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.
Assigned CounselGO users receive a budget request notification via email and CounselGO. 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.
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 of the budget request, as entered by the SimpleLegal user.
Budgets can be:
For Phase budgets, you will work with phases identified per UTBMS codes. For additional information, click here.
Budgets have one of the following statuses:
Name of the matter as entered by the client. This may differ from the matter name recorded in your systems.
|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 for the budget.
Contact Us: Please contact firstname.lastname@example.org for any other questions and we are happy to help.