Financial & Settlement Management
Track every dollar from expense entry through final disbursement.
Expense tracking, settlement and disbursement workflows, accounting integrations, and financial reporting for partners and operations teams.
KEY BENEFITS
What you unlock with Financial & Settlement Management
Expense Tracking
Track expenses across cases, vendors, and categories with full visibility.
Settlement Workflows
Manage settlement and disbursement with built-in process controls.
Accounting Sync
QuickBooks and Bill.com integrations keep your books accurate automatically.
Financial Reporting
Reports for partners and operations teams to monitor firm financial health.
COMMON USE CASES
How law firms use Financial & Settlement Management with Docktix
- Log case expenses and track them through settlement
- Run disbursement workflows with approval controls
- Sync financial data to QuickBooks automatically
- Generate financial reports for partner review meetings
- Monitor firm-wide expenses by category and vendor
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect Financial & Settlement Management?
Set up the Financial & Settlement Management integration in Included and start automating your case workflows today.
