Filevine
Case Management·Available

Filevine × Disbo

Filevine runs your cases; Disbo runs the money. The integration brings trust account balances, disbursement status, and payment history into the Filevine matter where your team already works — so nobody has to switch tools or re-key data to see who has been paid.

Filevine matter
Synced
Filevine
Disbo
Matter
Johnson v. Allstate
Settlement$48,000.00·Trust balance$48,000.00
Client net
Paid
Medical providers (2)
Paid
Referral counsel
Paid
Status synced back to Filevine · reconciliation balanced

How Filevine works with Disbo

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

1Step 1 of 4

Connect Filevine

Authorize the connection once. Disbo links to your Filevine org and starts matching matters automatically — no manual setup per case.

Real-time trust balances inside every matter
Connect Filevine
Connected
Filevine
Disbo
Secure authorization
Granted
Matters matched
Automatic
One-time setup — no per-case work
2Step 2 of 4

Matters sync to Disbo

Case details, parties, and settlement amounts flow into Disbo so a disbursement is ready to build the moment a case settles.

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

Disburse from Disbo

Pay every party — client, providers, referral counsel — from one trust account, with the right amounts tied to the right matter.

Payment status flows back to the Filevine matter
Multi-party payout
Paid
Client net
Paid
Medical providers (2)
Paid
Referral counsel
Paid
One trust account, one workflow
4Step 4 of 4

Status flows back

Payment status, trust balances, and reconciliation state appear back inside the Filevine matter in real time.

No double entry between case and cash
Synced to Filevine
Balanced
Status
Synced back
Trust ledger
Balanced
Audit trail
Complete
Case and cash stay in lockstep

How things connect

The path settlement money and case data travel between Filevine and Disbo.

Filevine matter

Case settles

Disbo

Pulls parties and amounts

Disbursement

Every party paid from one account

Filevine matter

Status and balances sync back

Why it matters

Your case team sees settlement money exactly where they manage the case — no double entry, no separate spreadsheet, no gaps between the case and the cash.

See Filevine and Disbo together

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