This new solo personal injury firm litigates its own cases, averaging 7 to 15 medical providers on every settled case. The stack was QuickBooks, an outside accountant, a bank quick-pay tool for disbursements, and a manually maintained medical log spreadsheet — no CRM. His framing of the problem was simple: “The value for me is the time.”
What Their Old Flow Looked Like
- Building the medical log and cost sheets by hand for every case: “creating, like, the meds… all the different costs, like, that is time heavy”
- After lien negotiations, a second heavy lift: cutting and tracking payments to 7–15 providers per case
- Disbursements ran through a consumer bank quick-pay tool disconnected from the books
- Weighing hiring a freelance bookkeeper just to escape the workload: “for me, it's just because I don't want to do it”
How Disbo Replaces This Flow
- Case and provider data flow into Disbo, so the settlement sheet is generated instead of hand-built
- Enter the settlement amount and every distribution — fees, costs, each provider, client proceeds — is calculated automatically
- One action pays all 7–15 providers and the client via Quick Pay, Standard Pay, or a tracked Lob check
- The books update as payments go out, so the outside accountant reviews clean records instead of reconstructing them
7–15
Providers Paid Per Case
Automatic
Settlement Sheet Math
One Action
Full Case Disbursement
Continuous
Books & Ledger Updates
No realized before/after exists yet — this attorney agreed to A/B test Disbo against his bank quick-pay flow with his executive assistant on a live settlement. Disbo's own claim, stated as a company claim: the platform is designed so a firm can send a disbursement in about 5 minutes while the books manage themselves.