Your trust account deserves better software. Meet Disbo.
Automate IOLTA-compliant disbursements, reconcile in real time, and confirm every payment was received — without spreadsheets, without phone calls.
| Case Name | Client | Settlement | Status | Date of Loss | Recipients |
|---|---|---|---|---|---|
ML Lewis v. Grand Hotel | Michelle Lewis | $61,000 | Disbursed | Aug 19, 2024 | 2 |
SC Clark v. Downtown Parking | Steven Clark | $100,000 | Ready to Pay | May 19, 2025 | 4 |
PH Harris v. Union Pacific | Patricia Harris | $92,500 | Settled | Mar 19, 2024 | 3 |
Two Sides of Every Settlement.
One Platform.
For Law Firm Owners
Upload your settlement statement. Every payee gets paid automatically — attorneys, providers, clients. Three-way reconciliation runs in the background. Audit reports are always ready. No spreadsheets, no manual checks.
Learn More →For Medical Providers
No more calling the attorney's office to ask where your money is. When the case settles, payment routes directly to you — correct amount, full documentation, complete lien resolution.
Learn More →From settlement to case closed
Five steps. Every dollar tracked. Every payee verified.
From settlement to case closed
Five steps. Every dollar tracked. Every payee verified.
Settlement sheets, built for you.
Every attorney fee split, every lien reduction, every case cost — calculated and laid out automatically. Review the full breakdown on one screen, then pay every party from your IOLTA account in a single click. What used to take hours now takes seconds.
Lien negotiations, all in one place.
Submit, counter, and finalize lien reductions with a clear audit trail. No spreadsheets, no email chains, no missing paperwork. Funds are disbursed directly to providers once an agreement is reached.
Verified payees, ready when you are.
Search any medical provider, law firm, or plaintiff by name. If they're on Disbo, bank details are pre-verified and funds land same day. ACH, wire, and FedNow — all in one place.
Referral fees, fully closed loop.
See every referral fee you owe and every referral fee owed to you — across all your cases, in one place. Send a payment in one click, or request what you're owed and let the other firm pay you directly. Compliance documentation is generated automatically and your trust account stays reconciled in real time.
See every settlement's compliance status at a glance.
Know instantly which cases are fully compliant and which need attention. Track notification, release, disbursement, reconciliation, and W-9 status across every active settlement — catch gaps before they become bar complaints, and close cases with confidence.
| Case | Notif. | Rel. | Disb. | Recon | W-9 | Clear. |
|---|---|---|---|---|---|---|
Martinez v. State Farm | ||||||
Johnson v. ABC Trucking | ||||||
Williams v. Mercy Hospital | Release not received | $4,200 left to reconcile | Awaiting release & recon | |||
Chen v. Pacific Insurance | ||||||
Patel v. Sunrise Logistics | Lienholder check on hold pending payoff letter | $3,150 held back for lien | Awaiting lien payoff before final disbursement | |||
Rodriguez v. Amazon | Not all money is out of the account yet. | $12,750 left to reconcile | W-9 not on file | Recon & W-9 pending |
Everything You Need to Disburse Faster
Six capabilities. One platform. Zero spreadsheets.
Your Trust Account, Built for Compliance.
Every transaction is checked against your jurisdiction's bar rules, reconciled across all three ledgers in real time, and packaged into audit-ready reports -- without you lifting a finger.
Three-Way Reconciliation
Bank, trust ledger, and matter ledgers are matched continuously. Discrepancies surface instantly, not at month-end.
Real-Time IOLTA Monitoring
Every deposit and withdrawal is checked against your jurisdiction's IOLTA rules in real time. Violations are flagged before they happen.
Audit-Ready Packets
One click generates the exact CTAPP reconciliation packet your state bar auditor requests. Monthly reports, exception logs, and ledger snapshots included.
Still have questions? Good.
Straight answers on compliance, pricing, and how it actually works.
Law firms and medical providers deserve a shared financial platform.
Get early access for priority onboarding, dedicated support, and the chance to shape the platform before it goes live. Only 300 spots available.
Start at $5.00 per disbursement — only 300 early access spots available