IOLTA Software Comparison

Disbo vs. the competition

Most legal software handles trust accounting as an afterthought. Disbo is built from the ground up for IOLTA compliance — with a 50-state rules engine, real-time negative balance prevention, and one-click audit reports.

Feature-by-feature comparison

See exactly how Disbo stacks up against other legal software for IOLTA compliance.

FeatureRecommendedDisboClioMyCasePCLawConfido Legal
50-state IOLTA rules engine
Negative balance prevention
Three-way reconciliationAutomated, real-timeManual export requiredManual export requiredManual, monthlyNot included — payment intake only
Audit report generationOne-click, <60 secondsManual assemblyManual assemblyManual assembly (3–5 days)Payment history only; no audit package
Jurisdiction rules50+ jurisdictions built-inNone built-inNone built-inNone built-inNo jurisdiction rules engine
IntegrationsFilevine, Clio, MyCaseMany integrationsLimitedLimited legacyClio, MyCase, and other CMS platforms
Pricing modelTransparent, per-firmPer-user subscriptionPer-user subscriptionOn-premise licensingTransaction fee per payment collected
Time to first valueSame-dayWeeksWeeksMonthsQuick (payment portal setup only)

See the difference in a 30-minute demo

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Also see: IOLTA Compliance Overview · State Rules Guide · Disbo vs. Confido Legal (full comparison) · Confido Legal alternative guide