🔹 Client Portal / Internal View
📥 Places Where a Budget Can Be Entered
- Matter Creation Form
- Internal Matter Request Form
- Bulk Matter Creation Spreadsheet
- Bulk Matter Update
- Budgets Tab of the Matter Overview Page
- Bulk Vendor Budget Review Page
👀 Places Where Budgets Are View-Only
- Search/Add Matters Page
- Report Builder: Matter Spend & All Matters Reports
- Spend Overview Dashboard
- Financial Budgets Section
- Invoice Analysis Page – Spend vs. Budget Bar
- Invoice Analysis Page – Budget Overrun Flags
- Matter Request Review Page
- Spend vs. Budget Report
🔹 Phase Selection
- View and select the phase of an invoice in the Invoices Tab of the Matter Overview Page.
🔹 Law Firm Portal
📥 Places Where a Budget Can Be Entered
- Matter Creation Form
- Matter Request Form
- Bulk Matter Creation Spreadsheet
- Bulk Matter Request Spreadsheet
- Bulk Budget Request Page
👀 Places Where Budgets Are View-Only
- Search/Add Matters Page
- Matter Details Tab of the Matter Overview Page
📌 Top Tip: To make budgets visible to vendors on each matter, go to:
Menu > Admin Settings > Matter Settings > Matter Form > In the Budget row, select "Visible on Law Firm Portal".
💡 Enabling this setting allows vendors to see the remaining budget for each matter in the Matter Details Page on the Law Firm Portal.
🔹 Invoice Upload & Selection
- PDF Upload: Choose a phase from the dropdown menu.
- LEDES Upload: Choose a phase from the dropdown menu.
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