Settlement Disbursement Communication Workflow
Automates client communication throughout the settlement disbursement process — from offer acceptance through lien payoff, attorney fees, and final check delivery.
What This Automation Does
How It Works
Settlement Accepted
Settlement offer accepted and documented — amount, case, and client logged
Settlement Confirmation
"Your settlement has been accepted for $[amount]. Here's what happens over the next 30-60 days."
Lien Payoff Sequence
Triggers lien tracking workflow — notifies all lienholders and requests final payoff amounts
Disbursement Statement Preview
Sends draft disbursement statement: gross settlement, liens, attorney fees, and client net
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Disbursement statements must be reviewed by attorney before sending. Automation handles delivery and tracking only.
Communications referencing medical treatment or lien amounts must comply with HIPAA data handling rules.
Similar Automations
View all Law Firms automationsIntake Process Automation
$199
Automates the full new-client intake workflow — from consultation to signed engagement letter and retainer payment — so attorneys spend zero time chasing paperwork.
End-to-end intake automation that triggers on consultation completion: sends intake questionnaire, collects documents, generates and e-signs the engagement letter, processes the retainer payment, creates the case in your CMS, and notifies the assigned attorney and paralegal — all without manual intervention.