One PI settlement can mean a client, your fee, referral counsel, 7–15 medical providers, liens, costs, a trust ledger, and an accounting entry. Disbo is designed to keep all of them tied to one matter from deposit through reconciliation.
The PI operations gap
Your bank knows money moved. Your case-management system knows the matter. Your accounting system knows the books. Providers, lienholders, referral counsel, and the client each know what they expect. Disbo connects that record instead of asking your team to reconcile the story by hand.
8 hrs
Typical manual settlement-disbursement workload
7–15
Medical providers described on one PI matter
0
Manual reconciliation steps in the designed automated flow
One matter-linked workflow
Record the incoming settlement against the right matter and trust account. The matter balance starts with the same source record the rest of the workflow will use.
Client proceeds, fees, costs, medical providers, lienholders, and referral counsel remain attached to the settlement statement instead of being rebuilt across spreadsheets and email.
Send Quick Pay, Standard Pay, or a tracked paper check via Lob based on the recipient. Each payment remains linked to the matter and its approval record.
Trust activity, the matter ledger, and accounting records stay aligned so reconciliation and audit preparation are outputs of the work—not a second project at month-end.
Every deposit and disbursement stays tied to the client matter and its running trust balance.
Confirmed provider and lienholder amounts remain with the settlement record through payment.
Co-counsel and referral-fee obligations can be documented and paid with the rest of the approved settlement.
Clients, attorneys, and providers receive the payment method that fits them, including tracked paper checks when needed.
The payment record carries into the ledger and books with who approved it, who was paid, and how it cleared.
This page explains the connected PI practice workflow. For transaction mechanics, payment timing, and payee-level detail, visit the PI settlement disbursement page. For general law-firm capabilities, visit Disbo for law firms.
Anonymized PI evidence
Solo PI practice
A solo attorney with roughly 100 open files described a trust workflow with no reconciliation process. The case study shows the existing risk and how Disbo is designed to replace that flow; it does not claim a realized before-and-after.
Read the anonymized case studyPI litigation workflow
A solo litigator described the time spent building medical logs, doing the math, and paying every provider. The proposed Disbo workflow is explicitly presented as a planned replacement, not a published customer outcome.
See the provider-heavy workflowHigh-volume PI operations
See the anonymized operational pain behind a high-volume PI practice and the capabilities designed to connect settlement work, disbursements, and trust records.
Explore the high-volume case studySee how Disbo is designed to connect your trust account, matter, books, providers, referral counsel, and client in one PI workflow.
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