This solo employment attorney's disbursement process was the default one: mail physical checks and hope. His two standing worries were IOLTA compliance and uncashed checks — the same pair that shows up at every firm size. (Facts from this call come from a call summary and are presented as facts, not quotes.) He created a Disbo account during the demo itself, and even considered running a payment while traveling.
What Their Old Flow Looked Like
- Every settlement disbursement went out as a hand-mailed physical check
- Standing anxiety about IOLTA compliance with no reconciliation tooling behind it
- Uncashed checks with no visibility into what was still outstanding
- A solo practice with no staff to absorb any of the above
How Disbo Replaces This Flow
- Clients and payees are paid electronically via Quick Pay and Standard Pay from the connected IOLTA account
- Any check that must be mailed is printed and sent through Lob with tracking, so nothing disappears into the mail
- Outstanding and uncashed items are visible per matter instead of unknown
- Trust accounting and reconciliation happen automatically behind each disbursement — solo-sized compliance without staff
Same Call
Account Created
Electronic
Default Payment Rails
Tracked
Any Mailed Check
Automatic
IOLTA Reconciliation
There is no realized before/after yet — this attorney is newly onboarded. What the old flow guaranteed was untracked mail and unanswered compliance questions; the new flow is designed to make both problems structural non-issues for a firm of one.