> ## 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.

# Disbursement Statement

> The 3-page printable PDF the client signs at closing — Recovery & Expenses, Medical Provider Negotiation, and Final Summary.

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](/legal-workflow/damages-tracking), [Settlement](/legal-workflow/settlement-calculator), 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]

## What's on each page

<Columns cols={3}>
  <Card title="Page 1 — Recovery & Expenses" icon="1">
    Firm header, client summary, every recovery source with its amount, attorney fees with any goodwill reductions, and the matter expense ledger.
  </Card>

  <Card title="Page 2 — Medical Provider Negotiation" icon="2">
    One row per medical provider with billed amount, reduction negotiated, and final amount being paid out. Plus all liens (medical and other).
  </Card>

  <Card title="Page 3 — Final Summary + Signature" icon="3">
    Net to client, payment-table breakdown, legal acknowledgment language, and signature blocks for client + firm representative.
  </Card>
</Columns>

\[Screenshot: Pages 2 and 3 of the disbursement statement side by side — provider table on page 2, signature blocks on page 3]

## Generating the statement

<Steps>
  <Step title="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.
  </Step>

  <Step title="Click Generate Disbursement Statement">
    From the journey's Settlement tab, click the action button. HoLaCe assembles the 3-page PDF.
  </Step>

  <Step title="Review the PDF">
    Open the document and walk every line. The most common issues are a missed provider reduction (fix on the [Damages](/legal-workflow/damages-tracking) tab) or an expense that hasn't been categorized.
  </Step>

  <Step title="Download or print">
    The PDF can be saved, printed, or sent to the client through your firm's normal channel.
  </Step>
</Steps>

## 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]

## 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. |

<Note>
  Firm header, branding, and signature-line wording are pulled from your firm settings: see [Admin → Branding](/admin-cross-cutting/admin-portal/billing).
</Note>

<Tip>
  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.
</Tip>

## 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.