Expense Tracking

Every dollar spent.
Every dollar recovered.

Before settlement. Not after.

Track case costs, approvals, vendors, recoverable expenses, and reimbursements — so your firm stops losing money it already spent.

Expenses — Johnson v. Metro Insurance

+ Add expense
$41,600
Total expenses
$31,400
Recoverable
$6,200
Non-recoverable
Description
Status
Amount
Court filing fee
Recoverable
$450
Medical records — Miami General
Recoverable
$2,400
Accident reconstruction expert
Recoverable
$4,500
Private investigator
Recoverable
$1,800
Office courier
Firm expense
$40
Deposition court reporter
Recoverable
$1,200
Expert witness — pending approval
Pending
$5,000

The real problem

Expenses don't kill profits.
Forgotten expenses do.

Every plaintiff firm leaks money through expenses that were never logged, never approved, or never recovered. Lextiff closes every leak.

💸

Unapproved spending

Nobody knows who authorized it. The expense goes through. Nobody can explain it at closing.

🧾

Missing receipts

Costs disappear forever when receipts aren't attached immediately. No documentation. No recovery.

Non-recoverable surprises

The firm absorbs expenses that should have been client costs — because nobody tracked recoverability at submission.

💰

Lost reimbursements

Money that should come back from settlements never does — because the expense was never logged in the first place.

Expense ledger

Every expense belongs to a case. Always.

Filing fees, medical record requests, expert witness fees, deposition costs, investigators, mileage, imaging, court costs — every dollar spent on every case tracked in one place from the moment it's incurred.

  • Expense categories — filing, medical, expert, investigation, travel
  • Date tracking — when each expense was incurred
  • Vendor name and contact information
  • Receipt and documentation attachments
  • Running total visible on case dashboard
  • Recoverable vs non-recoverable classification
  • Automatically deducted in settlement calculations
  • Searchable across all cases

Full expense ledger

Expenses — Johnson v. Metro Insurance

Filter + Add

Court filing fee

Filing · Jan 3

Recoverable $450.00

Medical records — Miami General

Medical records · Jan 8

Recoverable $2,400.00

Medical records — Dr. Martinez

Medical records · Jan 10

Recoverable $1,800.00

Accident reconstruction expert

Expert witness · Jan 15

Recoverable $4,500.00

Private investigator — 3 days

Investigation · Jan 18

Recoverable $1,800.00

Office supplies

Firm expense · Jan 20

Non-recoverable $85.00

Deposition court reporter

Deposition · Feb 2

Recoverable $1,200.00

Expert witness fee

Expert witness · Feb 5

Pending approval $5,000.00

Certified police report

Filing · Jan 3

Recoverable $96.00
Total recoverable $17,246
Firm expenses $85
Recovery tracking

Recoverable or non-recoverable. Know before you spend.

Not every case expense gets recovered from the settlement. Lextiff makes the distinction clear at the moment of entry — so your firm knows exactly what comes back and what the firm absorbs.

  • Recoverable — flagged green, deducted from settlement
  • Non-recoverable — flagged gray, firm absorbs cost
  • Pending — awaiting approval before classification
  • Automatic totals by category
  • Net case profitability calculated in real time
  • Settlement-ready calculations — exact deductions
  • Recovery rate tracking per case type
  • Identify expense categories that reduce profitability

Recoverable expense

Medical records — Miami General

Medical records · Jan 8, 2026 · Vendor: Miami General Hospital

✓ Recoverable

$2,400.00

Amount

✓ Approved

Status

Settlement

Recovered from

💡 This expense will be deducted from settlement proceeds and recovered at closing.

Non-recoverable expense

Office courier — document delivery

Firm expense · Jan 20, 2026 · Vendor: City Courier

✕ Firm expense

$40.00

Amount

✓ Approved

Status

Firm absorbs

Recovery

📌 This is a firm operating expense — not deducted from settlement or client funds.

