A Planned Approach to Deposit Matching.
This educational roadmap page illustrates a possible future workflow for associating settlement deposits with cases. It is in design and is not a currently live Disbo feature. Book a demo to discuss the roadmap, not to purchase or access this capability today.
The Obligation
Firms may need to associate incoming bank deposits with the corresponding client matter before clearing funds for disbursement. This is the problem area the planned concept is designed to explore.
The Friction
Reviewing bank statements and investigating an unlabeled transfer can take time. This roadmap page uses that common workflow challenge as an illustrative design scenario, not as a claim about current product performance.
The Disbo Standard
The planned workflow would explore comparing incoming feeds with expected settlements, proposing possible matches, and presenting ambiguous items for review. It is illustrative, in design, and not live.
Core Capabilities
Planned Arrival Matching
Illustrative roadmap concept for identifying and proposing tags for deposits after they clear a bank.
Planned Confidence Reviews
Illustrative planned review state for ambiguous deposits that would require human confirmation.
Planned Outstanding Tracking
Illustrative roadmap view that could compare expected settlements with reviewed deposits.
Planned Reconciliation Support
Illustrative planned connection between case matching and reconciliation workflows; not live automation.
Frequently Asked Questions
How is Disbo planning to match a deposit to a case?
This roadmap concept envisions comparing a deposit with open cases using expected settlement amounts, payor names, check references, and timing, then proposing a possible match. The planned design would reserve ambiguous items for human confirmation; it is not a currently live matching workflow.
What if two cases expect similar settlement amounts?
In the planned design, a deposit with more than one plausible case could be presented for review rather than silently assigned. Any confirmation and audit-record behavior described here is illustrative of the roadmap, not a feature currently available in Disbo.
How could planned matching support three-way reconciliation?
Three-way reconciliation generally compares a trust account journal, per-client sub-ledgers, and a bank statement. This roadmap page illustrates how planned matching could help associate bank transactions with cases; it does not represent live automatic reconciliation or an implementation commitment.
Could the planned experience show settlement checks that have not arrived?
The roadmap concept includes an illustrative view that could compare expected settlements with reviewed deposits to help identify items still outstanding. This is a planned design only, not a live status view or a promise of tracking results.