Once the settlement is created and all components have been added, review the record to confirm accuracy before moving forward. Verify the settlement amount, included medical expenses, liens, case costs, attorney fees, and client net proceeds. Make any final adjustments as needed to ensure the financial distribution is correct prior to generating settlement documents and receiving funds.
1. Step 1: Access Settlement Screen
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Log In
- Access LawAccounting/CaseQube using your secured credentials.
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Navigate to Matter Tab
- Select the Matter that you are using
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Navigate to Settlements Screen
- Click Settlements
- Click the Settlement you want to edit
- Click on Edit Settlement
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2. Step 2: Review Settlement Details & Save
- Verify the Settlement Amount
- Confirm Settlement Date, Expenses, Fees
- Make Adjustments if Necessary by clicking the Pencil Icon
- After confirming all details are correct click Save
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