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Can I Apply a Budget to Multiple Matters for a Single Contact?

Objective:

  • Applying Matter Budgets

Environment:

  • Clio Manage

Additional Information:

  • This feature is only available on the Elite subscription plan.
  • For more information on how to add a budget to a Matter, please click here.
  • If you would like to see this feature implemented, please contact Clio Support.

Answer:

At this time Matter Budgets are specific to a single Matter and are not available at the Client level. Therefore, they cannot be applied to multiple Matters for a single Contact.

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