Settlement Breakdown Drafter

When presenting a settlement offer to the client for their approval.

Create a settlement breakdown for client review:

Gross settlement amount: [TOTAL SETTLEMENT]
Attorney fee percentage: [e.g., 33.3% or 40%]
Case expenses:
- Filing fees: [AMOUNT]
- Expert witness fees: [AMOUNT]
- Medical record costs: [AMOUNT]
- Deposition costs: [AMOUNT]
- Other: [LIST WITH AMOUNTS]
Medical liens:
- [PROVIDER]: [AMOUNT CLAIMED] → [NEGOTIATED AMOUNT]
- [PROVIDER]: [AMOUNT CLAIMED] → [NEGOTIATED AMOUNT]
Other liens: [e.g., health insurance subrogation, Medicare/Medicaid]

Create:
1. A clear table showing the math from gross to net
2. Explanation of each deduction in plain English
3. Comparison of what was claimed vs. what was negotiated for liens
4. The client's net recovery amount
5. A brief statement of what the client needs to sign to accept
6. Tax considerations disclaimer

Example Output

A one-page settlement statement with a clear table, line-item deductions, and the client's net recovery prominently displayed.

Tips

• •Always show the lien negotiation savings — it demonstrates your value beyond the headline settlement number.
• •Include the tax disclaimer — personal injury settlements are generally tax-free, but there are exceptions.
• •Present the breakdown in person or by phone first, then send the written version for their records.

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