A Life-of-Matter budget sets a single budget for the entire lifetime of a matter. This budget can be entered at the matter creation stage or added later using the steps below.

📌 How to Set a Life-of-Matter Budget

1️⃣ Find & Access the Matter

Locate the relevant matter in Brightflag.
Click into the Matter Details Page.

2️⃣ Navigate to the Budgets Tab

Go to the Budgets tab for that matter.

3️⃣ Add or Edit a Budget

If no budget exists, click Add a Budget.
If a budget already exists, click Edit Budgets to modify or delete it.

4️⃣ Select Budget Type

Choose Life-of-Matter as your budget type.

5️⃣ Enter Budget Details

Set a total budget amount for the matter.
If preferred, leave it blank and build your budget from scratch on the next page.

📌 Note: The budget is based on the matter currency. If the currency needs to be changed, update it on the Matter Details Page before setting the budget.

6️⃣ Set an Unassigned Budget (Optional)

This acts as an internal buffer that vendors will not see.
If not needed, set it to $0 or 0%.

7️⃣ Assign Budget to Vendors

The total budget will be evenly split across vendors by default.
Adjust vendor amounts by clicking the relevant cell, entering a new value, and clicking the ✔ (tick) button.

8️⃣ Save & Confirm Changes

Click Save in the top right corner.
Enter an internal comment (saved in the Budget Changes Table).
Click Confirm Changes.

📢 Note: Vendors will not be notified when you set a Life-of-Matter budget. They will only see their allocated portion.

Creating a Life-of-Matter Budget in Brightflag