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Settlement Calculator — Fee Methods and Expense Arrangements Explained

Understand the 6 calculation paths supported by LeanLaw’s Settlement Calculator: 3 expense arrangements × 2 fee methods.

Fee Methods

LeanLaw supports two fee calculation methods, configured at the matter level:

Method How It Works Example (33.33% fee, $100K recovery, $10K expenses)
Gross Fee is calculated on the full recovery amount Fee = $100K × 33.33% = $33,330
Net-of-Expenses Expenses are subtracted from recovery first, then fee is applied Fee = ($100K - $10K) × 33.33% = $29,997

Expense Arrangements

LeanLaw supports three expense arrangements:

Arrangement Description How It Affects the Statement
Firm Advances All Expenses Firm pays costs upfront; all expenses deducted from client’s share at settlement All unbilled expenses appear under “Expenses Advanced”
Client Pays As They Go Client reimburses costs during the case; only unreimbursed balance deducted at settlement Step 5 (Map Payments) is required; only unreimbursed expenses are deducted
Firm Absorbs Expenses (from Fee) Expenses deducted from the attorney’s gross fee; client pays no expenses Expenses reduce the attorney’s fee, not the client’s share

The 6 Calculation Paths

Every matter uses one of these 6 combinations:

  1. Gross + Firm Advances
  2. Gross + Client Pays As They Go
  3. Gross + Firm Absorbs
  4. Net-of-Expenses + Firm Advances
  5. Net-of-Expenses + Client Pays As They Go
  6. Net-of-Expenses + Firm Absorbs

The wizard handles all 6 automatically based on your matter settings.

Rounding

  • All amounts are rounded to the nearest penny by default
  • Optional: The attorney fee amount can be rounded to the nearest dollar (amounts ≤ $X.50 round down, > $X.50 round up)
  • Expenses, liens, and net proceeds are always penny-precise