Set a fee estimate on a matter

You can set an estimate of billable fees and expenses to budget your matters and internally track how much a matter is being billed.

Table of Contents

• Set an estimate

• Send internal notifications when Billing approaches
• Important Notes
  
  

Set an estimate

1.    Double-click the Info field under Matter Details.

2.    Select the Billing tab.

3.    Select the Billing Type from the drop-down menu.

4.    Enter the amount you believe the matter will cost in the Fee/Estimate field.

5.    Select OK.

Send internal notifications when Billing approaches

Internal notifications can be set up to be sent to staff working on a matter when the amount of fees and expenses exceeds 70%, 85%, and 100% of the estimate.  To do this:

1.    Navigate to triConvey Settings from the gear icon on the top-right corner of triConvey.

2.    Select Time & Billing. 

3.    Tick Send Client Portal notification when matter approaches the estimate.

4.    Select Save.

Important Notes

• Only one message will be sent per threshold.
  
  
• If an estimate is updated (e.g. estimate amount increases if a matter is going to take longer), a notification will be sent again when it passes the newly set thresholds.
  
  
• Notifications are triggered after the system checks changes in fees and disbursements, such as new entries being added.