Your case management system doesn't do trust accounting.

Your case management system tracks the matter. Disbo manages the money. Live two-way integrations keep case details, recipients, disbursements, accounting entries, and reconciliation status in sync.

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

QuickBooks

Live

Sync categorized disbursements into QuickBooks and return matching and reconciliation status to Disbo.

See how it works

Clio

Live

Sync matter data and disbursement records between Disbo and Clio Manage.

See how it works

CASEpeer

Live

Connect Disbo to your CASEpeer cases so settlement money tracks alongside the matter.

See how it works

Litify

Live

Salesforce-based firms connect Disbo directly into Litify case workflows.

See how it works

QuickBooks Desktop

Live

Keep your QuickBooks Desktop company file and Disbo trust-account workflow in sync without duplicate entry.

See how it works

Neos

Live

Move Neos matter and settlement data into Disbo, then return payment and reconciliation status to the case.

See how it works

Smart Advocate

In Progress

Sync SmartAdvocate case data with Disbo so disbursements and payment status stay tied to the matter.

MyCase

Coming Soon

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

API Access

Coming Soon

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

Coming Soon

Smokeball

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": "quick_pay"
    },
    {
      "type": "provider",
      "amount": 8450.00,
      "method": "standard_pay"
    }
  ]
}

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 connects both sides of that workflow. Filevine, Clio, CASEpeer, Litify, and Neos send matter, party, settlement, and lien data into Disbo. Completed payments, trust balances, and reconciliation status sync back to the matching case.

QuickBooks and QuickBooks Desktop connect the accounting side: categorized trust entries flow into the books, while posting, matching, and reconciliation status return to Disbo. Every live integration follows the same principle — the case, payment, and ledger should agree without repeated data entry.

Don't see your platform?

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

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