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

D-1016 · Pia Trialson Settled

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Case trust balance $27,684.24 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$27,684.24
Inventory 3P: $27,684.24 $27,684.24
Total undisbursed
$27,684.24
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$27,684.24
undisbursed − payee lineup
Unallocated $27,684.24 — 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
2026-05-04depositSettlement check (demo)$27,684.24
TOTAL HELD$27,684.24