Filevine × Disbo
For applicable customers, Disbo's advertised Filevine integration supports live two-way case-management synchronization. Filevine remains the case-management system of record; Disbo remains the system for the matter-linked disbursement workflow, payment approvals, payment history, and available reconciliation evidence.
How Filevine works with Disbo
Four steps — from the first connection to a reconciled ledger.
Connect Filevine
An authorized user connects the supported Filevine organization and confirms the configuration used to associate Filevine matters with Disbo workflows.
Review the matter context
Supported case-management context moves from the connected Filevine matter into Disbo for review. The firm confirms that it is working from the correct matter and current source records.
Approve and process in Disbo
Authorized users prepare, separately approve, and process the applicable matter-linked payment in Disbo. Disbo records the payment and approval events in its workflow.
Synchronize status back
Supported payment updates synchronize back to the connected Filevine matter. The case team reviews those updates and resolves source-data or connection exceptions rather than assuming every Filevine field is controlled by Disbo.
How things connect
How supported matter context and payment updates move between Filevine and Disbo.
Filevine matter
Case-management system of record
Two-way sync
Supported connected records move in both directions
Disbo workflow
Matter-linked payment preparation, approval, and history
Filevine matter
Supported payment updates return
Why it matters
The connection reduces repeated handoffs between the case team and settlement operations while preserving a matter-linked record of applicable payment and approval activity.
Scope and safeguards
What syncs—and which system owns what
Two-way synchronization is live for applicable customers using this advertised integration. Its role is to keep supported connected records aligned, not to turn both products into interchangeable systems of record.
Filevine owns the case record
Filevine remains the firm's case-management system of record. The firm remains responsible for matter data, source documents, permissions, and corrections maintained there.
Disbo owns the payment workflow
Disbo manages the applicable matter-linked disbursement workflow and preserves available payment, approval, and reconciliation records created through that workflow.
When this applies
- Applicable customers using the advertised, supported Filevine connection and a compatible Disbo workflow.
- Firms that authorize the connection and complete the organization, matter, and workflow configuration required for their implementation.
- Teams that will review synchronized matter context and payment updates in the appropriate source system.
Limits to plan for
- Available records, synchronization timing, and configuration vary by connected system, customer setup, and account or workflow.
- The integration does not determine entitlement, validate the settlement calculation, or replace the firm's legal, accounting, or case-management review.
- Documents, fields, or activity outside the supported connection may require separate entry, review, correction, or retention.
Filevine + accounting
Follow the three-system workflow
Filevine remains the case-management source, Disbo runs the matter-linked disbursement and approval workflow, and the connected accounting platform remains the books. Start with the canonical guide or compare each accounting model.
Other integrations
See Filevine and Disbo together
Book a walkthrough and we'll show you exactly how the connection works for your firm.