Sign in
Book a demo
Sign in

Settle cases faster, pay with confidence.

A complete system for law firms with case intake, worksheet, e-signature, and ACH disbursement in a single ledger.

Book a demo
See how it works

§Early access · limited invites

Thanks, we'll be in touch within the hour.

readysettlepay.com/cases/SW-4821/worksheet

How it works

They sign. We pay.

The moment your client signs, the worksheet initiates ACH and queues checks. The math, the authorization, the audit entry all happen on one record. No more back-and-forth that dominates most settlements today.

1

Open a case file

Names of clients, causes of action, settlement amounts, case costs, and medical costs.

2

Build your settlement breakdown

Add lien and medical expenses, case costs, and attorney-fee percentage. Allocations update automatically. The settlement distribution breakdown generates from your input.

3

Client reviews and signs

A secure link is sent to the client's phone or email. The client reviews the breakdown, signs electronically, and the document is returned.

4

Funds initiate instantly

Payment of choice — for the client, each medical provider, and attorneys' fees — is sent automatically. ACH payments deposit in one to three business days; physical checks ship the next business day and arrive in five to seven days.

Platform

The whole settlement workflow, in one place.

Replace your spreadsheet, your signature tool, and your bank portal with a single ledger built for how settlement work actually moves.

$

ACH & check distribution

Plaid-verified accounts for every party. Clients choose their preferred method of payment, and your Settlement Distribution Worksheet routes the funds automatically.

Built-in e-signature

Settlement letters are sent out as secure links. Legally binding, audit-logged, and signable from any device.

Σ

Live worksheet math

Compute liens, case costs, attorney fees, and fee splits live on the Settlement Distribution Worksheet. We simplify the math for you and your team.

§

Audit trail by default

Every action is timestamped and attributed. Exportable for state bar audits, client reviews, or year-end accounting.

Pipeline dashboard

See every case by stage, every dollar in motion, and every pending distribution at a glance.

Document storage

Encrypted storage linked to each case, where invoices and other documents are stored and shareable.

Trust-account compliance

Your IOLTA. Your funds. Always.

01
Connect your IOLTA

We onboard your trust account safely and securely through Plaid. Your account is only visible to you and those you designate.

Plaid-verified
02
One worksheet per case

Settlement funds are tracked penny-by-penny in a single worksheet. Every lien, every fee, and every client payment is paid directly through your trust account and fully tracked on a single distribution sheet.

Full distribution on one page
03
Pay directly from trust

When the client signs the settlement breakdown, funds leave your IOLTA directly to all recipients privately. No wire runs, no paper checks, no intermediary accounts.

ACH · same-day
Plaid-verifiedABA Model Rule 1.15Bar-audit export

Security

Built on the infrastructure carriers and state bars already trust.

Security isn't a feature we ship on top. It's the foundation, starting with bank-grade account verification and an immutable audit trail.

SOC 2 Type II

Audited continuously

Most recent audit completed by an independent firm. Report available under NDA.

Plaid

Verified bank accounts

Every trust, operating, and recipient account is Plaid-verified before a dollar moves.

Encryption

At rest & in transit

AES-256 at rest, TLS 1.3 in transit. Per-case encryption with firm-held keys.

Audit trail

Immutable by design

Append-only event log. Exportable to PDF for carrier reviews or bar audits.

Frequently asked questions.

The questions prospective firms ask most often. Anything else? Our team replies in under a business day.

Every firm connects its trust account through Plaid during onboarding. Funds never leave your trust account until a signed distribution is authorized on the worksheet. ReadySettlePay never custodies client funds. We initiate ACH and print checks drawn on your own trust account.

Yes. Clio, Filevine, SmartAdvocate, and Litify are first-class integrations. We also offer a webhook-driven API for custom stacks. QuickBooks Online and Xero sync on the accounting side.

Yes. The settlement letter renders responsively; clients typically sign on a phone. Signatures are legally binding (ESIGN, UETA) and the audit trail records device, IP, and timestamp.

Most firms are settling cases on ReadySettlePay within five business days. A named onboarding rep handles trust-account verification, imports your open matters, and trains your team.

Every event: who viewed the case, who edited the worksheet, each revision of the letter, client signature with device fingerprint, fund movement confirmations, and check imaging. Exportable to PDF.

Ready to settle cases faster?

See the worksheet, the signature flow, and the ACH clearing on a real case, in a 20-minute call with a product specialist.