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.
The Problem
- Separate trust accounts in Oregon, Alaska, and Hawaii — each with its own bookkeeper, software, and reconciliation process
- Three different state bars, three different IOLTA programs, three different audit standards
- No firm-wide visibility into trust balances or pending disbursements across Cascade's three offices
- Inter-office case transfers (referred matters, co-counsel arrangements) creating reconciliation gaps
- Compliance reporting requiring manual consolidation from three separate systems
The Solution
- Single platform handles all three states' IOLTA accounts with automatic rule enforcement per jurisdiction
- Firm-wide dashboard shows every Cascade trust balance, pending disbursement, and reconciliation status across offices in real time
- Inter-office case transfers tracked with full audit trail — referred matters and co-counsel splits handled cleanly
- Per-state compliance reports generated on demand — Oregon Bar, Alaska Bar, and Hawaii Bar formats supported automatically
3 States
Single Platform
Firm-Wide
Trust Visibility
Per-State
Compliance Reports
Multi-Office
Operations Ready
Cascade Injury Group now operates as one firm across Oregon, Alaska, and Hawaii — with consolidated trust visibility and per-state compliance handled automatically.