Submit your suggestions and upvote existing ideas.
Description: We need an automated system to remind the partner and billing department when the Work in Progress (WIP) has reached the capped fee limit, but before issuing the bill. This ensures that appropriate actions, such as issuing the bill or adjusting the cap, can be taken promptly.
Solution Suggestion: Develop a workflow that continuously monitors WIP data and triggers a reminder when the total WIP reaches a predefined percentage of the capped fee (e.g., 90%). The reminder would be sent via email or the firm’s internal notification system.
How often would you use this request?
Usually, because we do not receive any alert when capped fee is over. |