D-1005 · Ella Demoson SettledReady to pay
Archive D-1005
Cannot archive yet:
Cancel- Case balance is $69,901.34, must be $0.00
- 1 plan(s) still pending approval
Delete D-1005
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This case currently holds:
| Trust balance | $69,901.34 |
| Ledger entries | 1 |
| Pending / approved plans | 1 ($69,901.34) |
| Outstanding payments (prepared/approved/printed) | 0 ($0.00) |
| Deposit links (proposed/approved) | 0 |
| Bank transactions tied to case | 1 |
Soft delete: nothing is erased and it can be restored from Cases → Deleted. The balance of $69,901.34 will move to the unallocated pool with balancing ledger entries, so total trust funds do not change. Pending plans will be voided. Bank transactions are left intact. Every change is recorded in the audit log.
CancelSettlement deposit (case ledger)
$69,901.34
Inventory 3P: $69,901.34 $69,901.34
Total undisbursed
$69,901.34
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$0.00
undisbursed − payee lineup
Disbursements · plan #4 pending_approval
| Recipient | Type | Status | Method | Check # | Amount |
|---|---|---|---|---|---|
| Ella Demoson | client | READY TO PAY | Paper check (printed in-house from Quicken) | $33,636.78 | |
| Demo Law Firm (fictional) | fee | READY TO PAY | Paper check (printed in-house from Quicken) | $27,960.53 | |
| Demo Law Firm (case costs) | case_costs | READY TO PAY | Paper check (printed in-house from Quicken) | $1,313.90 | |
| Oakleaf Example Physical Therapy (fictional) | lien | READY TO PAY | Paper check (printed in-house from Quicken) | $6,990.13 | |
| TOTAL | $69,901.34 | ||||
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 |
|---|---|---|---|---|
| 2026-03-20 | deposit | Settlement check (demo) | $69,901.34 | |
| TOTAL HELD | $69,901.34 | |||