Fee and Charge Assessments
Fees are assessed through the Financial tab on a case. Fees, or charges, are added to a case in the form of fee schedules, which are made up of individual fees.
Fees, especially for civil cases, may be assessed for a case immediately after the case is created. When a new case is saved,
the Case Filed dialog box is displayed. From there, click Add Fees (ALT+F) to assess fees for the case. Additional fees can be assessed later.
Enter Party Type Charges on Case
Complete the assess fee fields.
Charge Information
The Charge Information section contains the fees and fee schedules being assessed as part of the charge. The Fee Schedule table includes the fee schedules, fees, and charge amount. If Manual Distribution is selected, a Manual column is inserted beside the original Charge column in the table. Use this column to distribute fees manually.
The following options are available in this section.
| Option | Description |
|---|---|
 / |
Click to show and hide the fees within the fee schedule. |
| Auto Assess | Click to automatically assess any initial fees that are associated with the charges. |
| Edit Detail | Fee details like priorities, holds, and recipients can be changed after the fee schedule is added to the case. Click to edit the fee detail. |
 |
Click to select the fees schedule codes to add to the fee. Depending on the fee selected, you may need to calculate the fee amount. |
 / |
Select the check box beside a fee schedule to assess the fee schedule. |
Right-click Options
| Option | Description |
|---|---|
| Delete | Right-click a fee schedule and select Delete to remove it. |