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.
How Filevine works with Disbo
Four steps, fully automated — from the first connection to a reconciled ledger.
Connect Filevine
Authorize the connection once. Disbo links to your Filevine org and starts matching matters automatically — no manual setup per case.
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.
Disburse from Disbo
Pay every party — client, providers, referral counsel — from one trust account, with the right amounts tied to the right matter.
Status flows back
Payment status, trust balances, and reconciliation state appear back inside the Filevine matter in real time.
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.
Other integrations
See Filevine and Disbo together
Book a walkthrough and we'll show you exactly how the connection works for your firm.
