Adding a Lien

Updated March 26, 2026

This guide provides essential steps for adding a lien in the LawAccounting/CaseQube system, crucial for managing personal injury cases. It clarifies the distinction between liens and expenses, emphasizing the importance of negotiating lien amounts post-settlement. By following this guide, users can ensure accurate documentation and management of liens, ultimately aiding in the financial resolution of cases. It's a valuable resource for legal professionals seeking to streamline their lien processes effectively.


1. Step 1: Access Personal Injury Lien Screen

  1. Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  2. Navigate to Matter Tab
    • Select the Matter that you are using
  3. Navigate to Lien Screen
    • Click More
    • Click Lien

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2. Step 2: Understanding Liens

  • Liens represent amounts owed to a third party that has a legal right to payment from the settlement.

Key Difference from Expenses

  • Liens are not firm costs

  • Attorneys often negotiate lien amounts down after settlement

The system should reflect the final negotiated lien amount.

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3. Step 3: Adding a Lien

  • Click New
  • Fill in New Lien Sheet
    • Lien Type: The category of lien being asserted (e.g., medical, workers’ compensation, Medicare, child support).
    • Lien Holder: The individual, organization, or agency claiming the lien.
    • Lien Holder Type: The classification of the lien holder (e.g., medical provider, insurance carrier, government entity).
    • Claim Number: The reference or identification number assigned to the lien by the lien holder.
    • Original Lien Amount: The total amount initially claimed by the lien holder before any review or negotiation.
    • Negotiated Amount Paid: The final amount paid to satisfy the lien after reductions or negotiations.
    • Verified Lien Amount: The amount confirmed as valid after reviewing billing records, eligibility, and applicable laws.
    • Lien Status: The current state of the lien (e.g., pending, verified, disputed, negotiated, satisfied).
    • Date Lien Identified: The date the lien was first discovered or reported.
    • Date Audit Requested: The date a formal audit or validation request was submitted to the lien holder.
    • Additional Fields may be filled in but are not required
  • When Finished Click Save

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