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Mitratech Success Center

Firms

View a list of your associated Firms, the Firm Offices (Vendors) and Firm Timekeepers.

The Firm structure is new in the CSM 6.2 release. Before it's release, Firms had to create an account in Collaborati for each of their billing offices. Starting in CSM 6.2, there is a new Firm structure with a parent Firm profile and the Vendor profiles under it. The Firm structure offers Clients the ability to view all Vendors tied to a firm in CSM.

Mitratech will update Firms into this new structure in Collaborati. If one of your Firms has not be migrated to this structure or a new Firm Office needs to be added to the Firm Profile, the Firm should contact Collaborati Support to schedule the merge. 

Firms do not need to be authorized like Firm Offices (Vendors). Firms can be mapped to a Contact Card but do not have to be. This is the change in structure:

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Collaborati accounts that do not have multiple offices will be updated into a single-office firm structure.

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View a list of your associated Firms and the Firm Offices.

The Firms page shows a list of all Firms associated with your Collaborati client. There are several search views available in the left navigation bar. From this page, you may also set up a new Firm-Contact relation. The below screenshot shows "1 New Firm to be Mapped". This refers to mapping the Firm to a contact card in TeamConnect.

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The table of Firms will give you the Firm Name, Mailing Address, Phone, Email, Contact and Modified On date. Each column can be sorted.

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If you select a Firm, you will be able to review and edit the General Firm Information and Mailing Address. From the left pane, there is one other option under Firms: Offices. Offices shows you a list of all Offices associated with that Firm.  

Firm Profile 

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Select a Office to see the General Office Information as well as the settings for Budgets, Task Codes, Expense Codes, Activity Codes, Non-US Tax Codes, Timekeepers, Rates, Rate Requests and Document Sharing.

Offices

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