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.
Still having trouble?
Contact the BightFlag Support team for additional help & guidance you need when uploading your Accruals.