Enable Additional Timekeeper Classifications

This settings will help clients to enable the Additional Timekeeper Classifications that are available in CSM. They are:

• Paralegal
• Clerk/Secretary
• Legal Professional
• Legal Intern

By clicking on they Enable Additional Timekeeper Classifications button on the user interface, clients can able to enable the additional timekeeper classifications and select the categories in the table.

Navigate to CSM Settings > Timekeeper Settings tab to access the following:

• For the list of standard Timekeeper classifications, you will define if that Timekeeper classification's charges on invoices will be authorized and if you will maintain individual contact records in the system for all Timekeepers of a particular classification. Each Timekeeper in Collaborati will be associated with one of these categories.
  • Authorize Invoice Charges—For each Timekeeper category, indicates whether timekeeper charges on invoices will be authorized.
    • You can prevent automatic authorization of timekeepers of specific categories by clearing the Authorize Invoice Charges check box for the timekeeper category. The following should apply:
    • You will not allow any offices to submit charges for certain timekeeper categories.
  • Maintain Contact Records—Indicates whether individual TeamConnect contact records will be maintained for timekeepers of a particular category. By default, individual contact records are maintained for the Partner, Paralegal, and Associate categories only (or this check box is selected for the Partner, Paralegal, and Associate categories).
    • You can indicate that you do not want to create and maintain individual contact records for timekeepers in any classification category by clearing the corresponding Timekeepers are to be maintained in TeamConnect as individual contact records check box.
    • For example, if you allow charges for timekeepers in the classification "Other timekeeper" (for timekeepers who do not fit under the existing timekeeper classifications), however you do not want to create and maintain a contact card for each of them. In this case, all of the timekeepers in this classification will be automatically mapped to the "Other" timekeeper contact card (per office record).
• Also under the Timekeepers section, set up global configuration for timekeepers, including:
  • Automatically authorize Collaborati timekeepers  create new contact records with Collaborati timekeeper information—This setting will automatically authorize and approve the timekeeper in TeamConnect as well as create a new contact record for the Collaborati Office timekeeper. By default, this check box is cleared.
  • Automatically update contact records with latest Collaborati timekeeper information—Indicates whether TeamConnect contact records will be automatically updated with the latest Collaborati Timekeeper account information.
    These apply only to Timekeepers maintained as individual contacts. If you choose not to maintain some timekeeper categories as individual contacts, TeamConnect will use the default contact listed in the office contact card, which will not be updated with name or other information changes.
    Please see CSM Timekeeper Fields Mapped to Contact Records for more details
  •  Timekeeper IDs are saved in contact records under—Use this field only if the Automatically create new contact records with Collaborati timekeeper information check box is selected. The selected drop-down list option indicates which contact field (Employee ID, State Driver's License, or Social Security Number) maps to the Collaborati Timekeeper ID field. If this check box is selected, the existing Collaborati Timekeeper ID value will auto-populate the selected contact record field.
  • Ignore Timekeepers on Invoice Expense Line Items—Indicates whether offices will be able to associate timekeepers with invoice expense line items. By default, this check box is cleared, meaning Timekeepers can be associated with invoice expense line items.
    If the check box is selected, any timekeeper information that offices may associate with invoice expense line items won't be passed to TeamConnect, resulting in timekeeper information being empty in expense line items in invoices that come from Collaborati.

Tips:

• The matching algorithm in the New Timekeeper Authorization Wizard will use timekeepers' name, phone number, email address, and company (Office Profile Name) values for matching against your existing contacts.
• For clients who already have some timekeepers that need mapping with offices' timekeepers information from Collaborati, it is recommended to leave Automatically create new contact records with Collaborati timekeeper information cleared, map the timekeepers, and then come back and select this option so that your offices' newly added timekeepers will be automatically added. Please see Authorizing or Unauthorizing Timekeepers for help with this process.

The following table displays the default settings for the Timekeeper Category table on the CSM Settings, General page.

Timekeeper Category Table Settings 

Timekeeper DEI Data

This new CSM settings will provide clients to enable or disable the Timekeeper Diversity data in Collaborati from syncing the TeamConnect CSM. By enabling this settings in CSM will remove the current Timekeeper Diversity data that previously get synced to the CSM Timekeeper records. By default this Timekeeper DEI data settings will be in disabled state. Timekeeper Diversity Data includes following fields: Gender, Race, Race (Other), Disability, Veteran and LGBTQ.
To access and configure these settings, navigate as below:
— CSM Settings > Timekeeper Settings tab > Timekeeper DEI Data  (or)
— Individual Firm Profile > Timekeeper Settings Tab > Timekeeper DEI Data (or)
— Individual Office Profile > Timekeeper Settings tab > Timekeeper DEI Data

• When the setting Don't allow CSM to sync timekeeper diversity data for the Collaborati is enabled the data populated in the diversity fields for  the existing and new timekeepers, Time Authorization wizards  will get displayed as blank .
• When the setting Don't allow CSM to sync timekeeper diversity data for the Collaborati is disabled the data populated in the diversity fields for  the existing and new timekeepers, Time Authorization wizards  will get displayed on the screen.

Note: For Office Timekeepers this Diversity Data Settings will work as given below:

• When both Global and Office Timekeeper DEI data settings are Enabled, the diversity data will not displayed on the screen.
• When both Global and Office Timekeeper DEI data settings are disabled, the diversity data will display on the screen.
• If Global Timekeeper DEI data settings is disabled and Office Timekeeper DEI data setting is enabled the diversity data for the particular office timekeepers will not display for the users and this data will be displayed if the settings are in disabled state.

Timekeeper Authorization and Timekeeper Submission

“Timekeeper Authorization” and “Timekeeper Submission from Collaborati'' are newly added under the Timekeeper Settings tab. You can configure these settings at the Global level under CSM Setting or at Individual Firm Level, or at Individual Office Level based on the client agreement with them. To access and configure these settings, navigate as below:
— CSM Settings > Timekeeper Settings tab > Timekeeper Authorization or Timekeeper Submission from Collaborati  (or)
— Individual Firm Profile > Timekeeper Settings Tab > Timekeeper Authorization or Timekeeper Submission from Collaborati  (or)
— Individual Office Profile > Timekeeper Settings tab > Timekeeper Authorization or Timekeeper Submission from Collaborati