Clients Notified, The Moment Funds Land.
When settlement money reaches your trust account, your bar rules require prompt notice. Disbo sends that notification automatically and logs it against the case.
The Obligation
Attorneys are ethically bound to promptly inform clients when funds belonging to them arrive in the firm's IOLTA account.
The Friction
In a busy practice, remembering to manually draft and mail a notification letter for every cleared deposit is a small obligation that easily slips through the cracks.
The Disbo Standard
The moment a deposit is matched to a case, the notification workflow starts. Disbo informs the client and generates an immutable record proving the notice was sent.
Core Capabilities
Automatic Triggers
Matching a deposit triggers the pre-configured notification window.
Configurable Timing
Adjust the notification delay (e.g., immediate, 5 days, 15 days) to fit your firm.
Documented Delivery
Records exactly who was notified, when, and how, storing it in the case file.
Audit Inclusion
Notification proofs are seamlessly included when you generate state bar audit packets.
Frequently Asked Questions
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 when funds in which they have an interest are received into trust.
Why is the default window 15 days?
Fifteen days is a conservative best practice that comfortably satisfies 'prompt' notice expectations in most jurisdictions. It is a configurable firm setting, so you can shorten 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 and starts the clock automatically.
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.