This solo employment attorney left big law to open his own practice — and had never held client money in trust: “I have yet to have any money in my own trust.” That made him the rare firm with no bad process to unwind, and his first question was the right one: what does an audit look like if the platform keeps the books? He onboarded live on the call, connecting both his operating and IOLTA accounts.
The Starting Point
- A brand-new firm with zero trust accounting infrastructure and no bookkeeper
- Aware of the stakes going in: “I know that a lot of people have a lot of problems with it [IOLTA].”
- The alternative was the default solo path — spreadsheets, manual reconciliation, and learning compliance by near-miss
How Disbo Replaces This Flow
- Operating and IOLTA accounts connected to Disbo before the first client dollar arrives
- Every future trust transaction is recorded, matched to its matter, and reconciled automatically from day one
- Disbursements go out via Quick Pay, Standard Pay, or tracked Lob checks — no check-writing habit ever forms
- Audit response becomes an export, not a scramble: “Disbo does all the reconciliation, so if I need to get audited, I can just hand them whatever Disbo produces?”
Day One
Audit-Ready Records
Live On Call
Accounts Connected
Automatic
Reconciliation From First Dollar
Zero
Legacy Process To Unwind
There is no before/after here by definition — this firm never had a “before.” That's the point: a new solo practice can start with audit-ready trust accounting as its default state. His review of the platform, verbatim: “Very cool platform you built.”