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

D-1019 · Sage Ipsum Settled

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Case trust balance $91,321.84 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$91,321.84
Inventory 3P: $91,321.84 $91,321.84
Total undisbursed
$91,321.84
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$91,321.84
undisbursed − payee lineup
Unallocated $91,321.84 — 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
2026-03-11depositSettlement check (demo)$91,321.84
TOTAL HELD$91,321.84