How to add a third-party demand into the Settlement Tab.
- Navigate to the Settlement Tab.
- Select the arrow at the end of the Settlement Proceeds row (the first row under the Negotiations section).
- Click Third Party Demand.
- A pop-up window will appear.
- Enter the demand information. If the defendant's insurance does not appear in the Defendant Insurance drop-down, make sure the defendant's insurance is added in the Defendants Tab.
- Select Save.
- The new demand will appear under Settlement Proceeds as a third party demand.
- NOTE: The Projected value will update once an offer has been added to the demand and the Deposited, Liens & costs, and Net to Client, will update once the offer is accepted and the check is indicated as deposited.
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