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Case Budgeting helps a firm
stay on top of charges budgeted for a case. Tracks accumulated billing
and provides and up-to-the-minute comparison of the cost of each phase
or task for the month, for a specified budget period and cumulatively
for the entire case. Cumulative totals can be included on bills or used
strictly for internal controls.
- Budget time by task or entire projects
- Timekeeper income goals
- Budget costs
- Due date monitoring
- Tracks start date and fees as work is done
- Recurring jobs with automatic rescheduling
- Extensions
- Actual versus budget reporting
- Forecast staff requirements.
- Client checklists
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