Settlements Management

Settlement Management Software
for Plaintiff Law Firms

Track offers, negotiations, projected disbursements, and settlement activity from a centralized workflow designed for personal injury and plaintiff litigation practices.

Maintain visibility into settlement details before funds are received and keep teams aligned throughout the resolution process.

Williams v. City Hospital

Med malpractice · Florida · Case #2847

Settlement agreed

Settlement distribution

Gross settlement amount $450,000
Attorney fee (33.3%) − $149,850
Medicare lien − $18,500
Blue Cross lien − $7,200
Hospital lien − $24,300
Case expenses − $12,000
Client net recovery $238,150

2 liens

Pending resolution

$49,650

Total liens

$12,000

Case expenses

33.3%

Contingency fee

The reality

Understand Settlement Allocations Before Distribution

Settlement funds often involve multiple financial obligations that must be reviewed and documented before final disbursement.

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Attorney Fees

Track contingency fee calculations and allocation details.

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Case Costs

Review reimbursable expenses associated with the matter.

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Medical Obligations

Maintain visibility into medical balances and settlement impacts.

Client Recovery

Estimate projected client distributions based on available information.

Settlement Calculator

Model Settlement Distributions
Before You Accept an Offer.

Enter a settlement amount and Lextiff calculates attorney fees, referral fees, liens, case expenses, and projected client recovery instantly. Run as many scenarios as a negotiation needs — no spreadsheets, no manual re-entry, no version drift between paralegals.

What the calculator accounts for

Gross settlement amount The starting offer or demand being modeled
Attorney contingency fee Applied per your firm's fee agreement for the matter
Referral fee allocation Split out separately from the primary contingency fee
Medical liens Hospital, provider, and health-insurance liens
Medicare & Medicaid liens Tracked and deducted as amounts are confirmed
Case expenses Every logged cost, pulled straight from the expense ledger
Other deductions Any additional case-specific adjustments
Projected client recovery The net figure your client actually sees

Example scenario — for illustration only

Settlement Calculator

Example scenario — for illustration only

Settlement Amount $450,000
Attorney Fee $149,850
Referral Fee $15,000
Medical Liens $42,800
Case Expenses $12,450
Client Recovery $229,900
Estimated Client Net $229,900

Figures are calculated from the data your team enters. Attorneys remain responsible for confirming fee agreements, lien amounts, and final distributions before funds are released.

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Settlement Amount

Model multiple settlement scenarios before accepting any offer.

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Automatic Calculations

Attorney fees, expenses, liens, and deductions calculated instantly.

⚖️

Distribution Preview

Review projected client recovery before funds are received.

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Scenario Comparison

Compare multiple offers side-by-side to support negotiations.

Expense tracking

Settlement Calculations Stay Connected to the Case

Filing fees, medical record requests, expert witness fees, deposition costs, investigation expenses — every dollar spent on a case tracked in one place. Know your exact cost basis before you accept any settlement offer. View settlement-related financial information alongside case records, negotiations, documents, and communications.

  • Expense categories — filing, medical, expert, investigation
  • Vendor name and contact information
  • Running total visible on case dashboard
  • Date tracking — when each expense was incurred
  • Receipt and documentation attachment
  • Distribution planning
  • Automatically deducted in settlement calculations
  • Matter-based organization
  • Export for accounting and tax purposes
  • Never lost — attached to case permanently

Case expense ledger

Expenses — Williams v. City Hospital

+ Add expense
$12,450
Total expenses
8
Line items
$4,200
Medical records
Description
Category
Amount
Court filing fee
Filing
$450.00
Medical records — Miami General
Medical records
$2,400.00
Medical records — Dr. Martinez
Medical records
$1,800.00
Accident reconstruction expert
Expert witness
$4,500.00
Private investigator — 3 days
Investigation
$1,800.00
Deposition court reporter
Deposition
$1,200.00
Mileage — client visits (340 mi)
Travel
$204.00
Police report certified copy
Filing
$96.00
Total case expenses $12,450.00

Offer and negotiation timeline

Negotiation tracking — Williams v. City Hospital

In negotiation
$450,000
Demand amount
$210,000
Current offer

Offer and counter history

Jan 5, 2026 Demand letter sent $450,000
Jan 12, 2026 Insurance offer $150,000
Jan 18, 2026 Counter-demand $380,000
Jan 24, 2026 Insurance offer $210,000
Jan 28, 2026 Counter-demand $310,000

Distribution preview at $210,000

Gross settlement $210,000
Attorney fee (33.3%) − $69,930
Medicare lien − $18,500
Blue Cross lien − $7,200
Hospital lien − $24,300
Case expenses − $12,000
Client net recovery $78,070
Offers & negotiations

Track Every Offer and Counter-Offer in One Timeline

Log every demand, offer, and counter as it happens, and see the full negotiation history in chronological order. At any point in the back-and-forth, Lextiff recalculates the exact distribution — attorney fees, lien payments, case costs, and projected client recovery — so your team always knows where a negotiation stands.

