Settlement Disbursement Checklist Automation
A done-for-you law firm automation built for the Settlement Coordinator, connecting QuickBooks and Clio so the work below happens on its own.
What this automation does, step by step
Once a settlement is marked approved in Clio, the automation automatically generates a disbursement checklist specific to that matter type, covering attorney fees, outstanding case costs, medical liens, and the client's net proceeds, and assigns each line item as a task to the settlement coordinator and accounting.
A Zapier workflow notifies the accounting team in QuickBooks Online immediately so funds can be processed against a documented checklist instead of someone reconstructing the disbursement from scratch for each settlement.
The client automatically receives a plain-language disbursement summary once every line item is marked complete, along with an estimated timeline for their check.
Because every settlement follows the same automated checklist, disbursement errors, a missed lien or a miscalculated fee, drop sharply, and settlements that used to take a week to fully process often clear within two or three business days.
- Practice management software (e.g., Clio or MyCase)
- QuickBooks Online
- Zapier or Make.com
- Email (client disbursement summary)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a settlement coordinator remembering to check in, update records, and follow up, with no safety net if something slips. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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