Settlement Clerk

Nachawati Law Group PLLC•Dallas, TX

23h•Onsite

About The Position

The Settlement Clerk is responsible for managing the processing of case settlements between the accounting department and the legal settlement department from receipt of funds through final disbursement. This role ensures accuracy, compliance, and timeliness in financial transactions, lien resolution, and client payments. The ideal candidate is detail-oriented, organized, and experienced in handling legal financial workflows.

Requirements

High school diploma required
1–3+ years of experience in a law firm, preferably in settlement, accounting, or personal injury
Proficiency in Microsoft Office (Excel, Word) and case management software
Exceptional attention to detail and accuracy
Strong organizational and time management skills
Ability to handle sensitive financial information with confidentiality
Clear communication and client service skills
Ability to manage multiple cases and deadlines simultaneously
Problem-solving mindset with a proactive approach

Nice To Haves

associate or bachelor’s degree preferred
Strong understanding of legal settlement processes and trust accounting (preferred)
Experience with legal accounting systems is a plus

Responsibilities

Responsible for entering case expenses as needed
Coordinate with Settlement Manager regarding receipt of settlement funds (checks, wires, ACH)
Coordinate with the settlement department and Settlement Manager to review settlement memos.
Work with settlement and accounting departments to determine the accuracy of case expenses and payee information.
Coordinate attorney approval of all disbursements
Issue payments to clients, medical providers, lienholders, and third parties
Ensure all disbursements align with settlement agreements and firm policies
Track and confirm delivery of funds
Maintain complete and organized records
Upload and track all settlement-related documents in the firm’s case management system
Ensure proper documentation for audits and compliance
Maintain detailed records of all disbursements and ensure they are properly documented in the firm’s database
Coordinate with the settlement department regarding settlement status and disbursements
Respond to internal team inquiries regarding settlement progress
Verify the accuracy of all settlement memos and settlement check/disbursements
Ensure adherence to firm policies, legal requirements, and ethical standards
Identify and escalate discrepancies or issues