Onit Documentation

Submitting a Life of Matter Budget

by Dana Edel Updated

These instructions only apply to matters with a Life of Matter fee arrangement. If your client has a custom configured budgeting solution in Onit, the following does not apply.

1. Sign into BillingPoint and choose the Billing Authorizations tab, find the matter assigned, it will be listed with a status of Pending. Click on the matter number (in blue) to open the submission form.

2. Enter the suggested budget, select at least 1 timekeeper that will work on the matter, and then click send (or save as draft if you are not ready to submit it to the client).

3. The phase will show Pending Approval after you have submitted it. Once the client approves the budget you will see the phase as Approved and you can begin submitting invoices against it.

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