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How to Unlock and Re-run a Settlement

If you need to correct data after running the Settlement Wizard, here’s how to unlock and start over.

When to Unlock

Use Unlock & Reset when:

  • An expense was missed or entered incorrectly
  • A lien amount changed after the statement was generated
  • The recovery amount needs to be updated
  • You need to regenerate the settlement statement with corrected data

How to Unlock

  1. Navigate to the matter’s Settlement tab
  2. Click Unlock & Reset
  3. The wizard returns to Step 1 with all data editable

Important Rules

  • You cannot unlock if the settlement invoice has been paid. You must undo the payment first (through normal billing workflow), then unlock.
  • If the invoice exists but is unpaid, the system will automatically undo the invoice (releasing fees, expenses, and time entries back to WIP and removing the invoice from QBO).
  • Your existing fixed fee (attorney fee) is preserved — it is not deleted on unlock. When you re-run Step 3, the wizard will detect the existing fee and update its amount if it has changed.