Stage COPP Charges for Disbursement

Soluno Integration: Follow the steps below to stage COPP charges for disbursement.

• Navigate to the Settlement Tab of a case.  

• Scroll to the Costs section.

• If the COPP amount needs to be changed, click on the dropdown arrow in line with COPP Charges and select Edit.

• A pop-up window will appear.
• Enter the new COPP amount and select Save.

• Click on the dropdown arrow in line with the COPP Charges and select Stage Payment.

• A pop-up window will appear confirming the payment for COPP Charges.
• Select Save. 

• Click on the Client Trust option at the top of the Settlement Tab.

• Click on the dropdown arrow in line with the COPP charges and select Push to Disbursement.

• Navigate to the To Be Disbursed tab on the Client Trust Management Screen. Click on the dropdown arrow in line with the case and select Create Soluno Fee Invoice.

• A pop-up window will appear confirming the fee invoice. Select Confirm.

Your COPP Charges will now be sent to Soluno.