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

D-1011 · Kai Dummyfield Settled

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Case trust balance $73,406.39 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$73,406.39
Inventory 3P: $73,406.39 $73,406.39
Total undisbursed
$73,406.39
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$73,406.39
undisbursed − payee lineup
Unallocated $73,406.39 — nothing can be marked ready to pay until this is $0.00.
OverviewCase CostsDocumentsAudit TrailTimeline

Case costs (actual expenses)

DatePayee / itemRefSourcePaid fromAmount
2026-07-17Filing fee (demo)INV-165Demo
$468.13
2026-07-17Filing fee (demo)INV-702Demo
$313.64
TOTAL CASE COSTS (line items)$781.77

Expense total used for this case: $781.77 demo

Case handling charge (firm charge — not an expense)

None recorded

Excluded from case-expense totals; included in the settlement allocation as the firm's handling charge.