Case Studies

Built to deliver results for PI firms

Explore the real problems Disbo is designed to solve — from disbursement bottlenecks to compliance risk and lien recovery.

Medical Provider

How Disbo Eliminates Paper Check Processing for Medical Offices

Designed to replace hours of daily manual work with instant, automatic payments

Medical practices treating personal injury patients face a common bottleneck: law firm payments arrive as paper checks that require manual verification, deposit, and reconciliation. For a multi-location orthopedic practice processing dozens of checks daily, this administrative burden consumes staff time and introduces errors into billing records. Disbo is built to eliminate this workflow entirely.

Automatic

Invoice Reconciliation

Instant

Payment Visibility

FedNow / ACH

Payment Methods Supported

How Disbo Is Designed to Transform Law Firm Disbursements

Built to compress hours of paralegal work into a single, automated workflow

For a busy personal injury firm handling hundreds of active cases, settlement disbursement is one of the most time-consuming workflows. Calculating distributions across clients, attorneys, providers, and co-counsel — then writing checks, updating trust ledgers, and reconciling accounts — can consume entire paralegal days per case. Disbo automates this workflow end-to-end.

One Click

Full Settlement Execution

Automatic

Distribution Calculation

How Disbo Is Designed to Make Trust Accounting Audit-Ready

Built to give every firm complete, always-current compliance documentation

State bar IOLTA audits present a significant compliance risk for any firm managing client trust accounts. When records have gaps — unreconciled balances, missing documentation, or commingling — the consequences range from formal letters of concern to disciplinary proceedings. Disbo is designed to make trust accounting audit-proof by construction, not by scrambling before an audit.

Immutable

Audit Trail on Every Transaction

Continuous

Three-Way Reconciliation

Automatic

Compliance Alerts

Always Ready

Compliance Documentation

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Personal Injury Law

How Disbo Is Designed to Maximize Lien Recoveries at Scale

AI-powered analysis built to systematically identify reduction opportunities across every case

Medical liens are one of the largest variables affecting client net recovery in personal injury cases. Firms handling high caseloads often cannot negotiate every lien manually — smaller cases may go entirely un-negotiated, leaving money on the table for both clients and the firm. Disbo's lien negotiation tools are designed to change this at scale, applying rigorous analysis to every case regardless of size.

Every Case

Lien Analysis Coverage

AI-Powered

Provider Benchmarking

How Summit Trial Group (Denver, CO) Scales Across the Mountain West with Disbo

A Denver-based PI firm consolidates trust accounting across Colorado, Utah, and the Rockies on one platform

Summit Trial Group is a Denver-headquartered personal injury firm with satellite attorneys covering Colorado, Utah, Idaho, Montana, and Wyoming. As the firm grew from one office to five-state coverage, its trust accounting was still being run by a single bookkeeper using QuickBooks plus a stack of Excel ledgers — a model that broke under the weight of multi-state IOLTA differences and growing settlement volume. Summit moved its full trust operation to Disbo to keep compliance airtight without hiring a second bookkeeper.

1 Bookkeeper

Supports the Whole Firm

5 States

Mountain West Rule Packs

Estates & Personal Injury

How Granite State Trust Counsel (Manchester, NH) Modernized 40 Years of Paper Trust Records

A New Hampshire firm with co-counsel relationships across New England moves off paper ledgers and onto Disbo

Granite State Trust Counsel is a Manchester-based firm handling estate administration and personal injury matters across all six New England states. For nearly forty years, the firm's trust accounting lived in paper ledgers maintained by a senior bookkeeper who knew every quirk of the system. When that bookkeeper announced her retirement, the partners faced a hard truth: the firm had decades of undocumented practices and a state bar — six of them, actually — that take IOLTA enforcement very seriously. Granite State moved its full trust operation to Disbo to digitize the historical record before succession became a crisis.

