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.

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	Name of the budget request, as entered by the SimpleLegal user.
Type	Budgets can be: Monthly Quarterly Phase Life of Matter. This categorizes the breakdown of funds within the proposal. 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 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 [e-mail] for any other questions and we are happy to help.