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

D-1015 · Otto Imaginary Settled

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Case trust balance $48,297.62 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$48,297.62
Inventory 3P: $48,297.62 $48,297.62
Total undisbursed
$48,297.62
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$48,297.62
undisbursed − payee lineup
Unallocated $48,297.62 — nothing can be marked ready to pay until this is $0.00.
OverviewCase CostsDocumentsAudit TrailTimeline

Timeline

DateEventDetail
check 2026-05-15Settlement$48,297.62
2026-05-15Ledgerdeposit $48,297.62 Settlement check (demo)
2026-05-15Case costMedical records - Northstar Fake Orthopedics $372.60
2026-05-15Case costPolice report (demo) $938.03