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

D-1013 · Milo Notreal Settled

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Case trust balance $30,591.12 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$30,591.12
Inventory 3P: $30,591.12 $30,591.12
Total undisbursed
$30,591.12
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$30,591.12
undisbursed − payee lineup
Unallocated $30,591.12 — nothing can be marked ready to pay until this is $0.00.
OverviewCase CostsDocumentsAudit TrailTimeline

SETTLEMENT

No worksheet yet

CASE COSTS

ItemDocument
Medical records - Northstar Fake OrthopedicsY
Medical records - Sunrise Demo ChiropracticY
Filing fee (demo)Y

LIENS AND BILLS

Not in v1 (Filevine docs sync comes later).