Electronic Disbursement
Pay everyone, from one screen.
Pay the client, the lienholders, and your firm from one screen, balanced to the cent. Connect your IOLTA and we handle the rest.
Request a demoHow it works
Fast to pay, safe to defend.
Everyone on one screen
The client, every lienholder, your case costs and your fee, straight from the locked settlement. Nothing is hand-keyed.
Balanced to the cent
The payout is reconciled against fees, costs, liens, and client net. A single cent off, or a stale plan, and nothing releases.
The client signs first
No disbursement can even be authorized until the client has e-signed the settlement statement. The order is enforced.
The attorney's authorization
Nothing releases until an attorney authorizes it, and the authorization can be revoked. Releasing trust money is the attorney's call, on the record.
One record for the matter
Every dollar in and out of trust for the case on a single ledger with a running balance, ready to print or export. Reconciliation stops being a chore.
A defensible audit trail
Every authorization, approval, and payment is written to an immutable record, with separation of duties enforced, the history you can stand behind if it's ever questioned.
Your bank, your IOLTA
Pay from the bank you already use.
You keep your IOLTA and the bank you already use. We connect it for you, so paying the client and every lienholder becomes one seamless step, from one screen, on one record. Electronic payment is rolling out with our banking partner, encrypted, access-controlled, and fully audited. Reach out and we'll get your firm set up.
Questions, answered.
From your own IOLTA, at the bank you already use, so there is no switching banks. Electronic payment is rolling out with our banking partner, so reach out and we will set your firm up. Everything before the release works today: the plan, the balancing, the client's signature and the attorney's authorization.
The payout balances to the cent, every lien is paid at a verified payoff, the client has e-signed the statement, and an attorney has authorized the release. Miss any one and it stays locked.
Only an attorney with authorization rights, and never the person who prepared the payment. Every step is recorded on the case's audit trail, so the disbursement can be reconstructed if it is ever questioned.
Electronic Disbursement
Close the case, not the risk.
The client paid faster. Every dollar accounted for.