Objectives
- Enable and Manage Capping at the Matter Level
Steps
Capping allows you to set specific limits for efforts at the matter or litigation case level, either by tracking billable hours or expenses. Follow these steps to enable and configure capping for a matter:
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- For Hours-Based Capping:
- Set the maximum hours cap.
- Define the cap frequency (monthly, quarterly, or annually).
- Decide whether to allow exceeding the cap.
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| The cap Cap will automatically reset and renew based on the specified frequency. |
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For expenses to be tracked and included in the cap amount, they must first be marked as billable and approved in the Billing module. Otherwise, they will not be counted toward the cap limit.
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