Track Fees for a Referred or Subbed Out Case

Track fees on cases in Referred or Subbed Out case statuses. 

• Navigate to the Settlement Tab of a case.
• Scroll down to the Settlement Fees section on the Negotiations Page.
• Click on the dropdown arrow at the end of the Settlement Fees row.
• Select either Referred or Subout from the dropdown menu.

• Select the law firm from the Received From dropdown. If the law firm is not one of the options, add a new contact. 
• Enter the check information. 
• Click Save.

• The changes will be reflected in the Net To Client total at the top of the Negotiations Page.
• The amounts will be included in the Fees In Report where they can be filtered by Referred or Subout with the Check Type filter.