Disbursement just got
its own software.
Intake has software. Litigation has software. Paying out a settlement still means a checkbook, a partner's signature, and a spreadsheet. Disbo is the system for the money side of the case: prepared by staff, approved by your signer, sent from your own IOLTA by check or electronic payment, posted to your books.
+ more
Send + reconcile + automate
xero+ moreStill disbursing like it's 1970?
One settlement, seven payees. Here is what it takes your team today, and what the same afternoon looks like in Disbo.
- 1Before
One settlement, by hand.
Seven checks. One partner's signature. A trip to the post office. Three weeks of "where's my check?" calls. And at month-end, a spreadsheet that has to make three balances agree.
4 systemsbank, QuickBooks, Filevine, the spreadsheeta weekendto close the month1 · QuickBooksType 7 payees. Print 7 checks.2 · The partner's deskWait for a signature. She's in depo till 4.3 · The mail roomStuff, stamp, drive to the post office.4 · EmailTell every lienholder. Forget one.5 · Three weeks later"Where's my check?"6 · FilevineKey in the check numbers. By hand.7 · Month-endRebuild the ledger in a spreadsheet. It's $4,200 off. Find it.a weekend - 2After
The same settlement, in Disbo.
The statement comes in from your software. An operator queues seven payees. The signer approves from her phone. Checks go out with the letters in them, ACH lands in linked banks, and every payment is tracked to cashed. Month-end is a review.
1 queueone approval, one record0 re-keyedbank, books and case stay in step1 · Your software → DisboSigned statement comes in.2 · OperatorQueues 7 payees. Balances to $0.00.3 · SignerApproves from her phone. 2FA.4 · RailsACH to linked banks. Checks printed and mailed, letters enclosed.5 · NoticesEvery lienholder emailed. Automatically.6 · TrackedSent → delivered → cashed.7 · Month-endThree balances side by side, already posted. Review, export, done.an afternoon
Built so the bar
never has a question.
Disbo is software, like your bank's bill pay. The money stays in your IOLTA until your signer releases it, and Disbo never holds a dollar of it.
- Your signer approves every payment
Staff prepare. Only a registered admin or authorized signer can send, from a phone, with two-factor on every release and a second approver if you want one.
- Payees link their own bank
Verified through Plaid, government ID on file. Nobody at the firm types a routing number, and an emailed bank change can't change anything in Disbo.
- Every dollar tied to a case
Per-case overdraw guard, per-account limits, fees only from operating, and a positive-pay file in your bank's layout.
Audit-ready every day,
not the week before.
Because every deposit, payout, and case cost posts to your books as it happens, the records the bar asks for already exist.
- Who prepared it, who approved it, when it cashed
One audit log per payment. Sent, delivered, and cashed on every check, with uncashed checks aged by days outstanding.
- Per-case trust balances, always current
Every open case shows its settlement, what is still undisbursed in trust, and who has been paid. Nothing lives in a side spreadsheet.
- Month-end is a review, not a rebuild
Adjusted bank balance, trust journal, and client ledgers side by side, any difference itemized for your review, report exported. Beta
Hours per settlement, back.
Hands-on staff time to pay out one seven-payee settlement, from signed closing statement to every payee paid and posted.
Staff time, printing, postage, and the follow-up when it doesn't show. Put your own volume in the cost calculator and see what a month looks like.
Run your numbers →Disbo connects the record.
It doesn't replace anything.
Your bank holds the funds. Your case-management system holds the matter. Your accounting system holds the books. Disbo is the payment and ledger layer between them.
Accounting
+ moreCase management
+ moreOn another case-management system? Bring cases, payees, and historical trust balances in from a spreadsheet during onboarding.
One settlement, start to finish.
Five steps, the order we walk through on a call. Disbo comes in when the settlement lands and stays until the last check clears.
- 1Settlement lands
The settlement lands in trust.
