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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

The Settlement tab is the math layer over everything else. It pulls together the agreed (or projected) settlement amount, the firm’s contingency fee, the costs from Expenses, the medical bills and liens from Damages, and projects what’s left for the client. [Screenshot: Settlement tab showing gross settlement at top, then attorney fee, expenses, liens, and net to client computed beneath]

What’s on the tab

  • Gross settlement amount — the carrier’s number
  • Attorney feegross × contingency% (your firm’s contingency from the Journey config)
  • Costs (firm-incurred) — total billable expenses from the Expenses tab
  • Medical bills (lien-eligible) — sum of unreduced bills
  • Lien reductions — adjustments negotiated down with providers
  • Other deductions — funding company payouts, third-party subrogation
  • Net to client — what’s left
The numbers update live as you change inputs — adjust the contingency %, mark a bill as paid, log a lien reduction, and the net-to-client recalculates.

Projection vs. final

The same tab serves two phases:
  • Projection — while still in negotiation, plug in offers to see what each one would actually mean for the client
  • Final — once a settlement is reached, lock in the gross amount; the math becomes the basis for the Disbursement Statement
A toggle at the top distinguishes the two states.

Where to go next

Deep dive: Medical, Damages & Settlement → Settlement Calculator & Disbursement covers the full math model — including how lien reductions are tracked, how PIP offsets work, and how the final disbursement gets generated and signed.