Client portal/view
- Places where a budget can be entered
- Matter creation form
- Internal matter request form
- Bulk matter creation spreadsheet
- Bulk matter update
- Matters API
- 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 and all matters reports
- Spend overview dashboard
- Financial budgets
- Invoice analysis page spend vs budget bar
- Invoice analysis page budget overrun flags
- Matter request review page
- Matters API
- Phase selection
- View and select the phase of an invoice on 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
- Invoice upload
- PDF choose phase dropdown
- LEDES choose phase dropdown
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