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How Do I View and Manage the Expense Limit on a Legal Aid Matter?

Question:

  • How Do I View and Manage the Expense Limit on a Legal Aid Matter?

Environment:

  • Clio Manage

Additional Information:

  • Important - Clio Manage does not prevent the user from going past the threshold. It simply highlights and flags it to the user in the UI.

Answer:

  • The Expense limit appears on the Matter dashboard Work in Progress section, and a notification appears when the threshold figure is surpassed, as per the screenshot below:Legal_Aid_002.png

 

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