Clients notified,
the moment funds land.
When settlement money reaches your trust account, your client is entitled to know — and in most states, your bar rules require prompt notice. Disbo sends that notification automatically, on your firm's schedule, and logs every notice against the case.
- Notice triggered automatically when funds are matched
- Firm-configurable window — 15 days by default
- Every notice logged with delivery details
- Audit trail tied to the underlying transaction
Built to connect with the tools you already use
Prompt notice isn't a courtesy. It's a bar rule.
Most state bars — following ABA Model Rule 1.15 — require attorneys to promptly notify clients and third parties when funds in which they have an interest are received into trust. In a busy practice, that notice is exactly the kind of small, repetitive obligation that slips.
Disbo removes the human step. The moment a deposit is matched to a case, the notification workflow starts: the client is told their funds have arrived, and the firm has a record that they were told.
Triggered by matching, not memory
AI deposit-to-case matching is the trigger — no paralegal has to notice the deposit and remember to send the letter.
Your firm's window
Fifteen days is Disbo's configurable default best practice — not a universal legal deadline. Exact timing rules vary by state, and many firms notify same-day; set the window that fits your jurisdiction and policy.
Delivery, documented
What was sent, to whom, when, and through which channel — logged against the case automatically.
A paper trail for every notice sent.
A notice you can't prove you sent is a notice that didn't happen — at least as far as an audit is concerned. Disbo writes every notification into the same immutable audit log as the deposit that triggered it, so the receipt of funds and the notice to the client sit side by side in the case record.
If a state bar auditor asks when a client was informed about their settlement funds, the answer is a timestamped entry, not a search through sent folders.
Immutable, timestamped records
Notices can't be edited or deleted after the fact — the log is append-only, like everything else in Disbo.
Tied to the transaction
Each notice references the matched deposit it covers, so the full story of the funds is one record.
Included in audit packets
Notification history is part of the audit-ready packets Disbo generates — nothing extra to compile.
Related compliance features
Client notifications are one part of keeping your trust account bar-ready.
Client Notifications FAQ
Are attorneys required to notify clients when settlement funds arrive?
In most jurisdictions, yes — state bar rules modeled on ABA Model Rule 1.15 require lawyers to promptly notify a client or third party when funds in which they have an interest are received into trust. The exact timing expectations vary by state, which is why Disbo makes the notification window configurable per firm.
Why is the default window 15 days?
Fifteen days is Disbo's out-of-the-box default — a conservative best practice that comfortably satisfies 'prompt' notice expectations in most jurisdictions. It is a configurable firm setting, not a legal standard: your firm can shorten it (many notify same-day) or adjust it to match your state's specific requirements.
How does Disbo know when to send the notice?
Notifications are triggered by AI transaction matching. The moment a deposit is matched to a case, Disbo knows which client has an interest in those funds and starts the clock — no one at the firm has to remember to send the letter.
Is there a record of each notice for audits?
Yes. Every notification — what was sent, to whom, when, and by what channel — is logged against the case in the same immutable audit trail as the underlying transaction. If the bar ever asks whether a client was notified, the answer is a timestamped record.
Never miss a notice.
Never scramble to prove one.
See automated client fund notifications with a full audit trail — book a demo.