Neos × Disbo
Neos runs the personal injury case from intake through settlement; Disbo runs the money after the settlement lands. The live two-way integration brings the matter, parties, settlement amounts, and lien details into Disbo, then sends payment and reconciliation status back to the matching Neos case.
How Neos works with Disbo
Four steps — from the first connection to a reconciled ledger.
Connect Neos
Authorize the connection once so Disbo can match the right Neos matter, parties, settlement details, and lien records.
Settlement data syncs
The matter, client, lien holders, settlement amount, and approved payout details flow into Disbo for verification.
Disburse in one workflow
Pay the client, lien holders, and any referral or co-counsel recipients from the trust account with every amount tied to the Neos case.
Status returns to Neos
Payment progress, completed disbursements, and reconciliation status sync back to the matching matter so the case team stays current.
How things connect
The path settlement money and case data travel between Neos and Disbo.
Neos matter
Case, parties, liens, and settlement
Disbo
Verifies and builds the disbursement
Payment
Every approved recipient paid
Neos matter
Payment and balance status sync back
Why it matters
PI teams keep case work in Neos while Disbo handles the settlement payout, with matter data and payment status moving both directions instead of living in separate spreadsheets.
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See Neos and Disbo together
Book a walkthrough and we'll show you exactly how the connection works for your firm.