Track fees on cases in Referred or Subbed Out case statuses.

Navigate to the Settlement Tab of a case.

Scroll down to the Settlement Fees section on the Negotiations Page.

Click on the dropdown arrow at the end of the Settlement Fees row.

Select either Referred or Subout from the dropdown menu.

Select the law firm from the Received From dropdown. If the law firm is not one of the options, add a new contact.

Enter the check information.

Click Save.

The changes will be reflected in the Net To Client total at the top of the Negotiations Page.

The amounts will be included in the Fees In Report where they can be filtered by Referred or Subout with the Check Type filter.