Submitting Budget Refreshes

During the life of the budget or matter, the client may ask for a budget refresh. A budget refresh is a request to review and update the budget. By keeping the budget current, both the client and vendor stay up to date on anticipated costs and can plan more efficiently.

You will receive a notification if the client requests a budget refresh. Click on Submit Budget Refresh from the email or follow the steps below. 

1. Open the client in CounselGO and go to Budgets from the left-side navigation bar.

2. Click on the budget that requires a refresh from the list to view the details. 

3. Review the details and click either Edit Proposal or No Changes to Budget at the top of the page.

4. If you edited the proposal, you must click Resubmit Proposal in the top-right corner of the page. 

Once the refresh proposal is submitted, CounselGO notifies the client to either approve or reject the updates.