To set up the Fee Estimate:


  1. Double-click the Info field under Matter Details.
  2. Select the Billing tab. 
  3. Enter the amount you believe the matter will cost in the Fee/Estimate field.
  4. Select the OK button.


Send Communicate reminders for fees and expenses thresholds


Use Communicate to notify the attorney, person responsible, and person assisting to receive a notification whenever their matter passes its estimated total billable fees and expenses (both billed and unbilled) thresholds.


Follow these steps:


  1. Select the gear icon to open Settings.
  2. Select the Time & Billing tab.
  3. Tick the Send Client Portal notification when matter approaches the estimate checkbox. 
  4. Select Save. 


Once you have enabled this option, Communicate will send a single message to the attorney or person responsible whenever a matter passes a threshold. The person assisting on the matter will also be notified.



The thresholds which trigger this message are 75%, 85%, and 100% of the estimate. Communicate will only send one message per threshold. Updating the estimate will cause a single notification to be sent again once the new estimate crosses the re-calculated thresholds.


Note: Thresholds are checked whenever fees or expenses change, such as when new entries are added manually or when AutoTime runs and adds new entries.