Integration LiveFilevine keeps the case.
Disbo pays it.
Settled cases come into Disbo with the client, the settlement, every payee and the signed statement. Payment status, cleared dates and check images go back into the case. You keep working in Filevine.
Filevine stays the case system. Disbo is the payment record.
Nothing is typed twice. Each item below is stated for Filevine specifically; other systems have their own page.
What comes in Live
- The case: name, case number, project type, date of loss
- The client as a contact, with address and email
- Gross settlement and the attorney fee (amount)
- Referral fee and co-counsel, where the project type has the field
- Case costs from the costs section
- Medical providers and lienholders with their final amounts
- Documents from the Settlement tab: the signed statement, lien letters, enclosure letters
What goes back Live
- Payment status per recipient on the Disbo Payments tab: queued, sent, delivered, cashed
- Check number, cleared date and the check image to the case's documents
- Documents mailed with each check, named with the case and recipient
- Case costs paid, with the vendor and date
- Undisbursed funds still in trust for the case
- Settlement deposit received, for the 15-day client notice your team configures
The Disbo Payments tab, on the case.
Your case managers answer "was the doctor paid?" from the project, 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 Filevine admin on the implementation call. An hour or two.
Create the service account
In Filevine: Advanced → Service Accounts → new "Disbo" account; Integrations → activate Disbo; Access Tokens → new token.About 10 minutes · needs a Filevine admin
Map the fields
In Disbo: Settings → Integrations → Filevine → paste the token → Manage Field Mappings per project type: plaintiff, settlement, date of loss, fee, referral fee, costs, providers.About 15 minutes per project type
Install the Payments tab
Download the Disbo section file; in Filevine's Customs Editor import it into each project type. The tab appears on every case.About 5 minutes
Pull one case and send $1
New Case → Filevine, check every field landed, then send yourself a one-dollar check from the operating account.Then the first real disbursement, with our team on the call
Keep your flow. Change nothing in Filevine.
Disbo comes in after the statement is signed. Everything before that is yours.
The statement is signed in Filevine
Vinesign or however you sign today. Disbo reads the signed statement from the Settlement tab; it never generates one.
One case key
The Filevine case number is the key in Disbo and, through Disbo, in your accounting system. No case number, no sync.
Two project types, one firm
A PI mapping and a workers’ comp mapping can live in the same Disbo organization.
Case managers see payments
A viewer role in Disbo, or just the tab in Filevine. 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.
Filevine’s own sync is one way
If Filevine pushes to QuickBooks today, that can stay. Disbo adds the payment, the status and the check image on both sides.
What the bar asks about.
Three questions a managing partner asks before connecting a case 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 Questions about Filevine and Disbo
Does Filevine already sync to QuickBooks?
Filevine’s own connector is one way and stops at the entry. Disbo posts the payment to the matter, then writes the status and check image back to Filevine and to the books.
Our fee is a percentage field and provider amounts are in the Yield tab.
Disbo reads amounts, not percentages, and cannot read the Yield tab. Our team maps your fee and provider amounts to standard fields on the implementation call; your staff keeps entering them there.
We have more than one project type.
Each gets its own field mapping in the same Disbo organization. Most firms map two: personal injury and one more.
What if a case has no case number?
It will not sync. The case number is the key across Filevine, Disbo and your accounting system; our team helps backfill missing numbers during import.
Is the marketplace listing free?
Yes. Disbo is a free Filevine integration; you pay Disbo per payout, billed to operating.
What does Disbo never touch in Filevine?
Intake, litigation, the settlement statement itself and your templates. Disbo writes only to its own Payments section and the Docs folder it is given.
Where can I read how Filevine works with each accounting system?
Four guides cover the accounting side of a Filevine connection.
See your Filevine cases in Disbo.
Bring one settled case to the demo. We pull it in live and show the Payments tab on your own project type.
Book a Demo →