KCS - Is there a way to Have an Alert on my Cases when I Reach my Budget?

Objective:

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

Environment:

  • Clio Web App 

Additional Information:

n/a

Answer:

  • Yes, Elite subscribers have access to our Matter Budget features. For instructions, on how to apply a Matter Budget in Clio click here. If you would like to learn more about our Elite plan, please call our sales department at 1-888-858-2546. 
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