Overview
The Spends tab on the Case Details page helps you plan, track, and manage all financial activity related to a case. It is divided into two sections: Budget and Spends.
Budget Section
The Budget section displays a summary of the financial exposure associated with the case, including the following fields:
Amount Claimed -- the total monetary value sought in the lawsuit
Amount Exposure -- the potential financial risk involved
Contingent Liability Amount -- the conditional financial obligations that may arise
Contingent Liability -- the classification of liability probability
Contingent Assets -- potential gains if litigation conditions are met
Remark -- any additional notes or context
Spends Total Amount -- the total amount recorded across all invoices
Spends Paid Amount -- the total amount marked as paid
Spends Unpaid Amount -- the total amount that remains unpaid
Editing the Budget
Click the edit icon at the top right of the Budget section.
In the Edit Budget panel, enter values for Amount Claimed, Amount Exposure, Contingent Liability Amount, Contingent Liability, Contingent Assets, and Remark.
Click Submit to save.
Spends Section
The Spends section stores all invoices associated with the case. Click + Add to record a new invoice.
Adding an Invoice
Click + Add at the top right of the Spends section to open the Add Invoice form.
Toggle Payment or Approval at the top to set the invoice status.
Fill in the required fields (marked with *):
Invoice Title -- a descriptive name for the invoice
Invoice Number -- the unique reference ID
Upload File -- attach the invoice document
Invoice Date -- the date the invoice was issued
Due Date -- the payment due date
Internal Reference No. -- your organisation's internal reference
Type of Fees -- select the fee category
Milestone -- the case milestone this invoice relates to
Total Amount -- the total payable amount
GST Slab -- the applicable GST rate
TDS Slab -- the applicable TDS rate
Select Lawyer -- the lawyer associated with this invoice
Organisation Member -- the team member responsible
HSN/SAC Code -- the applicable tax code
Remarks -- any additional notes
Click Submit to save the invoice.
Managing Invoices
Click on any existing invoice entry to edit its details or update its payment status. The Budget section updates automatically to reflect changes in Spends Total Amount, Spends Paid Amount, and Spends Unpaid Amount.
Conclusion
The Spends tab gives you a clear picture of the financial exposure and actual expenditure for each case. Keeping budget and invoice records up to date ensures accurate financial reporting across your litigation portfolio.