Your case management system doesn't do trust accounting.
Filevine, Clio, and MyCase manage your matters. Disbo manages your money. Native integrations mean disbursements, payments, and reconciliation sync automatically — no double entry, no data gaps.
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.
More integrations
Clio
AvailableSync case data, matter balances, and disbursement records between Disbo and Clio Manage.
MyCase
AvailableKeep MyCase matter financials current with automatic disbursement and payment sync.
Litify
AvailableEnterprise Salesforce-based firms connect Disbo directly to Litify case workflows.
API Access
AvailableBuild your own integration using Disbo's REST API. Full docs, webhooks, and sandbox included.
Coming Soon
Build exactly what you need.
Disbo's API gives direct access to trust account data, disbursement workflows, and payment rails. Connect your billing system, reporting platform, or custom case management tool.
- RESTful API
- Webhook events
- Sandbox environment
- Full documentation
- Enterprise support
{
"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 integrations close that gap by syncing case data bi-directionally. When a matter settles in your case management system, Disbo pulls in the case details, parties, and amounts. When a disbursement is completed in Disbo, the payment status, trust balance, and reconciliation data flow back into your case management system automatically. No double entry. No data gaps. No manual reconciliation steps.
Each integration is built around three 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. If a sync cannot complete, Disbo queues the update and notifies your team — the payment still goes through on time.
Don't see your platform?
We're adding integrations constantly. Tell us what you use and we'll prioritize it.