Report case expenses and choose how much of the borrowing cost to recover at settlement. Create and share client statements when the case resolves.
Capital Management is in beta with a limited group of firms.
Case costs and the client statement
Report each expense against its case, then decide per cost: a switch marks whether it is recovered at settlement or absorbed by the firm. The statement is built from the same list, so the client sees exactly what you tracked.
Mercy General Hospital
Records & imaging retrieval
Vance Forensics LLC
Accident reconstruction report
County Clerk
Filing fees
Dr. A. Rutledge
IME — orthopedic
Apex Deposition Svcs
Videographer — 2 sessions
Statewide Courier
Duplicate service — voided
Toggle a switch to move a cost between the client statement and the firm’s own books. Figures are illustrative.
Case Reimbursement Statement
Built from the expenses you reported, nothing else. No separate tally, no spreadsheet.
Documents
Upload case files for review. Everything stays with the case, so there is nothing to dig out of emails.
Available to draw
$230K
$170K balance · next payment Sep 1
Servicing & reporting
Every quarter, each case backing your capital needs a short status update. See which ones are due, update them in one place, and skip the reminder emails. Your balance and next payment date are right there too.
Capital Management is in beta with a limited group of firms. Tell us about your docket and we will be in touch about a seat.
Questions? Call 646-870-4466