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-1002Ben Example$17,443.11$0.004$1,502.68SettledPaid in full
TOTAL (1 cases)$17,443.11$0.00$1,502.68

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.