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Settlement Distribution

Draft PI Settlement Distributions in Minutes

8 minutes with CaseMark

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2. Upload the files you want analyzed.

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Workflow

Settlement Distribution

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Workflow

Settlement Distribution

Overview

CaseMark's Settlement Distribution skill automates the creation of itemized disbursement statements for personal injury case closings. It transforms your settlement agreements, fee terms, cost ledgers, and lien documentation into a fully reconciled, client-ready distribution statement with built-in trust accounting compliance checks.

Closing a personal injury case requires meticulous financial accounting — calculating attorney fees against complex contingency terms, itemizing dozens of litigation costs, reconciling multiple lien satisfactions, and ensuring every dollar balances for trust accounting compliance. Done manually, this process is time-consuming, error-prone, and exposes firms to regulatory risk.

CaseMark automates the entire settlement distribution workflow. Upload your case documents and the AI extracts financial figures, applies fee agreement terms, itemizes costs and liens, performs reconciliation checks, and produces a polished, client-ready disbursement statement — all in minutes with built-in compliance safeguards.

How it works

  1. 1. Upload your settlement agreement, fee agreement, cost ledger, and lien documentation

  2. 2. AI extracts financial figures, calculates deductions, and reconciles totals

  3. 3. Review the itemized distribution statement with built-in compliance checks

  4. 4. Export the client-ready disbursement letter in DOCX or PDF

What you get

  • Settlement Distribution Statement Header

  • Gross Settlement Proceeds

  • Attorney Fee Deduction with Fee Agreement Reference

  • Litigation Cost Deduction Summary

  • Lien Satisfaction Schedule

  • Other Deductions

  • Net to Client Calculation

  • Exhibit A — Itemized Litigation Costs

  • Reconciliation and Trust Account Confirmation

What it handles

  • Itemized distribution table with gross proceeds through net client payout

  • Automatic attorney fee calculation based on contingency percentage and fee agreement terms

  • Detailed litigation cost exhibit with vendor-level line items

  • Lien satisfaction tracking with negotiated amounts and payment instructions

  • Built-in reconciliation checks for trust accounting compliance

  • Formal client-ready letter formatted on firm letterhead

Required documents

  • Settlement Agreement

    Executed settlement agreement showing gross amount, allocation terms, and defendant information

    .pdf, .docx

  • Fee Agreement

    Attorney-client fee agreement with contingency percentage, sliding scales, caps, and cost-advancement terms

    .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, negotiation correspondence, and final negotiated amounts for each lienholder

    .pdf, .docx

  • Trust Account Confirmation

    Bank confirmation or ledger showing settlement funds have cleared and are available for disbursement

    .pdf, .docx

  • Client Payment Instructions

    Client's preferred delivery method, payee name, and any split-payment directions

    .pdf, .docx

Why teams use it

Eliminate manual spreadsheet calculations and reduce the risk of arithmetic errors in settlement accounting

Ensure trust accounting compliance with automatic reconciliation checks aligned to Rules of Professional Conduct

Produce transparent, professional distribution statements that build client confidence at case closing

Cut hours of administrative work down to minutes, freeing staff to focus on active caseload

Questions

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

CaseMark needs your executed settlement agreement, fee agreement (with contingency terms), litigation cost ledger, and lien resolution documentation. The AI extracts all financial figures and calculates deductions automatically.

Does CaseMark verify that the numbers reconcile correctly?

Yes. CaseMark performs built-in reconciliation checks to ensure that gross proceeds minus all deductions equals the net client payout. This helps satisfy trust accounting requirements under the Rules of Professional Conduct.

Can it handle multiple liens from different providers?

Absolutely. CaseMark itemizes each lienholder separately, showing original claim amounts, negotiated reductions, and payment instructions. The lien satisfaction schedule supports any number of medical providers, insurers, or government liens.

Does the output include a detailed cost breakdown?

Yes. CaseMark generates a separate Exhibit A with a line-by-line litigation cost table showing dates, vendors, descriptions, and amounts — giving your client full transparency into every expense.

How does CaseMark handle sliding-scale or capped fee agreements?

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

Is the output formatted for client delivery?

Yes. CaseMark produces a formal letter addressed to your client on firm letterhead, ready for signature and delivery. You can export it as DOCX or PDF for immediate use.

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