From the Collaborati tab, you can authorize the Collaborati law firm or vendor that matches the profile you created in Lawtrac. The Collaborati vendor profile comes in through the sync and is held in this tab until mapped.
Only Collaborati vendors and law firms that have not been associated with another Lawtrac vendor record appear in this tab.
- Select your law firm or vendor from the Current Collaborati Vendor list, then click Authorize Vendor. If the law firm or vendor does not appear in the list, contact email@example.com to ensure that the firm/vendor has been added to the system.
If a Collaborati vendor has already been associated with the Lawtrac vendor profile, only the buttons Manage Timekeepers and Remove Association are displayed.
- Click Remove Association to select a different Collaborati vendor to authorize, or click Manage Timekeepers to view or add currently mapped staff.