How to split fees on a case.
Deposit the settlement check and select Take Fees from the drop-down arrow.
Navigate to the Settlement Fees section and select the drop-down arrow to the right of the total settlement fees amount.
Select Split Fees.
Select the referring firm from the Payee Two drop-down list. Enter the fee amounts paid to your firm and the referring firm, and enter any check numbers.
Select Save.
You'll now see the fees paid to each firm listed under the Settlement Fees section of the Settlement Negotiations screen.
For Firms Using Soluno:
Navigate to the referred case.
Enter the referring attorney or firm on the Attorney Liens Tab of the case.
Add in the amount of the attorney lien. If the amount is a percentage of the final settlement, input the amount until you know what the dollar amount would be.
On the Settlement Tab, adjust your fee logic by selecting the dollar amount option. For example, if the total attorney fee amounts to $10,000 and the referral fee is 10% of that ($1,000), your firm can take a dollar amount fee of $9,000 and then there can be an attorney lien for $1,000. You can then log and track the division in the memo or notes section when taking your fees.