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Use the Management Settlement Report as an Attorney
Use the Management Settlement Report as an Attorney
Updated over 10 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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