Set Fee Estimate on a Matter

To set up the Fee Estimate:

1. Double-click the Info field under Matter Details.
2. Select the Billing tab. 
3. Enter the amount you believe the matter will cost in the Fee/Estimate field.
4. Select the OK button.
   

Send Communicate reminders for fees and expenses thresholds

Use Communicate to notify the attorney, person responsible, and person assisting to receive a notification whenever their matter passes its estimated total billable fees and expenses (both billed and unbilled) thresholds.

Follow these steps:

1. Select the gear icon to open Settings.
2. Select the Time & Billing tab.
3. Tick the Send Client Portal notification when matter approaches the estimate checkbox. 
4. Select Save. 

Once you have enabled this option, Communicate will send a single message to the attorney or person responsible whenever a matter passes a threshold. The person assisting on the matter will also be notified.

The thresholds which trigger this message are 75%, 85%, and 100% of the estimate. Communicate will only send one message per threshold. Updating the estimate will cause a single notification to be sent again once the new estimate crosses the re-calculated thresholds.

Note: Thresholds are checked whenever fees or expenses change, such as when new entries are added manually or when AutoTime runs and adds new entries.