Custom Plaid Integrations
for Law Firms.
Send a payment link. Your client verifies their bank via Plaid in under 60 seconds and pays via ACH — no checks, no card fees. Works directly from Clio, Filevine, MyCase, and FileBond.
- Plaid bank verification — 12,000+ institutions supported
- One-click payment links from your case management system
- Funds routed to IOLTA or operating account, your choice
- Custom integrations via API — no separate Plaid account needed
Powered by PlaidIntegrates with the tools you already use
From case to collected, in four steps.
No check requests. No wire transfer forms. No waiting for a client to mail something.
Connect your practice software
Disbo syncs with Clio, Filevine, MyCase, and FileBond. When a matter settles, case data and client contact info are pulled in automatically — no re-keying.
Generate a payment link in one click
From inside Disbo (or directly from your case management system), create a secure client payment link tied to the matter. Specify the amount and which account the funds should land in — IOLTA or operating.
Client pays via their bank — no card, no check
Your client receives the link by email or SMS. They click, verify their bank account through Plaid's secure flow (under 60 seconds), and authorize the ACH pull. No card numbers, no paper, no trips to the bank.
Funds land with a full audit trail
Payment arrives in your IOLTA or operating account with a timestamped transaction record, Plaid bank verification token, and automatic ledger entry. State bar audit-ready from day one.
Works inside the software you already use.
Native integrations mean you can generate a Plaid-powered payment link without leaving your case management system.
Clio
AvailableSync matter details, client contact info, and payment status. Generate a Disbo payment link directly from a Clio Manage matter — no switching apps.
- Auto-import case data
- Payment status sync
- Client contact pull
Filevine
AvailableDisbo's deepest integration. Trust balances, payment link history, and ACH confirmation all flow back into Filevine automatically.
- Bi-directional sync
- Real-time payment visibility
- IOLTA balance display
MyCase
AvailableKeep MyCase financials current with automatic payment sync. Trigger payment link creation from inside MyCase with one click.
- Matter financial sync
- One-click link generation
- Payment notifications
FileBond
AvailableConnect FileBond bond management workflows to Disbo payment collection. Collect client premiums and fees via Plaid-verified ACH.
- Premium collection
- Fee payment links
- Audit-ready records
Coming Soon
Using something not listed? Tell us what you use →
See every platform Disbo connects to on the integrations hub →
Using your own tech stack? Plug straight in.
Law firms with custom software, consultants building integrations, or in-house teams extending existing workflows can connect directly to Disbo's API — no separate Plaid account needed. Disbo handles the Plaid credential layer so your team builds payment collection into any tool, any workflow.
- No separate Plaid account required — Disbo manages the credential layer
- REST API with full documentation and sandbox environment
- Webhook events for payment status, bank verification, and ACH completion
- Works with any practice management system, billing tool, or custom app
- Enterprise support for consultants and in-house tech teams
{
"case_id": "cs_abc123",
"amount": 4200.00,
"client_email": "sarah@example.com",
"destination": "iolta",
"memo": "Attorney fee — Thompson v. State Farm",
"plaid_verify": true
}{
"link_url": "https://pay.disbo.com/p/abc123",
"expires_at": "2026-06-04T00:00:00Z",
"status": "pending_client"
}Paper checks vs. Disbo payment links
The same $4,200 client payment. One takes days and creates compliance headaches. The other takes 60 seconds.
- Client mails a check — arrives in 3–7 days (if it arrives at all)
- No confirmation when check clears; staff must manually reconcile
- Returned checks create compliance gaps and fee disputes
- No automatic case ledger entry — someone keys it in manually
- Payment link delivered instantly by email or SMS
- Bank-verified via Plaid in under 60 seconds — no card details required
- ACH confirmation and ledger entry logged to the case automatically
- Funds in your IOLTA or operating account within 1 business day
Every payment is Plaid-verified and IOLTA-compliant — collected funds route to the correct account with a full audit trail attached.
Common questions about client payment links.
Plaid is the industry standard for bank account verification, trusted by thousands of financial apps including Venmo, Robinhood, and American Express. When a client connects their bank, they authenticate directly with their bank's login — Disbo never sees their banking credentials. Plaid returns a bank verification token only, which Disbo uses to initiate the ACH pull.
Clients can connect virtually any US checking or savings account. Plaid supports over 12,000 financial institutions including all major banks (Chase, Bank of America, Wells Fargo, Citi) and most credit unions. If Plaid cannot connect to a specific institution, the client can verify via micro-deposit as a fallback.
Yes. Disbo has native integrations with Clio Manage, Filevine, MyCase, and FileBond. You can generate a Plaid-powered payment link directly from inside those systems without switching to a separate app. Case data, client contact info, and payment status all sync automatically.
You control the destination. When creating a payment link, you specify whether funds should route to your IOLTA trust account or your operating account. Disbo creates the appropriate ledger entry and documentation either way. Retainers and client cost advances typically go to IOLTA; earned fees can go to operating — Disbo lets you choose per payment link.
Firms with custom software, in-house tech teams, or consultants building integrations can connect via Disbo's REST API. You get a full API with webhooks, a sandbox environment, and documentation — no separate Plaid account needed. Disbo handles the Plaid credential and compliance layer so you just call our API to create payment links and receive confirmation events.
Payment link collection is included in Disbo's law firm plans. There are no per-transaction fees for ACH-pull via Plaid — you pay the standard Disbo subscription and collect from clients without extra per-payment costs. See the pricing page for plan details or book a demo for a custom quote.
Related Features
Explore other capabilities that work seamlessly together.
Stop waiting for checks.
Collect in 60 seconds.
Join law firms collecting from clients via Plaid-powered payment links — no cards, no checks, full IOLTA compliance.
Set up in under 30 minutes. Your first payment link today.