D-1007 · Gia Mockridge SettledReady to pay
Archive D-1007
Cannot archive yet:
Cancel- Case balance is $36,693.17, must be $0.00
- 4 outstanding check(s) totaling $36,693.17 (prepared/approved/printed, not cleared)
Delete D-1007
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This case currently holds:
| Trust balance | $36,693.17 |
| Ledger entries | 1 |
| Pending / approved plans | 1 ($36,693.17) |
| Outstanding payments (prepared/approved/printed) | 4 ($36,693.17) |
| 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 $36,693.17 will move to the unallocated pool with balancing ledger entries, so total trust funds do not change. Pending plans will be voided. Prepared/approved payments will be voided. Bank transactions are left intact. Every change is recorded in the audit log.
CancelSettlement deposit (case ledger)
$36,693.17
Inventory 3P: $36,693.17 $36,693.17
Total undisbursed
$36,693.17
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$0.00
undisbursed − payee lineup
Disbursements · plan #6 approved
| Recipient | Type | Status | Method | Check # | Amount |
|---|---|---|---|---|---|
| Gia Mockridge | client | APPROVED | Paper check (printed in-house from Quicken) | 5013 | $16,783.82 |
| Demo Law Firm (fictional) | fee | APPROVED | Paper check (printed in-house from Quicken) | 5014 | $14,677.26 |
| Demo Law Firm (case costs) | case_costs | APPROVED | Paper check (printed in-house from Quicken) | 5015 | $1,562.78 |
| Oakleaf Example Physical Therapy (fictional) | lien | APPROVED | Paper check (printed in-house from Quicken) | 5016 | $3,669.31 |
| TOTAL | $36,693.17 | ||||
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 |
|---|---|---|---|---|
| 2026-03-26 | deposit | Settlement check (demo) | $36,693.17 | |
| TOTAL HELD | $36,693.17 | |||