Client T&E Management
T&E spend
controlled before
it happens.
Pre-set T&E budgets by engagement, enforce client entertainment limits, and build reconciliation-ready records automatically — designed for the pace of professional services.
Products subject to eligibility, availability, and applicable fees. Features may vary by region and program partners.
What Changes
From reactive to controlled.
Transactions tagged to the right project immediately — not at month-end.
Budgets set before the trip. Declined at threshold. Not discovered at reconciliation.
Every approval, decline, and policy override logged in-platform.
Itemized by engagement for invoicing. No manual classification after the fact.
* Subject to program configuration and merchant network availability.
Policy Engine
Professional services T&E controls.
Configure controls designed to align with your firm's travel policies. Controls available subject to program and region.
Business Travel
- Per-trip budgets by client engagement or matter
- Airline and hotel merchant category restrictions
- International travel approval above configurable threshold
- Multi-currency support (FX fees per fee schedule)
Client Entertainment
- Daily limits by seniority level
- Mandatory approval above configurable threshold
- Restaurant and hospitality merchant restrictions
- Receipt required for transactions above minimum amount
Ground Transport
- Taxi, rideshare, and car rental controls
- Per-trip transport limits by staff level
- Auto billable/non-billable classification by merchant*
Accommodation
- Per-night rate caps by destination tier
- Approval required for extended stays
- Automatic matter-code tagging for client trips
Ready to evaluate
T&E management?
Apply to explore what's available for your firm's travel and entertainment needs. See our fee schedule for current rates. Eligibility and partner requirements may apply.