You can keep track of your budget during a case and change the budget at any time.  

The video below is a great resource and includes:

  • How to add or remove hours from a case budget
  • How the budget is calculated
  • Viewing a log of budget changes and explanations.
  • Viewing how the budget has been used
  • Viewing budget remaining (A great tool for investigators that manage retainers)
  • Where rates for services are entered in Settings