Budgets

Lupl’s Budget Tracker integrates seamlessly with your Practice Management System (PMS), combining budget and task management into one powerful view. Monitor progress, avoid surprises, and take control of budget expectations with real-time insights tailored to your firm’s needs.

Real-time budget insights.

Get instant visibility into budget spend and task completion in a single, unified view. By tracking budgets alongside work progress, your team gains a complete picture of costs and project health at every stage. Stay informed and make proactive adjustments before issues arise.

Proactive cost control.

Detect potential budget overruns or shortfalls early to manage expectations effectively. Communicate confidently with clients about resource needs or budget adjustments, avoiding difficult conversations later. Lupl helps you allocate resources efficiently to keep matters on track.

Smart alerts.

Set up custom alerts to notify your team when spending reaches critical thresholds, such as 50%, 70%, or 90% of the budget. Early warnings allow matter administrators to address potential challenges proactively and avoid surprises that derail progress.

This image shows a graph of tasks completed vs. budget spent, enabling legal professionals to identify if budgets are being spent faster than tasks are being completed.

Track budgets with precision.

  • Sync budget data seamlessly with your PMS for a real-time view of spending versus progress.
  • Combine budget tracking with task completion rates to get a full understanding of work left to be done.
  • Use advanced visualizations to spot trends, identify risks, and ensure alignment between costs and deliverables.
This screenshot shows budget spend vs task progress, broken down by Workstream.

Manage costs effectively.

  • Detect potential overruns and shortfalls ahead of time to adjust workflows and budgets.
  • Communicate early and confidently with clients to set realistic expectations and build trust.
  • Allocate resources strategically to prevent delays and avoid unnecessary strain on your team.
This screenshot shows the configuration of budget notification alerts, allowing matter owners or admins to set alerts in 10% increments, ranging from turned off, up to 90%.

Stay informed with proactive notifications.

  • Create automatic alerts to notify you when key budget thresholds are met, helping you act quickly.
  • Use notifications to guide discussions with clients and internal teams about budget adjustments.
  • Automated alerts help you to stay ahead of financial risks without needing constant manual oversight.

Explore Integrations Further

Explore even more powerful integrations designed to make managing work no work at all.

Connected Apps

Bring all your essential tools in one place - including Teams, Outlook, and your DMS.

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Dashboards

View work from a bird's-eye view with a digest of team progress across all matters.

Explore Dashboards →

APIs

Automatically create built matters and track time & billing via APIs with your PMS.

Explore APIs →