Clio LiveClio keeps the matter.
Disbo pays it.
Settled matters come into Disbo with the client, the settlement and fee, case costs and documents. Payment status, check numbers, cleared dates and check images go back to the matter. You keep working in Clio.
Clio stays the case system. Disbo is the payment record.
Nothing is typed twice. Each item below is stated for Clio specifically; other systems have their own page.
What comes in Live
- The matter (name, number, practice area)
- The client and contacts
- Settlement amount and fee from the matter's custom fields
- Case costs (disbursements recorded in Clio)
- Documents
What goes back Live
- Payment status per recipient on the matter
- Check number, cleared date and check image to the matter's documents
- Case costs paid
- Undisbursed funds
Payment status, on the matter.
Your staff answer "was the doctor paid?" from the matter, without asking accounting.
| Recipient | Method | Amount | Status | Date |
|---|---|---|---|---|
| Elena RamirezClient proceeds | ACH ··7721 | $252,041.00 | Cleared | Oct 9 |
| Westbrook & ValeReferral fee | ACH ··3310 | $48,500.00 | Cleared | Oct 9 |
| Northgate Spine & RehabMedical provider | Check 10421 | $38,210.00 | Delivered | Oct 10 |
| Dr. A. Patel, MDMedical provider | Check 10422 | $12,650.00 | Mailed | Oct 10 |
| Westside ChiropracticMedical provider | Not sent · disputed bill | $4,000.00 | On hold | — |
Connected in four steps, on one call.
Our implementation team does this with your Clio admin on the implementation call.
Connect with your Clio login
Settings → Integrations → Clio → Connect. OAuth, a minute.Done with our team on the implementation call.
Map the fields
Settlement and fee custom fields, costs.Done with our team on the implementation call.
Payment status on the matter
Payment status per recipient shows on the matter.Done with our team on the implementation call.
Pull one matter and send $1
Pull one matter into Disbo, check every field landed, then send $1.Done with our team on the implementation call.
Keep your flow. Your team keeps working in Clio.
Disbo comes in after the settlement is agreed. Everything before that is yours.
The statement is signed in Clio
Sign it however you do today. Disbo reads the matter's documents; it never generates a statement.
One matter key
The Clio matter number is the key in Disbo and, through Disbo, in your accounting system. No matter number, no sync.
Custom fields stay yours
Settlement and fee are read from your matter's custom fields; your staff keeps entering them there.
Staff see payments
A viewer role in Disbo, or just the payment status on the matter. Nobody has to call accounting.
Accounting stays the system of record
Disbo posts each payment to the matter in QuickBooks, Sage, NetSuite or Xero with your memo format.
Clio Payments stays for client billing
Disbo handles what leaves IOLTA at settlement.
What the bar asks about.
Three questions a managing partner asks before connecting a system. Tap one.
Who can send a payment?
Staff prepare payouts. Only a registered admin or an authorized signer can release them, from a phone, with two-factor on every send. You can require a second approver above any amount you choose.
Who has looked at this?
The flow of funds has been reviewed with the State Bar of California and IOLTA.org. Fees come only from operating. Every payout is tied to a case and a payee. Disbo charges nothing to your clients and has no law firm investors.
What does the audit log show?
One log per payment: who prepared it, who approved it, and when it was sent, delivered, and cashed. Uncashed checks are aged by days outstanding. Every open case shows its settlement, what is still in trust, and who has been paid, so nothing lives in a side spreadsheet.
Questions about Clio and Disbo.
Does Clio already do trust accounting?
Clio tracks trust balances; Disbo pays every payee from the IOLTA on one approval, prints and mails the checks, tracks them to cashed and posts to your books. Most Clio firms keep both.
Clio Manage or Clio Grow?
Clio Manage.
What if a matter has no case number?
It will not sync. The matter number is the key across the case system, Disbo and your accounting system; our team helps backfill missing numbers during import.
See your Clio matters in Disbo.
Bring one settled matter to the demo. We pull it in live and show the payment status on the matter.
Book a Demo →