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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 on a journey is where the final money math lives. Once the carrier and the firm land on a number, the calculator turns gross recovery into net to client and produces every figure the disbursement statement needs. [Screenshot: Settlement tab with the Negotiation Log on the left and the Recovery / Fees / Expenses / Liens / Net Proceeds stack on the right]

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The two-column layout

Left column

Policy Limits (read-only) and the Negotiation Log.

Right column

Recovery Amounts, Recovery Summary, Legal Fees, Expenses, Liens, Net Proceeds, and the Value-Added Summary.
The right column is the calculator. Everything stacks top-down, and every section reads from a single source of truth elsewhere in the system — there’s no duplicate data entry.

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The numbers, in order

1

Recovery Amounts

One row per recovery source — liability carrier, UM/UIM carrier, premises carrier, settlement-on-top, etc. Each row has a source, a recovery type, an amount, and a fee percentage. The total of all rows is the Total Recovery (gross settlement).
2

Opening offer

The 1st Offer from the Negotiation Log. Used as the anchor for the Value-Added math.
3

Attorney Fees

Calculated per-recovery-row using the row’s fee percentage. Goodwill reductions (when the firm voluntarily takes less) appear as a separate line item so the client sees the firm’s contribution.
4

Expenses

Pulled automatically from the Expenses tab on this journey — court fees, filing fees, expert costs, generated litigation documents, mediation. Edit on the Expenses tab; the Settlement tab reflects in real time.
5

Liens

Medical liens + other liens, with the Final Amount (post-reduction) from the Damages tab. The Settlement tab does not let you edit lien numbers — fix them on Damages and they update here.
6

Net to Client

Total Recovery − Attorney Fees − Expenses − Liens = Net to Client. This is the headline number on page 3 of the disbursement statement.
[Screenshot: Right column of the Settlement tab showing the running calculation top to bottom]

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Recovery types

The recovery-amount picker covers the realistic plaintiff-side categories:
  • Liability settlement
  • UM / UIM settlement
  • Med-Pay
  • PIP
  • Workers’ Comp
  • Premises / Other carrier
  • Other recovery
Each row records the source (carrier or counterparty), the type, and the gross amount. If the firm takes a different fee percentage on a particular recovery (e.g. a reduced fee on a UM/UIM payment), the per-row fee field overrides the firm default for that one row.

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Value-Added Summary

The Value-Added Summary card shows the firm’s earned value in plain language:
  • Opening offer → Final settlement — the dollar amount the firm closed beyond the carrier’s first move
  • Medical bill reductions — what was negotiated off the providers post-settlement
  • Attorney fee reduction (goodwill) — any voluntary fee cut
Total → Total value added for client. This is the figure the firm uses when explaining the disbursement to the client at signing. [Screenshot: Value-Added Summary card with the three line items and the bold total]
If the calculator flags “Opening offer is higher than final settlement”, double-check the Negotiation Log — usually it means the 1st Offer was logged at the wrong amount or the final settlement was entered too low.

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Single source of truth

The Settlement tab does not hold its own copy of any number. Every value reads from somewhere else:
NumberLives on
Demand amountDemand tab
Negotiation movesNegotiation Log (left column)
Bill totals + reductionsDamages tab
Lien final amountsDamages → Liens
ExpensesExpenses tab
This is intentional. If the disbursement number is wrong, you fix it in the source — and every downstream view (Settlement, Disbursement Statement, client recap) updates consistently.
Default fee percentages and expense categories are configured per firm: see Admin → Firm Pricing Configuration.

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What’s next

When the calculator looks right, generate the Disbursement Statement — that’s the printable, client-signable artifact you’ll deliver at closing.