Litify × Disbo
Litify runs on Salesforce, so enterprise firms manage matters as part of a larger system of record. Disbo connects into that workflow so disbursements and payment status live where the rest of the firm already operates.
How Litify works with Disbo
Four steps — from the first connection to a reconciled ledger.
Connect Litify
Authorize Disbo against your Litify (Salesforce) org so matters can be matched to disbursements.
Matters sync to Disbo
Matter records, parties, and amounts flow into Disbo so disbursements are accurate from the start.
Disburse from Disbo
Run the full multi-party payout from one trust account, tied to the right Litify matter.
Status flows back
Payment and reconciliation status return to the Litify matter for the whole firm to see.
How things connect
How supported matter context and payment updates move between Litify and Disbo.
Litify matter
Salesforce system of record
Disbo
Builds the disbursement
Payment
Approved payment initiated
Litify matter
Status reported back
Why it matters
Enterprise firms keep Litify as the system of record while Disbo runs compliant disbursements that report straight back into it.
Other integrations
See Litify and Disbo together
Book a walkthrough and we'll show you exactly how the connection works for your firm.