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

D-1014 · Nora Sampleton Settled

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Case trust balance $26,482.54 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$26,482.54
Inventory 3P: $26,482.54 $26,482.54
Total undisbursed
$26,482.54
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$26,482.54
undisbursed − payee lineup
Unallocated $26,482.54 — nothing can be marked ready to pay until this is $0.00.
OverviewCase CostsDocumentsAudit TrailTimeline

Disbursements

No data yet — no payee lineup.

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

DateTypeMemoApproved byAmount
2026-06-17depositSettlement check (demo)$26,482.54
TOTAL HELD$26,482.54