Case Studies

Real workflows. A clearer way forward.

See the situations law firms and medical practices face today, and how Disbo is designed to replace those manual workflows.

15 case studies

High-Volume & Mass TortHigh-Volume Firm

A firm signing 300 new motor-vehicle cases a month

300 New MVAs a Month: When “Accounting's Hair Is Always on Fire”

A high-volume firm's manual disbursement process simply doesn't scale — in its own words, “It doesn't work”

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High-Volume & Mass TortMass Tort Firm

A mass-tort firm with ~$8M in uncleared checks and ~$30M a year in referral fees

$8 Million in Uncleared Checks: Inside a Mass-Tort Firm's Weekly Disbursement Runs

Excel-based IOLTA reconciliation, manual Monday/Tuesday check runs, and international clients with no US bank account

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Boutique & Mid-Size FirmsBoutique Firm

A boutique injury firm

The $40,000 Check Theft That Made a Boutique Firm Stop Trusting the Mail

Stolen checks, photoshopped payees, hand-delivered replacements — and no reconciliation process at all

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Boutique & Mid-Size FirmsBoutique Firm

An injury firm running SmartAdvocate and Sage

The Firm Building Its Own SmartAdvocate Integration — Then It Saw Disbo

“Almost like the integration we're doing right now is useless” — in-office check printing meets automated disbursements

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Boutique & Mid-Size FirmsMid-Size Firm

A PI firm whose partner ran disbursements by hand for 20 years

“You Are a Replacement for Bill”: 20 Years of Check Misery, Two Months on Bill.com

A PI firm's disbursement flow took a preparer, an outside accountant, a Tuesday/Thursday data-entry team — and still didn't work

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Small FirmsSmall Firm

A small PI and lemon-law firm where most settlements run ~$30K

The $27,500 Settlement Check Reversal That Hit a Small Firm's IOLTA

A cleared check, a disbursed case — and four days later, minus $27,500 in the trust account

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Solo PractitionersSolo Practitioner

A solo personal injury attorney with ~100 open files and 3 virtual assistants

The Solo PI Attorney Who Never Reconciled His Trust Account

“I just don't reconcile” — how a 100-file solo practice plans to make IOLTA compliance automatic

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Solo PractitionersSolo Practitioner

A solo PI litigator averaging 7–15 medical providers per settled case

“The Value for Me Is the Time”: A Solo Litigator With 7–15 Providers Per Case

How a solo PI litigator plans to replace med logs, manual math, and check runs with one disbursement flow

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Solo PractitionersSolo Practitioner

A solo employment attorney who mailed every settlement check by hand

The Solo Employment Attorney Who Signed Up Mid-Demo

Mailing physical checks, worrying about IOLTA compliance and uncashed checks — then creating a Disbo account on the call

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Solo PractitionersSolo Practitioner

A brand-new solo employment attorney out of big law, starting audit-ready from day one

Starting Audit-Ready: A Brand-New Solo Firm's First Trust Account

“If I need to get audited, I can just hand them whatever Disbo produces?” — onboarded live on the demo call

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Platform Deep DivePersonal Injury Law

How Disbo Is Designed to Transform Law Firm Disbursements

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

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Platform Deep DiveTrust Accounting

How Disbo Is Designed to Make Trust Accounting Audit-Ready

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

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Platform Deep DivePersonal Injury Law

How Disbo Is Designed to Maximize Lien Recoveries at Scale

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

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Platform Deep DivePlatform Deep Dive

The Check Was Free. The Case Record Was Missing.

Bank bill pay can show payment status. Disbo connects each paper check to the matter, recipient, trust ledger, delivery timeline, and audit trail.

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Medical ProvidersMedical Provider

How Disbo Eliminates Paper Check Processing for Medical Offices

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

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See it on your own cases

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