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Adding a Budget to a Matter

Matter Budgets is available to subscribers of our Elite plan.

You can upgrade to the Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Adding a Budget to a Matter
Budget Notifications

Adding a Budget to a Matter

You can add a budget to a Matter when creating a new Matter or when editing an existing Matter. To add a budget to a Matter, scroll down to the "Billing preferences" section of the Matter edit form then check the box beside "Matter has a budget".

  1. Budget: Enter the maximum amount that should be charged to the Matter.
  2. Budget includes expenses: Check this box if you want expenses to be counted towards the Matter’s budget.
  3. Notify users when matter reaches: Check this box if you want an email notification to be sent when charges on the Matter have reached a specific percentage.
  4. Select Recipients: Select the user(s) that should receive notifications regarding the Matter’s budget.

Budget Notifications

If you enabled Matter Budget notifications, the selected recipients will receive an email notification when:

  • the Matter Budget threshold percentage has been reached; and when
  • the details of the Matter Budget have been changed.

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