Managing Settlements

The Settlements area helps your firm track settlement details alongside payments, time entries, expenses, and related matter information.

What to Track

Use settlements to record:

  • Settlement title or description
  • Settlement amount
  • Related injury or claim context
  • Payments received
  • Time entries and fees
  • Expenses and damages when applicable
  • Notes needed for review or accounting

Payments and Balances

Payments can be associated with a settlement so staff can see what has been received and what remains outstanding. When adding a payment from a settlement, FluentCase can prefill the remaining balance to reduce manual entry.

For payment entry details, see Payments Module.

Practical Workflow

  1. Open the matter.
  2. Go to the settlement or fees area used by your firm.
  3. Add or edit the settlement record.
  4. Record payments as money is received.
  5. Review related time entries, expenses, and damages before closing the settlement.

Naming Settlements

Use descriptive settlement titles when a matter has more than one settlement. If a title is not entered, FluentCase may fall back to a generated description so settlements remain distinguishable in lists.