Settlement Tracker
Settlement Tracker with a Free Settlement Split Calculator. Split a settlement into fee, costs, liens and client net for free, then track every settlement to disbursement. Free to clone.
Settlement Tracker is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Split Check. Its automations include Funds received split review, Monday open lien reminder and Monthly settlement report.
by @taskade
What you can do with Settlement Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Settlement Tracker works
- Funds received split review: when settlement funds are received, then Add Split Check review note.
- Monday open lien reminder: when Every Monday at 8 AM, then Find settlements with funds received and Format funds received settlements.
- Monthly settlement report: when First of each month at 9 AM, then Find last month's settlements and Total settlement fees.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Split Check
- Automations: Funds received split review, Monday open lien reminder, Monthly settlement report
- Workspace: 4 projects, 2 AI agents, 3 automations