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
- Open the matter.
- Go to the settlement or fees area used by your firm.
- Add or edit the settlement record.
- Record payments as money is received.
- 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.