  • Demand letter amount and date
  • Full offer and counter-offer history with dates
  • Multiple settlement scenarios — calculate at any amount
  • Attorney fee calculation — set % per case
  • All liens auto-deducted in distribution
  • Case expenses auto-deducted
  • Client net recovery — recalculated at every offer
  • Settlement statement generation
  • Referral fee tracking
  • Distribution approval workflow

The difference

Fewer Last-Minute Settlement Surprises

The worst time to discover a lien you forgot or an expense you missed is after the check arrives.

❌ Limited Visibility

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Forgotten liens

Medicare lien appears at closing that nobody tracked. Client payout reduced by $18,000 they weren't expecting.

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Missing expenses

Expert witness fee from 6 months ago not tracked. Reduces attorney net without warning.

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Spreadsheet formulas

Wrong formula in Excel. Attorney fee calculated on gross instead of net. Distribution sent incorrectly.

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Multiple versions

Two paralegals both updated the settlement spreadsheet. Nobody knows which version is correct.

Last-minute calculations

Client calls asking about their check. Nobody can give a firm number until the day of closing.

😤

Client payout mistakes

Client receives less than expected. Firm has to explain why the number changed from what was quoted.

✓ Centralized Settlement Management With Lextiff

Real-time net recovery

Client net recovery recalculated automatically as soon as a settlement offer is received.

Expense ledger always current

Every expense added the moment it's incurred. Running total always up to date.

Lien tracking from day one

Liens added when identified. Amounts updated as negotiations progress.

Settlement calculations instant

Enter any settlement amount and see the distribution breakdown in real time.

Full negotiation history

Every offer, every counter, every accepted amount — logged with dates and user identity.

Distribution clarity

Before you pick up the phone to tell the client, you already have the numbers in front of you.

Lien management

Maintain Visibility Into Settlement Obligations

Medicare, Medicaid, hospital liens, health insurance liens, and attorney liens — all tracked per case from the moment they're identified. Status, amount, negotiation progress, and contact information logged and updated in real time. Track financial items that may affect settlement planning and client distributions.

  • Multiple liens per case — unlimited
  • Lien type — Medicare, Medicaid, hospital, health insurance
  • Status tracking — pending, negotiating, resolved
  • Amount tracking — original and negotiated amounts
  • Negotiation notes per lien
  • Settlement planning visibility
  • Financial review support
  • Case-level organization
  • Contact information for lien holder
  • Reduction history — track savings
  • Auto-pulled into settlement distribution

Lien management panel

Liens — Williams v. City Hospital

+ Add lien

Medicare

$18,500

Pending

Medicare Coordination of Benefits. Submitted request for conditional payment letter on Jan 5. Awaiting response. Contact: 1-855-798-2627.

Blue Cross Blue Shield

$7,200

Negotiating

Health insurance lien for treatment Jan–Mar 2025. Spoke with adjuster Lisa Chen on Jan 20. They offered reduction to $5,400. Counteroffered $3,600. Awaiting response.

Miami General Hospital

$24,300

Awaiting reduction

Hospital lien for ER visit and admission Jan 3–5, 2025. Original bill $38,400. Negotiated to $24,300. Requesting further reduction to $18,000 based on case value.

Total liens $50,000
Audit trail

Maintain a Complete Negotiation Timeline

Every lien added, every amount updated, every negotiation note, every offer received, every distribution approved — logged permanently with a timestamp and user identity. Your firm has a complete record of every dollar decision made on every case. Track discussions, offers, counteroffers, notes, and settlement developments within the matter record.

  • Lien added — user, date, amount logged
  • Lien amount updates — before and after recorded
  • Negotiation notes — logged with timestamp
  • Settlement offers — every amount, every date
  • Counter-offers — full negotiation history
  • Distribution approved — user sign-off logged
  • Status changes — pending to negotiating to resolved
  • Full financial history — never deleted

Settlement & lien activity log

Financial audit trail — Williams v. City Hospital

S
Sarah M. Jan 5 · 10:00 AM

Added Medicare lien — $18,500. Submitted conditional payment request.

