Create or edit a law firm budget

You'll need a Matter Editor or Matter Administrator role in your company. A direct matter participant and their delegates in a law firm may also be able to create or edit a law firm budget.
A law firm budget is an estimate of spending on a matter. It can be a fiscal-year budget (monthly, quarterly, or annually), or a phased budget for patent or litigation matters.
  1. Select
    Matter list
    under
    Matters
    .
  2. Select the matter.
  3. With the matter open, select the
    Budget
    tab.
  4. Select
    All Firms
    and
    Law Firm Budget
    .
  5. Select
    View/Edit
    next to the firm.
  6. Select
    Edit current budget
    .
  7. Enter your budget.
  8. Select
    Save & close
    .