The AdvoLogix Budget Matter Fee Arrangement feature is designed to help legal professionals manage and track their budgets and fees for legal matters.
How do I add Matter Fee Arrangement to Budget?
AdvoLogix provides a quick action, named Add Matter Fee Arrangement, for the Budget that can be added to the Budget lightning record page. The quick action allows users to select already applied matter fee arrangements related to their budget.
Using the Add Matter Fee Arrangement quick action button will present users with a modal screen to pick an already applied Matter Fee Arrangement for the matter related to your budget. Choosing a matter fee arrangement and clicking Save will add all the Matter Fee Arrangement Features as Budget Details within your budget.
When using, the AdvoLogix-provided Fee Arrangement Lightning App, the Add Matter Fee Arrangement quick action is already included for the Budget detail view.