Features
Settlement Board
Retire bloated spreadsheets, complex equations + frustrating access requirements
Managers can sort and filter settlements by case type, date settled, settlement status, generation type, attorneys, referral source, and more to track timelines as they progress from settlement confirmation, to release documents, to final payments, and every step in between.
Attorney Board
Provide access to collections progress and set commission expectations for your firm’s attorneys
Limit Attorney access to only the settlements with which each attorney was involved.
Give Attorneys visibility into their outstanding collections and commissions on settled cases.
Leader Board
Identify and reward your firm’s superstars!
Attorneys are competitive by nature. Tap into that spirit with the Settlement Streams® Leader Board— a little horse race for your team to compare their performance against the top earners at your firm.
Improve transparency without sacrificing privacy
Role-based permissions reveal only the information to which each user should have access— no worrying about the privacy of individual commission structures.
Access to settlement collection progress and payment timelines improves internal transparency and manages commission expectations.
Multi-tenant software (more than one user at once) means that you don’t have to worry about spreadsheets crashing, columns collapsing on you, and data corruption.
Fortify the castle
Settlement Streams® integrates with the ubiquitous MS Office 365 for convenient yet secure single sign-on (and multi-factor authentication, if enabled).
We prevent anyone outside your firm’s domain from accessing your private financial data. Once authenticated, role-based permissions ensure users can only see data the firm allows.
Time = Money
Spend less time managing + more time settling
Ensure proper fiduciary handling of settlement funds. Collect and distribute settlements as efficiently as possible.
Review your trust deposits, disbursements and transfers, generate reports, and export data to integrate with your firm’s accounting software.
Track case costs and payees to ensure everyone get’s their due: clients, attorneys, referrers, lien holders, the firm, and any other needed payees.
Flexible commission structures
Easily configured to meet your firm’s needs and goals for rainmakers and all attorneys working the case.
Unlimited generation types so each attorney is compensated for their role in a case from client origination to settlement or trial.
Annual thresholds + tiered commissions on a per-attorney, per-generation type basis.
Commission + payroll reports allow you to easily pay commissions as frequently as every pay cycle, keeping attorneys motivated.
Settle-up Settlements quickly + efficiently
Set up unlimited payees on a case-by-case basis.
Track settlement financials to ensure everyone gets their due: clients, attorneys, referrers, public adjusters, the firm, etc.
Report on firm performance, cashflow and receivables.
Multi-office tracking
As your firm grows, so does the software
Compare office performance on a customized Office Board
Limit access based on the office with which each firm user is associated and their role.
Calendar automation
Track settlement payment due dates, client, attorney and third-party distributions, and more.
Streamline your calendar by flagging delinquencies and allowing bookkeepers to color-code cases needing attention.
Create transparency with attorneys, staff, and partners, letting everyone know who is owed what and when.
