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

Cases + New case

All Cases (24)Active (0)Settled (24)3P Settled · Pursuing 1P (5)Ready to pay (2)Paid (1)Archived (1)Closed (0)Deleted (1)
File #ClientSettlement (3P, inventory)Undisbursed (case ledger)RecipientsCase expensesStatus
D-1004Dex Placeholder$18,753.84$18,753.84$1,348.86Settled
D-1006Finn Fakeley$33,765.04$33,765.044$1,510.51Settled
D-1008Hugo Fictitious$63,856.08$63,856.08$2,005.33Settled
D-1009Ivy Pretendo$56,584.13$56,584.13$770.66Settled
D-2001Jamie Sample$42,150.37$0.00no data yetSettledUnreconciled
TOTAL (5 cases)$215,109.46$172,959.09$5,635.36

Settlement = fictional demo amount. Undisbursed = case trust ledger only (nothing is allocated until the signer approves in chat). Expenses = per-case total, handling excluded, greater-figure rule. "Unreconciled" = ledger receipts differ from the settlement, or the case has an open flag.