How is the Matter Budget Calculated?

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 Manage

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 (including Draft Bills) combined with unbilled time (Work in Progress).

The total amount displayed on the Matter Budget Dashboard will match the total amount of all time recorded in the Activities subtab of the Matter.

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