Frequently Asked Questions
No. Collaborati is a browser-based application, so all you need is an Internet browser:
Can we invoice our clients electronically in LEDES format using Collaborati?
Yes. You can submit LEDES98B, LEDES98BI, LEDES 2000, LEDES XML 2.0, and LEDES XML 2.1 invoices generated by your Time & Billing system.
Am I limited to submitting LEDES invoices?
No. You can create invoices directly within Collaborati, using our online form that provides an easy step-by-step wizard to walk you though the process.
Can I check the status of invoices submitted through Collaborati?
Yes. You can check invoice approval status and client adjustments/comments at any time. You can also choose to receive a notification every time your invoice is rejected, approved or paid by your client.
Do we have to use UTBMS billing codes?
No. Collaborati doesn't require UTBMS codes for any time entries. However, your client may require UTBMS codes for tasks, activities and/or expenses. Collaborati allows you to associate your firm's codes to the equivalent client codes, so that you can continue submitting invoices using your own, familiar codes. Collaborati will do the conversion for you.
Can we submit one invoice for all the matters that my firm works on for a particular client?
Yes. If your client allows multi-matter invoices, then you may submit such invoices using Collaborati.
Do we have to comply with our client's billing guidelines when using Collaborati to submit invoices?
Yes. Your client may enforce their billing guidelines through Collaborati. For example, a client may only allow one matter per invoice, or only allow invoices submitted within 90 days from the time the charges incurred. Failure to comply with billing guidelines will result in rejected invoices. Your client may also choose to adjust some or all of your incompliant charges: for example, if your agreement states that a charge per photocopy may not exceed 0.20/page and you actually submit an invoice with a 0.25 charge, these charges can be denied or adjusted to the agreed-upon unit costs.
Can we attach expense receipts or other documents to the invoices we submit in Collaborati?
Yes. You can attach documents in any format, including PDF, Word, text files, etc to your Collaborati invoices. There are no restrictions to the number of attachments you may submit.
Our firm is located outside of the US. Can we submit invoices in our own currency using Collaborati?
Yes. Your administrator will need to specify your currency selection in your firm's profile in Collaborati.
Our firm is located outside of the US, but we would like to generate our invoices in LEDES 98B format. Can we submit such invoices using Collaborati?
Yes. Your administrator will need to specify your currency selection in your firm's profile in Collaborati. LEDES 98B format does not have a field for invoice currency, so Collaborati will assume your firm's main currency will be the currency used for all your invoices.
Will we receive Collaborati training?
Yes. Online training is available to you at any time from your Collaborati homepage. The full course takes about 45 minutes, and is designed to get your users and administrators up and running on Collaborati.
Are there costs for Collaborati training?
No. Your training is free and is available to you at any time from your Collaborati homepage.
What should I do if I have any questions or need help with using Collaborati?
Simply click on the Technical Support link from any screen. Our technical support team is available for your needs and is dedicated to your continuous success.