settlement-financials

Calculates settlement financial statements showing gross, fees, disbursements, and net to client. Use when Mandy says 'settlement financials', 'SFS', 'what would the client get', 'calculate settlement

Files2

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SKILL.md

GitHub

Settlement Financials

Important

  • Manual-only. Consult sfs-format.md for output format.
  • Include s184 LPUL mandatory disclosure.
  • Accept multiple amounts for side-by-side comparison.

Instructions

Step 0: Resolve Matter

Step 1: Parse and Gather

Get settlement amount(s). Read matter.json financials + reference/fee-schedule.json. If disbursements seem incomplete: ask Mandy about additional items.

Step 2: Calculate

Per sfs-format.md: gross - fees - fees_gst - disbursements - disb_gst = net. For multiple amounts: side-by-side table.

Step 3: Save and Commit

Save to letters/settlement-financial-statement-{date}.md. Update financials in matter.json. Update index. Log and commit. Present.

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