Adding a Budget to Matter by Quarter: for Brightflag Customers (Clients)

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:

  1. Find the relevant matter click on its Matter Overview Page.

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  2. Navigate to the Budgets tab.

  3. At the top of the budgets tab, you will see Set Budget By __ and then a dropdown option. From the dropdown, select By Quarter.

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  4. Begin entering the Fees, Expenses, and Descriptions for each quarter.

  5. Click Set Year to choose a calendar year that this relates to.

  6. 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.
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