Skip to main content
All CollectionsACCOUNT ADMINISTRATIONAccount Settings
Set Who Should Receive Firm-Wide Cost Request Notifications
Set Who Should Receive Firm-Wide Cost Request Notifications
Updated over 6 months ago

How to set which users receive messages when a check is requested, this would typically be an accountant or whom ever is responsible for cutting case expense checks.

  • NOTE: This can only be done by a firm administrator.

  • Navigate to the

    Icon in the top right corner of your account and select Account Settings.

Screenshot 2023-09-26 at 3.19.31 PM.png
  • Click on the Settings header.

Screenshot 2023-09-26 at 3.23.33 PM.png
  • A pop-up window will appear.

  • Select the caseworker(s) you would like to receive cost notifications from the dropdown menu.

Screenshot 2023-09-26 at 3.27.24 PM.png
  • Click Save.

  • Your changes will be visible under Settings.

Did this answer your question?