One calculation, every deduction
Attorney fees, medical bills, liens and expenses are calculated together, so the client’s net amount is right the first time.
PI settlement workflows
Personal injury settlement software
for law firms
CaseQube calculates the attorney fee, medical bills, liens and case expenses on the matter, creates the disbursement to every party, and produces the client settlement statement. Every step is recorded in the matter’s trust ledger, with an audit trail.
Net to client
$110,196.67
44% of the gross settlement goes to the client
IOLTA · matter balance
$0.00
3-way reconciled
What sets CaseQube apart
Settlement Distribution Software That Runs From Calculation To Trust
Most tools handle one part of a settlement. CaseQube handles the whole thing on one matter.
Splits your way
Set the attorney and client split as a percentage or a flat amount, based on your fee agreement.
Disbursements created for you
CaseQube creates the disbursement transactions for the firm, the client and each lien holder.
Recorded in trust
Settlement funds and disbursements are recorded in the matter’s trust ledger, because LawAccounting runs inside CaseQube.
Attorney fee calculation and settlement math in one place
No more settlement spreadsheets passed between the attorney, the paralegal and accounting.
- Fees, bills, liens and expensesCaseQube calculates the attorney fee and deducts medical bills, liens and case expenses from the settlement automatically.
- Percentage or flat splitsApply the split from your fee agreement as a percentage or a flat amount, and see the result before anything is paid.
- Insurance details on the settlementRecord the insurance provider, claim number and settlement amounts on the matter, next to the calculation.
Gross settlement
$250,000.00
Attorney fee (33⅓%)−$83,333.33
Medical bills−$28,750.00
Medical liens−$21,300.00
Case expenses−$6,420.00
Net to client$110,196.67
Medical lien management on the matter
Every lien holder is part of the case, not a note in someone’s spreadsheet.
- Lien holders as matter rolesAdd lien holders to the matter next to the client, the opposing party and your team.
- Medical bills and liens in the calculationMedical bills and liens recorded on the matter feed straight into the settlement calculation.
- Case costs from the matterHard and soft costs your team recorded during the case are part of the settlement, so nothing is left out of the reimbursement.
Bills & liens to resolve
Medical bill
City Orthopedics
$18,200.00
Medical bill
Riverside PT
$10,550.00
Lien
Medicare
$12,400.00$15,800.00
Lien
BlueShield PA
$8,900.00$11,200.00
2 liens reduced · $5,700 saved$50,050.00
Settlement disbursement tracking for every party
Know who has been paid, how much and when.
- Disbursements to the firm, client and lien holdersCaseQube creates a disbursement transaction for each party from the final calculation.
- Fee transfer to operatingThe firm’s fee moves from trust to operating as a recorded transfer against the matter.
- Full audit trailEvery calculation, change and disbursement is logged, so you can show exactly how the money moved.
Held in trust
$250,000.00
Firm
$89,753.33
TransferredProviders
$50,050.00
PaidClient
$110,196.67
On signatureClient settlement statement, ready to send
The document your client signs comes straight from the numbers.
- Settlement statement as a PDFCaseQube produces the client settlement statement as a PDF from the final calculation.
- Every line accounted forThe statement shows the settlement amount, attorney fee, expenses, medical bills, liens and the client’s net recovery.
- Saved to the matterThe statement saves to the matter’s documents, so the signed copy and the numbers behind it stay together.
IOLTA settlement disbursements recorded in trust
Settlement money always passes through trust. CaseQube keeps that record for you.
- Matter-level trust ledgerSettlement deposits and disbursements are recorded on the client’s trust ledger for that matter.
- Three-way reconciliationReconcile the bank statement, the trust account and every client ledger in LawAccounting.
- Trust alertsGet alerts for low trust balances and unusual transactions before they turn into a problem.
Client trust balance
$119,096.67
Bank
Trust ledger
Client ledger
3-way reconciled · Oct 31
AI Around Your Settlements
AI handles the paperwork and checks around the settlement numbers.
Trust
Security, Support And Getting Started
SOC 2 Type II certified
An independent auditor evaluated our controls against the AICPA Trust Services Criteria. The report is available under NDA for security reviews.
