KCS - How to Add a Budget to a Matter

Objective:

  • Applying Matter budgets 

Environment:

  • Clio Web App 

Additional Information:

  • Only Elite users will have access to this feature 
  • This feature is only available for hourly Matters

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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