Security overview
Disbo helps protect settlement disbursements with operational controls, case-linked payment histories, and specialized banking infrastructure.
Control
Role and permission controls with recorded approval context
Verify
Provider webhook signatures cryptographically verified
Trace
Case-linked records and tracked payment changes
Protect
Tokenized Plaid connections and selected encrypted fields
Platform security controls
Each control stays close to the payment and matter context, making the details easier for your team to review.
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Role and permission controls govern payout initiation. All approval context is recorded before a payment order is created.
How it helps
Helps limit payout initiation to authorized roles and gives the firm recorded approval context for later review.
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Payment model versioning and historical auditing via PaperTrail capture incremental changes to payment records.
How it helps
Preserves tracked changes to payment records over time, supporting internal review and audit preparation.
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Modern Treasury payment-order initiation is integrated with case workflows. Provider webhook signatures are cryptographically verified before return and reversal updates are processed.
How it helps
Helps validate payment updates received from external systems and keeps return and reversal statuses visible inside the firm's workflow.
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Case-linked payment records, tracked paper checks with delivery statuses, and three-way reconciliation support.
How it helps
Keeps payment activity connected to the relevant matter and client ledger, preserving context that is often lost in bank-only records.
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Tokenized Plaid bank connection—Disbo does not receive or store bank login credentials entered through Plaid. Application-level encrypted sensitive fields via Lockbox.
How it helps
Limits manual handling of banking credentials and adds application-level encryption to selected sensitive fields.
Disbo supports your trust accounting compliance by reducing manual work where errors can occur. Compliance with your state bar's trust-accounting rules remains the responsibility of the attorney. Disbo does not provide legal, tax, or accounting advice.