How to Manage Capping

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:

1. Access the Capping Settings

• Open the Corporate Matter or Litigation Case page in the Core module.

• Navigate to the grid and click on the matter name or ID to open its details page.
• Go to the Settings tab and select the Capping section.

2. Enable Capping

Click to enable capping and choose one of the following tracking options:

• Per Amount: Limits based on the total monetary value of billable time entries and expenses.
• Per Hours: Limits based only on billable hours, excluding expenses.

3. Configure Capping Options

• For Amount-Based Capping:
  • Set the maximum cap amount.
  • Choose whether to include or exclude expenses (if counting only time entries).
  • Define the cap frequency (monthly, quarterly, or annually).
  • Decide whether to allow exceeding the cap. 

• For Hours-Based Capping:
  • Set the maximum hours cap.
  • Define the cap frequency (monthly, quarterly, or annually).
  • Decide whether to allow exceeding the cap.

4. Set Up Notifications

• Enable notifications to alert stakeholders when a specific threshold is reached.
• By default, an email is sent when 100% of the cap is reached (for both amount and hours).
• Notifications can be sent to assignees, requesters, etc..
• Customize notifications by selecting different threshold percentages (e.g., send an alert when 50% of the cap is reached).

Example of the Email Notifications:

5. Save and Monitor Capping

• Click Save to apply the settings.
• Track the capped amount, the remaining amount, and the spent time and expenses using the money widgets available on each matter page.