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Mitratech Success Center

Index

A

Archiving

Attachment Volume 

C

Collaborati

Collaborati Spend Managment 

connection settings
    CSM

CSM
    adding AFAs to a matter
    administorators 
    getting started 
    home page 
    portal panes 
    settings 

CSM budget settings 
    automatic requests 
    budget requests 
    manual requests 
    matter-level currency 
    request notifications 

CSM code settings 
    activity codes 
    expense codes 
    non-US tax codes 
    tax codes 

CSM LEDES

CSM settings 
    budgets 
    codes 
    connections 
    default rates 
    document sharing 
    e-billing roles 
    editing 
    general information 
    hourly rates 
    international invoices 
    invoice payment information 
    matter note sharing 
    non-US tax fields 
    synchronization 
    synchronization history 
    timekeepers 
    vendor authorization 
    vendors 

CSM timekeepers
    authorizing 
    contact information 
    default contacts 
    rates 
    unauthorizing

F

Fixed Fee 

L

LEDES

LEDES File Archiving 

M

matters
    AFAs

Milestone 

Milestone Based 

S

sharing documents
    budget requests 
    with Collaborati vendors 

synchronization
    CSM 
    starting CSM 
    stopping CSM

V

vendor settings
    activating 
    billing codes
    deactivating 
    document sharing 

 

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