CASEpeer
Case Management·Live

CASEpeer × Disbo

CASEpeer is built for personal-injury firms. A Disbo connection brings disbursement and payment tracking next to the case it belongs to, so settlement money never lives in a separate spreadsheet from the matter it came from.

CASEpeer matter
Synced
CASEpeer
Disbo
Connected matter
Matter context available
SourceCASEpeer·StatusReady for review
Matter reference
Connected
Payment update
Synchronized
Approval record
Available
Supported payment updates synchronized with CASEpeer

How CASEpeer works with Disbo

Four steps — from the first connection to a reconciled ledger.

1Step 1 of 4

Connect CASEpeer

Link your CASEpeer account to Disbo so cases can be matched to disbursements automatically.

PI cases matched to disbursements automatically
Connect CASEpeer
Connected
CASEpeer
Disbo
Secure authorization
Granted
Matters matched
Automatic
One-time setup — no per-case work
2Step 2 of 4

Cases sync to Disbo

Case parties and settlement details flow into Disbo, ready for a multi-party disbursement.

Case parties and settlement details sync to Disbo
CASEpeer matter
Synced
Matter
Johnson v. Allstate
Parties
3
Settlement
$48,000.00
Pulled from CASEpeer automatically
3Step 3 of 4

Disburse from Disbo

Pay the client, the providers, and any referral counsel from one trust account in a single workflow.

Multi-party payout from one trust account
Multi-party payout
Paid
Client net
Paid
Medical providers (2)
Paid
Referral counsel
Paid
One trust account, one workflow
4Step 4 of 4

Track it on the case

Payment status and trust detail are tied back to the originating CASEpeer case.

Payment status tied back to the case
Synced to CASEpeer
Balanced
Status
Synced back
Trust account journal
Balanced
Audit trail
Complete
Case and cash stay in lockstep

How things connect

How supported matter context and payment updates move between CASEpeer and Disbo.

CASEpeer case

Case and parties

Disbo

Builds the disbursement

Payment

Approved payment initiated

CASEpeer case

Status tied back to the case

Why it matters

PI teams keep the settlement money visible right alongside the case it came from — no separate tracking, no re-keying.

See CASEpeer and Disbo together

Book a walkthrough and we'll show you exactly how the connection works for your firm.