Deposit a Settlement Check

How to deposit a client's settlement check in the Settlement Tab.

• NOTE: A settlement check can only be deposited on an accepted offer. 
• Navigate to the Settlement Tab of the case.

• Locate the offer you want to deposit a check on.
• Click the arrow at the end of the settlement offer row.
• Select Deposit Check from the drop-down menu.

• A pop-up window will appear.
• Enter the check information.

• Click Save.
• The deposit will be noted on the settlement offer row, and the numbers at the top of the settlement page will adjust to reflect the deposit. 
• The check will also be logged on the Client Trust page of the Settlement Tab and added to the Check Deposit Report and Settlement Management.

• NOTE: Depositing a check is permission-based. If you are not seeing this option please contact the firm administrator to grant you access.