This article discusses how to manually add settlement information in Lead Docket. 

Note: If your organization is integrated with Filevine, you can map Filevine phases to Lead Docket to automatically send settlement data from Filevine to Lead Docket. Learn more about sending settlement data via phase mapping.

Add Settlement Information

Step 1 - Find the lead you wish to add settlement information for (Only leads with the lead status of "Closed" will be able to add settlement information)

Step 2 - Go to the Settlements tab within the selected lead

Step 3 - Click the Add Settlement button at the top right of the Settlements section

Step 4 - Add the Settlement Information (Every input with a * next to it is required)

• Summary* - Settlement source (ex: Underinsured Motorist)
• Date* - The date the settlement is added (Default today's date)
• Fee* - Total fee retained by the firm. This should not include expenses or referral fees paid.
• Settlement - Total settlement amount
• Expenses - Total expenses paid out directly related to this case
• Referral Fee Paid - Total referral fees paid out to other firms. This amount should not be included in the Fee
• Notes - Any other notes you may wish to associate with this settlement

Step 5 - Click Save to save the settlement information