Clio × Disbo
Clio Manage keeps your matters, contacts, and balances. Disbo connects to it so disbursement and payment records stay current in Clio without anyone copying numbers between two systems.
How Clio works with Disbo
Four steps — from the first connection to a reconciled ledger.
Connect Clio Manage
Authorize Disbo from your Clio account. The connection maps your matters so records line up automatically.
Matters and contacts sync
Disbo reads the matter, the parties, and the balances it needs to build an accurate disbursement.
Disburse and record
Pay out from Disbo, and the disbursement and payment records are written back against the matching Clio matter.
Balances stay current
Matter financials in Clio reflect what actually happened in Disbo — no manual updates after every payment.
How things connect
How supported matter context and payment updates move between Clio and Disbo.
Clio matter
Matter and contacts
Disbo
Builds the disbursement
Payment
Funds sent to every party
Clio matter
Records and balances updated
Why it matters
Clio stays the source of truth for your matters while Disbo handles the disbursement, with both kept in sync automatically.
Other integrations
See Clio and Disbo together
Book a walkthrough and we'll show you exactly how the connection works for your firm.