How to activate Fee Change Request functionality. This feature requires an approval process if a fee deviates from the firm's default fee logic, which can be set under Account Settings.
- NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.
- Navigate to the Icon in the top right corner of your account and select Account Settings.
- Click Settings.
- A pop-up window will appear.
- Toggle on the Fee Change Request switch and click Save.
- Fee change approval will now be required any time fee logic is edited from the firm's default logic on the Settlement Tab of a case.
- Only those with the Fee Change Request Management Screen will have the ability to approve requests.
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