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Quote Entry & Notification When Reaching It

As a law office, we are require retainers that match quotes from our clients. It would be nice if when setting up a new matter, you were able to list a "quote" (that could be changed later) and when time and expenses on that matter nears the "quote" you would get a notification so you can easily keep clients informed on if their matter may cost more than the initial quote.

  • Guest
  • Oct 17 2023
  • Already exists
How often would you use this request?

Every single day with every matter.

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  • Admin
    Shoaib Mehmood commented
    17 Oct, 2023 06:03pm

    You can use Matter budgets to see a warning message when you have exceeded the budget or prevent the user from entering additional time or expense if it causes budget overflow.

    Refer to the following KB article for more details.