplication of tasks within upload script.

Tracking code: SUPPORTPRI-20473

Case number: 2016-1122-286516


Issue: Collaborati allowed erroneous invoices to be created (with Non-US taxes applied to line items but not the invoice itself).

Tracking code: SUPPORTPRI-9856

Case number: 2015-0129-123360


Issue: Duplicate timekeeper records were present in instances with some Rate Sharing enabled vendors.

Tracking code: SUPPORTPRI-20599

Case number: 2016-1201-287867


Issue: Error message on failed LEDES upload required more detail.

Tracking code: SUPPORTPRI-27950

Case number: 2016-1201-287867


Issue: Upload of timekeepers through .csv file failed to import one required field.

Tracking code: SUPPORTPRI-20315

Case number: 2016-1028-281852










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