Built on Salesforce
Access can be set at the profile, role and field level, and every action in the system is logged.
Support from our own team
Our support team knows CaseQube and law firm workflows, not just software tickets.
Migration and training included
Our implementation team moves your data from your current system and trains your staff before go-live.
Explore More CaseQube Features
Smart IntakeCapture inquiries from every channel, run conflict checks and convert signed clients into matters.Matter ManagementOne record for every matter, with stages, task templates, deadlines, documents, billing and trust.Document ManagementReady-made matter folders, version history, AI document sorting and bundles.Document GenerationCreate retainers, letters and agreements from Word templates and matter data.Time & ExpensesRecord hourly time, flat fees and case costs against each matter.Flexible InvoicingHourly, flat fee and contingency billing with pre-bill review and LEDES.Integrated PaymentsA client payment portal for card and ACH payments.Full Legal Accounting SuiteTrust accounting, three-way reconciliation and a full general ledger.
Make your firm’s settlements easier to run
Book a demo and we’ll take a sample settlement through CaseQube, from the calculation to the statement to the trust ledger.
What is personal injury settlement software?
Personal injury settlement software calculates how a settlement is divided, records payments to each party and produces the client settlement statement. It replaces the spreadsheets many firms still use. In CaseQube, the settlement is part of the matter, and every disbursement is recorded in the matter’s trust ledger.
How is a personal injury settlement distributed?
The settlement check is deposited into the firm’s IOLTA trust account. Once the funds clear, the attorney fee is taken under the fee agreement, case costs are reimbursed, and medical bills and liens are paid. The client receives what’s left. Each payment is recorded on the client’s trust ledger.
What goes on a personal injury settlement statement?
A settlement statement shows the gross settlement amount, the attorney fee and how it was calculated, each case expense, each medical bill and lien with who it’s paid to, and the client’s net recovery. The client reviews and signs it before funds are disbursed.
Are attorney fees calculated before or after case costs?
It depends on the fee agreement. With a gross calculation, the fee comes from the full settlement. With a net calculation, costs come off first. On a $100,000 settlement with a 33% fee and $10,000 in costs, the gross method gives a $33,000 fee and the net method gives $29,700.
How do settlement funds move through an IOLTA trust account?
Settlement funds go into the IOLTA trust account first. After they clear, payments to the client and lien holders are made from trust, and the attorney fee is transferred to the firm’s operating account. Every deposit and payment should be recorded on that client’s trust ledger.
How does CaseQube calculate a settlement?
CaseQube takes the settlement amount on the matter and calculates the attorney fee, medical bills, liens and expenses together. It applies your attorney and client split, as a percentage or a flat amount, and shows the client’s net recovery before any money moves.
Can CaseQube handle percentage and flat fee splits?
Yes. You can set the attorney and client split as a percentage, such as a one-third contingency fee, or as a flat amount. CaseQube applies it to the settlement and updates the client’s net recovery.
How does CaseQube handle medical liens and lien holders?
Lien holders are added to the matter as roles, alongside the client and other parties. Their liens and the client’s medical bills are included in the settlement calculation, and CaseQube creates a disbursement for each lien holder.
Does CaseQube create the disbursements to each party?
Yes. From the final calculation, CaseQube creates disbursement transactions for the firm, the client and each lien holder. Each one is recorded with an audit trail.
Can CaseQube generate the client settlement statement?
Yes. CaseQube produces the client settlement statement as a PDF from the final calculation. It shows the settlement amount, fee, expenses, medical bills, liens and net recovery, and saves to the matter’s documents.
Is the settlement recorded in the matter’s trust ledger?
Yes. LawAccounting runs inside CaseQube, so settlement deposits and disbursements are recorded on the matter’s trust ledger. The firm’s fee is recorded as a trust-to-operating transfer.
Is there an audit trail for settlement calculations and payments?
Yes. CaseQube logs every settlement calculation, change and disbursement. You can show a client, an auditor or the bar exactly how the funds were divided and paid.