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.
The Problem
- Each disbursement requiring many hours of paralegal time: spreadsheet calculations, check writing, and trust ledger updates
- Multiple paralegals dedicated to disbursement processing, creating a bottleneck on case closings
- Manual calculations susceptible to errors that delay payments to clients
- Trust account reconciliation requiring multi-day manual processes every month, with discrepancies common
- Clients waiting extended periods from settlement to receiving funds
The Solution
- Import active cases with automatic provider and lien tracking from case management integrations
- Settlement sheet generation automated: enter the settlement amount and Disbo calculates every distribution including attorney fees, liens, costs, and client proceeds
- One-click disbursement sends payments to all parties simultaneously — clients via ACH, providers via FedNow, co-counsel via wire
- Trust account balances update in real-time with automatic three-way reconciliation, replacing the manual monthly process
Disbo is built to compress a multi-hour disbursement workflow into a single action — freeing your team to take on more cases without adding headcount.