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:
- Open the Matter
- Select Edit
- Expand the Billing preferences section
- Check the box Matter has a budget
- Type the budget amount in the budget field
- Check the box Budget includes expenses if you would like to include expenses in the budget
- If you would like a notification check of the box Notify firm users when matter reaches
- Enter a percentage amount in the % field
- Select the user in the Notification recipient field
- Select Save Matter