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Settlement with: Radio button list allowing you to choose the company being settled with. The list contains six columns: the radio button, the name of the company, the name of the adjuster or attorney, the primary phone number of the adjuster or the law firm, the insurance type (insurance companies only), and the plaintiff or defendant covered (insurance companies only).
Date: The date the settlement was reached.
Plaintiff: The plaintiff connected to the settlement.
Settled by: The staff member in your firm who settled the case.
Settlement Type: Whether the settlement was obtained through Negotiation, Arbitration, or a Judgment.
Escrow Account: Into which of your firms escrow account the settlement funds have been deposited.
Release To Client: The date the settlement and release agreement was sent to the client for signature.
Release From Client: The date the signed settlement and release agreement was received from the client.
Release To Ins./Att.: The date the signed settlement and release agreement was sent to the insurance company or law firm with which the case was settled.
Check Expected Date: The date the settlement check is expected to be received by your firm. When the date in this field is changed, and the Release To Ins./Att. field is not blank, the Days from Release field is automatically set to the difference in days between the Release To Ins./Att. field and this field.
Days from Release: The number of days after sending the signed settlement and release agreement to the company being settled with that a settlement check is expected to be received by your firm. When the number in this field is changed, and the Release To Ins./Att. field is not blank, the Check Expected Date field is automatically set to the date in the Release To Ins./Att. field plus the number of days in this field.
Date Of Distribution: The date your firm sent the amount due to the plaintiff.
Comments: Any comments about the settlement.
Settlement Calculation: This is a separate section of the Add/Edit Settlement Panel, used to determine the amount the plaintiff will receive based on a specific settlement amount. The information for most of the fields are taken from information in other pages in the system. You can refresh the data in those fields by clicking on the refresh icon ( ) to the right of that field. An exclamation mark ( ) indicates that the data in the field from which this data is taken is different than the amount presently seen on this page for that field. Click on the refresh icon to obtain the most current data from the source page. You can manually enter data into many of these fields, however if the amount is different than the amount on the source page, an exclamation mark will appear to the right of the field. To pull in the latest amount from the source page, simply click on the refresh icon.
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