Law Firm Trust Account Compliance,
Automated Across All 50 States.
Disbo is IOLTA compliance software that enforces jurisdiction-specific state bar rules automatically — so your law firm's trust account stays compliant, audit-ready, and protected from bar discipline.
- Immutable timestamped audit logs
- 50+ state bar rules built in
- One-click audit report generation
- Automated compliance alerts
Integrates with the tools you already use
Managing law firm trust account compliance without software means 50 state bar rule sets in spreadsheets.
Every state bar has its own rules for trust accounting. Reconciliation deadlines, record-keeping requirements, notification obligations -- and they change every year. Your paralegal has a binder for each jurisdiction.
When an audit notice arrives, your team scrambles. Three to five days pulling records from spreadsheets, bank statements, and filing cabinets just to prove you handled client funds correctly.
Meanwhile, a negative trust balance sat undetected for three weeks because monthly reconciliation doesn't catch intra-month problems. By the time you find it, the damage is done.
Industry stat
23% of bar complaints stem from trust account violations
IOLTA compliance software with 50+ state bar rules built in.
Disbo's law firm trust account compliance software enforces jurisdiction-specific IOLTA rules automatically. Every transaction is monitored in real time, every record is immutable, and every state bar compliance audit report is one click away.
Every state has different IOLTA requirements -- reconciliation deadlines, record retention periods, notification rules. Disbo applies the correct rules for each matter based on jurisdiction, so multi-state firms never miss a requirement.
Every deposit, withdrawal, and transfer is checked against compliance rules as it happens. Designed to catch negative balances before they happen. Overdue reconciliations are flagged instantly -- not discovered weeks later.
Every action is recorded with tamper-proof timestamps. Who approved what, when funds moved, which rules were applied -- all documented automatically. No retroactive edits, no missing records.
When an auditor calls, generate a complete audit package in under 60 seconds. Client ledgers, bank reconciliations, transaction histories, and compliance certifications -- all in one download.
Every state has different IOLTA rules. Disbo enforces the right ones for each matter automatically.
The old way vs. the Disbo way
See what changes when IOLTA compliance is enforced automatically instead of tracked manually.
- Days spent assembling documentation for an audit
- Negative trust balances undetected for weeks
- Rule changes tracked by whoever happens to read the bulletin
- Records scattered across spreadsheets, banks, and filing cabinets
- Audit-ready package generated in under 60 seconds
- Negative balances blocked before they happen
- State bar rules updated automatically across jurisdictions
- Single source of truth for every compliance record
Common questions about compliance.
Disbo is built for jurisdiction-specific IOLTA rules across all 50 states plus DC. This includes reconciliation deadlines, record-keeping requirements, client notification obligations, interest remittance rules, and trust account maintenance standards. The rules engine is designed to stay current as state bar associations publish changes.
Every action in Disbo is recorded with a tamper-proof timestamp and user attribution. Deposits, withdrawals, transfers, approvals, and modifications are all logged permanently. Records cannot be edited or deleted after the fact. This creates a complete, verifiable history that auditors can trust without question.
Disbo automatically applies the correct IOLTA rules based on the jurisdiction assigned to each matter. If your firm operates in California, New York, and Texas, each matter gets the right reconciliation deadlines, record retention periods, and reporting requirements for its jurisdiction. One platform, every state's rules enforced correctly.
Disbo blocks the transaction before it processes. The system checks available balances in real time before any withdrawal or disbursement. If the transaction would result in a negative balance for any client ledger, it is stopped immediately and the responsible staff member is notified with the specific shortage amount.
Very quickly. Disbo is designed so that clicking the audit report button, selecting the date range and accounts the auditor needs, generates a complete audit package. Client ledgers, three-way reconciliation reports, transaction histories, and supporting documentation are all included — instead of days pulling records from filing cabinets.
Related Features
Explore other capabilities that work seamlessly together.
Stop Worrying About Compliance.
Start Passing Every Audit.
Join law firms that generate complete audit packages in under 60 seconds with 50+ state bar rules enforced automatically.
Set up in 30 minutes. Be audit-ready from day one.