Budgets List Page

With SimpleLegal's Budget Request feature, legal departments can request budget proposals from their vendor law firms to estimate the cost of upcoming work. This allows firms to collaborate on and approve a budget, which provides both parties with more predictable accounting of future activities.

CounselGO users assigned as collaborators on a budget request receive an email notification. This article covers how to work with the Budgets list page in CounselGO. For an introduction to Budget Proposal Requests and how to submit them, see our QuickStart Guide.

When a client requests a budget proposal, they select which contact(s) from the vendor firm should receive the notification. The budget proposal request can be accessed by clicking the link within the email notification or by going to Budgets from the navigation bar on the left. 

If a CounselGO user is added as a collaborator to a budget request after it was created, the user will receive an email notification with a link to access the budget record within 15 minutes. This will give the user the opportunity to view, modify, and add any requested information to the form. 

This page lists all budget proposal requests sent by the selected client. If you are looking for other budget requests, go to Clients from the left navigation bar and select the relevant client. 

This page displays the following information:

Name	Name of the budget request, as entered by the SimpleLegal user.
Type	Budgets can be: Monthly Quarterly Phase Life of Matter For Phase budgets, you will work with phases identified per UTBMS codes. For additional information, click here.
Status	Budgets have one of the following statuses: Your Action Required (i.e., new request) Proposed (i.e., proposal sent to client) Approved (i.e., client accepted budget; it can be invoiced against) Rejected (i.e., proposal requires modification; review it for any comments and recommendations from the client)
Matter	Name of the matter associated with the budget request.
Created Date	Date the budget request was created in SimpleLegal.
Due Date	Date the client requests the budget proposal be submitted.

IMPORTANT: Once a proposal is submitted, it cannot be edited until the client rejects the proposal or requests an update/refresh. 

Budget Request Email Notifications

The designated vendor contacts will receive email notifications regarding budget requests (i.e., new budget request, refresh request, approval, or rejection).

To minimize email clutter, designated CounselGO users may receive batch notifications if the customer takes one of the following actions for more than one budget within a 15-minute window:

• New Budget Request
• Budget Refresh Request
• Budget Proposal Approval
• Budget Proposal Rejection