Catch the trust account mismatch before the state bar does.
Disbo handles the disbursements, payment tracking, and trust-account guardrails—so every matter stays connected and reconciled without the check-chasing.
Send + reconcile + automate
What is Disbo?
See how Disbo replaces spreadsheets, wires, and manual reconciliation for plaintiff-side law firms.Disbo also automates data entry for supported records, so you never have to re-key that information into your accounting software and case management platform.Built for personal injury firms, lemon law, employment and other contingency practices.
Ready to see it for your firm?
Book a personalized demo and watch Disbo run a real disbursement end to end.
Every payment, from one trust account. In one tap.
Nathan S vs Tesla
SettledIn Progress
Demo data. No real funds move.
Two roles. One set of records.
For attorneys
See the balance behind every payment and the record behind every balance. Disbo is designed to keep trust activity tied to the matter so audit preparation is ongoing work—not a scramble after a request arrives.
Explore IOLTA complianceFor accounting & operations
Stop re-keying the same settlement into disconnected systems. Disbo is designed to carry one approved record across payment operations, matter data, and accounting—so the numbers agree without a reconciliation spreadsheet.
See how Disbo fits your firmRunning personal injury matters? See the connected PI settlement, trust, provider, referral-fee, and recipient workflow.
Keep your existing stack
Disbo connects the record. It doesn’t ask you to replace everything.
Your bank moves the funds. Your case-management system holds the matter. Your accounting system holds the books. Disbo is being built as the compliance and reconciliation layer across them—and as the shared network connecting firms with settlement recipients.
From settlement to case closed.
Six steps. Every dollar tracked. Every payee verified.
From settlement to case closed.
Six steps. Every dollar tracked. Every payee verified.
Every deposit, accounted for.
Know exactly which settlement checks have hit your trust account and which are still outstanding. Disbo tracks every expected deposit against every case, so you can close each day certain that nothing is missing — and see at a glance who has and hasn't deposited their checks.
Settlement sheets, built for you.
Every attorney fee split, lien, and case cost is calculated for law-firm review. After the firm approves its settlement sheet, payment instructions are initiated together and delivered on the selected rails.
Verified payees, ready when you are.
Search any medical provider, law firm, or plaintiff by name. If they're on Disbo, bank details are pre-verified and funds are on the way. Disbo Quick Pay, Standard Pay, or a printed check via Lob — all in one place.
Referral fees, fully closed loop.
See every referral fee you owe and every referral fee owed to you — across all your cases, in one place. Send a payment in one click, or request what you're owed and let the other firm pay you directly. Compliance documentation is generated automatically and your trust account stays reconciled in real time.
Trust accounts, built to stay reconciled.
The compliance roadmap brings notification, release, disbursement, reconciliation, and W-9 status into one view so gaps can surface before audit preparation begins.
| Case | Notif. | Rel. | Disb. | Recon | W-9 | Clear. |
|---|---|---|---|---|---|---|
Martinez v. State Farm | ||||||
Johnson v. ABC Trucking | ||||||
Williams v. Mercy Hospital | Release not received | $4,200 left to reconcile | Awaiting release & recon | |||
Chen v. Pacific Insurance | ||||||
Patel v. Sunrise Logistics | Lienholder check on hold pending payoff letter | $3,150 held back for lien | Awaiting lien payoff before final disbursement | |||
Rodriguez v. Amazon | Not all money is out of the account yet. | $12,750 left to reconcile | W-9 not on file | Recon & W-9 pending |
One record for every settlement decision.
Disbursement is the mechanism. Compliance and reconciliation are the reason.
Integrations
Works with the tools your firm already runs on
Connect your case management and accounting tools, with the banking rails that move the money built right in.
More systems in progress or planned
QuickBooksLiveKeep supported settlement-payment and accounting records aligned between Disbo and QuickBooks Online.Read moreFilevineLiveKeep supported matter context and settlement-payment status aligned between Filevine and Disbo.Read moreClioLiveSync matter data and disbursement records between Disbo and Clio Manage.Read moreCASEpeerLiveConnect Disbo to your CASEpeer cases so settlement money tracks alongside the matter.Read moreLitifyLiveSalesforce-based firms connect Disbo directly into Litify case workflows.Read moreQuickBooks DesktopLiveKeep your QuickBooks Desktop company file and Disbo trust-account workflow in sync without duplicate entry.Read moreNeosLiveMove Neos matter and settlement data into Disbo, then return payment and reconciliation status to the case.Read more
PlaidBanking RailConnects to 12,000+ financial institutions so clients can verify a bank account in seconds and fund by ACH — no checks, no card fees.Read more
Modern TreasuryBanking RailThe payment-operations and ledger engine underneath every Disbo disbursement, moving money via Disbo Quick Pay, Standard Pay, and paper check with a precise ledger behind every transaction.Read moreYour trust account, built for compliance.
Disbo is being built to check trust activity against jurisdiction rules, reconcile all three ledgers continuously, and assemble audit-ready records. Confirm current state coverage during your demo.
Three-Way Reconciliation
Designed to match the bank, trust account journal, and distinct client ledgers continuously so discrepancies surface before month-end.
Real-Time IOLTA Monitoring
The roadmap applies jurisdiction-aware checks to deposits and withdrawals and flags exceptions before they become audit problems.
Audit-Ready Packets
Planned audit packets bring monthly reports, exception logs, and ledger snapshots into one reviewable record.
Still have questions? Good.
Straight answers on compliance, pricing, and how it actually works.
Law firms and medical providers deserve a shared financial platform.
Book a demo to see the platform in active development and discuss early access for your firm or medical office.
Early-access conversations are open