Account
Settings
🏢 Firm Profile
🔔 Notifications
👥 Team
⚡ Yield Engine
📊 Export & Reports
👤 Account
🔒 Data Practices
📐 How the Number Works
Plan
Beta
Full access during beta
Free until GA
Firm Profile
This information appears on your demand letters and reports.
Email Notifications
Choose which alerts you receive by email.
Stale Demand Alerts
Email when a demand has no response after 30 days
Counter Offer Received
Email when you log a counter offer from an insurer
Weekly Yield Summary
Weekly email with your pipeline performance
New Settlement Milestone
When a case settles above your historical average
Yield Engine Settings
Configure how SettleCase calculates your demand recommendations.
Auto-adjust for Pre-existing Conditions
Compress demand range when client has prior injuries
Flag Treatment Gaps
Warn when there are gaps of 30+ days in treatment
Include Lost Wages in Multiplier Base
Add lost wages to special damages before applying multiplier
Export & Reports
Download your data or generate reports for partners.
Pipeline Report (CSV)
All open demands with status, amount, insurer, days outstanding
Settlement History (CSV)
All imported comps used to power your yield engine
Insurer Yield Analysis (CSV)
Yield rates, avg days, settlement rates per insurer
Team Members
Invite attorneys, paralegals, and staff to your firm's SettleCase account. All team members share the same pipeline, comp history, and yield engine.
Invite a Team Member
Role Permissions
| Permission | Attorney | Paralegal | Admin |
|---|---|---|---|
| View pipeline | ✓ | ✓ | ✓ |
| Update demand status | ✓ | ✓ | ✓ |
| Create new demands | ✓ | — | ✓ |
| Import settlement history | ✓ | — | ✓ |
| View analytics | ✓ | — | ✓ |
| Manage team members | — | — | ✓ |
| Account & billing | — | — | ✓ |
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Danger Zone
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