Generate settlement documents to summarize the financial distribution of the case, including attorney fees, medical expenses, liens, and the client’s net proceeds. These documents can be reviewed, shared, and signed before proceeding with payment and disbursement.
1. Step 1: Access Settlement Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Matter Tab
- Select the Matter that you are using
- Navigate to Settlements
- Click Settlements
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2. Step 2: Download and View Settlement
- Click on Settlement Splits
- Select the Settlement Split record you want to generate the document for
- Click Download Settlement Split (button at the top right)
- The settlement document will be generated and downloaded
- Option to save or send this as a pdf
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