Legal Settlement Advance Application

Get Fast Cash While Your Legal Settlement is Pending

Waiting for a legal settlement to resolve can put a serious strain on your finances. Medical bills pile up, rent is due, and everyday expenses don't stop just because your case is still pending. That's where a legal settlement advance can help.

A legal settlement advance (also called pre-settlement funding or lawsuit funding) provides you with immediate cash based on the expected value of your pending lawsuit. Unlike a traditional loan, this is a non-recourse advance, meaning you only repay if you win your case. If your case is unsuccessful, you owe nothing.

Who Can Benefit from Settlement Funding?

Settlement advances are commonly used by plaintiffs in:

• Personal injury cases (car accidents, slip and fall, medical malpractice)
• Workers' compensation claims
• Employment discrimination and wrongful termination lawsuits
• Product liability cases
• Civil rights violations

If you're waiting months or even years for your case to settle and need money now for living expenses, medical treatment, or other urgent needs, a settlement advance can provide critical financial relief without the pressure of monthly payments or credit checks.

How This Application Works

This Legal Settlement Advance Application form template makes it simple to apply for funding. The form collects:

• Your personal information and contact details
• Case details including case type, status, and estimated settlement value
• Attorney verification to confirm your representation and case legitimacy
• Funding request specifying how much you need and how you'll use it
• Document uploads for case documentation and attorney information

Once submitted, funding companies can quickly review your application, verify details with your attorney, and potentially approve funding within 24-48 hours.

Why Use Paperform for Settlement Advance Applications?

If you operate a legal funding company or settlement advance business, Paperform gives you a professional, secure way to collect applications online. This template is designed specifically for the legal funding industry and includes:

• Conditional logic that adapts questions based on case type and status
• File upload fields for case documents, medical records, and attorney verification
• eSignature capability through Papersign to collect acknowledgment of non-recourse terms
• Payment integration if you charge application fees (though most don't)
• CRM integration via Stepper to automatically route applications to your underwriting team

The form's clean, professional design builds trust with applicants during what may be a stressful time in their lives. You can customize the branding, colors, and language to match your company's voice—whether that's formal and corporate or warm and supportive.

Automate Your Settlement Funding Workflow

Once an application comes in, you can use Stepper (stepper.io) to automate your entire review process:

• Automatically email the applicant's attorney for verification
• Create tasks for your underwriting team to review case documents
• Send status update emails at each stage of review
• Route approved applications to your funding team
• Sync applicant data to your CRM or case management system
• Trigger follow-ups for incomplete applications

This automation saves hours of manual work and ensures no application falls through the cracks, helping you fund more cases faster.

Built for Legal Funding Professionals

Whether you're a settlement funding company, a law firm offering client funding, or a financial services provider specializing in legal advances, this template gives you a ready-to-use solution that you can launch today.

The form is fully customizable to your specific requirements—add fields for specific case types, modify the terms and conditions, adjust the funding request ranges, or integrate with your existing systems. And because Paperform is SOC 2 Type II certified, you can trust that sensitive applicant and case information is handled securely.

Get started with this Legal Settlement Advance Application template and streamline your funding process from application to approval.