Move the payment. Keep the record.
Disbo routes your settlement payments today while we build the connected compliance layer for tomorrow. Our platform is designed to unite your bank, matter records, and accounting so you can trace every dollar from deposit to disbursement.
1. Match
Link the incoming deposit to the matter.
Before any money moves, the incoming settlement amount from the bank must be identified. Deposit-to-matter matching is an illustrative, planned capability designed to connect the bank deposit to the correct matter.
Deposit Matching
Illustrative workflow to match incoming bank deposits to cases on arrival and reduce manual tracking.
2. Build
Pull the matter data. Build the breakdown.
Start with matter, party, and settlement data pulled from available case-management integrations. Then allocate the client amount, attorney fees, providers and liens, case costs, and referral fees.
Matter & Invoice Intake
Pull concise Filevine matter-data or upload a settlement spreadsheet alongside provider invoices to build the payout.
3. Pay
Route funds on verified rails.
Move money securely to verified payees by ACH, typically in 2–3 business days, or by checks printed and mailed via Lob, typically in 7–10 business days.
Identity & Bank Verification
Plaid-supported identity and bank account verification helps ensure funds reach the correct recipient safely.
Trust-Account Selection
Select the specific IOLTA or trust account to fund the disbursement for each individual matter.
Partial & Supplemental Payouts
Support for multi-stage payouts when partial funds like MedPay arrive before the primary settlement.
4. Sync
Push approved records back.
After payment, return approved disbursement status to the matter and write categorized transaction data to connected accounting software.
5. Audit-Ready
Audit-ready compliance controls.
Audit preparation should be ongoing work, not a scramble. Live matter-linked records and exportable audit packages keep applicable payment evidence organized for review.
W-9 Status Tracking
Track W-9 collection status for providers and referral counsel directly on the platform.
Outstanding Check Follow-Up
Track uncashed or stale checks to maintain accurate ledger balances.
AI Compliance
Real-time transaction checks against your jurisdiction's specific rules.
6. Connected Network
The connected firm-provider network.
Disbo is building a shared environment where firms, referring attorneys, and medical providers can track payment status and share documents without phone tag.
Provider Payments
Pay participating medical providers from the same matter-linked settlement workflow.
Payment & Document Trail
Keep recipient documents and payment status tied to the matter as the network grows.