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What is a Matter Budget?

Objective:

  • What is the definition of a Matter Budget?
  • What does a Matter Budget do?
  • Define Matter Budget
  • Clio Dictionary

Environment:

  • Clio Manage

Additional Information:

  • Adding budget to a Matter (see here
  • Changing your Matter Budget settings (see here)
  • Working with the Matter Budget Dashboard (see here)

Answer:

Matter Budgets is a feature that allows firm users to create a budget for a Matter and to create customizable notifications for when a Matter reaches a particular percent or dollar value of that budget.

 

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