BudgetGuard

Stop going over budget
before it happens.

BudgetGuard alerts your team at 50%, 75%, and 90% of each matter's budget — before clients notice. No more surprise overruns.

Request Early Access See how it works

How BudgetGuard Works

Three steps. Set it up once. Let it run.

🔗

Connect Clio

Link your Clio account to pull live matter data and budget hours automatically.

🔔

Set alert thresholds

Choose global or per-matter thresholds at 50%, 75%, and 90% of budget.

📊

Get notified

Receive email alerts (and optional Slack/Teams pings) before you exceed budget.

BudgetGuard Pricing

No setup fees. Cancel any time.

Beta

Beta Free

$0 / free during beta
  • Full feature access
  • Unlimited matters
  • All alert thresholds
  • All integrations
Starter

Starter

$15 / mo
  • Matters sync
  • Email alerts
  • 3 users
Pro

Pro

$25 / mo
  • Unlimited matters
  • Per-matter thresholds
  • Slack/Teams integration
  • CSV export
  • 10 users
Premium

Premium

$30 / mo
  • Everything in Pro
  • Weekly summary report
  • Priority support
Currently in private beta. Early access is free while we validate with a small group of firms. Pricing above will apply when we launch publicly. Request access below to join the beta.

Request early access

We're onboarding a small group of beta firms. Early access is free for 90 days — no credit card required.

Coming Soon

All Apps,
One Low Price.

The Caserno bundle will be available once all apps are released. Get in touch to be notified when it launches.

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