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.
The Problem
- Single matters touching multiple jurisdictions (DC, Maryland, Delaware, West Virginia) with unclear lead-state IOLTA treatment
- Federal Tort Claims Act and FECA settlements with their own disbursement rules layered on top of state IOLTA
- Bookkeepers tracking which state's reconciliation rule applied to each client matter manually
- Bar audits in multiple jurisdictions on the same set of trust funds — no unified audit package
- DC's strict IOLTA program (DC Bar Rule XI) requiring detailed reporting that other jurisdictions do not
The Solution
- Per-matter jurisdiction tagging applies the correct state's IOLTA rule pack automatically to every Capital transaction
- Federal claims handled with their own disbursement workflow alongside state IOLTA — both audit-trailed
- Cross-jurisdiction audit packages generated on demand in DC, Maryland, Delaware, and West Virginia formats
- DC Bar reporting requirements built directly into the platform — no external spreadsheet required
4 Jurisdictions
Mid-Atlantic Rule Packs
Per-Matter
Jurisdiction Tagging
Federal + State
Disbursement Workflows
DC Bar
Reporting Built In
Capital Injury Counsel handles the jurisdictional complexity of DC-metro PI practice — multi-state IOLTA, federal claims, and DC Bar reporting — in one platform.