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.
Generating the statement
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.
Click Generate Disbursement Statement
From the journey’s Settlement tab, click the action button. HoLaCe assembles the 3-page PDF.
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.
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.
What the totals mean
| Number | How it’s calculated |
|---|---|
| Total Recovery | Sum of every recovery source on Page 1. |
| Net Attorney Fee | Total Recovery × per-source fee % − any goodwill reduction. |
| Total Expenses | Sum of every expense category from the Expenses tab. |
| Balance after fees | Total Recovery − Net Attorney Fee. |
| Balance before med liens | Balance after fees − Total Expenses. |
| Net to Client | After all medical liens and other liens are subtracted. The bottom-line page 3 number. |
Firm header, branding, and signature-line wording are pulled from your firm settings: see Admin → Branding.