T
Tom K. Jan 8 · 2:30 PM

Added Blue Cross lien — $7,200. Contact: Lisa Chen, adjuster.

S
Sarah M. Jan 10 · 9:00 AM

Sent demand letter — $450,000 to City Hospital liability insurer.

T
Tom K. Jan 15 · 11:45 AM

Miami General lien negotiated from $38,400 to $24,300. Saved $14,100.

System Jan 12 · 3:00 PM

Insurance offer received — $150,000. Distribution calculated: client net $70,550.

S
Sarah M. Jan 18 · 4:00 PM

Counter-demand sent — $380,000. Distribution at this amount: client net $238,150.

T
Tom K. Jan 22 · 1:15 PM

Blue Cross accepted $3,600 counter. Lien reduced from $7,200. Saved $3,600.

S
Sarah M. Jan 24 · 2:30 PM

Insurance offer received — $210,000. Distribution calculated: client net $78,070.

Client transparency

Improve Settlement Visibility for Your Team

When a client asks "how much will I receive?" — your attorney should have an exact answer immediately, not a rough estimate followed by "we'll figure it out when the check arrives." Lextiff calculates the exact client net in real time, at any settlement amount. We maintain organized settlement information so attorneys and staff can quickly review the financial status of a matter.

  • Real-time client payout at any settlement amount
  • Visible in client portal — no phone calls needed
  • Liens pending shown to client with status
  • Expense total visible and explained
  • Attorney fee calculation transparent
  • Multiple scenarios — show client at different amounts
  • Settlement statement generated automatically
  • Client signs off on distribution before check issued

Client portal — settlement estimate

Your settlement estimate — Williams v. City Hospital

Based on current offer of $210,000

$210,000

Settlement offer

2 pending

Liens being negotiated

$78,070

Your estimated payout

Breakdown
Settlement amount $210,000
Attorney fee (33.3%) − $69,930
Medicare lien (pending) − $18,500
Blue Cross lien − $3,600
Hospital lien (pending) − $24,300
Case expenses − $12,000
Your estimated net recovery $81,670

⚠ 2 liens still being negotiated. Final amount may be higher as liens are reduced. Your attorney is working to lower them.

Financial visibility

Review Settlement Outcomes Before Funds Are Distributed

Every number on every case — visible in real time. No spreadsheets. No guessing. No last-minute surprises. Maintain visibility into settlement amounts, fees, costs, and projected distributions through a centralized financial overview.

Financial dashboard — Williams v. City Hospital

$450,000
Demand amount
$210,000
Current offer
$50,000
Total liens
$12,450
Case expenses
$78,070
Client net (at $210k)

Settlement scenarios — client net at different amounts

At $150,000 (first offer)
Gross: $150,000
Liens: $50,000
Client: $49,980
At $210,000 (current)
Gross: $210,000
Liens: $50,000
Client: $78,070
At $310,000 (our counter)
Gross: $310,000
Liens: $50,000
Client: $140,820
At $380,000 (initial counter)
Gross: $380,000
Liens: $50,000
Client: $183,387
Distribution Approval

Review, Approve, and Release
Settlement Funds With Confidence.

Before settlement funds are released, Lextiff walks your firm through verifying attorney fees, liens, expenses, and client recovery, then records sign-off before disbursement — so nothing goes out the door unreviewed.

Approval checklist

Settlement amount verification Confirm the final agreed figure matches the case record
Attorney fee approval Sign off on the fee calculated per the engagement agreement
Medical lien verification Confirm final negotiated lien amounts before payoff
Expense review Reconcile the expense ledger against the distribution
Client recovery confirmation Verify the net figure the client has been shown
Trust account verification Confirm trust balances cover every scheduled payment
Distribution approval Record who approved disbursement, and when
Settlement completion Close out the matter with a full financial record

Distribution approval — example

Distribution Approval

Williams v. City Hospital

Ready for review

Gross Settlement

$450,000

Verified

Attorney Fees

$149,850

Approved

Medical Liens

$42,800

Approved

Case Expenses

$12,450

Approved

Client Recovery

$229,900

Verified

Trust Account

Balance confirmed

Confirmed

Ready for Attorney Sign-Off

All line items verified and pending final approval.

