Is There a Way to Receive a Notification When I Reach My Matter Budget?

Objective:

  • Setting Matter Budgets for Matters 
  • Applying Matter Budgets in Clio 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, our Matter Budget is a feature included in Clio's Elite subscription. If you would like to learn more about our Elite plan, please call our sales department at 1-888-858-2546. 

For more information on the Matter Budget feature, click here.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality