Tip #233 - Use The Settlement Forecast Report To Show Projected Firm Income
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The “Expected Resolution” and “Minimum Settlement Value” are entered by editing the case from the Summary Screen. To do so, click the “Edit Case” button on the right side of the Summary Screen, then enter the data in the fields as appropriate.
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The Retainer Fee arrangement is entered on the “Retainer/Referral” page. The Retainer Fee structure is used to calculate the expected/projected firm fee.
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The “Settlement Forecast Report” is available by going to: Reports > Financial Reports > Settlement Forecast Report.
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