Legal Disbursement Software

Settlement Disbursement Automation
for Personal Injury Law Firms.

Upload a settlement statement and Disbo routes every payment automatically — attorneys, medical providers, lienholders, and plaintiffs paid simultaneously with a full IOLTA-compliant audit trail.

  • AI-powered settlement sheet parsing
  • Simultaneous multi-party payouts
  • Automatic trust ledger entries
  • Complete compliance documentation
Disbursement Dashboard
Disbo
Trust Account
IOLTA Balance
$847,200
Reconciled
Martinez v. Insurance Co.
Case #2024-PI-8742 -- $279,000 settlement
Ready to Disburse
6
Recipients
$279K
Settlement
$79.9K
Atty Fee
$154K
Client Net
Maria MartinezReady
Client -- Wire
$154,165
Webb & AssociatesReady
Attorney Fees -- ACH
$79,920
Metro OrthopedicNegotiated
Medical Lien -- ACH
$5,915
Federal RecoveryReady
Medicare Lien -- Wire
$28,000

Integrates with the tools you already use

Clio
MyCase
Filevine
QuickBooks
LawPay
PracticePanther
Smokeball
CosmoLex
Clio
MyCase
Filevine
QuickBooks
LawPay
PracticePanther
Smokeball
CosmoLex
Sound Familiar?

Without legal disbursement software, a single personal injury settlement means 15+ checks cut by hand.

Every settlement disbursement means pulling out a calculator, computing attorney fees, deducting costs, reconciling liens, and splitting what's left among a dozen different parties.

Then someone has to write each check individually, walk it to a partner for signature, stuff it in an envelope, and pray the math was right.

One decimal point off and you're voiding checks, reissuing payments, and apologizing to clients. Meanwhile, the bar association requires documentation for every dollar that touched your trust account.

Industry average

$93,000+ per year in manual processing costs

Your disbursement process todayEvery Case
Martinez Settlement -- $279,000
15 recipients
Client NetMaria Martinez$154,165.00Check #4821
Atty Fee (33%)Firm Operating$79,920.00Transfer
Medical LienMetro Orthopedic$5,915.00Check #4822
Medicare LienFederal Recovery$28,000.00Wire???
Case CostsVarious$8,550.00Checks #4823-4828
Manual
6 checks to write, 3 wire transfers to initiate...
The Solution

Legal disbursement software that pays every party in minutes.

Disbo's settlement disbursement automation eliminates manual calculations and hand-written checks. Upload a settlement statement, and Disbo identifies every recipient, calculates every amount, and routes every payment simultaneously — with a complete IOLTA-compliant audit trail.

Disbursement -- Martinez v. Insurance Co.
Payment Status
All 6 recipients processed
6/6 sent
Maria MartinezDeposited
Wire Transfer·Today, 11:23 AM
$154,165
Webb & AssociatesDeposited
ACH Transfer·Today, 11:23 AM
$79,920
Metro OrthopedicIn Transit
ACH Transfer·Tomorrow
$5,915
Audit Trail
Complete -- saved to case file
AI-powered sheet parsing

Upload a PDF, spreadsheet, or enter details manually. Disbo identifies every recipient -- client, providers, lienholders, co-counsel, referral fees -- and maps each amount automatically.

Zero manual math

Attorney fees, cost deductions, lien amounts, and net client recovery calculated automatically. Sliding-scale contingency fees, hybrid arrangements, and cost-before-fee structures all handled.

Simultaneous multi-party payouts

Every recipient paid at the same time via their preferred method: ACH, wire, FedNow instant, or mailed check. No sequential check-writing.

Automatic compliance documentation

Full audit trail generated for every disbursement. Trust ledger entries created automatically. Three-way reconciliation updated in real time.

Platform Features

Every disbursement step. Fully automated.

Six core capabilities that replace manual calculations, hand-written checks, and spreadsheet reconciliation with a single automated workflow.

Upload & Parse

AI-Powered Settlement Sheet Parsing

Upload a settlement statement in any format. Disbo extracts every recipient, every amount, and every payment instruction automatically -- no manual data entry.

