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

D-1024 · Xavi Storybook SettledUnreconciled

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Case trust balance $0.00 Archive case Delete case Restore earlier version
Settlement deposit (case ledger)
$0.00
Inventory 3P: $43,643.39 $43,643.39
Total undisbursed
$0.00
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$0.00
undisbursed − payee lineup
No payee lineup yet and no funds on this case ledger.
OverviewCase CostsDocumentsAudit TrailTimeline

Timeline

DateEventDetail
pendingSettlement$43,643.39
2026-05-03Case costPostage (demo) $390.17
2026-05-03Case costPolice report (demo) $865.80
2026-05-03Case costPostage (demo) $727.82
2026-05-03Case costMedical records - Oakleaf Example Physical Therapy $367.37