# Budget Alert for Client-Capped Matters — Professional Services AI agent | Mihu AI

Professional Services · Billing

# Budget Alert for Client-Capped Matters

Notify both client and professional proactively as a capped/budgeted matter approaches its limit.

Set up this outcome

## Apps this needs

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Monitors accrued fees/costs against any client-agreed budget cap for the matter, via the billing system.

Sends a proactive notification at defined thresholds (75%, 90%, 100%) to both the professional and, per engagement terms, the client.

Flags the professional that a budget conversation with the client may be needed before continuing work beyond the cap.

Never decides whether to continue work past budget itself — that's the professional's and client's decision.

## Data sources

Billing system accrued cost data Matter budget cap terms

## What it targets

Budget threshold alerts sent proactively Target 100%

Matters exceeding budget without prior client notification Target 0