Budget Requests - All You Need to Know: for Customers (Clients)

This article is best suited to Clients that use Brightflag to manage their legal operations with vendor law firms.

 

**Essential Reading**

For a detailed list of all budget types available on Brightflag, please refer to the following help article:

 

What are Budget Requests?

Setting up and keeping budgets up to date is a vital step towards effective cost control and spend forecasting.

Budget Requests are submitted by vendor law firms through the Brightflag Law Firm Portal. From there, the internal matter lead within your company will be notified via email when the budget is submitted by a vendor and ready for review. When a budget is approved, it will become the new budget for the matter overwriting any previous budgets. 

 

How Do I Review Budget Requests?

You can review budget requests manually or in bulk. For detailed steps on each process, see the following help articles:

After Approving or Rejecting a budget, you will have the option to send an email comment to the vendor user who submitted the budget request.

If you Reject the budget request, it's important that you explain why, so that the vendor can amend the request and resubmit it.

 

Can I Set Budgets Based on Different Data Points?

Yes, you have a number of ways to which matter budgets can be set; Total, Month, Phase, or Quarter. 

For detailed steps on how to set budgets for each data point, see the following help articles:

 

Do Vendor Law Firms Receive Reminder Emails?

No, when budget requests are turned on no reminder emails are sent to vendor law firms.

 

How Do I Notify Vendor Law Firms to Complete Budget Requests?

To notify your law firm to submit their budget request you must do this notification outside of Brightflag

 

How Do Vendor Law Firms Submit Budget Requests?

For detailed step-by-step guides on how vendors can submit budget requests, please see the following help article:

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