Update the details of a client's settlement advance from a third party.

Go to the Settlement Advance Tab of a case.

Click Add Advance at the top left of the page.

A pop-up window will appear.

Add settlement advance loan information.

Search for the loan company from the drop-down.

If the loan company is not in the dropdown menu, add the new company by clicking Add, enter their details and click Save.

Click Save at the bottom right corner of the pop-up window.

The new settlement advance will appear on the tab.