Litify
Case Management·Coming Soon

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.

Notify me when it's ready

Join the waitlist and we'll email you the moment the Litify integration goes live.

Preview of what's coming
Litify matter
Synced
Litify
Disbo
Matter
Johnson v. Allstate
Settlement$48,000.00·Trust balance$48,000.00
Client net
Paid
Medical providers (2)
Paid
Referral counsel
Paid
Status synced back to Litify · reconciliation balanced
Coming soon — planned experience

How Litify will work with Disbo

Here's the experience we're building — four steps, fully automated, from the first connection to a reconciled ledger.

1Step 1 of 4

Connect Litify

Authorize Disbo against your Litify (Salesforce) org so matters can be matched to disbursements.

Connects to your Litify (Salesforce) org
Connect Litify
Connected
Litify
Disbo
Secure authorization
Granted
Matters matched
Automatic
One-time setup — no per-case work
2Step 2 of 4

Matters sync to Disbo

Matter records, parties, and amounts flow into Disbo so disbursements are accurate from the start.

Matter records, parties, and amounts sync to Disbo
Litify matter
Synced
Matter
Johnson v. Allstate
Parties
3
Settlement
$48,000.00
Pulled from Litify automatically
3Step 3 of 4

Disburse from Disbo

Run the full multi-party payout from one trust account, tied to the right Litify matter.

Multi-party payout tied to the right matter
Multi-party payout
Paid
Client net
Paid
Medical providers (2)
Paid
Referral counsel
Paid
One trust account, one workflow
4Step 4 of 4

Status flows back

Payment and reconciliation status return to the Litify matter for the whole firm to see.

Status reported back into Litify
Synced to Litify
Balanced
Status
Synced back
Trust ledger
Balanced
Audit trail
Complete
Case and cash stay in lockstep

How things connect

The path settlement money and case data travel between Litify and Disbo.

Litify matter

Salesforce system of record

Disbo

Builds the disbursement

Payment

Every party paid

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.

Be the first when Litify goes live

Join the waitlist and we'll let you know the moment the Litify integration is ready.