How Disbo Is Designed to Make Trust Accounting Audit-Ready

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

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Disbo Team

Legal trust accounting researchers — IOLTA compliance and PI settlement disbursement

Last updated May 25, 2026

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.

The Problem

Trust account records with reconciliation gaps, missing transaction documentation, and commingling risks
Manual monthly reconciliation processes that fall behind — creating cumulative compliance exposure
No immutable audit trail proving when transactions were made, by whom, and for which matter
Funds moving between client sub-accounts without proper documentation
Compliance preparation consuming significant attorney and staff time before audits

The Solution

Every trust account transaction recorded with an immutable audit trail: who initiated, who approved, when cleared, and which client matter
Automated three-way reconciliation keeps ledger, bank, and case management records in continuous sync
Compliance checks built in to prevent violations before they happen — commingling alerts, negative balance warnings, and unearned fee detection
Monthly compliance reports generate automatically with full bank-statement-to-ledger matching

Immutable

Audit Trail on Every Transaction

Continuous

Three-Way Reconciliation

Automatic

Compliance Alerts

Always Ready

Compliance Documentation

Disbo is designed to make trust account compliance a byproduct of normal operations — not a separate, time-consuming process you scramble to complete before an audit.