Disbo + Smokeball

Disbo is the disbursements & IOLTA compliance layer for Smokeball firms

Keep Smokeball for matter management, document automation, and time tracking. Add Disbo on top for client and vendor disbursements, 50-state IOLTA enforcement, and bar-ready audit packages in under 60 seconds — with extra muscle for personal injury workflows like settlements and medical lien negotiation. Native Smokeball integration coming soon.

How Disbo and Smokeball fit together

We don't compete with Smokeball — we add the disbursements and compliance layer it doesn't have.

Smokeball is excellent at what it's built for: matter management, automatic time capture, document automation, and Microsoft Office workflows. For most of a firm's day-to-day, that's the right tool. We don't try to replace it.

Where Smokeball stops short — for any firm that holds client funds — is the trust side: enforcing state-bar IOLTA rules at the transaction level and running real disbursements to clients, vendors, co-counsel, and other payees. Disbo plugs that work in as a layer on top, with deeper personal-injury-specific workflows like multi-recipient settlement disbursements and medical lien negotiation built in for firms that need them. Smokeball stays the system of record for the matter. A native Smokeball integration is on the roadmap.

About Smokeball

What Smokeball does — and where it stops.

Smokeball is a practice management platform built around document automation, automatic time tracking, and Microsoft Office workflows. Trust accounting is bundled into the higher-tier Smokeball Bill and Boost plans and covers per-matter ledgers, deposits, disbursements, and bank reconciliation. It is not designed to enforce state-specific IOLTA rules at the transaction level or to run real disbursement workflows — and personal injury practices, where settlement disbursements and medical lien negotiation come into play, hit those limits hardest. Disbo is built for that work and complements Smokeball rather than replacing it.

Feature comparison: Disbo vs. Smokeball

Defaults out of the box — not maximum capability after custom configuration.

FeatureSmokeballDisbo
Disbursement workflow (clients, vendors, payees)
Manual disbursement entries — one ledger line at a time
Full disbursement workflow with multi-recipient breakdown and audit-ready records
PI workflows: settlements & medical lien negotiation
Not supported — tracked in documents and matter notes
Settlement disbursements, lien intake, negotiation, and lienholder payments built in
Negative balance prevention
No automatic block — surfaced during reconciliation
Blocked automatically before the transaction processes
50-state IOLTA rules engine
Generic trust workflow — no jurisdiction logic
50+ jurisdiction rules applied automatically per matter
Three-way reconciliation
Manual workflow — typically monthly
Continuous and automated — runs in real time
Audit package generation
Standard reports; bar-ready package assembled manually
Complete audit package generated in under 60 seconds
Native Smokeball integration
Coming soon — sync matters, parties, and disbursement events
Best used as
System of record for matters, documents, and time
Layer on top for trust, disbursements, liens, and IOLTA compliance
Where Smokeball falls short on IOLTA

Smokeball runs the matter. Disbo is the disbursements, lien negotiation, and IOLTA compliance layer that sits on top.

Disbursements are a manual lift in Smokeball

Smokeball can record trust ledger entries, but real disbursement work — paying clients, vendors, co-counsel, or (for PI firms) splitting a settlement across multiple recipients — is a manual sequence. Disbo runs the whole disbursement in one workflow with audit-ready breakdown.

No native settlement or lien negotiation workflow

Personal injury firms hit this hardest: medical lien tracking, negotiation, and payment aren't part of Smokeball. Most firms bridge it with spreadsheets and email. Disbo runs settlements, lien intake, negotiation, and lienholder payments in one place.

Trust compliance still sits on the firm

Smokeball's trust module supports bookkeeping but doesn't enforce state-bar IOLTA rules at the transaction level. Disbo adds that enforcement layer for any firm holding client funds: jurisdiction-aware rules, real-time prevention, and one-click bar audit packages.

Why Disbo

IOLTA compliance as a system — not a feature checkbox.

Prevention, not detection

Disbo blocks negative balances before the transaction processes. Discovery at month-end is already a violation.

50-state IOLTA rules engine

Every matter carries a governing jurisdiction. Disbo applies that state's IOLTA reconciliation, retention, and notification rules automatically.

Audit-ready in 60 seconds

A complete audit package — client ledgers, three-way reconciliation, disbursement histories — generates from an immutable trail in under a minute.

Choosing between Disbo and Smokeball

Smokeball is best for

Smokeball is best for firms that want strong document automation, automatic time capture, and Microsoft Office-centric matter management — and intend to keep using it as their primary practice management system.

Disbo is best for

Disbo is best for any firm running on Smokeball that holds client funds and wants a real disbursements engine plus automated IOLTA compliance on top — with extra workflows like settlement disbursements and medical lien negotiation for personal injury practices. Added as a layer on top, not as a replacement. Native Smokeball integration is coming soon.

Common Questions

Disbo vs. Smokeball FAQ

Do I have to leave Smokeball to use Disbo?

No. Disbo is built to sit on top of your existing practice management platform. Smokeball stays the system of record for matters, documents, and time. Disbo runs the trust, disbursement, and IOLTA compliance work that Smokeball isn't designed for — with extra settlement and lien negotiation workflows for personal injury firms. A native Smokeball integration is on the roadmap so matters and parties sync automatically.

Is Disbo only for personal injury firms?

No. Disbo's disbursements engine and 50-state IOLTA compliance layer are valuable to any firm that holds client funds — general practice, family law, real estate, estate planning, immigration, and more. Personal injury firms get additional purpose-built workflows on top, like multi-recipient settlement disbursements and medical lien negotiation, because those are the highest-volume, highest-risk disbursement scenarios.

What does Disbo add on top of Smokeball?

Three things Smokeball doesn't do natively: (1) a real disbursement workflow for paying clients, vendors, co-counsel, and other payees with audit-ready records, (2) PI-specific workflows like settlement disbursements and medical lien negotiation, and (3) a 50-state IOLTA rules engine with real-time negative balance prevention and one-click bar-ready audit packages.

Is there a Smokeball integration with Disbo?

A native Smokeball integration is on our near-term roadmap — matter sync, party sync, and disbursement events flowing back into the Smokeball matter. Until that's live, firms typically run Disbo alongside Smokeball with light manual hand-off; the value of disbursements and IOLTA compliance still significantly outweighs the friction.

Does Disbo help Smokeball stay bar-compliant?

That's exactly the goal. Smokeball's trust module is record-keeping; Disbo is the compliance enforcement layer. Negative balances are blocked at entry, the correct state's IOLTA rules apply automatically per matter, and a bar-ready audit package is one click — so firms running on Smokeball can confidently handle trust work without re-platforming.

Now Accepting Early Access Members

Ready to move beyond Smokeball's trust accounting to full IOLTA compliance?

See how Disbo's compliance engine prevents violations, enforces 50-state bar rules, and generates audit-ready reports automatically.

256-bit Encryption  ·  IOLTA Ready  ·  SOC 2 (Coming Soon)