MARCOM LEGAL DIGITAL RESOURCES
Settlement Preparation Workbook
One incident. Many appointments, bills, expenses, and records. One organized place to track them.
Settlement Preparation Workbook
Fillable workbook + treatment and expense tracker
“Every detail matters. Every record tells part of the story.”
MARCOM LEGAL LLC
marcomlegal.com | info@marcomlegal.com
FILLABLE PDF + EXCEL TRACKER • INSTANT DIGITAL DOWNLOAD AFTER PURCHASE
Organize the details behind your settlement preparation
Created for individuals organizing accident- and injury-related information, this digital toolkit helps you document what happened, track ongoing treatment and expenses, organize supporting records, and prepare questions for qualified professionals. The tools can also assist with organizing information for other civil settlement discussions.
$39 — Complete Digital Bundle
Includes a 26-page fillable PDF workbook and a 12-tab Excel treatment and expense tracker. The Excel tracker is included at no additional charge.
What’s included
Fillable PDF Workbook
- Incident and matter information
- Medical provider directory and treatment visits
- Medical bills, payments, and adjustments
- Out-of-pocket expenses and travel
- Lost income documentation
- Insurance, potential liens, and reimbursement questions
- Daily impact and future care notes
- Settlement preparation and document checklist
Excel Companion Tracker
- Dedicated treatment visit and provider logs
- Medical billing and out-of-pocket tracking
- Transportation and lost-income records
- Insurance and reimbursement tracking
- Documents and communications
- Summary dashboard with calculated totals
- Expandable rows for repeated appointments and expenses
Track expenses without double-counting
The Excel workbook separately tracks billed medical charges, insurer payments, patient payments, adjustments, and remaining balances. These figures are records of financial activity—not an estimate of legally recoverable damages or settlement value.
How delivery works
After purchasing through Payhip, customers receive access to a downloadable ZIP containing the fillable PDF, Excel tracker, and getting-started instructions. A compatible PDF reader and spreadsheet application are needed.
Important: MarCom Legal LLC is not a law firm. These educational and organizational materials do not provide legal advice, establish an attorney-client relationship, calculate claim value, or substitute for professional guidance. Laws and recoverable expenses vary by jurisdiction and circumstances. Consult a licensed attorney for legal advice.
