DEMO - sample data · all names, case numbers and amounts are fictional · View as: Owner / Staff

D-1001 · Ava Sample SettledPaid in full

ARCHIVED — read-only. Excluded from active totals; kept in reconciliation history.
Settlement deposit (case ledger)
$67,380.14
Inventory 3P: $67,380.14 $67,380.14
Total undisbursed
$0.00
Total disbursed
$67,380.14
IOLTA account balance (0000)
$910,470.22
Unallocated
-$67,380.14
undisbursed − payee lineup
Unallocated -$67,380.14 — nothing can be marked ready to pay until this is $0.00.
OverviewCase CostsDocumentsAudit TrailTimeline

Case costs (actual expenses)

DatePayee / itemRefSourcePaid fromAmount
2026-03-26Filing fee (demo)INV-854Demo
$159.34
2026-03-26Medical records - Maple Mock HospitalINV-704Demo
$578.02
TOTAL CASE COSTS (line items)$737.36

Expense total used for this case: $737.36 demo

Case handling charge (firm charge — not an expense)

None recorded

Excluded from case-expense totals; included in the settlement allocation as the firm's handling charge.