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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.

Rate requests are requests submitted to a client to propose hourly rates. You can either create manual timekeeper rate requests from Collaborati or upload rates with the help of a .csv file. 

If a timekeeper is an existing Outside Counsel user and has existing approved rates in Lawtrac, they will be automatically transferred to Collaborati after synchronization.
Note: You can submit rate requests to a client if you have Administrator rights and if rate collaboration is enabled for your system. If rate collaboration is not enabled, you cannot save, submit, or cancel rate requests.

To start, access the Collaborati application and log on using your credentials. Click on the Timekeepers tab and select Rate Requests.

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