How to Submit a Budget Request

Brightflag allows you to submit budget requests either manually (one matter at a time) or in bulk (multiple matters using Excel).

If you do not see the Budget option in your menu, your client may have disabled this feature. Contact your client directly.

Option 1: Submit a Budget Manually (Single Matter)

Step 1: Open the Matter

• Go to: Menu > Matters > View Matters

• Click the Matter Reference for the relevant matter.

Step 2: Request Budget

• Select the Request Budget tab.

• Choose the year.

• Past years and quarters cannot be edited.

• Enter budget amounts by quarter (or month, depending on client setup).

Step 3: Submit

• Click Request Budget.

• You will receive an email once the request is approved or rejected.

Option 2: Submit Budgets in Bulk (Multiple Matters)

Best when submitting budgets for several matters at once.

Step 1: Download the Template

• Go to Menu > Matter Budget Requests

• Click Upload Budgets

• Select Budget Type (Monthly or Quarterly).

• Click Download Excel Template

Step 2: Complete the Template

You May Edit:

• Year

• Quarterly/Monthly Fees

• Quarterly/Monthly Expenses

• Quarterly/Monthly Comments (optional)

Important Rules:

• Submit separate templates for each year.

• You cannot submit budgets for past quarters.

• Only enter values for current or future periods.

• Do not remove pre-filled zeros.

Do NOT Change:

• Column names

• Matter Ref

• Matter Name

• Client Matter ID

• Currency

• Submitted By

Changing these will cause upload errors.

Step 3: Upload the File

• Return to Menu > Matter Budget Requests

• Click Upload Budgets

• Select your saved file

• Click Upload