Closing a Plaintiff Funding Lien

There are two ways to close a lien. One way to close is when logging the lien returns and choosing to close the lien under the Keep Lien Open field. 

The second way to close a lien is through the Lien Details section of an open lien. A user can edit the lien status from here without logging a payment. 

To do this, just select a case and go to the Liens tab and choose which lien will be closed. Click the green arrow corresponding to the lien and a pop-up window will open.

In the Lien Details section, you’ll see the option to change the lien status from open to close. Click the pen button and another pop-up will appear. From here, a user can choose to close the lien by clicking the Lien Status field. If  ‘Close’ is chosen, the Date Closed field will automatically display today’s date.

This can be changed as well to the actual date the lien was closed. It’s imperative to make sure that this field is correctly encoded to avoid having skewed data in your reports.

To save this, click the Save button. The lien will be moved to the Closed Liens section of the case, under the Liens tab.