Elite | Budgeting

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Budgeting

ProLaw’s comprehensive financial management system provides the budgeting tools you need to align business activities with goals and objectives.

Stay informed of fees budgeted per matter and keep within goals

Improve client relationships by continually monitoring fees and costs spent

Simplify the budget process and maintain ongoing visibility into your firm’s financial health

Budgeting Features:

Set up matter budgets for fees, hard costs or soft costs by month, quarter or year

Automatically write down or place records on hold and notify user when they exceed the matter’s budget

View budget and remaining amounts with a single click on the Matters Inquiry Tab

Run budget reports on demand for continuous oversight

Customize default budget reports to present to clients

Set up timekeeper budgets for fees and hours to establish yearly performance goals

Set up account budgets for expenses to control operational costs

Compare income and expenses to budget with financial reports

Contact your ProLaw account representative by completing the Information Request Form or by calling 800-977-6529.