Finances · Firm
Settlement math, already done. Costs, liens and the settlement statement, kept on each case.
Record costs and liens on the case as they come in, and the settlement statement computes the fee, costs, liens and net to the client. The Finances app totals costs, asserted liens and final settlements across the firm.
Settlement statement
Okafor, Grace · 2025-0311
- Settlement statement with fee, costs, liens and net to client
- Costs tracked by payee, category, status and recoverability
- Liens with asserted and negotiated amounts and status
- Firm-wide totals of costs, liens and settlements
Instead of
- a settlement spreadsheet
Costs, liens and settlement statements on the case, not a spreadsheet.
Works with
The work, rule by rule
Finances: questions firms ask
Record costs and liens on the case as they come in, and the statement computes the fee at 33.33%, the costs, the liens and the net to the client, in whole dollars.
No. Trust accounting isn't in PlaintiffStack, so deposits and disbursements stay in your accounting system. A QuickBooks connection is coming.
Each lien keeps its asserted amount, its negotiated amount and its status. PlaintiffStack doesn't compute a savings figure from them.
Yes. The Finances app totals costs, asserted liens and final settlements across every case. Costs are tracked by payee, category, status and whether they're recoverable.
See Finances with your case types. Thirty minutes, on your own practice.