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Use the Management Settlement Report as an Attorney
Use the Management Settlement Report as an Attorney
Updated over 6 months ago

This report helps keep track of demands, offers, and settlements by filtering by attorneys or case managers to get an overview of an individual or firm-wide demand-status productivity. This report can also be utilized to see which checks have been deposited or are pending.

  • Navigate to the Management Tab and select Settlement.

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  • An overview of all Demands will appear.

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  • Select Case Manager or Lead Attorney.

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  • Select Update.

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  • All related cases will appear.

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