The difference

Stop discovering expenses after the settlement.

❌ Without Lextiff

Spreadsheet formulas — wrong calculations at closing

Missing receipts — costs disappear with no documentation

Unknown recoverability — firm absorbs costs it shouldn't

Duplicate entries — same expense logged twice

Unapproved spending — nobody knew who authorized it

Lost reimbursements — never tracked, never recovered

✓ With Lextiff

Expense categories — organized, searchable, exportable

Receipt attachments — every cost documented permanently

Recovery tracking — recoverable vs non-recoverable clear

Approval workflows — 3-level authorization built in

Vendor history — spending by vendor tracked

Full visibility — every expense on every case, in real time

Approval workflows

Not every expense should be automatic.

Large expenses — expert witnesses, private investigators, specialized medical testing — need authorization before they're incurred. Lextiff's 3-level approval workflow ensures the right people approve the right expenses before money is spent.

  • Level 1 — Paralegal or staff submits expense
  • Level 2 — Case manager reviews and approves
  • Level 3 — Attorney final approval required
  • Approval thresholds — set limits per level
  • Rejection with notes — explain why denied
  • Approval timestamps — who approved when
  • Pending expense dashboard — nothing forgotten
  • Email notifications at each approval stage

3-level approval workflow

⏳ Expense pending approval

Expert Witness Fee

Accident reconstruction · Expert Witness LLC · Submitted by Tom K.

$5,000

Level 1 — Paralegal review

Tom K. submitted · Jan 20 · 2:00 PM

✓ Approved

Level 2 — Case manager review

Lisa P. approved · Jan 20 · 3:30 PM

✓ Approved

Level 3 — Attorney approval

Sarah M. — pending · Awaiting

⏳ Pending
✓ Approve
✕ Reject

Rejected expense — with reason

Premium courier service

Travel · Submitted by Tom K.

✕ Rejected

Rejection note — Sarah M. · Jan 18 · 4:15 PM

Use standard courier for case documents. Premium service not approved for routine delivery. Resubmit with standard courier cost.

Audit trail

Every approval leaves a trail.
No more "I never approved that."

Every expense submission, every approval, every rejection, every amount update — logged permanently with a timestamp and user identity. Complete accountability across every dollar on every case.

  • Expense submitted — user, amount, category logged
  • Level 1 approval — reviewer and timestamp
  • Level 2 approval — reviewer and timestamp
  • Level 3 approval — attorney and timestamp
  • Rejection — reason noted, user logged
  • Amount updates — before and after recorded
  • Recovery status changes — logged with user
  • Full expense history — never deleted

Expense approval audit trail

Expense history — Expert Witness Fee $5,000

T
Tom K. Jan 20 · 2:00 PM

Submitted expense: Expert Witness Fee — $5,000 (Accident reconstruction, Expert Witness LLC)

L
Lisa P. Jan 20 · 3:30 PM

Level 1 approved — expense reviewed, vendor verified, rate confirmed reasonable

D
David R. Jan 20 · 4:00 PM

Level 2 approved — case value justifies expert cost, essential for reconstruction analysis

System Jan 20 · 4:01 PM

Level 3 approval request sent to Sarah M. — attorney review required for expenses over $2,500

S
Sarah M. Jan 21 · 9:15 AM

Level 3 approved — expert essential for liability argument. Recoverable expense confirmed.

System Jan 21 · 9:16 AM

Expense fully approved — added to case ledger. Marked recoverable. Settlement deduction prepared.

Financial dashboard

Know where your money goes.
Before it disappears.

The expense dashboard gives your firm complete visibility into every dollar spent across every case — categorized, approved, and tracked against recovery. Know your exact cost basis on every matter before settlement day.