  • PDF, spreadsheet, or manual entry -- all formats supported
  • AI identifies clients, providers, lienholders, co-counsel, and referral fee recipients
  • Handles 20+ recipient settlements with structured and periodic payments
  • Parsed results presented for attorney review before any payments initiate
Settlement Sheet Parser
AI Processing
settlement_martinez_2026.pdf
Uploaded -- parsing...
Extracted Recipients
Maria MartinezVerified
Client
$154,165
Webb & AssociatesVerified
Attorney Fees (33%)
$79,920
Metro OrthopedicVerified
Medical Lien
$5,915
Federal RecoveryReview
Medicare Lien
$28,000
6 recipients identified · $279,000 total · Ready for review
Calculations

Zero Manual Math

Attorney fees, costs, liens, and net client recovery calculated automatically. Sliding-scale contingency fees, hybrid arrangements, and cost-before-fee structures all handled.

  • Contingency fees with sliding scales (33% pre-lit, 40% post-filing)
  • Case costs categorized: filing fees, experts, depositions, medical records
  • Lien amounts with negotiated reductions applied automatically
  • Complete calculation audit trail showing every formula used
Disbursement CalculatorAuto-Calculated
Gross Settlement$279,000.00
Attorney Fee (33%)-$92,070.00
Case Costs-$8,550.00
Medical Liens (4)-$24,215.00
Client Net Recovery$154,165.00
Fee Structure Applied

33% contingency (pre-litigation rate). Costs deducted after fee per retainer agreement. 4 medical liens with negotiated reductions applied.

Calculations
Auto
zero manual math
Accuracy
100%
every penny verified
Payouts

Simultaneous Multi-Party Payouts

Every recipient on the settlement sheet paid at the same time. Client, providers, lienholders, and co-counsel -- all in one action. No sequential check-writing.

  • ACH, wire, FedNow instant, or mailed check per recipient preference
  • Real-time tracking from initiation through delivery confirmation
  • Failed payments auto-detected with alternative routing options
  • Payment preferences stored in the Disbo network -- set once, used everywhere
Payment Status -- All Recipients
6/6 Processing
Maria MartinezDeposited
Wire Transfer · 11:23 AM
$154,165
Webb & AssociatesDeposited
ACH Transfer · 11:23 AM
$79,920
Metro OrthopedicIn Transit
ACH Transfer · Tomorrow
$5,915
Federal RecoveryInitiated
Wire Transfer · Processing
$28,000
Valley ImagingDeposited
FedNow Instant · 11:24 AM
$3,450
All 6 recipients paid simultaneously
Total disbursed: $279,000 · 4 methods used
Trust Accounting

IOLTA Trust Account Integration

Disbursements processed through your IOLTA trust account with automatic ledger entries. Three-way reconciliation runs in real time -- not as a monthly after-thought.

  • Automatic client trust ledger entries for every deposit and disbursement
  • Three-way reconciliation: bank balance, book balance, client ledgers
  • Negative balance protection prevents overdrawing client trust funds
  • Monthly reconciliation reports generated automatically
Trust Account -- IOLTA
Reconciled
Bank Balance
$847,200
Matched
Book Balance
$847,200
Matched
Client Ledgers
$847,200
Matched
Recent Trust Activity
Settlement Deposit
Martinez v. Insurance
+$279,000
Disbursement -- Client
Martinez v. Insurance
-$154,165
Disbursement -- Liens
Martinez v. Insurance
-$33,915
Notifications

Instant Settlement Confirmations

Every recipient receives automatic confirmation with case details and delivery timeline. Clients get a plain-language explanation of every deduction. Providers get the info they need to match payments.

  • Branded confirmation emails with your firm's logo and contact info
  • Real-time delivery tracking links for electronic payments
  • Follow-up confirmations when payments are deposited or checks cashed
  • Complete communication loop for every party on the settlement
Settlement Confirmation -- Sent
Maria Martinez
Opened
Your Settlement Payment -- $154,165
Wire transfer initiated -- ETA: Today by 5:00 PM
Metro Orthopedic Group
Delivered
Payment Notification -- Martinez Case
ACH deposit -- $5,915 -- Case #2024-PI-8742
Federal Recovery Services
Delivered
Lien Payment -- Medicare Lien #MR-28847
Wire transfer -- $28,000 -- with lien resolution docs
6 confirmations sent · 4 opened · 0 bounced
Workflows

Templates & Batch Processing

Save common disbursement patterns as templates. Define approval workflows with dollar thresholds. Batch-process multiple settlements in a single session.

