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How do I view budget requests?

Budget request notifications are sent via email to all Legal team members associated with the matter that the budget was requested against. However, you can view these budgets in the Lawtrac application by accessing the associated matter.

View a List of Your Matter Budgets

  1. From the matter detail page, click the Budgets section of the Finance Navigation Bar.
  2. Select View Budgets.
  3. Click a radio button () to show a list of active budgets, inactive budgets, or both.
  4. Click List Budgets to confirm and refresh the page.
  5. Under Options, select the drop-down list to show budgets by type or frequency.
    1. Use the arrows   in the column titles to filter the arrangement of the list by budget number, fiscal year, firm/vendor, or amount.

Edit a Budget

Click on the budget code from a Matter Budget list to navigate to the budget detail page.

Click the  at the top right of the screen to be taken back to the matter record.

For information about initiating a budget, refer to the Firms & Vendors section.


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