  • Total expenses across all cases
  • Recoverable vs non-recoverable breakdown
  • Pending approval amounts flagged
  • Recovered vs outstanding balances
  • Expense trends month-over-month
  • Highest expense cases surfaced
  • Spending by category firm-wide
  • Net profitability per case type

Firm expense dashboard

Expense overview — Smith & Associates · January 2026

$41,600
Total expenses
$31,400
Recoverable
$6,200
Non-recoverable
$4,000
Pending approval
$28,900
Recovered to date
$2,500
Outstanding

Spending by category

Expert witnesses
$18,400
Medical records
$8,200
Investigation
$6,800
Filing fees
$4,200
Depositions
$2,600
Other
$1,400
Vendor management

Vendor history stays visible. Always.

Track every vendor your firm uses — medical record companies, expert witnesses, court reporters, investigators. See total spending, contact information, and complete expense history per vendor across all cases.

  • Vendor name and contact information
  • Total spending per vendor
  • Number of expenses per vendor
  • Expense history across all cases
  • Category classification per vendor
  • Vendor rate tracking — spot overcharging
  • Search vendors across your firm
  • Vendor spending trends over time

Vendor history

Vendors — Smith & Associates

Expert Witness LLC

Expert witness · 6 expenses

$18,400

Accident reconstruction, biomechanics, medical experts

Miami General Hospital

Medical records · 14 expenses

$5,200

Medical records requests across multiple cases

Court Reporter Inc.

Deposition · 9 expenses

$2,100

Court reporting and transcript services

Metro Investigations

Investigation · 4 expenses

$6,800

Private investigation and surveillance services

City Filing Service

Filing · 22 expenses

$3,100

Court filing fees and certified document requests

The old way

How plaintiff firms lose money they already spent.

It's never intentional. It's always the same pattern — no system, no visibility, no accountability.

🧾

Lost receipts

Expert fee paid in month 2. Receipt not saved. No documentation at closing. Firm can't prove the cost.

Unapproved expenses

$8,000 expert witness fee incurred without attorney approval. Discovered at settlement.

📊

Spreadsheet errors

Wrong formula totals expenses. Firm miscalculates what's deducted from settlement. Client overpaid.

📋

Duplicate costs

Same medical record request logged twice. $1,800 charged twice in the settlement calculation.

💰

Missing reimbursements

Case costs never logged. Settlement distributed without deducting $3,400 in expenses. Firm eats the cost.

Vendor confusion

Three different rates from same expert across different cases. No history to negotiate from.

Lextiff prevents every single one of these.

Every expense logged with receipt at submission
3-level approval — nothing spent without authorization
Automatic calculations — no formulas, no errors
Duplicate detection — same vendor + amount flagged
Running total always current — nothing missed
Vendor history — rate comparison across all cases

Lextiff prevents all of them.

Every dollar tracked. Every expense approved. Every cost recovered.

Expense tracking by the numbers.

Real-time

Expense visibility across every case

3 Levels

Approval workflow — paralegal to attorney

Unlimited

Expenses and vendors per case

Recoverable

Cost tracking — know what comes back

Complete

Audit trail on every approval

0

Spreadsheet formulas required

Included in Expense Tracking.

Not a basic expense list. A complete plaintiff cost management system.

Expense ledger
Expense categories
Receipt uploads
Vendor management
Vendor spending history
Recoverable expenses
Non-recoverable expenses
Running totals
Case linkage
Level 1 approval
Level 2 approval
Level 3 approval
Rejection with notes
Approval timestamps
Audit history
Search and filters
Outstanding balances
Recovered costs
Dashboard metrics
Category breakdown
Month-over-month trends
Settlement integration
Auto-deduction at closing
Export reports
Duplicate flagging
Pending approval dashboard
Unlimited expenses
Unlimited vendors
Rate tracking
Net profitability per case

Stop losing money you already spent.
Know every cost. Approve every expense. Recover every dollar.

Lextiff gives plaintiff firms complete visibility into expenses, approvals, reimbursements, and profitability — all in one place.

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