Mitratech Collaborati

If your firm spends hours chasing invoice approvals, switch the process from email to a predictable workflow inside Mitratech Collaborati. Start by creating a client profile, importing their outside-counsel guidelines, and mapping required UTBMS task and expense codes. Add timekeepers, proposed rates, currencies, and tax rules, then route them for client approval without leaving the platform. Define roles so billing admins can submit, partners can review, and finance can reconcile. Built-in LEDES checks flag formatting issues up front, so your first submission won’t bounce.

On billing day, pull approved time and costs from your practice system, generate an e-invoice, and let Collaborati run automated validations against each client’s rules: caps, block billing prohibitions, staffing limits, or travel restrictions. Fix any exceptions inline, attach supporting documents, and send a batch to all participating clients at once. Real-time statuses show received, under review, disputed, or paid. If a line is rejected, you’ll see the rule that triggered it, suggested cures, and one-click resubmission after edits. Track fee arrangements—fixed, capped, holdbacks—so write-downs are transparent.

Plan matters with numbers instead of guesses. Build budgets by phase or month, share them with in-house counsel, and agree to targets before work starts. As the team logs time, Collaborati compares actuals to plan and prompts you when thresholds are at risk. Send periodic accruals automatically, including forecasted fees and expenses, so your client’s monthly close has no surprises. Use the built-in discussion thread to resolve disputes, document scope changes, and capture approvals; every step is timestamped for an audit trail your client trusts.

Turn billing data into decisions. Dashboards surface realization, cycle time, rejection drivers, discounts granted, and collections by client or matter lead. Schedule reports to email finance or export them to your ERP or data warehouse. Standard connectors and APIs move invoices, payments, and matter IDs between systems, cutting duplicate entry. Governance controls—role-based access, logs, and retention settings—help you meet client security requirements. For faster adoption, keep guideline templates per client, set reminders for rate reviews, and use saved invoice packages to repeat successful submissions.