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Adding a Budget to Matter by Total

You can set matter budgets in Brightflag in a variety of ways:  Budget by Total: Set a budget for the lifetime of the matter Budget by Mo...

You can set matter budgets in Brightflag in a variety of ways:

  • Budget by Total: Set a budget for the lifetime of the matter
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  • Budget by Month: Set a budget by month for the matter
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  • Budget by Phase: Set a budget for each phase you have defined in the matter
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  • Budget by Quarter: Set or request a budget to be broken down by fiscal quarter.

To Set a Budget by Total:

  1. Find the relevant matter click on its Matter Overview Page.
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  2. Navigate to the Budgets tab.
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  3. At the top of the budgets tab, you will see Set Budget By __ and then a dropdown option. From the dropdown, select By Total.
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  4. Enter a value in the open text field Total Budget below.

    • The value should be entered in the same currency as the matter currency. The matter currency can be found in the matter details tab.
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  5. Confirm your entry by clicking Set Budget by Total.

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