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Budgets

Lock or unlock a budget

You'll need to be a company user and designated budget reviewer.
An authorized law firm user or a designated budget reviewer can edit an unlocked budget at any time. As a company user you may want to lock the budget to prevent further edits.
  1. Open the matter that has the budget you want to lock.
  2. Select
    Budget
    .
  3. Select
    View
     next to the budget you want to lock.
  4. Select the ellipsis button, then select
    Lock Budget
     or
    Unlock Budget
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Budget
  • Audiences: Company