Where do matter budgets appear in Brightflag?

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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