Overview
You can submit matter budget requests one matter at a time in Brightflag, or for several matters at once using an Excel template.
đ If you don't see Matter Budget Requests in your menu, your client has not enabled this feature. Contact your client directly.
Before You Start
Budgets are requested as Fees and Expenses for each period.
You can request quarterly or monthly budgets only.
You can only enter amounts for the current and future periods. Past periods are locked.
Budgets must be in the matter currency.
Submit Budgets - Excel Upload
Step 1: Download the template
Go to Menu > Matter Budget Requests.
Click Upload Budgets.
Select the Budget Type (Monthly or Quarterly).
Click Download Excel Template. The template is pre-filled with your matters for that client.
Step 2: Complete the template
You can edit:
Year
Fees (per quarter or month)
Expenses (per quarter or month)
Comments
â ď¸ Do not change the column names, Matter Ref, Matter Name, Client Matter ID, Currency, or Submitted By. Do not rename the sheet or the file. Any of these changes will cause the upload to fail.
Step 3: Upload
Return to Menu > Matter Budget Requests > Upload Budgets.
Select your saved file and click Upload.
Your requests appear in the list with a Submitted Date.
What Happens Next
Your client's Internal Matter Lead is notified by email.
You'll receive an email when the request is approved or rejected. Rejections include a comment explaining why; approvals don't.