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Settlement Tab

Settlement Tab

46 articles

Record a Retainer Fee or Payment from a Client

What is the Difference Between the Fee Logic Percentages 33 1/3% and 33.33%?

Approve a Fee Change Request

Make a Fee Change Request

Track an Advance or Partial Payment to a Client

Add Fees for a Non PI Case

Accept a Settlement Offer

Accept a Final Bill or Lien Reduction Amount

Add a Third Party Demand

Add UM/UIM Demand

Add a Settlement Offer

Add a Third Party Medpay Request

Add a Client Medpay Request

Track Fees for a Referred or Subbed Out Case

Archive Inactive Demands

Delete Items From the Client Trust

Delete a Demand

Edit a Medpay Reimbursement

Delete a Medpay Check

Delete a Medpay Request

Delete a Settlement Offer

Deposit a Medpay Check

Deposit a Settlement Check

Edit Fee Logic on a Demand

Edit a Settlement Offer

Edit or Reduce Running Costs on a Case

Edit MedPay Fees

Edit COPP Charges on a Case

Edit Property Damage Fee on a Case

Update a Medical Bill or Lien Amount on the Settlement Tab

Split Fees on a Case

Unaccept a Medical Bill or Lien Amount

Unarchive a Demand

Use the Worksheet on the Settlement Tab.

Update Status of Settlement Offer

Issue a MedPay Reimbursement

Stage COPP Charges for Disbursement

Issue Payment for Running Costs

Track Payments or Issued Checks on the Settlement Tab

Issue Attorney Fees Reimbursement

Stage a Property Damage Fee for Disbursement

Issue a Client Check

Client Trust Reimbursement

Take Fees on a Settlement Check

Take Medpay/PIP Fees