Your financial data is trapped outside your case management.
Disbo brings it in.
Payments, reconciliations, lien negotiations, and compliance status -- surfaced directly inside Filevine where your team already works. No tab switching. No spreadsheets.
- Payments auto-matched to cases in real time
- Trust reconciliation synced to Filevine matter records
- IOLTA compliance status visible on every case
- Complete earnings timeline from settlement to disbursement
Connected in minutes. Value from day one.
One OAuth connection. No engineering team required. Your financial data starts flowing into Filevine immediately.
Work in Filevine. See everything financial.
Disbo adds financial visibility to the case management platform you already rely on.
Financial data lives in your workflow
Disbo surfaces payments, reconciliations, and earnings right inside Filevine -- so your team sees financial details exactly where and when they need them.
Medical lien tracking, automated
Track every medical payment tied to a case in Filevine. Disbo shows you what's been paid, what's pending, and what's still owed -- all in one view.
Settlement deposits, matched instantly
When settlement funds hit your trust account, Disbo automatically matches them to the right case in Filevine. No manual reconciliation, no context switching.
IOLTA compliance, always current
Disbo keeps your trust account reconciled and audit-ready, surfacing compliance status directly in Filevine so you stay ahead of bar requirements.
Three-way reconciliation, in real time
Bank transactions, ledger entries, and case records -- reconciled automatically. View matched items, exceptions, and pending transactions without leaving Filevine.
Complete financial timeline per case
From initial settlement to final disbursement, Disbo shows every financial event on a case timeline -- making fee earning and fund distribution transparent.
Your cases live in Filevine.
Your finances should too.
Connect Filevine to Disbo in minutes. See payments, compliance, and earnings on every case -- without leaving your workflow.
One-click setup. No engineering team required.