Book a demo

See your next settlement go through Disbo.

Thirty minutes, on your numbers. Bring one settled case and we walk it from deposit to reconciled: what your staff do, what your signer approves, what lands in your books.

  • Disbo never holds client funds
  • Your signer approves every payment
  • Works with your case system and your books

Book your free demo

Takes less than a minute. Next, you’ll see available demo times and choose what works for you.

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How many new clients does your firm take on each month? *

No cost, no credit card, and no commitment.

The demo

What you'll see in 30 minutes

  • Pay every payee from your own IOLTA

    Every dollar is tied to a case and a payee; one signer releases, with two-factor

    The case page with Pay All enabled.

  • Checks and electronic payments, end to end

    Checks printed and mailed for you with the documents enclosed; ACH to a bank the payee linked; both tracked to cashed

    The payments list with USPS status and the check image.

  • Your systems agree on one case number

    The case system, Disbo and your books hold the same case, payee and amount

    The Disbo Payments tab inside your case system; the entry in your books.

  • Fewer ways to get it wrong

    Pay stays off until the sheet balances to the deposit; the same dollar can't be linked twice; no account numbers are stored for a scammer to change

    The $0.00 difference line before Pay turns on.

  • Half the time, a quarter of the cost

    2 h 17 min → 28 min per case; $27.42 → $4.97 per check, all in (illustrative; your numbers on the take-home page)

    The minutes table on your volume.

  • Month-end in one reviewBeta

    Bank, trust journal and client ledgers side by side, with the exceptions listed

    The reconciliation page.

The room

Who should join

  • Whoever prepares disbursements

    They see what they'll stop retyping.

  • Your signer

    They see the approval on a phone.

  • Whoever closes the books

    Bookkeeper, controller or CPA: they see what posts and how month-end runs.

If you want the connection shown live, add your case-system admin.

Before the call

What to have open

  • one settled case
  • your case management system
  • QuickBooks, Sage, NetSuite or Xero
  • last month's trust reconciliation, if you have one
Next

After the demo

  1. Step 1

    Your take-home page

    /after-your-demo with your firm's numbers, the same day.

  2. Step 2

    A setup call, if it fits

    An hour or two with our implementation team.

  3. Step 3

    Or tell us it isn't a fit

    If sending checks isn't a pain for your firm, we'll say so.

FAQ

Before you book

Is this a sales pitch?

It's the product on your case. If sending checks and reconciling trust isn't a pain for your firm, we'll say so on the call.

How long is setup?

Connecting your systems takes an hour or two with our team. Most firms send their first payment within two weeks; firms importing years of trust history plan on 30–45 days.

Can we try one case first?

Yes. Send yourself a check for a dollar, then run one real case with our team on the call.

Who will we talk to?

A Disbo account rep runs the demo; implementation joins the setup call. Our founder runs larger-firm demos himself.

More questions →