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

D-1010 · Jack Madeup Settled

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Case trust balance $91,114.46 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$91,114.46
Inventory 3P: $91,114.46 $91,114.46
Total undisbursed
$91,114.46
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$91,114.46
undisbursed − payee lineup
Unallocated $91,114.46 — nothing can be marked ready to pay until this is $0.00.
OverviewCase CostsDocumentsAudit TrailTimeline

Timeline

DateEventDetail
check 2026-05-04Settlement$91,114.46
2026-05-04Ledgerdeposit $91,114.46 Settlement check (demo)
2026-05-04Case costMedical records - Sunrise Demo Chiropractic $661.99
2026-05-04Case costFiling fee (demo) $889.74
2026-05-04Case costFiling fee (demo) $716.63
2026-05-04Case costPostage (demo) $731.86