The 'Funding' button allows you to create a case funding application on behalf of your client. The "Funding" referred to in connection with this button is client funding; money borrowed by the plaintiff, either pre-settlement or post-settlement, in anticipation of receiving funds as a result of the case.

Using the Funding Icon

1. Click the 'Funding' button. The Add Funding Request panel will open.

1. Funding Requests Table: Contains the plaintiff funding requests details and allows various actions to be performed on them. See Funding Requests Table.

The Funding page allows you to view and record the details of case funding. The "Funding" referred to on this page is case funding; money borrowed by your firm to finance the expenses of the litigation.
The Structure of This Page

1. Add Case Funding button. Used to add new case funding to the case file. See Adding Case Funding.
2. Case Funding table. Contains the case funding details and allows various actions to be performed on them. See Case Funding Table.

Case Funding Table
The Case Funding table is where the details of case funding are stored. Each row of the table represents an individual funding company. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Case Funding table contains the following available columns:

1. Funded By: The company funding the case.
2. Need to Pay Back: The amount owed to the funding company after the conclusion of the case.
3. Comment: Any comments about the funding.
4. [column with no title]: Right-click icon; right-click menu contains Edit and Delete.

Editing Case Funding
To edit case funding:

1. Click the right-click icon in the untitled column of the row representing the funding you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
2. Click the Edit option in the menu. This will bring up an Add/Edit panel for case funding, with the existing information filled in.
3. Fill the fields in with your desired information. See The Add/Edit Case Funding Panel for details about the fields.
4. Click Save to save the changes and close the panel.
   • If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting Case Funding
To delete case funding:

1. Click the right-click icon in the untitled column of the row representing the funding you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
3. Click the OK button in the message to confirm the deletion.
   • If you decide you do not wish to delete the funding, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
   • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding Case Funding
To add new case funding:

1. Click the Add Case Funding button. This will bring up an Add/Edit panel for case funding, completely blank.
2. Fill the fields in with your desired information. See The Add/Edit Case Funding Panel for details about the fields.
3. Click Save to save the funding and close the panel.
   • If you decide you do not wish to save the funding, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

The Add/Edit Case Funding Panel
The Add/Edit Case Funding Panel allows you to fill in the details of case funding. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

1. Funded By: The company funding the case.
2. Need to Pay Back: Whether the amount owed to the funding company is calculated as a portion of the net firm fee or as an absolute amount.
3. % of the Net Firm Fee: The portion of the net firm fee owed to the funding company after the conclusion of the case. This field is uneditable and ignored unless % of the Net Firm Fee is selected in the Need to Pay Back field.
4. Amount: The amount owed to the funding company after the conclusion of the case. This field is uneditable and ignored unless Amount is selected in the Need to Pay Back field.
5. Comment: Any comments about the funding.