Summit Trial Group is a Denver-headquartered personal injury firm with satellite attorneys covering Colorado, Utah, Idaho, Montana, and Wyoming. As the firm grew from one office to five-state coverage, its trust accounting was still being run by a single bookkeeper using QuickBooks plus a stack of Excel ledgers — a model that broke under the weight of multi-state IOLTA differences and growing settlement volume. Summit moved its full trust operation to Disbo to keep compliance airtight without hiring a second bookkeeper.
The Problem
- A single bookkeeper handling trust accounting for the entire firm — creating a single point of failure for compliance
- Month-end reconciliation pushed late or skipped entirely during high-volume settlement weeks
- Colorado, Utah, Idaho, Montana, and Wyoming each enforce slightly different IOLTA rules — hard to track manually as Summit's attorneys expanded across state lines
- Sub-account ledgers maintained in spreadsheets with no real-time link to the bank balance
- Audit anxiety every time a partner considered opening a new office or hiring a new attorney
The Solution
- Continuous three-way reconciliation eliminated Summit's month-end crunch — books are always current, not 30 days behind
- State-specific IOLTA rule packs for Colorado, Utah, Idaho, Montana, and Wyoming applied automatically to every transaction
- Per-matter client ledgers update in real time with every receipt, fee, and disbursement — no spreadsheets required
- One-click audit packages let Summit grow into a multi-state practice without expanding back-office headcount
1 Bookkeeper
Supports the Whole Firm
5 States
Mountain West Rule Packs
Continuous
Reconciliation
Multi-State
Compliance Ready
Summit Trial Group doubled its caseload across the Mountain West without doubling its back office — keeping every Colorado, Utah, Idaho, Montana, and Wyoming trust account audit-ready by default.