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The Settlement tab turns a gross settlement figure into the client’s net, working down through fees, costs, and liens as a live waterfall that recalculates as you enter numbers.
The Settlement tab

The Settlement tab — a live waterfall from gross settlement to net to client

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At a Glance

Live Waterfall

Gross settlement down to Net to Client, recalculating as you type.

Check Register

Per-payee checks built automatically.

Scenarios

Save and compare options, then promote the final one.

Settlements List

A firm-wide view of every settlement across your cases.

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The Settlement Tab

You enter the gross settlement along with the carrier and check date, then choose the contingency-fee basis (for example pre-litigation at 33.33%, or higher post-suit, post-arbitration, or trial rates). From there the waterfall subtracts attorney’s fees and costs, any courtesy reduction, MedPay, pre-settlement funding, medical bills, and any subrogation, set-asides, or other deductions — ending in the Net to Client.
You will find a Check Register that builds the per-payee checks automatically (client, firm, lenders, providers, lien holders), a Pre-Settlement Funding panel, and a Settlement Documents panel for the agreement, release, and hold-harmless.
You can save and compare different settlement scenarios, then promote the final one to the case’s official settlement record.

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The Settlements List

Firm-wide, the Settlements page lists every settlement across your PI cases, with stat cards for the count, pending total, and year-to-date total.
The Settlements list

The firm-wide Settlements page

Three tabs organize it — a settlement log, pending settlements, and financials — and you can filter, export to CSV or a year-to-date PDF, and add a manual settlement.