How to collect your firm's fees on a client's settlement check.
NOTE: Fees can only be taken on a settlement check after the check has been deposited.
Go to the Settlement Tab in the open case.
Find the settlement offer for which you want to take fees. First, review that the demand preview of “Fee Logic” reflects your expected fees. If not, check the guide for “Editing Fee Logic.”
Click the arrow at the end of the settlement offer row.
Select Take Fees.
A pop-up window will appear.
Enter the information.
Click Save.
The fees will be visible under Settlement Fees and on the Client Trust page of the Settlement Tab.