Resolution
Move from demand to disbursement without losing the record.
Every version, offer, authority, lien and payout remains connected to the same matter and the people who approved it.
Demand and negotiation
Keep the path to resolution in order.
Counsel sees the package, authority, offer history and outstanding closing work without reconstructing the matter from email.
Negotiation — Johnson v. Davis
Demand v3- Demand package delivered12 Mar · signed receipt on file$185,000
- Offer — Northgate Mutual02 Apr · adjuster R. Alvarez$42,500
- Counter — firm09 Apr · approved by attorney$140,000
- Offer — Northgate Mutual24 Apr · policy limits confirmed$96,000
- Client authority recorded05 May · accept at or above $110,000On file
- Accepted06 May · attorney decision, final$112,500
Offers and counters cannot be edited after they are recorded. Only an attorney or administrator accepts.
Settlement statement
v2, signed- Gross settlement
- $112,500.00
- Attorney fee, 33.33%
- − $37,496.25
- Advanced costs
- − $4,318.40
- Liens, resolved
- − $16,240.00
- Liens resolved3 of 3
- Cost proof attached11 of 11
- Funds clearedVerified
- Second approvalRecorded
Settlement controls
Close with the numbers reconciled and the authority recorded.
The system carries the live matter record into a controlled closing process; it does not ask staff to rebuild the settlement in a spreadsheet.
Versioned demand packages
Preserve every package version, the documents it contained and the proof showing when and how it was delivered.
Offers and counters
Record the negotiation history without rewriting prior offers, including the person who entered each event.
Client authority
Keep the client's authority and the amount it covered attached to the negotiation rather than buried in a note.
Lien resolution
Track asserted, negotiated and final lien figures with supporting proof before closing can advance.
Settlement statement
Freeze fee terms, advanced costs, liens and provider balances into one itemized statement that reconciles to the cent.
Dual-approved disbursement
Terms freeze when the client signs. Nothing is paid until funds clear and a second attorney or administrator approves, and the payout register must reconcile to the cent.
Bring one matter your firm has already disbursed.
We will show you how Matterfold would have captured the work, surfaced the risk and carried the record forward.