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Lextiff surfaces every figure for review. Release of funds requires explicit attorney or firm-authorized approval — Lextiff does not release funds automatically.

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Settlement Distribution

Verify every payment before funds are released.

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Trust Accounting

Review trust balances against scheduled settlement payments.

Approval Workflow

Require named sign-off before disbursement proceeds.

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Final Disbursement

Record every payment made to clients, providers, and third parties.

Closing Statements

Generate a Closing Statement
Straight From the Distribution.

Once a distribution is approved, Lextiff assembles a client-ready closing statement from the same figures your team already verified — no retyping numbers into a separate document, and no risk of the statement and the actual distribution drifting apart.

What's included

Auto-populated line items Fees, liens, expenses, and net recovery pulled directly from the approved distribution
Firm-branded document Your firm's letterhead, logo, and formatting applied automatically
Client signature capture Collect a signed acknowledgment before the check is issued
Attorney sign-off recorded Statement generation is tied to the same approval workflow as distribution
Version history Every draft and revision retained, so the final statement is traceable
PDF export and storage Stored permanently on the matter file, ready to export any time

Closing statement — draft

Settlement Closing Statement

Williams v. City Hospital

Draft
Gross settlement amount $450,000
Attorney fee (33.3%) − $149,850
Medicare lien − $18,500
Blue Cross lien − $7,200
Hospital lien − $24,300
Case expenses − $12,000
Client net recovery $238,150

Attorney sign-off

Pending

Client signature

Not sent

Statement generated from the approved distribution. Review for accuracy before sending to the client for signature.

The old way

Common Settlement Management Challenges

It's never fraud. It's always chaos. Forgotten costs. Untracked liens. Spreadsheet errors. The money was always there — it just wasn't managed.

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Forgotten case costs

Expert fees from 4 months ago never entered. Deducted from attorney revenue at closing without warning.

⚖️

Untracked liens

Medicare lien identified in month 2 and never logged. Discovered at settlement. Distribution recalculated at closing.

📊

Spreadsheet errors

Attorney fee calculated on gross amount instead of net. Firm overcharged the client by $12,000.

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Wrong distributions

Two different distribution calculations. Client received the wrong amount. Had to be reversed and reissued.

📁

Missing records

Expense receipts not attached to case. Accounting disputes costs. No documentation to support.

Delayed settlements

Lien amounts unknown at settlement date. Check delayed 3 weeks while liens are verified. Client furious.

Lextiff Settlement Tracking

Track every expense the moment it's incurred
Add every lien when identified — update as negotiated
Settlement calculations automatic — no formulas
One source of truth — no version confusion
Negotiation tracking
Receipts attached to case permanently
Organized records
Resolution summaries
Lien amounts known before settlement day

Lextiff prevents all of this.

Real-time calculations. Permanent records. No surprises at closing.

Our Operations Metrics

Real-time

Settlement Visibility at any amount

Unlimited

Expenses and lien holders per case

Multiple

Settlement scenarios — compare instantly

Complete

Distribution history — every case

Centralized

settlement data to the matter file

Full

Financial visibility before the check arrives

Everything Included in Settlements

Lextiff centralizes settlement negotiations, calculations, lien management, distributions, closing statements, and financial visibility into one complete settlement management platform.

Expense tracking
Expense categories
Vendor records
Receipt attachment
Running totals
Date tracking
Medical liens
Medicare liens
Medicaid liens
Hospital liens
Health insurance liens
Attorney liens
Lien status tracking
Negotiation notes
Reduction history
Settlement offers
Counter-offers
Negotiation history
Fee calculations
Client net calculations
Multiple scenarios
Distribution breakdown
Settlement statements
Audit trail
Client portal visibility
Distribution approval
Export reports
Unlimited expenses
Unlimited liens
Permanent records
Financial Reports
Notifications

From Settlement Offer To Final Distribution

Manage settlement negotiations, calculate attorney fees, track liens, review expenses, generate closing statements, approve distributions, and maintain complete financial visibility from one centralized settlement management platform built exclusively for plaintiff law firms.

✓ Settlement Calculator
✓ Offer & Negotiation Tracking
✓ Distribution & Closing Statements
✓ Built for Plaintiff Law Firms

No credit card required · Setup same day · Cancel anytime

Lextiff calculates settlement figures based on data entered by your team and does not provide legal, tax, or financial advice. Attorneys of record remain responsible for verifying fees, liens, and distributions before funds are released.