6 States

New England IOLTA Rule Packs

Immutable

Trust Audit Trail

Guided

Paper-to-Digital Migration

How Heartland Injury Partners (Indianapolis, IN) Made Every Lien Worth Negotiating

An Indianapolis PI firm settling 80+ cases a month brings AI lien negotiation and IOLTA reconciliation onto Disbo

Heartland Injury Partners is an Indianapolis-based PI firm with attorneys licensed across nine Midwestern states. The firm settles 80+ cases a month — mostly auto and workers' comp — at average case values well below coastal peers. That economics meant smaller settlements were going un-negotiated on liens because the manual effort exceeded the recovery, and the bookkeeper was spending entire weeks each month on trust reconciliation instead of provider follow-up. Heartland moved both lien negotiation and trust accounting onto Disbo to fix the math.

80+/mo

Settlements Supported

Every Lien

AI Negotiation Coverage

How Magnolia Trial Law (Jackson, MS) Built a Hospital-Lien Playbook for the Deep South

A Mississippi PI firm uses Disbo to negotiate hospital liens consistently across Alabama, Arkansas, and Kentucky

Magnolia Trial Law is a Jackson-based personal injury firm with co-counsel relationships across Alabama, Arkansas, and Kentucky. Hospital lien statutes throughout the Deep South give providers strong claims on PI recoveries — and Magnolia's attorneys were negotiating these liens individually, on a case-by-case basis, with wildly inconsistent results. Some clients saw meaningful reductions, others saw almost none. Magnolia moved its lien negotiation and trust accounting onto Disbo to apply consistent, data-driven negotiation to every Deep South hospital lien.

Every Lien

AI Benchmarking

State-Specific

Reduction Letter Templates

Single Source

Trust + Liens Unified

How Cascade Injury Group (Portland, OR) Runs One Trust System Across Oregon, Alaska, and Hawaii

A Portland-based PI firm consolidates three state IOLTA programs into a single Disbo platform

Cascade Injury Group is a Portland-headquartered personal injury firm with satellite offices in Anchorage and Honolulu. Each office had its own bookkeeper, its own software, and its own reconciliation process — and three different state bars (Oregon, Alaska, Hawaii) with three different IOLTA standards. Inter-office case transfers and co-counsel splits routinely created reconciliation gaps, and firm-wide compliance reporting required manual consolidation from three separate systems. Cascade moved all three offices onto Disbo to operate as one firm.

How Capital Injury Counsel (Washington, D.C.) Handles Multi-Jurisdiction Trust Funds on One Platform

A DC-headquartered PI firm uses Disbo to manage IOLTA across DC, Maryland, Delaware, and West Virginia

Capital Injury Counsel is a Washington, D.C. personal injury firm whose caseload routinely crosses into Maryland, Delaware, Virginia, and West Virginia — sometimes on a single matter. Add federal employee clients (FECA, FTCA) and the trust accounting picture got complicated fast. Each jurisdiction has its own IOLTA rule, and the firm's bookkeepers were tracking which state's reconciliation rule applied to each matter manually. After a near-miss on a DC Bar audit request, Capital moved its full trust operation to Disbo.

4 Jurisdictions

Mid-Atlantic Rule Packs

Per-Matter

Jurisdiction Tagging

Federal + State

Disbursement Workflows

How Rio Grande Trial Law (Albuquerque, NM) Pays Rural Clients the Same Day a Case Settles

An Albuquerque PI firm covering New Mexico and Oklahoma uses Disbo for instant client disbursement

Rio Grande Trial Law is an Albuquerque-based personal injury firm covering New Mexico and parts of western Oklahoma. The firm's clients are often located hours from the office, in rural counties and tribal jurisdictions where convenient bank branches do not exist. When a case settled, mailing a paper check meant clients waited two more weeks for funds they had already been waiting months to receive — and the firm's reputation took a hit every time. Rio Grande moved client disbursement and trust accounting onto Disbo to make same-day payout the default.

Same Day

Client Disbursement

Push-to-Card

Unbanked Client Payouts

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Disbo is built for personal injury firms and medical providers who are done with manual workarounds.

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