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How do I authorize a Collaborati firm in Lawtrac?

 To Authorize a Firm in Lawtrac, an in-house Legal Administrator will need to perform the following steps:

  • Hover over to the "People" Tab on the top bar menu
  • Select Firms & Vendors from the drop-down
  • Select the relevant Firm's Name
  • Click on the Collaborati Tab within that firm's record 
  • Select the radio button next to the relevant firm's name and Hit "Authorize Vendor" 

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Once selected vendor has been authorized, the client/vendor status in Collaborati will be updated to Pending Vendor Setup