Your cases are already in from Filevine or a spreadsheet. When the settlement check or ACH hits your IOLTA, Disbo matches it to the case from the bank feed, and the dashboard shows what is settled, what is undisbursed, and who has been paid. Nothing goes out before the money is in.
✓Deposit matched · $180,000.00ACH credit · Mar 7 · Chen v. Brightline Logistics · available in trust, $180,000.00 undisbursed - 2Closing statement
Settlements, paid to the penny.
Once the closing statement is signed it comes into Disbo; Filevine firms pull it straight from the settlement tab. Client, attorney fees, lienholders, and case costs are queued together, and Pay stays off until the payouts balance exactly. A disputed bill goes on hold with a note; the rest goes out today.
Disbursement · Chen v. Brightline LogisticsClosing statement signed Mar 9 · pulled from the Filevine settlement tab · 2026-EM-0418BalancedGross settlement$180,000.00Allocated$180,000.00Difference$0.00 · Pay enabledMarcus ChenClient · direct deposit to the bank he linkedACH$91,800.00PayJustice for WorkersAttorney fee 40% · trust to operatingACH$72,000.00PaySummit Orthopedic GroupMedical lien · printed check · lien letter enclosedCheck$7,650.00PayValley Urgent CareMedical lien · amount disputed · "billed twice for 2/14 visit"Check$925.00On holdPacific Court ReportingCase cost reimbursement · to operatingACH$1,925.00PayVeritext Legal SolutionsDeposition transcript · reimbursement · to operatingACH$1,300.00Pay4 more case-cost reimbursementsRecords, filing fees, expert review · to operatingACH$4,400.00Pay10 payees · 9 ready · 1 on hold · change any line by $1.00 and Pay turns greyPay all · $179,075.00 - 3Signer approval
Staff prepare, your signer releases.
Operators queue payouts; only an authorized signer can release them, from a phone, with two-factor on every send and a second approver if you want one. Every payee is verified through Plaid, every payout stays under the account limit, and no case can go below zero.
9:41DisboRelease payment$91,800.00to Marcus Chen · Chen v. Brightline Logistics
from IOLTA ••4821 · ACH✓Prepared by D. Alvarez · OperatorMar 9, 2:14 PM · can queue, cannot send✓Payee verified through PlaidMarcus linked his own bank · ID on file✓Within payout limit$91,800.00 of $100,000.00 per payout✓Case cannot go below zero$0.00 remaining after all 10 payees·Second approver · L. Park, signerPending · two-approver release is onAuthenticator code•••••Approve with 2FABank-to-bank from your IOLTA · every step in the audit log - 4ACH or check
ACH or check, your call per payee.
ACH goes straight to the bank the payee linked. A check is printed and mailed for you with the lien letter and signed statement enclosed and your firm's logo on the check and envelope. The lienholder gets an email the moment it goes out, and the check image lands back on the case.
Check #10802 · Summit Orthopedic GroupChen v. Brightline Logistics · medical lien · drawn on IOLTA ••4821$7,650.00Mailed Mar 10EnclosuresLien letter.pdfSigned settlement statement.pdfEnvelopeFirm logo on check and envelope · return address on fileLienholder notifiedEmail sent Mar 10 with check number and amountMemo lineChen v. Brightline Logistics · 2026-EM-0418 · lien payoff✓Queued
Mar 9✓Printed
Mar 10✓Mailed
Mar 104Delivered
USPS tracking5Cashed
image savedCheck image attaches to the case in Disbo and Filevine when it clearsView check - 5Tracked to cashed
Every payment, tracked to cashed.
Every payment shows sent, delivered, and cashed, and uncashed checks are aged by days outstanding. Open any bucket to see the check, the case, and when it was mailed, then reissue from the same row. "Where's my payment?" is answered in one click, and QuickBooks and Filevine are already updated.
Firms are moving their disbursements to Disbo.
References from firms on Filevine and QuickBooks are available on your demo.
Send your next settlement
through Disbo.
Thirty minutes. We'll run a disbursement end to end on your own case numbers and show you what month-end looks like after.