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Settlement Distribution Statement / Closing Statement

Generate Settlement Distribution Statements in Minutes, Not Hours

8 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Workflow

Settlement Distribution Statement / Closing Statement

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Workflow

Settlement Distribution Statement / Closing Statement

Overview

Preparing settlement distribution statements manually is tedious and error-prone. Attorneys and paralegals spend hours cross-referencing settlement agreements, calculating fee percentages, reconciling medical liens, and ensuring every deduction adds up correctly—all while risking mathematical errors that can damage client trust and create accounting headaches.

Creating settlement distribution statements manually is time-consuming and error-prone, requiring meticulous calculation of fees, costs, and lien payments while ensuring perfect reconciliation. A single mathematical error or overlooked lien can create compliance issues, client disputes, and potential bar complaints.

CaseMark automates the entire settlement accounting process, extracting financial data from your case documents, performing accurate calculations, and generating compliant distribution statements with built-in reconciliation checks. The system ensures every dollar is accounted for while producing professional statements ready for client delivery.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Firm-branded cover letter

  • Gross settlement amount summary

  • Itemized attorney fees breakdown

  • Litigation costs detail table

  • Lienholder payment schedule

  • Total deductions calculation

  • Net amount payable to client

  • Settlement check metadata

  • Supporting ledger excerpts

  • Digital signature blocks

What it handles

  • Firm-branded cover letter

  • Gross settlement amount summary

  • Itemized attorney fees breakdown

  • Litigation costs detail table

  • Lienholder payment schedule

  • Total deductions calculation

  • Net amount payable to client

  • Settlement check metadata

  • Supporting ledger excerpts

  • Digital signature blocks

Required documents

  • Settlement Agreement

    Fully executed settlement agreement showing gross settlement amount and any specific allocations

    PDF, DOCX

  • Attorney Fee Agreement

    Signed fee agreement specifying contingency percentage, hourly rates, or hybrid fee structure

    PDF, DOCX

  • Cost Ledger

    Complete accounting of all litigation costs including filing fees, depositions, expert fees, and case expenses

    PDF, XLSX, CSV

Supporting documents

  • Lien Resolution Summary

    Documentation of all medical provider liens, Medicare/Medicaid claims, and negotiated settlement amounts

    PDF, XLSX, DOCX

  • Client Payment Instructions

    Written client instructions regarding payment delivery method or fund distribution preferences

    PDF, DOCX, EMAIL

  • Lien Satisfaction Letters

    Releases or settlement agreements from lienholders confirming acceptance of negotiated amounts

    PDF, DOCX

Why teams use it

Eliminate calculation errors with automated fee and cost reconciliation across all source documents

Reduce statement preparation time from 3+ hours to under 10 minutes per case

Ensure 100% accuracy in lien payments and deductions with AI-powered cross-referencing

Generate professional, firm-branded PDFs with itemized tables and digital signatures ready for client delivery

Maintain complete audit trails and compliance with fee agreement terms automatically

Questions

How does CaseMark ensure the settlement distribution statement balances correctly?

CaseMark includes an automated reconciliation engine that verifies the sum of all deductions plus net client payment equals the gross settlement amount exactly. The system flags any discrepancies immediately and won't generate a final statement until perfect mathematical accuracy is achieved. This eliminates the risk of calculation errors that could lead to trust account violations or client disputes.

Can CaseMark track and verify that all medical liens have been satisfied?

Yes, CaseMark extracts lien information from your case documents and creates a comprehensive checklist of all identified lienholders. The system cross-references each lien against the distribution statement to ensure every lienholder has a corresponding payment line, preventing the costly mistake of overlooking a lien. You can also attach lien satisfaction letters directly to the statement for complete documentation.

Does the system verify that attorney fees comply with our fee agreement?

Absolutely. CaseMark analyzes your fee agreement to identify the applicable contingency percentage, hourly rates, or hybrid structure, then verifies the calculated fees match the agreement terms exactly. The system also checks for fee caps, sliding scales, and special provisions to ensure full compliance. Any discrepancy between the calculated fee and agreement terms is flagged for review before the statement is finalized.

What supporting documentation does CaseMark include with the settlement statement?

CaseMark automatically generates comprehensive supporting schedules including a detailed cost breakdown showing each expense with dates and vendors, lien satisfaction confirmations, and relevant fee agreement excerpts. All supporting documents are properly formatted as annexes and can be customized based on your firm's standards and client communication preferences.

How does CaseMark handle the approval and signature process for settlement statements?

The system routes completed statements to designated reviewers including the supervising attorney and trust accounting manager for dual verification. Once approved, CaseMark applies electronic signatures with embedded timestamps and authentication certificates, then generates a secured PDF with encryption to prevent unauthorized alterations. The entire approval workflow is tracked and documented for compliance purposes.

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