2017

Download for FREE

KCS - What Does the Matter Budget Dashboard Calculate?

Objective:

  • To explain the breakdown for a Matter, case or file budget.
  • To explain how billed and unbilled Time relates to Matter Budgets.

Environment:

  • Clio Web App
  • Matters

Additional Information:

For more information on Matter Budgets click here.

Answer:

The Matter Budget Dashboard calculation is based on the total amount of billed time on invoices combined with unbilled time remaining in the Time sub-tab of the Matter.

The total amount displayed on the Matter Budget Dashboard will match the total amount of all time recorded in the Time sub-tab of the Matter.

Was this article helpful?