TeamConnect Collaborati Spend Management (CSM) Release Notes 5.0+
The information on this page is specific to the CSM module for TeamConnect. The TeamConnect compatibility listed is the minimum TeamConnect version required for upgrading to the corresponding CSM release. For more information on upgrade requirements and product compatibility for TeamConnect releases, refer to TeamConnect Enterprise Release page.
TeamConnect Collaborati Spend Management (CSM) |
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| Releases | Release Date | Major Changes | Product Compatibility |
| CSM 7.2 Release Notes CSM 7.2 Patch 1 |
11/11/24 P1 - 05/21/25 |
Idea Portal Enhancements: |
TCE 7.2 TCE 7.1 |
| CSM 7.1 Release Notes CSM 7.1 Patch 1 CSM 7.1 Patch 2 |
11/10/23 P1 - 05/31/24 P2 - 02/17/25 |
New CSM Timekeeper settings with Expanded Timekeeper Classifications, New field for Timekeepers "Classification Details", Timekeeper Rate currency collaboration, CSM Office Billing currency settings, and CSM Billing profile with Rate Request validations. |
TCE 7.1 |
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CSM 7.0 Release Notes |
09/29/22 P1 - 12/29/23 P2 - 03/12/24 P3 - 03/14/24 P4 - 04/17/24 P5 - 05/24/24 P6 - 06/12/24 P7 - 06/22/24 P8 - 08/20/24 P9 - 09/23/24 P10 - 11/08/24 P11 - 01/24/25 P12 - 05/24/25 |
New field “isDiverse” is added on Timekeeper and firm timekeeper profile; New portal pane added to CSM home page named “Timekeeper Authorization Pending Rate Approval”; New tab named “Timekeeper Settings” is created under the Global CSM settings; Improvise Rate Request Rejection workflow; UI Improvements - Rate Request Page; New tab named ‘Timekeeper Validation’ is added on the billing profiles page | TCE 7.0 |
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CSM 6.3.5 Release Notes |
02/28/22 |
New additional timekeeper fields (diversity fields); Enable FE201 without requiring FE102 to be active; New line item field- Firm Timekeeper | TCE 6.2.1 |
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CSM 6.3.1 Release Notes |
7/6/21 P1 - 7/22/22 P2 - 9/22/22 P3 - 3/9/23 P4 - 7/17/23 P5 - 4/10/24 P6 - 8/09/24 |
Maintenance P4 - New Contact Custom Rule to Reject and Unauthorize Timekeepers. |
TCE 6.2.1 |
| CSM 6.3.0 Release Notes |
04/30/21 |
Timekeeper multi-currency billing functionality; CSM Historical exchange rates, and New Billing Profile rules for Timekeeper Home Office Rate Validations | TCE 6.2.1 |
| CSM 6.2.6 Release Notes | 5/28/21 | Maintenance | TCE 6.2.1 |
| CSM 6.2.5 CSM 6.2.5 Patch 1 CSM 6.2.5 Patch 2 CSM 6.2.5 Patch 3 |
12/17/20 P1 - 5/14/21 P2 - 9/23/21 P3 - 06/08/23 |
Maintenance | TCE 6.2.1 |
| CSM 6.2.4 Release Notes CSM 6.2.4 Patch 1 CSM 6.2.4 Patch 2 |
8/28/20 |
Timekeepers can have a "Home Office"; added support for specific firm fiscal year start dates; automatic authorization of timekeepers for other offices; Invoice warning (or rejection) for firm offices with no Firm profile; introduced new Firm Timekeeper records | TCE 6.2.1 |
| CSM 6.2.3 Release Notes CSM 6.2.3 Patch 1 CSM 6.2.3 Patch 2 CSM 6.2.3 Patch 3 CSM 6.2.3 Patch 4 CSM 6.2.3 Patch 5 |
4/1/20 P1 - 8/31/20 P2 - 7/12/21 P3 - 9/8/21 P4 - 8/19/22 P5 - 01/10/23 |
Support for Tendering and Budget Requests with the Essentials module; Maintenance | TCE 6.2.1 |
| CSM 6.2.2 Release Notes CSM 6.2.2 Patch 1 Release Notes CSM 6.2.2 Patch 2 Release Notes |
1/24/20 P1 - 2/25/20 P2 - 6/11/20 |
Maintenance | TCE 6.2 |
| CSM 6.2.1 Release Notes | 11/7/19 | Maintenance | TCE 6.2 |
| CSM 6.2.0 Release Notes | 9/12/19 | Maintenance | TCE 6.2 |
| CSM 6.1.1 Release Notes CSM 6.1.1 Patch 8 Release Notes CSM 6.1.1 Patch 7 Release Notes CSM 6.1.1 Patch 6 Release Notes CSM 6.1.1 Patch 5 Release Notes CSM 6.1.1 Patch 3 Release Notes CSM 6.1.1 Patch 2 Release Notes CSM 6.1.1 Patch 1 Release Notes |
9/5/19 P8 - 9/14/22 P7 - 4/1/21 P6 - 1/23/20 P5 - 10/17/19 P3 - 12/17/19 P2 - 8/13/19 P1 - 6/12/19 |
Maintenance | TCE 6.1.1 |
| CSM 6.1.0 Release Notes CSM 6.1.0 Patch 4 Release Notes CSM 6.1.0 Patch 3 Release Notes CSM 6.1.0 Patch 2 Release Notes CSM 6.1.0 Patch 1 Release Notes |
2/1/19 P4 - 11/5/20 P3 - 3/17/20 P2 - 1/29/20 P1 - 5/20/19 |
Volume discount info shared between Collaborati and TeamConnect; Ability to auto-generate vendor contact cards; New vendors onboarding is automated; New support for Volume Discounts; Bug fixes | TCE 6.1 |
| CSM 6.0 Release Notes | 8/2/18 | Validation to prevent duplicate timekeeper contact cards; AFA support; Timekeeper rate tracking at matter level; Ability to auto-generate Timekeeper contact cards in TeamConnect; Timekeeper classifications 2014 LEDES compliant; Enhanced CSM sync process | TCE 6.0 |
| CSM 5.0.4 Release Notes | 4/24/19 | Maintenance | TCE 5.0 |
| CSM 5.0.3 Release Notes CSM 5.0.3 Patch 3 Release Notes CSM 5.0.3 Patch 2 Release Notes CSM 5.0.3 Patch 1 Release Notes |
5/1/18 P3 - 1/28/19 P2 - 1/28/19 P1 - 4/25/18 |
Maintenance | TCE 5.0 |
| CSM 5.0.2 Release Notes CSM 5.0.2 Patch 1 Release Notes |
9/6/17 P1 - 12/17/20 |
Maintenance | TCE 5.0 |
| CSM 5.0.1 Release Notes | 5/2/17 | Maintenance | TCE 5.0 |
| CSM 5.0.0 Release Notes | 12/13/16 | Updated User Interface and better adherence to 508 compliance | TCE 5.0 |