Stage a Final Client Check for a Minor or Other Conservatorship

Soluno Integration: When the client is a minor or under conservatorship, the payee on the final check will not simply be the client's name. Follow the steps below to communicate this final payee information to your accountant.

• Stage all the fees and third-party payments for the case.

• Stage a client check for the amount to zero out the trust: For cases where the settlement deposit was entered in CASEpeer, stage from the negotiations section of the Settlement Tab using the Push to Disbursement button. Use this button only after settlement fees, medpay fees, and medpay reimbursements have all been staged, and after all of your final third-party payments have been Accepted.
• For cases where the settlement is imported and only visible in the client trust section of the Settlement Tab, stage the final client's check using the Client Advance button for the amount that will zero out the trust.