Ramos Law

PeakTrac

Case Expense Finance — Authorized Access

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PeakTrac

Case Expense Finance
Manage
  • Overview
  • Case Accounts
  • Draw Requests
  • Firm Line of Credit
  • Analytics
  • Projections

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Active Case Accounts

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ID Case # Client Name Case Type Attorney Credit Limit Available Credit Principal Interest Rate Accrued Interest Total Payoff Payroll Amount Utilization Status

Pending Draw Requests

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Draw ID Account ID Payee Category Amount Requested By Requested At Status Memo Actions

All Draws History

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Draw ID Account ID Payee Category Amount Requested By Status Approved By Funded / Denied Reason Requested At
Facility Limit
Total Drawn
Headroom Available
Utilization Rate

Facility Details

Client Drawn
Firm Operating Drawn
Case Rate
Firm Operating Rate
Open Cases
Facility Maturity

Pending Firm Draw Requests

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ID Description Amount Requested By Requested At Status Actions

All Firm Operating Draws

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ID Description Amount Requested By Approved By Funded At Status
As of · Case rate
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Annual fees · Cases · Facility
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Intake Records (Neos)

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Select Case # Name Case Type Date of Incident Date Opened Status Action

Projection Assumptions

Draw New Request

Request Firm Operating Draw

Draw ID:

Enter the name of the person approving this draw request. Enter the name of the person denying this draw request.

Draw ID:

Enter the name of the person approving this request. Enter the name of the person denying this request.

Preview — Overview
Overview Case Accounts Draw Requests Line of Credit Analytics Projections
Outstanding Principal
$1.2M
Open Accounts
48
Facility Available
$780K
Pending Draws
6
Outstanding Balance Trend
Principal · Interest · Total
Draws by Category
Experts · Records · Other
Preview — Case Accounts · Open Neos
Active Case Accounts
Open Neos
Open Neos loads Intake Records from Neos so you can import a case.
Case #ClientTypeStatus
483192Lenora, GregoryMVAOpen
Preview — Intake Records (Neos)
Intake Records (Neos)
Select the checkbox, then click Import.
SelectCase #NameTypeAction
483192 Lenora, Gregory MVA Import
Preview — Active Case Accounts
Active Case Accounts
After import, the case shows in this table.
Case #ClientCredit LimitAvailableStatus
483192 Gregory Lenora $25,000 $25,000 Active
Preview — Draw New Request
Draw Requests
Draw new request
Preview — Pending Draw Requests
Pending Draw Requests
An authorized person can Approve or Deny the request.
Draw IDPayeeAmountStatusActions
DR-1042 MedEx Review $2,500 Pending Approve Deny
Preview — All Draws History
All Draws History
Raised requests also appear in history with their latest status.
Draw IDPayeeAmountStatusRequested
DR-1042 MedEx Review $2,500 Pending Sep 11, 2026
DR-1038 County Records $180 Funded Sep 8, 2026
Preview — Firm Line of Credit
Overview Case Accounts Draw Requests Line of Credit
Facility Limit
$2.0M
Total Drawn
$310K
Headroom
$1.69M
Utilization
15.5%
Request Firm Draw
Preview — Analytics
Portfolio Analytics
Export CSV
Avg Balance
$18.4K
Open Accounts
48
Interest / Principal
4.2%
Oldest Draw
112d
Exposure by Case Type
Portfolio Aging
Preview — Projection Assumptions
Projection Assumptions
Edit Assumptions
Benefit Today
$1,104
Addressable
$1,104
Captured
100%
Capital Deployed
$1,079
Step 1 of 11

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