DEMO - sample data · all names, case numbers and amounts are fictional · View as:
Owner
/
Staff
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New case
Case number (must be unique)
Client
Insurer
Category
Active
Settled
3P Settled · Pursuing 1P
Settlement amount (exact, e.g. 58500.00 — never rounded; blank if none)
Notes
No money moves. Creates the case record only (ledger starts at $0.00).
Create case