Adding 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 added Settlement Information