🔹 Client Portal / Internal View
📥 Places Where a Budget Can Be Entered
Matter Creation Form
Internal Matter Request Form
Bulk Matter Creation Spreadsheet
Bulk Matter Update
Budgets Tab of the Matter Overview Page
Bulk Vendor Budget Review Page
👀 Places Where Budgets Are View-Only
Search/Add Matters Page
Report Builder: Matter Spend & All Matters Reports
Spend Overview Dashboard
Financial Budgets Section
Invoice Analysis Page – Spend vs. Budget Bar
Invoice Analysis Page – Budget Overrun Flags
Matter Request Review Page
Spend vs. Budget Report
🔹 Phase Selection
View and select the phase of an invoice in the Invoices Tab of the Matter Overview Page.
🔹 Law Firm Portal
📥 Places Where a Budget Can Be Entered
Matter Creation Form
Matter Request Form
Bulk Matter Creation Spreadsheet
Bulk Matter Request Spreadsheet
Bulk Budget Request Page
👀 Places Where Budgets Are View-Only
Search/Add Matters Page
Matter Details Tab of the Matter Overview Page
📌 Top Tip: To make budgets visible to vendors on each matter, go to:
Menu > Admin Settings > Matter Settings > Matter Form > In the Budget row, select "Visible on Law Firm Portal".
💡 Enabling this setting allows vendors to see the remaining budget for each matter in the Matter Details Page on the Law Firm Portal.
🔹 Invoice Upload & Selection
PDF Upload: Choose a phase from the dropdown menu.
LEDES Upload: Choose a phase from the dropdown menu.