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The Disbursement Statement is the document the firm prints, walks the client through, and gets signed at closing. HoLaCe builds it as a 3-page printable PDF directly from the same numbers you’ve already entered on the Damages, Settlement, and Negotiation tabs — no duplicate data entry. [Screenshot: First page of the disbursement statement showing the firm header, client info, recovery sources, and total recovery]

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What’s on each page

Page 1 — Recovery & Expenses

Firm header, client summary, every recovery source with its amount, attorney fees with any goodwill reductions, and the matter expense ledger.

Page 2 — Medical Provider Negotiation

One row per medical provider with billed amount, reduction negotiated, and final amount being paid out. Plus all liens (medical and other).

Page 3 — Final Summary + Signature

Net to client, payment-table breakdown, legal acknowledgment language, and signature blocks for client + firm representative.
[Screenshot: Pages 2 and 3 of the disbursement statement side by side — provider table on page 2, signature blocks on page 3]

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Generating the statement

1

Confirm the Settlement tab is final

Recovery amounts, fees, expenses, and liens should all be locked. The disbursement statement is a snapshot of the Settlement tab at the moment you generate it.
2

Click Generate Disbursement Statement

From the journey’s Settlement tab, click the action button. HoLaCe assembles the 3-page PDF.
3

Review the PDF

Open the document and walk every line. The most common issues are a missed provider reduction (fix on the Damages tab) or an expense that hasn’t been categorized.
4

Download or print

The PDF can be saved, printed, or sent to the client through your firm’s normal channel.

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Send-to-client flow

Once the statement looks right, you have two paths:
  • Print and present — Print the PDF, walk it through with the client, get the wet signature on page 3, scan back into the journey.
  • E-signature send — Send the PDF through the firm’s e-signature flow (DocuSeal-backed for HoLaCe firms). The client signs page 3 electronically and the executed copy lands back on the journey.
[Screenshot: Send-to-Client modal showing the print-or-e-sign options]

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What the totals mean

Firm header, branding, and signature-line wording are pulled from your firm settings: see Admin → Branding.
The disbursement statement is not the right place to renegotiate provider reductions on the fly — those numbers live on the Damages tab. Fix the source, then re-generate the PDF.

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What’s next

After signature, the journey can be moved to its closeout state and the trust-account flow takes over for actually disbursing the funds.