Trust accounts, finally trustworthy.
Automate IOLTA-compliant disbursements, reconcile in real time, and confirm every payment was received — without spreadsheets, without phone calls. Built for personal injury firms, plus lemon law, employment, and other contingency practices.
What is Disbo?
See how Disbo replaces spreadsheets, wires, and manual reconciliation for plaintiff-side law firms.
Every payment, from one trust account. In one tap.
Pay a referring attorney their fee
Pay a medical provider's invoice
Send the client their net payout
Reconcile the trust account in one tap
Demo data. No real funds move. Names labeled [Demo] for illustration.
Two sides of every settlement. One platform.
If you run a firm
Upload your settlement statement. Every payee gets paid automatically — attorneys, providers, clients. Reconciliation runs in the background, audit reports are always ready, and you never touch a spreadsheet.
Learn more about Disbo for law firmsIf you treat patients
No more calling the attorney's office to ask where your money is. When the case settles, payment routes directly to you — correct amount, full documentation, complete lien resolution.
Learn more about Disbo for providersFrom 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, every lien reduction, every case cost — calculated and laid out automatically. Review the full breakdown on one screen, then pay every party from your IOLTA account in a single click. What used to take hours now takes seconds.
Lien negotiations, all in one place.
Submit, counter, and finalize lien reductions with a clear audit trail. No spreadsheets, no email chains, no missing paperwork. Funds are disbursed directly to providers once an agreement is reached.
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 land same day. ACH, wire, and FedNow — 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, always reconciled.
Know instantly which cases are fully compliant and which need attention. Track notification, release, disbursement, reconciliation, and W-9 status across every active settlement — catch gaps before they become bar complaints, and close cases with confidence.
| 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 |
Everything you need to disburse faster.
Six capabilities. One platform. Zero spreadsheets.
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.
QuickBooksComing SoonEvery disbursement writes a fully-categorized record into your QuickBooks so the books reconcile themselves.Read more
FilevineAvailableSee real-time trust balances, payments, and reconciliation inside every Filevine matter.Read more
ClioComing SoonSync matter data and disbursement records between Disbo and Clio Manage.Read more
CASEpeerComing SoonConnect Disbo to your CASEpeer cases so settlement money tracks alongside the matter.Read more
LitifyComing SoonSalesforce-based firms connect Disbo directly into Litify case workflows.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.
Modern TreasuryBanking RailThe payment-operations and ledger engine underneath every Disbo disbursement, routing money across ACH, wire, RTP, and check rails with a precise ledger behind every transaction.Your trust account, built for compliance.
Every transaction is checked against your jurisdiction's bar rules, reconciled across all three ledgers in real time, and packaged into audit-ready reports -- without you lifting a finger.
Three-Way Reconciliation
Bank, trust ledger, and matter ledgers are matched continuously. Discrepancies surface instantly, not at month-end.
Real-Time IOLTA Monitoring
Every deposit and withdrawal is checked against your jurisdiction's IOLTA rules in real time. Violations are flagged before they happen.
Audit-Ready Packets
One click generates the exact CTAPP reconciliation packet your state bar auditor requests. Monthly reports, exception logs, and ledger snapshots included.
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 and see exactly how Disbo moves settlement funds from your trust account to every party — clients, providers, lienholders, and co-counsel. Now accepting new firms and medical providers.
Now accepting new firms and medical providers