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

Cases

Manage cases + New case

Money applied to each case (from that case's own ledger). Firm-wide trust figures are not shown in this view.

Active (16)Settled (3)3P Settled · Pursuing 1P (4)
File #ClientMoney applied to caseCase expensesStatus
D-1003Cora Testwell$0.00$1,881.45Settled – Closing Out SettledPlan blocked: unallocated
D-1010Jack Madeup$91,114.46$3,000.22Settled – Closing Out Settled
D-1011Kai Dummyfield$73,406.39$781.77Settled – Closing Out Settled
D-1012Luna Specimen$20,810.90$1,745.19Settled – Closing Out Settled
D-1013Milo Notreal$30,591.12$1,625.53Settled – Closing Out Settled
D-1014Nora Sampleton$26,482.54$1,214.59Settled – Closing Out Settled
D-1015Otto Imaginary$48,297.62$1,310.63Settled – Closing Out Settled
D-1016Pia Trialson$27,684.24$2,468.36Settled – Closing Out Settled
D-1017Quinn Prototype$62,420.76$1,364.29Settled – Closing Out Settled
D-1018Rex Lorem$52,549.79$1,981.01Settled – Closing Out Settled
D-1019Sage Ipsum$91,321.84$868.72Settled – Closing Out Settled
D-1020Theo Doe$71,314.81$584.11Settled – Closing Out Settled
D-1021Uma Roe$0.00$824.59Settled – Closing Out Settled
D-1022Vic Mockford$2,500.00$996.84Settled – Closing Out Settled
D-1023Wren Fable$0.00$2,551.30Settled – Closing Out Settled
D-1024Xavi Storybook$0.00$2,351.16Settled – Closing Out Settled