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
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
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.
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