Settlement Distribution

Draft PI Settlement Distributions in Minutes

10 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

10 minutes with CaseMark

What you'll need

Settlement Agreement
Fee Agreement
Litigation Cost Ledger

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Settlement Distribution skill automates the creation of itemized settlement distribution statements for personal injury cases. It transforms your settlement agreement, fee agreement, cost ledger, and lien documentation into a compliant, client-ready accounting — from gross proceeds through every deduction to net payout — in minutes instead of hours.

Preparing settlement distribution statements manually is tedious and error-prone. Attorneys must cross-reference fee agreements, tally dozens of litigation costs, reconcile multiple lien satisfactions, and ensure every dollar balances — all while meeting strict trust accounting obligations. A single arithmetic mistake can trigger compliance issues or client disputes.

CaseMark automates the entire settlement distribution workflow. Upload your case documents and the AI extracts financial terms, calculates attorney fees per your agreement, itemizes every cost and lien, and produces a fully reconciled distribution statement. Built-in compliance checks ensure your accounting meets Rules of Professional Conduct requirements before the statement ever reaches your client.

How it works

1. Upload your settlement agreement, fee agreement, cost ledger, and lien documentation
2. AI extracts financial terms, calculates fees, and itemizes all deductions
3. Review the generated distribution statement with reconciliation checks
4. Export the final client-ready statement in your preferred format (DOCX, PDF)

What you get

Settlement Distribution Statement Header
Gross Settlement Proceeds
Attorney Fee Calculation
Litigation Cost Exhibit
Lien Satisfaction Schedule
Other Deductions
Net Client Payout Summary
Trust Account Reconciliation

What it handles

Itemized distribution table with gross proceeds through net client payout
Automatic attorney fee calculation based on contingency agreement terms
Detailed litigation cost exhibit with vendor-level line items
Lien satisfaction tracking with per-provider breakdowns
Trust accounting reconciliation checks per Rules of Professional Conduct
Formal client-ready letter formatted on firm letterhead

Required documents

Settlement Agreement
Executed settlement agreement showing gross amount, allocation terms, and payment details
.pdf, .docx
Fee Agreement
Attorney fee agreement with contingency percentage, sliding scale terms, caps, and cost-advancement provisions
.pdf, .docx
Litigation Cost Ledger
Itemized record of all litigation costs with dates, vendors, descriptions, and amounts
.pdf, .docx, .xlsx, .csv

Supporting documents

Lien Resolution Documentation
Lien claims with original amounts, negotiated settlements, and payment instructions per lienholder
.pdf, .docx
Trust Account Confirmation
Confirmation that settlement funds have cleared and are available for distribution
.pdf, .docx
Client Payment Instructions
Client's preferred delivery method, payee information, or split payment directions
.pdf, .docx

Why teams use it

Eliminate manual calculation errors with automated fee, cost, and lien arithmetic

Ensure trust accounting compliance with built-in reconciliation checks per Rules of Professional Conduct

Close PI matters faster with instant generation of professional distribution statements

Reduce malpractice risk by producing transparent, auditable financial accountings for every case

Questions

What documents do I need to generate a settlement distribution statement?

You'll need the executed settlement agreement, your fee agreement (with contingency percentage and terms), a litigation cost ledger, and lien resolution documentation. CaseMark extracts the relevant financial data from each to build the complete distribution.

Does CaseMark handle sliding-scale contingency fees?

Yes. CaseMark reads your fee agreement terms — including sliding scales, caps, and cost-advancement provisions — and applies the correct percentage to the gross recovery. You can review and adjust the calculation before finalizing.

How does CaseMark ensure trust accounting compliance?

CaseMark builds in reconciliation checks aligned with the Rules of Professional Conduct, verifying that total deductions plus net client payout equal gross proceeds. Any discrepancies are flagged for your review before the statement is finalized.

Can I include multiple lienholders and co-counsel splits?

Absolutely. CaseMark supports unlimited lien satisfactions with per-provider breakdowns, as well as co-counsel referral fees, case funding repayments, and other deduction categories — all itemized in the final statement.

Is the output ready to send to my client?

CaseMark generates a formal letter addressed to your client with the full distribution table and cost exhibit, formatted for firm letterhead. You review and approve before delivery.

What if the settlement has multiple allocation terms or structured payments?

CaseMark can accommodate multi-allocation settlements and will note allocation terms from your settlement agreement. You can customize the output to reflect structured payment schedules or designated fund splits.