Matter budgets

Keep the scope and the spend in view.

Plan a matter’s expected work, fee approach and review points. Compare the budget with recorded time before discussing adjustments or preparing the next invoice.

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Matter budgetsIllustrative preview

Compare the Northline work against its estimate.

Northline · Matter budget

Reviewed work stays visible against the estimate before the next client update.

Matter estimate

Approved planning amount · CAD

$5,000

Recorded work

Reviewed time and expenses

$1,250

Remaining estimate

5,000 − 1,250 · Before tax

$3,750
25% of the estimate used · Context ready to share