Collaborati e-Billing User Guide
This guide provides an overview of how to manage Billing Codes, Rate Cards and Rate Requests, how to sync matters from Collaborati to Lawtrac, and how to submit invoices from Collaborati to Lawtrac.
- Billing Codes
- This guide details how to add/edit internal client codes, view client-authorized billing codes in Collaborati, and how to disable client-authorized billing codes.
- Rate Cards and Submitting Collaborati Timekeeper Requests
- This guide contains supplemental articles that detail how to search, cancel, delete, upload, and view Rate Requests. Additionally, it covers how to approve rate requests and defines all rate request statues.
- Submitting Invoices from Collaborati to Lawtrac
- This guide details how to manage invoices created in Collaborati, how to upload LEDES invoices, and provides general guidelines and troubleshooting tips for Invoices.
- Syncing Matter Records from Lawtrac to Collaborati
- This guide details how to sync a matter from Lawtrac to Collaborati, how to allow e-billing on closed matters, and defines the requirements for a successful sync.