Litify LiveLitify keeps the matter.
Disbo pays it.
Settled matters come into Disbo with the client, the settlement, every payee and the settlement documents. Payment status, cleared dates and check images go back into the matter. You keep working in Litify.
Litify stays the case system. Disbo is the payment record.
Nothing is typed twice. Each item below is stated for Litify specifically; other systems have their own page.
What comes in Live
- The matter (name, matter number, record type, date of loss)
- The client and every contact on the matter
- Settlement amount, attorney fee, referral fee
- Case costs
- Providers and lienholders with final amounts
- Settlement documents (statement, liens, enclosure letters)
What goes back Live
- Payment status per recipient on the Disbo Payments tab (queued, sent, delivered, cashed)
- Check number, cleared date and check image into the matter's files
- Documents mailed with each check
- Case costs paid
- Undisbursed funds
- An activity-feed entry per payment (set up with our team)
The Disbo Payments tab, on the matter.
Your case managers answer "was the doctor paid?" from the matter, 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 Litify admin on the implementation call.
Connect the API
A Litify integration user and credentials; our team configures the connection.Done with our team on the implementation call.
Map the fields per record type
Plaintiff, settlement, fee, referral, costs, providers. Litify lets us map almost anything, so bring your record types.Done with our team on the implementation call.
Install the Disbo Payments tab
Our team installs the tab on the matter layout.Done with our team on the implementation call.
Pull one matter and send $1
Pull one matter into Disbo, check every field landed, then send $1.Done with our team on the implementation call.
Keep your flow. Your team keeps working in Litify.
Disbo comes in after the settlement is agreed. Everything before that is yours.
The statement is signed in Litify
Sign it however you do today. Disbo reads the signed statement from the matter's files; it never generates one.
One matter key
The Litify matter ID is the key in Disbo and, through Disbo, in your accounting system. No matter number, no sync.
Several record types, one firm
Each record type gets its own mapping in the same Disbo organization.
Case managers see payments
A viewer role in Disbo, or just the tab in Litify. 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.
Built for volume
Firms sending hundreds of checks a day run on this connection; bulk requests queue as one list for one approval.
What the bar asks about.
Three questions a managing partner asks before connecting a 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 Litify and Disbo.
How customizable is the Litify connection?
More than any other: field mapping per record type, custom write-back targets and activity-feed entries. Bring your admin.
We also have Salesforce objects of our own.
Mapped the same way, on the implementation call.
What if a matter has no case number?
It will not sync. The matter number is the key across the case system, Disbo and your accounting system; our team helps backfill missing numbers during import.
Is the Payments tab a managed package?
A custom tab our team installs on your matter layout; nothing else in Litify changes.
See your Litify matters in Disbo.
Bring one settled matter to the demo. We pull it in live and show the Payments tab on your own record type.
Book a Demo →