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Edit Default COPP Charges Added to New Cases
Edit Default COPP Charges Added to New Cases
Updated this week

How to make changes to default COPP charges.

  • The default COPP charge entered here will be added to any newly added case. Any changes will not affect existing cases. Here's how to update on a case by case basis.

  • 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.

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  • Click Settings.

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  • A pop-up window will appear.

  • Make the desired changes to COPP charges.

    Screenshot 2023-08-28 at 11.35.37 AM.png
  • Click Save.

  • The changes will be visible under Settings and apply to any new cases added.

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