Add a Settlement Advance

Update the details of a client's settlement advance from a third party.

• Go to the Settlement Advance Tab of a case.
• Click Add Advance at the top left of the page.
• A pop-up window will appear.

• Add settlement advance loan information.
• Search for the loan company from the drop-down.
• If the loan company is not in the dropdown menu, add the new company by clicking Add, enter their details and click Save.
• Click Save at the bottom right corner of the pop-up window.

• The new settlement advance will appear on the tab.