How to add a third-party demand into the Settlement Tab.

Navigate to the Settlement Tab.

Select the arrow at the end of the Settlement Proceeds row (the first row under the Negotiations section).

Click Third Party Demand.

A pop-up window will appear.

Enter the demand information. If the defendant's insurance does not appear in the Defendant Insurance drop-down, make sure the defendant's insurance is added in the Defendants Tab.

Select Save.

The new demand will appear under Settlement Proceeds as a third party demand.

NOTE: The Projected value will update once an offer has been added to the demand and the Deposited, Liens & costs, and Net to Client, will update once the offer is accepted and the check is indicated as deposited.