NOTE: There are a few ways in which a retainer fee or payments from a client can be added in a case.
Add Retainer Fee or Payment as the client's company insurance in the Client Tab of a case.
Navigate to the Settlement Tab of the case.
Add the demand detail.
Click Save.
Add an offer.
Accept the offer.
Deposit the check.
Ensure the fee logic is set to 100%, the fee logic can be edited by selecting the drop-down arrow aligned with the demand.
Select the drop-down arrow aligned with the deposited check.
Select Take Fees.
Add a check number and add a note for reference.
NOTE: This same procedure can also be done with Medpay Proceeds.
Add Your firm as a lien in the Attorney Lien Tab
Navigate to the Attorney Liens Tab of a case.
Select Add Lien.
Add your firm's information and a note to clarify what the lien is for.
Navigate to the Settlement Tab of the case.
Select the drop-down arrow aligned with the lien and select Accept.
Select the drop-down arrow again and select Issue Payment.
The payment has now been documented and will be visible in the Client Trust.