Know what belongs to each matter.
Keep settlement receipts and distributions in the client’s ledger, so a pooled trust-account balance does not obscure an individual matter’s position.
For personal injury firms
The case is settled.
Every dollar still needs an answer.
Trust accounting for settlement proceeds, liens, attorney fees, case costs, and client distributions. Keep every receipt and payment tied to the right matter—from deposit through reconciliation.
30-day free trial · Expert-guided setup included
Settlement accounting, matter by matter
A bank balance is only part of the picture.
Your team also needs to know which client owns the funds, which payments are pending, and what remains available for distribution.
See the obligations before paying.
Bring lienholder payments, attorney fees, cost reimbursements, and the client payment into one matter-level review.
Keep a record you can explain.
Cleared entries stay locked. Controlled voids and reversals preserve the history of corrections for later review.
From settlement receipt to reconciliation
One connected process for the whole team.
- 01Receive
Record the settlement
Attribute the deposit to the client matter and distinguish the recorded balance from funds available for disbursement.
- 02Prepare
Account for each payee
Record the attorney-approved amounts for lienholders, fees, reimbursable case costs, and the client’s distribution.
- 03Review
Check funds before approval
Consider uncleared deposits and pending payments against the matter’s available funds before approving a disbursement.
- 04Approve
Keep the attorney in control
Staff prepares the work. Authorized attorneys review the proposed payments and retain the final approval step.
- 05Reconcile
Close the loop on the records
Track cleared payments and compare bank, trust liability, and matter-ledger totals through three-way reconciliation.
The records behind each distribution
Be ready to explain the balance.
Review trust ledgers and three-way reconciliation reports in the same workspace your team uses for settlement activity.
- Client and matter-ledger records
- Bank, trust liability, and matter-total comparisons
- Reports for your firm and accounting team
Fits your firm’s workflow
Keep your bank, your case software, and your accountant.
FIDGARD adds trust-accounting controls around the systems and people your firm already uses.
Your bank
Settlement funds remain in firm-controlled accounts. Connect bank activity through Plaid.
QuickBooks Online
Post settlement-accounting records created in FIDGARD to QuickBooks Online.
Your case-management team
Continue managing the case in your current system. Confirm the matter-data workflow with us during your demo.
Built from hands-on trust-accounting work at LawLedgers, an accounting firm serving New York attorneys since 2010.
Security & data handlingBefore you get started
Questions from personal injury firms.
Your firm remains responsible for settlement decisions and applicable trust-accounting requirements.
View pricing and trial detailsDoes FIDGARD calculate attorney fees or resolve liens?
Your firm determines the fee, cost, lien, and client-distribution amounts. FIDGARD supports the records, available-funds checks, approvals, and reconciliation around those decisions. It does not replace legal review or lien negotiation.
Can staff prepare payments for attorney review?
Yes. Staff can prepare disbursements while authorized attorneys retain control of final approval. The review and approval history remains connected to the activity.
Does it replace our case-management system?
No. Keep case activity in your existing system and use FIDGARD for matter-level trust records, disbursement controls, and reconciliation. We will confirm the data-transfer workflow for your firm during the demo; compatibility does not mean every system has a direct integration.
Does FIDGARD hold settlement funds?
No. Funds remain in your firm-controlled bank accounts. FIDGARD coordinates records, reviews, approvals, and reconciliation without taking custody of client funds.
Can we start with existing settlement matters?
The guided trial starts by reviewing your accounts, beginning balances, and matter records. Your team can compare the workflow with its current process before expanding adoption.
What does it cost?
The first 30 days are free, with expert-guided setup included. The published subscription is $199 per month afterward if you continue, with no per-check fee. We will confirm account scope and any applicable document-processing charges during your demo.
See your settlement workflow in FIDGARD
A focused 20-minute walkthrough for your firm.
See how your team can record settlement proceeds, review proposed distributions, approve checks, and reconcile the trust account.
First 30 days free.
Then $199/month if you continue.
Expert-guided setup included. Start with one account and validate the records with your team.