How to run Settlement Allocator in DocketMath for New Mexico

How to run Settlement Allocator in DocketMath for New Mexico

6 min read

Published August 19, 2025 • Updated April 23, 2026 • By DocketMath Team

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Step-by-step

This guide shows how to run Settlement Allocator in DocketMath for New Mexico (US-NM), using jurisdiction-aware rules grounded in New Mexico’s general statute of limitations (SOL). It’s a practical walkthrough—not legal advice—intended to help you model and document settlement timelines consistently inside DocketMath.

1) Open the Settlement Allocator tool

Start here to use the calculator directly:

Once the tool loads, confirm you’re in the New Mexico jurisdiction mode (US-NM). DocketMath uses jurisdiction-specific settings so the allocation math aligns with the selected state.

2) Confirm the SOL rule used for New Mexico

For this New Mexico workflow, the applicable SOL is the general/default civil SOL:

  • 2 years (general default period)
  • N.M. Stat. Ann. § 31-1-8

Important: Per the jurisdiction data provided for this calculator setup:

Note: No claim-type-specific sub-rule was found for this workflow. That means DocketMath should use the general/default 2-year SOL from N.M. Stat. Ann. § 31-1-8 for this run.

Because no claim-type-specific sub-rule is identified here, treat the results as a general settlement allocation scenario, not as a claim-type-tailored limitation period.

3) Enter the case inputs needed by Settlement Allocator

In Settlement Allocator, you’ll typically provide time anchors and dollar amounts so DocketMath can allocate a settlement across relevant time windows.

Use the tool’s input fields and enter values as cleanly and accurately as possible:

  • Jurisdiction: Select **New Mexico (US-NM)
  • Key date(s): Provide the dates the tool asks for (commonly a trigger/event date and a settlement date)
  • Dollar amounts: Provide the settlement amount and any additional components the tool supports (for example, categories like damages/fees/other allocations—depending on what the UI exposes)
  • Assumptions/options (if shown): If the tool includes toggles about what time segments to include/exclude, choose the option that matches your scenario

How inputs affect output (quick practical rule):

  • If you move the earlier key dates earlier, the modeled SOL window generally expands relative to the settlement.
  • If you move later key dates later, the modeled SOL window generally shrinks relative to the settlement.
    These changes can shift how much of the settlement DocketMath allocates “inside” versus “outside” the SOL period.

4) Set the SOL approach to “general/default”

Because this workflow uses N.M. Stat. Ann. § 31-1-8 (2 years) as the default, ensure your run stays consistent with the general/default SOL method.

In practice, check the tool’s SOL mode/selection (if the UI offers multiple approaches). Since no claim-type-specific sub-rule was identified for this setup, avoid switching to a claim-type-specific option unless you can confirm a mapped sub-rule and corresponding inputs for that specific claim theory.

5) Run the calculation

Click the calculator action button (the label may vary, such as Calculate, Run, or Allocate). This triggers Settlement Allocator using:

  • New Mexico (US-NM) jurisdiction settings
  • 2-year general SOL per N.M. Stat. Ann. § 31-1-8
  • Your entered dates and amounts

6) Review the output: what to look for first

Once the run completes, your first target question should be:

  • How much of the settlement lands within the 2-year SOL window versus outside it?

Depending on the calculator’s design, you may see:

  • Time-window breakdowns (inside vs. outside the 2-year period)
  • Allocation amounts by category and/or time segment
  • Adjusted totals that reflect the SOL-based time structure
  • A summary/trace of the assumptions (for example, indicating the general/default SOL was applied)

Use the input dates as your audit trail. If the SOL boundary looks off, the usual cause is one of these:

  • the trigger/event date was entered incorrectly, or
  • the settlement date was entered in a way that flips which portion is considered inside vs. outside the window

7) Export or capture results for your workflow

Save or copy the result summary from the tool so you can reuse it in your case documentation.

For repeatability, keep the following steady across reruns:

  • Jurisdiction: always US-NM
  • SOL method: general/default
  • Change only one input at a time when testing sensitivity

For example, rerun after changing only the settlement date (e.g., by a month) to see how the allocation distribution shifts.

Common pitfalls

These are the most common issues when running Settlement Allocator for New Mexico using the general/default 2-year SOL under N.M. Stat. Ann. § 31-1-8.

  • Using a claim-type-specific SOL assumption without a mapped sub-rule
    • This workflow uses the general/default period because no claim-type-specific sub-rule was found.
  • Entering the wrong “trigger” date
    • The allocation depends heavily on how the timeline is anchored. A small date error can move the SOL boundary.
  • Mixing date formats
    • If the tool expects YYYY-MM-DD and you enter a different format, it may interpret the date unexpectedly.
  • Forgetting to keep jurisdiction fixed
    • Running the same inputs under a different state can change default SOL logic and yield different allocation splits.
  • Assuming tool output is a legal conclusion
    • Settlement Allocator provides a modeled allocation framework. Use outputs to structure your analysis and documentation, not to replace legal judgment.

Warning: If you switch from “general/default” to a claim-type-specific setting without confirming the governing sub-rule for that claim, the allocation may not match your intended legal theory.

Try it

Run Settlement Allocator for New Mexico:

  1. Select **New Mexico (US-NM)
  2. Confirm the SOL setup aligns with **N.M. Stat. Ann. § 31-1-8 (2 years)
  3. Enter your settlement date and **trigger/event date(s)
  4. Run the calculation and review:
    • the inside vs. outside 2-year allocation split
    • the total allocated amounts by the tool’s output categories
  5. If you want to test sensitivity, change one input date at a time:
    • move the settlement date forward by 30 days and rerun
    • move the trigger/event date backward by 30 days and rerun

If you’re also building an evidence timeline, you can pair this workflow with other DocketMath tools to keep dates consistent across the matter (use /tools navigation to find the relevant tools for your documentation workflow).

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