D-2001 · Jamie Sample SettledUnreconciled
Archive D-2001
Balance is $0.00 and no checks are outstanding. Archiving makes the case read-only and removes it from active totals (reconciliation history keeps it).
CancelDelete D-2001
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This case currently holds:
| Trust balance | $0.00 |
| Ledger entries | 0 |
| Pending / approved plans | 0 ($0.00) |
| Outstanding payments (prepared/approved/printed) | 0 ($0.00) |
| Deposit links (proposed/approved) | 0 |
| Bank transactions tied to case | 0 |
Soft delete: nothing is erased and it can be restored from Cases → Deleted. Every change is recorded in the audit log.
CancelNotes
Insurer: Fictional Mutual
Demo case entered via New case form.
Settlement deposit (case ledger)
$0.00
Inventory 3P: $42,150.37 $42,150.37
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.
Case costs (actual expenses)
No line items
Case handling charge (firm charge — not an expense)
None recorded
Excluded from case-expense totals; included in the settlement allocation as the firm's handling charge.