Settlement Clerk

Nachawati Law Group PLLC•Dallas, TX

1d•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

Previous settlement experience in a law firm is required
High school diploma required
1–3+ years of experience in a law firm, preferably in settlement, accounting, or personal injury
Precious experience with reviewing expenses and settlement distributions is required.
A strong understanding of legal settlement processes and trust accounting is required
Proficiency in Microsoft Office (Excel, Word) and case management software

Nice To Haves

associate or bachelor’s degree preferred
Experience with legal accounting systems is a plus
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

Responsibilities

Coordinate with Settlement Manager regarding receipt of settlement funds (checks, wires, ACH)
Work with settlement and accounting departments to determine the accuracy of case expenses and payee information.
Create a tracking system and coordinate attorney approval of all disbursements
Ensure all case expenses and settlement amounts are recorded at the case level in Litify
Ensure all disbursements align with settlement agreements and firm policies
Mail out all settlement payments to clients, medical providers, lienholders, and third parties
Track and confirm delivery of funds
Once all settlement tasks are complete, ensure cases are closed in Litify and Sage Intacct
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 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