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-1002Ben Example$0.00$1,502.68Settled – Closing Out SettledPaid in full
D-1005Ella Demoson$69,901.34$1,313.90Settled – Closing Out SettledReady to pay
D-1007Gia Mockridge$36,693.17$1,562.78Settled – Closing Out SettledReady to pay