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

Disbursements · plan #1 approved

RecipientTypeStatusMethodCheck #Amount
Ava SampleclientPAIDPaper check (printed in-house from Quicken)5001$32,952.72
Demo Law Firm (fictional)feePAIDPaper check (printed in-house from Quicken)5002$26,952.05
Demo Law Firm (case costs)case_costsPAIDPaper check (printed in-house from Quicken)5003$737.36
Sunrise Demo Chiropractic (fictional)lienPAIDPaper check (printed in-house from Quicken)5004$6,738.01
TOTAL$67,380.14

No pay buttons: approval is the signer's, in chat only, and produces a QIF file. No ACH, mailing or bank connection.

Linked bank deposits

None

Trust ledger

DateTypeMemoApproved byAmount
2026-03-26depositSettlement check (demo)$67,380.14
2026-08-20disbursementCheck 5001 to Ava Sample (demo)-$32,952.72
2026-08-20disbursementCheck 5002 to Demo Law Firm (fictional) (demo)-$26,952.05
2026-08-20disbursementCheck 5003 to Demo Law Firm (case costs) (demo)-$737.36
2026-08-20disbursementCheck 5004 to Sunrise Demo Chiropractic (fictional) (demo)-$6,738.01
TOTAL HELD$0.00