Every disbursement,
matched by AI.
Disbo's AI matches every deposit to its case, checks every transaction against your state's IOLTA rules in real time, and notifies clients the moment their funds land in trust. Your team approves — the AI does the bookkeeping.
- Deposits matched to cases automatically
- Real-time IOLTA compliance monitoring, all 50 states
- Clients notified the moment funds arrive
- Every AI decision logged for audit
Built to connect with the tools you already use
Three jobs your staff does by hand. Disbo's AI does automatically.
Matching deposits, checking compliance, and notifying clients are the three most repetitive — and most error-prone — parts of running a trust account. Disbo automates all three.
AI that assists. Never AI that guesses.
Disbo's AI never moves money and never invents an answer. It matches deposits to cases, and when it isn't certain, it asks — flagging the transaction for a human decision instead of guessing. Compliance checks run against a deterministic 50-state IOLTA rules engine, so what gets enforced is your state bar's actual rule, not a model's opinion of it.
Everything the AI does is written to the same immutable audit log as every other action in Disbo — so when the state bar asks, you can show exactly what was matched, checked, and sent, and when.
Built on Disbo's trust accounting foundation
The AI layer sits on top of the same IOLTA-compliant platform law firms already run on.
AI Disbursements FAQ
What does AI actually do in Disbo?
Three things: it matches every incoming deposit to the right case automatically, it checks every transaction against your jurisdiction's IOLTA rules in real time, and it triggers client fund-receipt notifications the moment settlement money lands in trust. Every AI decision is logged so your audit trail shows exactly what happened and why.
Does AI ever move money on its own?
No. Disbo's AI matches, monitors, and flags — it never initiates a disbursement. Every payment still requires explicit approval from your firm, and every action is recorded in an immutable audit log.
What happens when the AI can't match a deposit to a case?
It tells you. Unmatched deposits are flagged for review instead of being silently guessed. You confirm the match once, and the reconciliation, ledger entry, and client notification flow from there automatically.
Is AI-assisted trust accounting IOLTA-compliant?
Yes. Disbo enforces your state bar's IOLTA rules on every transaction — AI-matched or not — and generates the same audit-ready documentation. The AI reduces manual work; the compliance rules engine stays deterministic and jurisdiction-specific.
Stop reconciling by hand.
Let AI run the busywork.
See how Disbo matches every deposit, checks every rule, and notifies every client — automatically.