Features Built for Compliant Legal Disbursements
From automated payouts to IOLTA compliance and audit-ready reporting, Disbo gives law firms and medical providers a faster, safer way to move settlement funds, without risking errors or violations
Legal Disbursements
Send settlement funds accurately, instantly, and with full visibility. Disbo replace manual checks and spreadsheets with electronic disbursements tied directly to case data, offering:
Instant Electronic Payments
Send to clients, medical providers, attorneys, and vendors in one workflow. No more running to the bank or manual ACH setups
Real-Time Disbursement Tracking
See exactly when funds are sent, received, and deposited. No more ‘Did they get the check?” calls.
Case-Aware Payment Routing
Every payment is automatically linked to the correct matter, client, and provider, eliminating reconciliation guesswork.
Exportable Reports
Generate detailed transaction reports for every disbursement in seconds. Perfect for client updates, accounting, and audits.
Multi-Party Split Payments
Disburse to 5, 10, or 50 recipients simultaneously; handle complex settlement structures without spreadsheets.
IOLTA Compliance & 3-Way Reconciliation
Designed to meet trust accounting rules by default. Disbo helps firms stay compliant with IOLTA requirements by enforcing proper fund handling and maintaining a complete audit trail.
Automated 3-Way Reconciliation
Disbo automatically matches bank statements, trust ledger, and client balances, cutting reconciliation time from 30+ hours to 3 days.
Rule-Based Compliance Controls
Built-in safeguards prevent commingling, negative balances, and unauthorized withdrawals.
Complete Audit Trail
Every transaction is logged with timestamps, case references, and approval records. Bar audits become simple data exports.
State Bar Compliant
Disbo meets IOLTA requirements across all 50 states. No manual adjustments or custom configurations needed.
Clear Fund Separation
Client funds, firm funds, and third-party payouts are tracked separately, with zero risk of commingling.
Attorney Fee Share
Eliminated manual calculations, paper checks, and 1099 headaches. Disbo automates attorney referral fee tracking, payment, and tax reporting, so you can focus on cases instead of accounting
Automated Fee Calculations
Set referral percentages once. Disbo automatically calculates fees based on settlement amounts and state-specific rules.
Instant Electronic Payments
Pay referring attorneys instantly via ACH- no more check printing, mailing, or waiting for deposits.
Jurisdictional Compliance
Built-in rules for all 50 states ensure fee splits comply with local bar requirements and ethics rules.
Complete Fee History
Track all referral fees sent and received. Exportable reports for accounting, taxes, and partner transparency.
Two-Way Visibility
Both referring and receiving attorneys see payment status in real-time. No more “Did my fee go out?” calls.
Bulk Invoicing
Stop paying providers one-by-one. Disbo lets you select multiple medical bills, expert fees, and vendor invoices, then pay them all at once with full tracking and reconciliation.
Batch Provider Payments at Scale
Pay multiple medical providers and vendors simultaneously from a single settlement, without spreadsheets or manual tracking.
Fixed & Pre-Negotiated Amounts
Apply approved line-item amounts per provider. Designed for invoices and liens, not percentage-based fee splits.
Instant Electronic Payments
Send payments instantly via ACH with real-time confirmation and status tracking.
Complete Payment History
Track what was paid, when, and to whom. Exportable reports support accounting, audits, and settlement transparency.
Two-Way Visibility
Both firms and providers can see payment status in real time.
Automation
What used to take your team days now happens in hours thanks to Disbo, with zero manual work and complete accuracy.
Automated Bill Analysis
Upload medical bills. Disbo instantly identifies overcharges, duplicate charges, and negotiation opportunities based on CPT codes and payer data.
Automated Negotiation Workflow
Disbo generates reduction requests and sends them to providers automatically. Track negotiation status in real time.
Centralized Lien Tracking
See all liens, amounts owed, negotiation status, and final payouts in one dashboard. No more juggling spreadsheets.
W-9 and 1099 Automation
Collect W-9s during onboarding. Generate and file 1099s automatically at year-end. Zero manual data entry.
14-Day Trust Account Notification
Automatic notifications before funds are withdrawn from trust accounts, meeting state bar requirements for notifications.
Seamless Case Integration
Whether you're using Clio for case management, QuickBooks for accounting, or Modern Treasury for banking, Disbo integrates in minutes and keeps everything in sync automatically. Updates flow both ways: settlements trigger disbursements, completed payments update your case files, and every transaction syncs to your books in real-time.
For firms with custom workflows, Disbo's REST API gives you full control to build integrations with internal tools, reporting systems, or proprietary software. And if you need data for audits or analysis, one-click exports deliver complete transaction histories in seconds.
Join Network
Disbo gives medical providers a dedicated portal to manage payments from law firms with confidence. Monitor incoming and completed payments, review pending cases, export reports, and sync directly with QuickBooks. Everything you need to stay informed, organized, and paid, without the back-and-forth.
Disbo vs Traditional Methods
Settlement disbursement
Monthly IOLTA reconciliation
Medical lien negotiation
Referral fee payment
