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

D-1018 · Rex Lorem Settled

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Case trust balance $52,549.79 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$52,549.79
Inventory 3P: $52,549.79 $52,549.79
Total undisbursed
$52,549.79
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$52,549.79
undisbursed − payee lineup
Unallocated $52,549.79 — nothing can be marked ready to pay until this is $0.00.
OverviewCase CostsDocumentsAudit TrailTimeline

Timeline

DateEventDetail
check 2026-02-05Settlement$52,549.79
2026-02-05Ledgerdeposit $52,549.79 Settlement check (demo)
2026-02-05Case costFiling fee (demo) $115.16
2026-02-05Case costPolice report (demo) $231.76
2026-02-05Case costPolice report (demo) $882.17
2026-02-05Case costMedical records - Maple Mock Hospital $751.92