D-1002 · Ben Example SettledPaid in full
Archive D-1002
Balance is $0.00 and no checks are outstanding. Archiving makes the case read-only and removes it from active totals (reconciliation history keeps it).
CancelDelete D-1002
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This case currently holds:
| Trust balance | $0.00 |
| Ledger entries | 5 |
| Pending / approved plans | 1 ($17,443.11) |
| Outstanding payments (prepared/approved/printed) | 0 ($0.00) |
| Deposit links (proposed/approved) | 0 |
| Bank transactions tied to case | 5 |
Soft delete: nothing is erased and it can be restored from Cases → Deleted. Pending plans will be voided. Bank transactions are left intact. Every change is recorded in the audit log.
CancelSettlement deposit (case ledger)
$17,443.11
Inventory 3P: $17,443.11 $17,443.11
Total undisbursed
$0.00
Total disbursed
$17,443.11
IOLTA account balance (0000)
$910,470.22
Unallocated
-$17,443.11
undisbursed − payee lineup
Unallocated -$17,443.11 — nothing can be marked ready to pay until this is $0.00.
Disbursements · plan #2 approved
| Recipient | Type | Status | Method | Check # | Amount |
|---|---|---|---|---|---|
| Ben Example | client | PAID | Paper check (printed in-house from Quicken) | 5005 | $7,218.89 |
| Demo Law Firm (fictional) | fee | PAID | Paper check (printed in-house from Quicken) | 5006 | $6,977.24 |
| Demo Law Firm (case costs) | case_costs | PAID | Paper check (printed in-house from Quicken) | 5007 | $1,502.68 |
| Oakleaf Example Physical Therapy (fictional) | lien | PAID | Paper check (printed in-house from Quicken) | 5008 | $1,744.30 |
| TOTAL | $17,443.11 | ||||
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
| Date | Type | Memo | Approved by | Amount |
|---|---|---|---|---|
| 2026-03-10 | deposit | Settlement check (demo) | $17,443.11 | |
| 2026-09-15 | disbursement | Check 5005 to Ben Example (demo) | -$7,218.89 | |
| 2026-09-15 | disbursement | Check 5006 to Demo Law Firm (fictional) (demo) | -$6,977.24 | |
| 2026-09-15 | disbursement | Check 5007 to Demo Law Firm (case costs) (demo) | -$1,502.68 | |
| 2026-09-15 | disbursement | Check 5008 to Oakleaf Example Physical Therapy (fictional) (demo) | -$1,744.30 | |
| TOTAL HELD | $0.00 | |||