  • Save recipient categories, fee structures, and payment defaults as templates
  • Custom approval workflows: who prepares, who approves, what thresholds apply
  • Batch processing for multiple settlements in one approval session
  • Pre-disbursement checklists ensure nothing is missed before approval
Disbursement Templates3 Templates
Standard PI Settlement
Client + Atty Fee + Liens + Costs
Multi-Defendant Split
2+ defendants, pro-rata allocation
Minor Settlement
Court approval + blocked account
Approval Workflow
Paralegal prepares disbursement
Senior associate reviews (>$50K)
Managing partner approves

The old way vs. the Disbo way

See what changes when every settlement disbursement runs through a single automated platform.

Without Disbo
  • Walk each check to a partner for signature
  • Reconcile trust account at month-end with a spreadsheet
  • Pray you didn't misplace a decimal point somewhere
  • Stitch together an audit trail after the fact
With Disbo
  • One-click approval with multi-level workflow controls
  • Three-way reconciliation runs in real time -- not monthly
  • Calculations validated automatically before money moves
  • Complete audit trail captured for every disbursement

Built for Personal Injury Firms.

Built to eliminate disbursement bottlenecks

From settlement to fully documented disbursement in minutes — not hours. Compliance paperwork generates automatically alongside every payment.

Designed to maximize lien recoveries

AI-assisted lien negotiation surfaces reduction opportunities your team would otherwise miss, protecting every dollar owed.

Real-time three-way reconciliation

Your trust ledger, bank account, and QuickBooks stay in sync continuously — no manual month-end scramble.

FAQ

Common questions about disbursements.

Disbo accepts settlement statements in any format: PDF, Excel, CSV, or manual entry. The AI parser identifies every recipient, every amount, and every payment instruction -- regardless of how the statement is structured. Complex settlements with 20+ recipients, multiple defendants, and structured payments are all handled.

Once you approve the disbursement sheet, Disbo initiates payment to every recipient simultaneously. Each party receives payment via their preferred method -- ACH, wire, FedNow instant, or mailed check. The client, providers, lienholders, and co-counsel are all paid at the same time, eliminating sequential check-writing.

Disbo calculates every fee structure automatically: flat contingency percentages, sliding scales (33% pre-litigation, 40% post-filing), hourly fee caps, hybrid arrangements, and fee-sharing between co-counsel. The system applies the correct fee structure based on the case's retainer agreement, and every calculation is documented in the audit trail.

Trust account security is the foundation of the platform. Every disbursement is processed through your IOLTA account with automatic ledger entries. Negative balance protection prevents overdrawing client funds. Three-way reconciliation (bank, book, client ledgers) runs in real time, and any discrepancy is flagged immediately.

Disbo detects failed payments automatically. If an ACH transfer is returned due to a wrong account number or closed account, the system alerts your staff, identifies the reason, and facilitates re-routing through an alternative payment method. No payments fall through the cracks.

Yes. If your firm settles five cases in one week, you can prepare and review all five disbursements in a single session. Approve and process them as a batch with one approval workflow, or handle each individually. Templates speed up preparation for cases that follow familiar patterns.

Every disbursement generates a complete audit trail: the original settlement sheet, AI-parsed results, attorney modifications, approval workflow records, payment initiation and delivery confirmations, trust ledger entries, and three-way reconciliation updates. All documentation is attached to the case file automatically.

Most firms are processing their first disbursement within 30 minutes. Connect your trust account, configure your approval workflow, and you're ready to go. If you have disbursement templates from existing cases, those can be imported as well.

Stop writing checks by hand.
Start disbursing in minutes.

Join law firms that process settlements in under 10 minutes with complete audit trails and zero manual math.

Set up in 30 minutes. Process your first disbursement today.