> ## Documentation Index
> Fetch the complete documentation index at: https://docs.matter-vault.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settlement

> Recording a settlement and calculating the client's net.

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.

<Frame caption="The Settlement tab — a live waterfall from gross settlement to net to client">
  <img src="https://mintcdn.com/layereightconsulting/vTgsqoZWajE8jIyz/images/how-it-works/settlement-tab.png?fit=max&auto=format&n=vTgsqoZWajE8jIyz&q=85&s=75a30dbdc43f9989b1935d9213a7a5c6" alt="The Settlement tab" width="2880" height="1800" data-path="images/how-it-works/settlement-tab.png" />
</Frame>

## At a Glance

<CardGroup cols={2}>
  <Card title="Live Waterfall" icon="money-bill-trend-up">
    Gross settlement down to Net to Client, recalculating as you type.
  </Card>

  <Card title="Check Register" icon="money-check-dollar">
    Per-payee checks built automatically.
  </Card>

  <Card title="Scenarios" icon="code-compare">
    Save and compare options, then promote the final one.
  </Card>

  <Card title="Settlements List" icon="list-check">
    A firm-wide view of every settlement across your cases.
  </Card>
</CardGroup>

## 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**.

<AccordionGroup>
  <Accordion title="Alongside the waterfall" icon="table-columns">
    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.
  </Accordion>

  <Accordion title="Scenarios and the official record" icon="code-compare">
    You can save and compare different settlement scenarios, then promote the final one to the case's official settlement record.
  </Accordion>
</AccordionGroup>

## 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.

<Frame caption="The firm-wide Settlements page">
  <img src="https://mintcdn.com/layereightconsulting/vTgsqoZWajE8jIyz/images/how-it-works/settlements-list.png?fit=max&auto=format&n=vTgsqoZWajE8jIyz&q=85&s=2d80a025ddb602bcaf7311b852ab0ea5" alt="The Settlements list" width="2880" height="1800" data-path="images/how-it-works/settlements-list.png" />
</Frame>

<AccordionGroup>
  <Accordion title="Tabs, filtering, and export" icon="file-export">
    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.
  </Accordion>
</AccordionGroup>
