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 Month: Set a budget by month for the matter
Budget by Phase: Set a budget for each phase you have defined in the matter
Budget by Quarter: Set or request a budget to be broken down by fiscal quarter.
To set a budget by quarter:
Find the relevant matter click on its Matter Overview Page.
Navigate to the Budgets tab.
At the top of the budgets tab, you will see Set Budget By __ and then a dropdown option. From the dropdown, select By Quarter.
Begin entering the Fees, Expenses, and Descriptions for each quarter.
Click Set Year to choose a calendar year that this relates to.
Alternatively, you can require your vendor to send a budget request through the Law Firm Portal. From there, you can review the budget on your end from this same tab.