Your case management system doesn't do trust accounting.

Your case management system tracks the matter. Disbo manages the money. The Filevine integration syncs disbursements, payments, and reconciliation automatically — with more integrations on the way.

Filevine and Disbo, better together

Disbo's deepest integration is with Filevine. Trust account balances, disbursement status, payment history, and IOLTA reconciliation — all visible inside every Filevine matter the moment they happen.

Automatic case matching

Real-time payment visibility

Lien payoff tracking

Reconciliation status

No manual data entry

Learn more about the Filevine integration

More integrations

Clio

Coming Soon

Sync case data, matter balances, and disbursement records between Disbo and Clio Manage.

MyCase

Coming Soon

Keep MyCase matter financials current with automatic disbursement and payment sync.

Litify

Coming Soon

Enterprise Salesforce-based firms connect Disbo directly to Litify case workflows.

API Access

Coming Soon

Build your own integration using Disbo's REST API. Full docs, webhooks, and sandbox included.

Coming Soon

Smokeball

Neos

Needles

AbacusLaw

Collect from clients with Plaid

Integrations sync your matters — Plaid powers the money coming in. Send a payment link, your client verifies their bank via Plaid, and funds land in your IOLTA or operating account via ACH. No checks, no card fees, no separate Plaid account to manage.

Plaid bank verification — 12,000+ institutions

ACH-pull collection — no checks, no card fees

One-click payment links from your case software

Funds routed to IOLTA or operating account

Full audit trail on every collected payment

Learn more about Plaid client payments

Build exactly what you need.

Disbo's REST API is coming soon for early-access firms who need a custom connection. Request access now and we'll reach out when it's ready to connect your billing system, reporting platform, or custom case management tool.

RESTful API
Webhook events
Sandbox environment
Full documentation
Enterprise support

Book a Demo

POST /api/v1/disbursements

{
  "case_id": "cs_abc123",
  "recipients": [
    {
      "type": "client",
      "amount": 134480.00,
      "method": "ach"
    },
    {
      "type": "provider",
      "amount": 8450.00,
      "method": "fednow"
    }
  ]
}

How integrations work

Most case management systems handle matter tracking, calendaring, and document storage — but they were never designed for trust account compliance or multi-party disbursements. That gap forces paralegals to re-key data between systems, manually reconcile trust balances, and maintain separate spreadsheets to track who has been paid and who has not.

Disbo's Filevine integration closes that gap today by syncing case data bi-directionally. When a matter settles in Filevine, Disbo pulls in the case details, parties, and amounts. When a disbursement is completed, payment status, trust balances, and reconciliation data flow back into the Filevine matter automatically — no double entry, no manual reconciliation.

Integrations with Clio, MyCase, Litify, CASEpeer, and QuickBooks are in development. Each will follow the same principles: real-time sync so data is never stale, field-level mapping so your firm's custom fields are respected, and fail-safe error handling so a sync failure never blocks a disbursement.

Don't see your platform?

We're adding integrations constantly. Tell us what you use and we'll prioritize it.

Book a Demo Request an Integration