Help with Budgets

Budgets are added to a matter by the Legal department on behalf of the law firm or vendor. A budget request is assigned to a single matter, and there may be one or more budget lines in the request.

Under certain conditions, you may also create a new budget without waiting for the client to send one to you.

Here are some common tasks related to budget requests:

• How do I view budget requests?
• How do I add a budget for a law firm/vendor?
• How do I search for budgets?
• How do I edit a budget?
• How do I attach documents to a budget?
• How do I view the latest budgets for a matter?
• How do I approve or reject a budget?