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How to Add a Budget to a Matter

Objective:

  • Applying Matter budgets 

Environment:

  • Clio Manage

Additional Information:

  • This feature is only available for hourly Matters
  • The Matter Budget feature is available in the Elite and above subscription package of Clio Manage.

Procedure:

  1. Open the Matter 
  2. Select Edit 
  3. Expand the Billing preferences section
  4. Check the box Matter has a budget 
  5. Type the budget amount in the budget field 
  6. Check the box Budget includes expenses if you would like to include expenses in the budget
  7. If you would like a notification check of the box Notify firm users when matter reaches
  8. Enter a percentage amount in the % field 
  9. Select the user in the Notification recipient field 
  10. Select Save Matter 

 

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