Matter records
Matter-Linked Payment and Approval History
Keep each payment, status change, preparer, and approval event connected to the legal matter for operational review and audit preparation.
Quick answer
What does matter-linked payment history show?
For applicable customers, Disbo keeps payment and approval records connected to the legal matter, including the amount, payee, status, and relevant preparation and approval events. That makes it easier to answer what happened without matching unrelated spreadsheets and inbox messages.
A payment record with its business context intact
A bank transaction can show that money moved, but it may not explain which matter authorized it, what the payment represented, or who approved it. That context often sits in a case-management system, accounting platform, email thread, and paper file at the same time.
Disbo's live matter-linked payment and approval history preserves operational context with the payment. Authorized users can review applicable payment status and approval events from the matter record. Two-way synchronization across advertised integrations helps keep supported case-management and accounting records aligned.
The history supports faster questions, handoffs, and reviews, but it does not replace the complete client file or original bank records. A firm must still maintain required agreements, settlement statements, invoices, correspondence, and other source documents under its own retention policy.
Exact workflow
Start from the matter
The team selects or imports the correct matter before building the payment instruction.
Attach payment context
Payee, amount, purpose, funding account, and available supporting information travel with the instruction.
Capture the control events
Preparation, separate approval, and 2FA-backed approval events are recorded for the applicable workflow.
Update payment status
The matter history reflects the payment's progress through the supported rail and records the resulting status.
Sync and review
Applicable records synchronize two ways with advertised integrations and remain available for operational or audit review.
Safeguards in the workflow
Matter association
A payment is connected to the matter rather than relying only on a memo or spreadsheet row.
Named approval record
The history preserves the relevant preparer, approver, and timestamps.
Connected systems
Two-way advertised integration sync reduces re-entry and keeps supported records aligned.
Audit export
Available matter history can feed the exportable compliance or state-bar audit package.
Where this applies
- Applicable customers processing supported payments through Disbo.
- Firms that need matter-level answers for attorneys, accounting teams, clients, or reviewers.
- Teams using advertised case-management or accounting integrations with supported two-way synchronization.
Limitations to plan for
- External payments and documents are not automatically part of the history unless they are entered or synchronized through a supported connection.
- Integration fields, timing, and availability vary by connected system and customer configuration.
- The history does not determine legal entitlement or replace required source records and professional review.
Frequently asked questions
Is matter-linked payment history live?
Yes. Matter-linked payment and approval history is live for applicable Disbo customers.
Does Disbo synchronize with case-management and accounting systems?
Disbo supports live two-way synchronization across advertised integrations for applicable customers. Fields and availability depend on the connected system and configuration.
Can matter history replace the client file?
No. It supports operations and compliance but does not replace the complete client file, original source documents, or the firm's retention duties.
See the controlled workflow in Disbo.
Review applicability, integrations, controls, and record exports with the Disbo team.
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