Compose Spreadsheet Settlement For Free

Enter expenses in the Expense Details tab. The Who Paid column has a drop down that shows all the names you entered in Step 1. So you can simply select the name from the list. As soon as you enter the details, it automatically shows you the expense sharing summary.

It is a good idea to create a spreadsheet of assets and liabilities or your client and of opposing counsel's client. This will allow for a quick evaluation of settlement proposals, and therefore, a quick response.

Identify, gather and produce the most important information early. Settlement negotiations are most effective at the proverbial sweet spot, when each side has the information it believes it needs to make a judgment about settlement but before discovery expenses allow the sunk costs mentality to take hold.

Data organization guidelines Put similar items in the same column Design the data so that all rows have similar items in the same column. Keep a range of data separate Leave at least one blank column and one blank row between a related data range and other data on the worksheet.

Lawyers often use excel for time tracking, organizing casework assignment and status of cases, and financial reports.

Once you have created an expense, enter the amount in the ?Amount? column and select the name of the person who paid from the drop-down in the ?Who Paid?? column. To include people in the split for an expense, just put an ?X? in the cell under their name.

Confidentiality protection in settlement negotiations comes from Evidence Code Section 1152. Section 1152 states that evidence of a compromise or offer of compromise is inadmissible to prove liability for loss or damage. The protections of Section 1152 extend to conduct and statements made in negotiation of an offer.