Platform Features

Everything you need to
close every case cleanly.

From disbursements to compliance, Disbo handles the entire settlement workflow in one secure platform. Every dollar tracked. Every payment documented.

  • 256-bit encryption on every transaction
  • Designed for IOLTA compliance
  • SOC 2 (Coming Soon)
  • FedNow enabled for instant payments
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disbo.com
Settlement Workflow
Processing
Upload
2
AI Parse
3
Review
4
Pay
AI detected 4 recipients
Client: Maria Martinez
$134,480
Attorney Fees (33.3%)
$79,920
Medical Liens
$23,450
Case Costs
$2,150
IOLTA reconciledCompliant
Audit trail completeLogged
4 payments queuedReady

Integrates with the tools you already use

Clio
MyCase
Filevine
QuickBooks
LawPay
PracticePanther
Smokeball
CosmoLex
Clio
MyCase
Filevine
QuickBooks
LawPay
PracticePanther
Smokeball
CosmoLex
< 5 min
Target settlement disbursement time
100%
Audit-ready documentation
$0
Setup fee to get started
50+
State bar rules supported in architecture

One platform. Every capability.

Each feature works on its own and gets better together. Click any feature to learn more.

Disbursements

Upload a settlement statement. Disbo identifies every recipient, calculates every amount, and routes every payment with a complete audit trail.

  • Auto-calculated disbursement splits
  • Simultaneous multi-party payouts
  • Real-time payment status tracking
Law FirmsMedical Offices
Learn more about Disbursements

Trust Accounting

Every deposit and disbursement is automatically tracked, reconciled, and ready for audit. No more spreadsheets or manual reconciliation.

  • Real-time IOLTA transaction logging
  • Automatic three-way reconciliation
  • One-click compliance reports
Law Firms
Learn more about Trust Accounting

Compliance

Every transaction is timestamped, immutable, and exportable. State bar audits become a one-click download.

  • Immutable timestamped audit log
  • State bar compliance reports
  • Automated compliance alerts
Law FirmsMedical Offices
Learn more about Compliance

Lien Negotiation

Track every lienholder, negotiate reductions, and send settlement letters from one dashboard. No more lost emails or missed reductions.

  • AI-powered lien reduction
  • Centralized lienholder communications
  • Auto-calculated net proceeds
Law FirmsMedical Offices
Learn more about Lien Negotiation

Payments

FedNow for instant settlement. ACH for standard transfers. Check for lienholders who need it. All from one dashboard.

  • FedNow instant payments (< 30 seconds)
  • Same-day and next-day ACH
  • Check printing and mailing
Law FirmsMedical Offices
Learn more about Payments

Referral Fees

Track, manage, and pay attorney referral fees with full compliance documentation and audit trails.

  • Automated fee calculations
  • Compliance-ready documentation
  • Multi-party fee splitting
Law Firms
Learn more about Referral Fees

Rewards

Earn points on every action and redeem them for exclusive deals from curated legal-tech partners. The more you use Disbo, the more you save.

  • Automatic points on every action
  • Exclusive partner discounts
  • Tiered rewards that grow with you
Law FirmsMedical Offices
Learn more about Rewards

Ready to modernize your settlement workflow?

Get early access and be among the first firms running settlements through Disbo. No credit card required.

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